Marketplace connecting consumers to financial advisors
Company is active
Event Year: 2012
Company is active
Event Year: 2012
SmartAsset operates as a comprehensive online platform dedicated to providing consumers with accessible financial information and guidance. As of January 2024, SmartAsset reaches an estimated 59 million individuals monthly through its informative content, customized calculators, and various financial tools. The company's core mission is to empower individuals to make well-informed and sound financial decisions. Furthermore, SmartAsset facilitates SmartAsset AMP, a nationwide marketplace designed to connect consumers with qualified financial advisors. Leveraging its extensive network of millions of investors, SmartAsset AMP directly links financial advisors with prospective clients who align with their ideal client criteria. Through a proprietary algorithm, consumers are matched with up to three fiduciary financial advisors, ensuring a personalized and relevant connection. In 2023 alone, SmartAsset played a crucial role in assisting advisors in securing an estimated $34 billion in assets.
SmartAsset operates as a comprehensive online platform dedicated to providing consumers with accessible financial information and guidance. As of January 2024, SmartAsset reaches an estimated 59 million individuals monthly through its informative content, customized calculators, and various financial tools. The company's core mission is to empower individuals to make well-informed and sound financial decisions. Furthermore, SmartAsset facilitates SmartAsset AMP, a nationwide marketplace designed to connect consumers with qualified financial advisors. Leveraging its extensive network of millions of investors, SmartAsset AMP directly links financial advisors with prospective clients who align with their ideal client criteria. Through a proprietary algorithm, consumers are matched with up to three fiduciary financial advisors, ensuring a personalized and relevant connection. In 2023 alone, SmartAsset played a crucial role in assisting advisors in securing an estimated $34 billion in assets.
Total Raised: Unknown (Y Combinator backed)
Last Round: Summer 2012
Total Raised: Unknown (Y Combinator backed)
Last Round: Summer 2012
Fintech
Fintech
Fintech -> Consumer Finance
Fintech -> Consumer Finance
Team size: 210
Hiring: Yes
Team size: 210
Hiring: Yes