Insights

Expansion into advisor tools SmartAsset recently launched tools to help advisors monitor client engagement, signaling a focus on enhancing advisor capabilities. This presents a sales opportunity to offer these tools to financial advisory firms seeking improved client engagement strategies.

Sustained engagement with educational tools With an estimated 59 million monthly users accessing educational content and tools on SmartAsset, there is a significant opportunity to engage companies looking to reach a large consumer audience through financial education. Partnering with SmartAsset can provide a platform to showcase financial products and services to a broad audience actively seeking financial information.

Impactful financial rankings The recognition of colleges and community colleges by SmartAsset presents an opportunity for educational institutions to leverage this acknowledgment to attract more students or donors. Sales teams targeting educational institutions can highlight the significance of being recognized by SmartAsset to enhance their reputation and competitiveness.

Tech-driven financial insights Utilizing a tech stack including Vue.js, Hadoop, and Cloudflare, SmartAsset offers advanced technological capabilities in delivering financial information. This positions the company as an attractive partner for businesses seeking to integrate cutting-edge technology into their financial services platforms.

Market relevant tools like Cost of Living Calculator The release of tools like the Cost of Living Calculator by SmartAsset addresses real-world financial challenges faced by individuals. Sales professionals can leverage such tools to engage with clients who are seeking personalized financial advice tailored to their specific circumstances, thereby providing value-added services to customers.

SmartAsset Tech Stack

SmartAsset uses 8 technology products and services including Curalate, Amazon CloudFront, Cloudflare, and more. Explore SmartAsset's tech stack below.

  • Curalate
    Analytics
  • Amazon CloudFront
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Vue.js
    Javascript Frameworks
  • Klaviyo
    Marketing Automation
  • PHP
    Programming Languages
  • Hadoop
    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
77%
First.Last@smartasset.comJohn.Doe@smartasset.com
15%
Last@smartasset.comDoe@smartasset.com
5%
First@smartasset.comJohn@smartasset.com
3%

Frequently Asked Questions

Where is SmartAsset's headquarters located?

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SmartAsset's main headquarters is located at 632 Broadway New York, NY 10011 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 June 2025, 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 June 2025, SmartAsset has approximately 272 employees across 4 continents, including North AmericaAsiaSouth America. Key team members include Chief Executive Officer And Founder: C. M.Chief People Officer: M. L.Chief Technology Officer: P. 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 CuralateAmazon CloudFrontCloudflareVue.jsKlaviyoPHPHadoopCakePHP.

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.

How much funding has SmartAsset raised to date?

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As of June 2025, SmartAsset has raised $299M in funding. The last funding round occurred on Jun 26, 2021 for $161M.
SmartAsset

SmartAsset

Software DevelopmentNew York, United States201-500 Employees

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate the SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.

Section iconCompany Overview

Headquarters
632 Broadway New York, NY 10011 US
NAICS Code
5112 - Software Publishers
Employees
201-500

Section iconFunding & Financials

  • $299M

    SmartAsset has raised a total of $299M of funding over 3 rounds. Their latest funding round was raised on Jun 26, 2021 in the amount of $161Mas a equity funding.

  • $50M$100M

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

Section iconFunding & Financials

  • $299M

    SmartAsset has raised a total of $299M of funding over 3 rounds. Their latest funding round was raised on Jun 26, 2021 in the amount of $161Mas a equity funding.

  • $50M$100M

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

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