Insights

Market Expansion Opportunities SmartAsset has recently launched new platforms and calculators, such as the Cost of Living Calculator and annual studies on affordable places and healthiest cities, presenting opportunities to target individuals interested in financial planning and real estate across various regions in the U.S.

Targeting Recently-Established RIAs With the launch of a platform and marketing extension specifically aimed at recently-established RIAs, there is a strategic opportunity for SmartAsset to target and collaborate with this specific segment of financial advisors who may be seeking partnership and growth support.

Positioning as Best Community College Resource Given SmartAsset's recognition as CCC number 9 for America's Best Community Colleges and its expertise in educational content and financial advice, there is a potential to engage with community colleges and students looking for financial planning resources and advisory services.

Enhancing Financial Advisor Growth The launch of SmartAsset AMP as a growth platform for financial advisors indicates a potential sales opportunity in offering technology-driven solutions to advisors seeking to expand their client base and improve their service offerings.

Differentiation through Financial Technology SmartAsset's focus on technology tools like personalized calculators and SmartAdvisor positions the company as a leader in providing innovative financial solutions, creating a competitive edge that can be leveraged in sales conversations to attract tech-savvy clientele.

SmartAsset Tech Stack

SmartAsset uses 8 technology products and services including Mixpanel, Google Hosted Libraries, WordPress, and more. Explore SmartAsset's tech stack below.

  • Mixpanel
    Analytics
  • Google Hosted Libraries
    Content Delivery Network
  • WordPress
    Content Management System
  • jQuery
    Javascript Libraries
  • Babel
    Miscellaneous
  • Ruby
    Programming Languages
  • TypeScript
    Programming Languages
  • CakePHP
    Web Frameworks

Media & News

SmartAsset's Email Address Formats

SmartAsset uses at least 1 format(s):
SmartAsset Email FormatsExamplePercentage
FLast@smartasset.comJDoe@smartasset.com
86%
Last@smartasset.comDoe@smartasset.com
5%
First.Last@smartasset.comJohn.Doe@smartasset.com
5%
First@smartasset.comJohn@smartasset.com
4%

Frequently Asked Questions

Where is SmartAsset's headquarters located?

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SmartAsset's main headquarters is located at 122 E 42nd St Suite 4300 New York, NY 10168 US. The company has employees across 4 continents, including North AmericaAsiaSouth America.

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 LinkedIn.

How much revenue does SmartAsset generate?

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As of September 2024, SmartAsset's annual revenue reached $75M.

What is SmartAsset's NAICS code?

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SmartAsset's NAICS code is 5112 - Software Publishers.

How many employees does SmartAsset have currently?

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As of September 2024, SmartAsset has approximately 248 employees across 4 continents, including North AmericaAsiaSouth America. Key team members include Chief Technology Officer: P. S.Chief Financial Officer: D. J.Vice President Of Sales: M. M.. 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 MixpanelGoogle Hosted LibrariesWordPressjQueryBabelRubyTypeScriptCakePHP.

What is SmartAsset's email format?

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

SmartAsset

Software DevelopmentNew York, United States201-500 Employees

SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500™ lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
SmartAsset has been featured in hundreds of publications, including the Wall Street Journal, CNN, TechCrunch, The New York Times, CNBC, FOX Business, The Washington Post, U.S. News World Report, TIME, Reuters, Businessweek and Barron’s.  

Section iconCompany Overview

Headquarters
122 E 42nd St Suite 4300 New York, NY 10168 US
NAICS Code
5112 - Software Publishers
Employees
201-500

Section iconFunding & Financials

  • $50M$100M

    SmartAsset's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    SmartAsset's revenue is in the range of $50M$100M

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