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