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About SmartAsset
Industries
Data & Analytics
Fintech
Financial Services
Company Size
201-500
Company Stage
Series D
Total Funding
$161.5M
Headquarters
New York City, New York
Founded
2011
Overview
SmartAsset provides online personal-finance resources and a national marketplace that connects consumers with fiduciary financial advisors. It offers free educational content, calculators, and tools for topics like retirement, home buying, and taxes, with SmartAsset AMP matching users with up to three suitable advisors using an algorithm. For advisors, the SmartAsset Advisor Marketing Platform delivers client leads, automated marketing campaigns, and tech-enabled communication, funded by a subscription model for referrals and marketing tools. The goal is to help people make informed financial decisions while helping fiduciary advisors grow their client base and assets under management.
Simplify's Take
What believers are saying
- 2024 prospecting tools track client engagement, boosting advisor lead conversion.
- AMP extension targets new RIAs, capturing early-stage client acquisition market.
- Automated marketing in AMP increases advisor stickiness and subscription lifetime value.
What critics are saying
- Zoe Financial's superior algorithm erodes SmartAsset's leads in 6-12 months.
- SEC fines SmartAsset for fiduciary disclosure failures within 12-24 months.
- Google's AI finance tool diverts 75 million visitors in 6-12 months.
What makes SmartAsset unique
- SmartAsset AMP matches consumers algorithmically to three fiduciary advisors based on goals.
- SmartAsset reaches 75 million monthly users via personalized calculators and content.
- Tiered AMP plans—Discover, Accelerate, Scale—offer referrals, campaigns, and texting tools.
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Funding
Total Funding
$161.5M
Below
Industry Average
Funded Over
8 Rounds
SV Angel
Y CombinatorIndustry standards
Benefits
Remote flexibility
Medical, dental, & vision coverage
Life/AD&D insurance
FSA
401K
Equity packages
PTO
Parental leave
EAP
Pet insurance
Home office stipend
Health & wellness stipend
Monthly food delivery stipend
Growth & Insights and Company News
6 month growth
↑ 1%1 year growth
↑ 0%2 year growth
↑ 0%Washburn University was among Kansas's top 10 "best value colleges," according to SmartAsset, an American financial technology company.
New York City-based RIA referral platform SmartAsset has announced the launch of two tools designed to help advisors monitor the engagement of prospective new clients.
SmartAsset, a financial technology company, ranked CCC number 9 in the online ranking of America's Best Community Colleges for 2024, according to a press release issued Aug. 29.
SmartAsset, an RIA referral company that connects individual investors to financial advisors, has launched a new platform aimed at recently-established RIAs.
SmartAsset - which is described by its about page as "committed to publishing the most accurate and actionable advice, personalized calculators and education tools to help people navigate life's big personal finance decisions" - annually releases its "Cost of Living Calculator" that allows for people to compare and contrast just that across the United States.
SmartAsset is Hiring for 7 Jobs on Simplify!
Find jobs on Simplify and start your career today
About SmartAsset
Industries
Data & Analytics
Fintech
Financial Services
Company Size
201-500
Company Stage
Series D
Total Funding
$161.5M
Headquarters
New York City, New York
Founded
2011
SmartAsset is Hiring for 7 Jobs on Simplify!
Find jobs on Simplify and start your career today