SmartAsset
NYC-based financial technology
Hybrid
Some members of the team work remotely, while others are co-located in one or more offices.
👥201-500
📍New York, NY
SmartAsset

About SmartAsset

About SmartAsset
About SmartAsset
About SmartAsset
About SmartAsset
About SmartAsset
SmartAsset is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors.

What SmartAsset is building

SmartAsset product / service
SmartAsset product / service
SmartAsset product / service
SmartAsset product / service
SmartAsset product / service
Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset’s mission isto help people make smart financial decisions.

Technologies used at SmartAsset

Back-end (4)
Front-end (2)
Java EEJava EE
AWSAWS
ApacheApache
Covid-19Covid-19

Company culture

We Empower Users

We Trust Each Other

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Funding roundsIconOpenNewWindows

Total Funding

Total Funding

$161.4M
Last funding round type

Last funding round type

Venture - Series Unknown
Company type

Company type

For Profit

SmartAsset news and updates

SmartAsset Advisors, LLC launched Where Americans Are Happiest – 2022 Study on Dec 20th 22'.

SmartAsset released its findings, “ Where Americans Are Happiest – 2022 Study,” on Tuesday, Dec. 20.

Dec 21, 2022 | sacbee.com

SmartAsset Advisors, LLC launched 2022 Cost of Living Calculator on Nov 2nd 22'.

SmartAsset recently published its 2022 Cost of Living Calculator which charts the average cost of living and per capita income of every county in the United States.

Dec 2, 2022 | themainewire.com

SmartAsset Advisors, LLC hired Peter Silvio as Chief Technology Officer on Nov 29th 22'.

SmartAsset, an online destination for financial information and a national marketplace connecting consumers to financial advisors, today announced the addition of Chief Technology Officer Peter Silvio to its executive leadership team.

Nov 28, 2022 | prnewswire.com

SmartAsset Advisors, LLC launched study of the top 10 most affordable places on Oct 23rd 22'.

SmartAsset recently released a new study of the top 10 most affordable places in North Carolina.

Nov 23, 2022 | mcdowellnews.com

SmartAsset Appoints Meghan Lapides As Chief People Officer

SmartAsset, an online destination for financial information and advice and a national marketplace connecting consumers to financial advisors, today announced the appointment of Meghan Lapides, SPHR, SHRM-SCP, to Chief People Officer.

Feb 10, 2022 | Business Wire

Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service

SmartAsset’s SmartAdvisor platform offers customized investor prospecting solutions with built-in compliance processes that satisfy regulatory requirements

Jan 6, 2022 | GlobalFinTechSeries

SmartAsset launched ‘Live Connections,†a service that allows a Financial Advisor on Apr 16th 20'.

On April 16, 2020, SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the official launch of ‘Live Connections,’ a service that allows a Financial Advisor to connect directly with a prospective client over the phone.

Jan 1, 2022 | znewsafrica.com

SmartAsset Advisors, LLC launches eighth annual Best Value Colleges Study

SmartAsset released its eighth annual Best Value Colleges Study, which compares institutions by using five metrics, including scholarships, starting salary, tuition, living costs and retention rate.

Jan 1, 2022 | cbs19news.com

SmartAsset Advisors, LLC hired Meghan Lapides as Chief People Officer on Feb 17th 22'.

SmartAsset, an online destination for financial information and advice and a national marketplace connecting consumers to financial advisors, announced the appointment of Meghan Lapides, SPHR, SHRM-SCP, to Chief People Officer.

Jan 1, 2022 | globalfintechseries.com

SmartAsset Advisors, LLC launched Top 100 Safest Cities in the US on Mar 15th 22'.

Smartasset.com recently released their list of the Top 100 Safest Cities in the US.

Jan 1, 2022 | yonkerstimes.com

SmartAsset Advisors, LLC hired Dave Jones as Chief Financial Officer on Apr 28th 22'.

SmartAsset, an online destination for financial information and advice and a national marketplace connecting consumers to financial advisors, announced today that Dave Jones has joined SmartAsset as Chief Financial Officer.

Jan 1, 2022 | businesswire.com

SmartAsset Advisors, LLC launched 2022 Best Community Colleges in America report on Apr 18th 22'.

SmartAsset, a personal finance technology company, recently released the 2022 Best Community Colleges in America report, a ranking of 801 community colleges across the nation.

Jan 1, 2022 | carolinacoastonline.com

SmartAsset Advisors, LLC launches study that shows Walker County

SmartAsset, an online financial advisor website, has released a study that shows Walker County ranks first in Alabama for getting the most value for what one pays for property taxes.

Jan 1, 2022 | mountaineagle.com

SmartAsset Launches Simpler Road to Retirement TV Ad Campaign With Marketing Architects

SmartAsset, an online destination for financial advice and marketplace that connects consumers to financial advisors, launched a national TV campaign this week in partnership with All-Inclusive TV agency Marketing Architects.

Dec 29, 2021 | FinTech Futures

SmartAsset Advisors, LLC launches interactive map

SmartAsset created an interactive map that reveals the best counties for small business owners in the U.S. and in each state.

Jan 1, 2021 | lenconnect.com

Javelin Venture Partners invests into SmartAsset Advisors, LLC in $28M

Personal finance platform SmartAsset has raised $28M in Series C funding from investors that include Fabrice Grinda, Javelin Venture Partners, Contour Venture Partners, Citi Ventures, TTV Capital, IA Capital Group, and Focus Financial Partners.

Jan 1, 2018 | alleywatch.com
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