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smartasset

Marketplace connecting consumers to financial advisors

Discussion
ecommerceenterprise-softwarefinancial-servicesfintech

Company facts

YC Top CompanyHiringGrowth-stage
Founded
2012
Employees
210
Headquarters
United States
CEO
Michael Carvin
Type
Private

About

SmartAsset is an online destination for consumer-focused financial information and advice. Reaching approximately 59 million people each month (as of January 2024) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Additionally, SmartAsset powers SmartAsset AMP, a national marketplace connecting consumers to financial advisors. Building on SmartAsset’s relationship with millions of investors, SmartAsset AMP connects financial advisors directly with prospects who meet their target client profile. Our algorithm matches consumers with up to three fiduciary financial advisors. In 2023, SmartAsset helped advisors close an estimated $34 billion.

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