Insights

High Reach SmartAsset reaches an estimated 59 million people per month with educational content and personalized tools, presenting a large potential audience for financial services partnerships, affiliate marketing opportunities, and advisor referrals.

Robust Funding With a recent $110 million Series D and recognition on Deloitte Fast 500 and Inc. 5000, SmartAsset demonstrates strong growth and market validation, suggesting opportunities for co-marketing, strategic investments, and scale-focused sales conversations.

Advisor Platform SmartAsset AMP connects consumers with fiduciary advisors, indicating potential cross-sell of premium marketing services, analytics offerings, and expanded advisor onboarding or CRM integrations for increased referral flow.

Product Expansion Ongoing launches such as interactive wealth maps, cost of living calculators, and RIAs platforms create openings for selling additional data services, API access, and customization for financial planning teams and educational publishers.

Financial Metrics Revenue is in the high hundreds of millions range and the company has a sizable employee base, signaling readiness for enterprise-grade solutions, scale-enabled deployments, and multi-product bundles to existing clients.

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?

Minus sign iconPlus sign icon
SmartAsset's official website is smartasset.com and has social profiles on LinkedInCrunchbase.

What is SmartAsset's SIC code NAICS code?

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

How many employees does SmartAsset have currently?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
SmartAsset operates in the Software Development industry.

What technology does SmartAsset use?

Minus sign iconPlus sign icon
SmartAsset's tech stack includes ComscoreAmazon S3jsDelivrSpring BootEnvoyGlassdoorCFastAPI.

What is SmartAsset's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.