Insights

Audience reach SmartAsset reaches an estimated 59 million people monthly through educational content and personalized tools, indicating a large and engaged audience for targeted financial products, cross-sell opportunities, and high-value lead generation partnerships.

Advisor platform SmartAsset also operates the AMP platform connecting consumers with fiduciary financial advisors, presenting a sales opening for premium advisor marketing services, referral programs, and B2B partnerships with RIA firms seeking client acquisition channels.

Proven growth With recognition on Deloitte Technology Fast 500 and Inc. 5000 and a recent $110M Series D, SmartAsset demonstrates strong growth trajectory and credibility, suggesting suitability for strategic collaborations, enterprise deals, and co-marketing ventures.

Fintech depth A tech stack spanning Spring Boot, FastAPI, and cloud/storage components indicates modern fintech capabilities, offering opportunities for platform integrations, data collaboration, and white-label financial tooling for partner sites.

Educational influence Awards for best value colleges and value-based tools like the Cost of Living Calculator show influence in education and consumer finance decisions, enabling partnerships with universities, student loan/financial literacy initiatives, and targeted content licensing deals.

SmartAsset Tech Stack

SmartAsset uses 8 technology products and services including Comscore, Amazon S3, jsDelivr, and more. Explore SmartAsset's tech stack below.

  • Comscore
    Analytics
  • Amazon S3
    Content Delivery Network
  • jsDelivr
    Content Delivery Network
  • Spring Boot
    Frameworks And Libraries
  • Envoy
    Load Balancers
  • Glassdoor
    Online Review Management
  • C
    Programming Languages
  • FastAPI
    Web Frameworks

Media & News

SmartAsset's Email Address Formats

SmartAsset uses at least 1 format(s):
SmartAsset Email FormatsExamplePercentage
FLast@smartasset.comJDoe@smartasset.com
81%
First.Last@smartasset.comJohn.Doe@smartasset.com
12%
Last@smartasset.comDoe@smartasset.com
4%
First@smartasset.comJohn@smartasset.com
3%

Frequently Asked Questions

What is SmartAsset's official website and social media links?

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SmartAsset's official website is smartasset.com and has social profiles on LinkedInCrunchbase.

How much revenue does SmartAsset generate?

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As of July 2026, SmartAsset's annual revenue is estimated to be $100M - $250M.

What is SmartAsset's SIC code NAICS code?

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SmartAsset's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 5112 - Software Publishers.

How many employees does SmartAsset have currently?

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As of July 2026, SmartAsset has approximately 275 employees across 3 continents, including North AmericaAsiaSouth America. Key team members include Chief Executive Officer And Founder: C. M.Chief People Officer: M. C.Vp Digital Advertising Sales: C. S.. Explore SmartAsset's employee directory with LeadIQ.

What industry does SmartAsset belong to?

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SmartAsset operates in the Software Development industry.

What technology does SmartAsset use?

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SmartAsset's tech stack includes ComscoreAmazon S3jsDelivrSpring BootEnvoyGlassdoorCFastAPI.

What is SmartAsset's email format?

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SmartAsset's email format typically follows the pattern of FLast@smartasset.com. Find more SmartAsset email formats with LeadIQ.

How much funding has SmartAsset raised to date?

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As of July 2026, SmartAsset has raised $161M in funding. The last funding round occurred on Aug 05, 2021.
SmartAsset logo

SmartAsset

Software DevelopmentNew York, United States201-500 Employees

SmartAsset operates an online platform that provides consumer-focused financial information and education, along with personalized calculators and tools designed to help people make informed financial decisions. The service reaches an estimated 59 million people each month through its educational content and interactive tools. In addition, the company runs the SmartAsset Advisor Marketing Platform, which connects consumers with fiduciary financial advisors.

Headquartered in New York City, New York, SmartAsset positions itself in the software development and fintech landscape by combining educational content with client-generation capabilities. Its target market includes individual consumers seeking personal finance guidance and fiduciary advisors looking to engage prospective clients through the platform. A recent development is the launch of an interactive map highlighting the wealthiest counties in the United States based on earnings, investment income and home value.

Section iconCompany Overview

SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
5112 - Software Publishers
Employees
201-500

Section iconFunding & Financials

  • $161M

    SmartAsset has raised a total of $161M of funding over 8 rounds. Their latest funding round was raised on Aug 05, 2021as a secondary_market.

  • $100M - $250M

    SmartAsset's revenue is estimated to be in the range of $100M - $250M

Section iconFunding & Financials

  • $161M

    SmartAsset has raised a total of $161M of funding over 8 rounds. Their latest funding round was raised on Aug 05, 2021as a secondary_market.

  • $100M - $250M

    SmartAsset's revenue is estimated to be in the range of $100M - $250M

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