SmartAsset Analysis: $161M Raised

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.

The main competitors of SmartAsset in the fintech space include:

1. NerdWallet
2. Bankrate
3. Zoe
4. Money Under 30
5. Student Loan Hero
6. LearnVest
7. CreditCards.com
8. Credit.com
9. BetterLoanChoice

SmartAsset offers a variety of financial products and services, including:

1. Mortgage Services:

   • Calculators: Tools like the Mortgage Calculator, Closing Costs Calculator, and Cost of Living Calculator help users assess their mortgage needs.
   • Lender Reviews: Reviews of various mortgage lenders such as Rocket Mortgage and Better Mortgage.
   • Rate Comparisons: Information on current mortgage rates, including 30-Year, 15-Year, and adjustable-rate mortgages.
   • Guides: Helpful resources like the Home Buying Guide and Veteran Home Buying Guide.

2. Tax Services:

   • Calculators: Tools for calculating income tax, property tax, and retirement taxes.
   • Tax Software Reviews: Reviews of tax software options like H&R Block and Jackson Hewitt.
   • Guides: Comprehensive tax guides to help users navigate their tax obligations.

3. Retirement Services:

   • Calculators: Tools for retirement planning, including a Retirement Calculator and 401(k) Calculator.
   • Guides: Resources on retirement planning and working with financial advisors.

4. Financial Advisor Services:

   • Advisor Matching: A service that matches users with vetted financial advisors based on their needs.
   • Guides: Information on working with financial advisors and understanding fiduciary duties.

5. Banking Services:

   • Account Comparisons: Tools to compare savings accounts, checking accounts, and CD rates.
   • Bank Reviews: Reviews of various banks like Ally Bank and Capital One.

6. Investing Services:

   • Calculators: Tools for investment planning, including an Investment Calculator and Capital Gains Tax Calculator.
   • Guides: Resources on different types of investments and how to invest effectively.

These services are designed to help users make informed financial decisions across various aspects of personal finance.

Recent news articles related to SmartAsset include:

1. 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.

2. 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.

Serves nearly 50,000 users monthly; All advisors are fiduciaries; Offers a completely free service with no hidden fees.