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Companies

SmartAsset

Marketplace connecting consumers with financial advisors

New York, NY, USA
210+ people
Private
Founded 2012
$110M Series D, 2021
Fintech
Marketplace
Personal Finance

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.

Funding history

  1. Series D$110Mat $1B+2021

4 open roles

$140k-$180k
Sales·Remote (US)Mid-levelRemoteFull-time
13d ago
$138k-$214k
Eng·RemoteSeniorRemoteFull-time
19d ago
$150k-$175k
Sales·Remote (US)SeniorRemoteFull-time
47d ago
Success·RemoteEntry / JuniorRemoteFull-time
54d ago