SmartAsset

SmartAsset

Provides financial decision-making tools and resources

About

SmartAsset provides a range of free, interactive tools and calculators that help individuals make informed financial decisions. These tools cover various topics such as home buying, refinancing, retirement planning, life insurance, taxes, investing, and personal loans. Created by personal finance experts, SmartAsset's resources ensure users receive reliable information without needing to build complex financial models themselves. The company differentiates itself from competitors by offering comprehensive guides and easy-to-use tools, making personal finance more accessible. SmartAsset generates revenue through partnerships with financial advisors and affiliate commissions from financial product referrals, all while aiming to empower users to navigate their financial choices confidently.

Company Stage

Series D

Employees

201-500

Industries

Fintech, Financial Services

Total Funding

$156.1M

Headquarters

New York City, New York

Founded

2011


Simplify Jobs

Simplify's Take

What believers are saying

  • SmartAsset benefits from growing interest in digital financial tools among millennials and Gen Z.
  • The company is well-positioned in the expanding financial wellness market promoting financial literacy.
  • Rising demand for personalized financial advice supports SmartAsset's business model.

What critics are saying

  • Emerging fintech startups offering similar tools could dilute SmartAsset's market share.
  • Rapid evolution of AI-driven platforms may outpace SmartAsset's current technology.
  • Changes in consumer privacy regulations could impact SmartAsset's data collection practices.

What makes SmartAsset unique

  • SmartAsset offers a comprehensive suite of free, interactive financial tools and calculators.
  • The company connects users with financial advisors, earning fees for successful referrals.
  • SmartAsset's resources are created by personal finance experts, ensuring reliable information.

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Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%

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

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