SmartAsset Analysis: $161M Raised
What is SmartAsset?
Free financial advisor matching service
Employees
201-500
Founded
2012
Industry
Personal Finance
Latest Funding Round Size
$161M
Product Features & Capabilities
- Advisor matching quiz for personalized financial advisor connections
- Comprehensive financial calculators for various financial decisions
- Guides on retirement planning, home buying, and taxes
- Access to current mortgage rates and brokerage accounts
- Resources for understanding fiduciary duties and advisor costs.
Use Cases
Find a financial advisor tailored to specific needs; Calculate retirement savings and RMDs; Compare mortgage rates for home buying; Assess tax implications for financial decisions; Evaluate investment options through brokerage comparisons.
How much SmartAsset raised
Funding Round - $161M
RecentOther Considerations
Serves nearly 50,000 users monthly; All advisors are fiduciaries; Offers a completely free service with no hidden fees.
Competitors
The main competitors of SmartAsset in the fintech space include:
- NerdWallet
- Bankrate
- Zoe
- Money Under 30
- Student Loan Hero
- LearnVest
- CreditCards.com
- Credit.com
- BetterLoanChoice
Recent News
Recent news articles related to SmartAsset include:
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SmartAsset's Advisor Marketing Platform (AMP) Surpasses 89,000 High-Value Referrals Delivered to Financial Advisors (1 week ago) - This article discusses how SmartAsset's AMP has streamlined prospecting and outreach, significantly transforming advisor growth and client engagement. Read more here.
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NJ taxpayers claim high itemized deductions, according to SmartAsset data (2 weeks ago) - A survey by SmartAsset reveals that New Jersey taxpayers are benefiting from various deductions and credits. Read more here.
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