We empower people with accurate, actionable advice, personalized calculators, and educational tools – including connecting them with vetted financial advisors to help navigate life's most important financial decisions.
What we do at SmartAsset
SmartAsset is an online destination for consumer-focused financial information and advice, offering educational content and personalized calculators and tools. The company also operates SmartAsset Advisor Marketing Platform (AMP), a national marketplace connecting consumers to vetted fiduciary financial advisors.
How we help financial advisors
SmartAsset is the nation's largest marketplace connecting consumers to financial advisors.
Building on SmartAsset's reach to millions of potential investors, SmartAsset AMP connects financial advisors directly with prospects who meet their ideal client profile. Available in three plan levels – Discover, Accelerate, and Scale – SmartAsset AMP allows advisors to access referral generation, nurture campaigns, technology assisted calling and automated texting, and live connections – all for a simple monthly subscription.
SmartAsset AMP will enable advisors to grow confidently at every plan level with clear expectations around bottom-line drivers like client conversion, meeting set rates, assets under management (AUM) targets, and more.
In 2024, SmartAsset helped advisors close over an estimated $30 billion in new AUM*. Click here to learn more about how the platform helps advisors grow their business.
How we help consumers
SmartAsset offers a variety of tools and educational resources to empower you on your path toward financial well-being and goal achievement, including financial advisor matches, as well as calculators, tools and educational resources for everything from home buying to retirement.
*The estimated AUM closed by advisors from SmartAsset referrals is based on the number of matches made between validated investors reporting over $25K in investible assets and advisors in 2024. Further, the calculation assumes: a 4% close rate (based on data collected from partners and industry benchmarks) and an average amount of assets per household of $1.15M, that was calculated from self-reported asset ranges in the advisor matching survey. The calculation is: Valid Matches*Average Assets Per Household*4% Conversion Rate.
Our Values
Our Leadership Team
Investors
And other smart investors.
*As of January 2025. Our content and calculators are seen by over an estimated 59 million users each month on SmartAsset.com, across our owned and operated channels and partner sites.
Awards and Recognition
Other than application and licensing fees, SmartAsset did not provide compensation for the following awards.
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Client Acquisition Made Easier for RIAs. Get validated referrals within your target asset tiers and geography, plus automated, pre-built nurture campaigns.
122 E 42nd St., Suite 4300
New York, NY 10168-4201
For all Financial Advisor or Firm inquiries, please email: smartassetamp@smartasset.com or call: 1-800-592-5379
For all press inquiries, please email: press@smartasset.com
For all consumer inquiries, please email: info@smartasset.com
Next Steps: Planning for retirement can be overwhelming.
We recommend speaking with a financial advisor. This free tool will match you with vetted advisors who serve your area.
Here's how it works:
- Answer a few easy questions, so we can find a match.
- Our tool matches you with vetted fiduciary advisors who can help you on the path toward achieving your financial goals. It only takes a few minutes.
- Check out the advisors' profiles, have an introductory call on the phone or introduction in person, and choose who to work with.
Enter your ZIP code to find your matches: