Insights

Growing Investment Interest Recent significant investments by institutional firms such as Bailard Inc. and Acadian Asset Management LLC indicate strong investor confidence and expanding capital backing, highlighting opportunities to engage with financial institutions and investors interested in innovative insurance technologies.

Digital Platform Expansion SmartFinancial's proprietary platform Insurance.io leverages data-driven insights, creating potential sales avenues with insurance providers seeking to enhance their digital offerings and improve customer engagement through advanced analytics and automation.

Consistent Financial Performance With quarterly earnings surpassing estimates and a steady dividend payout, the company's solid financial health suggests opportunities to target banking and investment services for partnerships or product integrations aligned with their revenue streams.

Market Positioning As a fast-growing insurance technology firm with a relatively modest employee base compared to industry giants, SmartFinancial presents an opportunity for scalable B2B solutions tailored to small and mid-sized insurers looking to modernize their operations.

Industry Synergies The company's focus within the insurance sector opens avenues to collaborate with other comparable firms or sub-sectors such as insurance providers and financial institutions, particularly those interested in integrating advanced analytics and customer-centric digital tools.

SmartFinancial Tech Stack

SmartFinancial uses 8 technology products and services including Microsoft Excel, HelloSign, SendGrid, and more. Explore SmartFinancial's tech stack below.

  • Microsoft Excel
    Editors
  • HelloSign
    Electronic Signatures
  • SendGrid
    Email Delivery
  • MicroData
    IT Infrastructure & Operations Management
  • Google Maps
    Maps
  • JSON
    Programming Languages
  • Python
    Programming Languages
  • Express
    Web Frameworks

Media & News

SmartFinancial's Email Address Formats

SmartFinancial uses at least 2 format(s):
SmartFinancial Email FormatsExamplePercentage
First@contactability.comJohn@contactability.com
46%
FLast@contactability.comJDoe@contactability.com
33%
Last@contactability.comDoe@contactability.com
11%
First.Last@contactability.comJohn.Doe@contactability.com
9%
Middle@contactability.comMichael@contactability.com
1%
FLast@smartfinancial.comJDoe@smartfinancial.com
58%
First@smartfinancial.comJohn@smartfinancial.com
26%
FirstLast@smartfinancial.comJohnDoe@smartfinancial.com
13%
First.Last@smartfinancial.comJohn.Doe@smartfinancial.com
3%

Frequently Asked Questions

Where is SmartFinancial's headquarters located?

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SmartFinancial's main headquarters is located at 4041 MacArthur Blvd, Newport Beach, California 92660, US. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is SmartFinancial's phone number?

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You can contact SmartFinancial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SmartFinancial's stock symbol?

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SmartFinancial is a publicly traded company; the company's stock symbol is SMBK.

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

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SmartFinancial's official website is smartfinancial.com and has social profiles on LinkedIn.

What is SmartFinancial's SIC code NAICS code?

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SmartFinancial's SIC code is 6282 - Investment Advice NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does SmartFinancial have currently?

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As of October 2025, SmartFinancial has approximately 292 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Financial Officer: T. B.Vice President Of Sales: A. G.Vice President Of Post Closing And Shipping: E. C.. Explore SmartFinancial's employee directory with LeadIQ.

What industry does SmartFinancial belong to?

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SmartFinancial operates in the Insurance industry.

What technology does SmartFinancial use?

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SmartFinancial's tech stack includes Microsoft ExcelHelloSignSendGridMicroDataGoogle MapsJSONPythonExpress.

What is SmartFinancial's email format?

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SmartFinancial's email format typically follows the pattern of First@contactability.com. Find more SmartFinancial email formats with LeadIQ.

When was SmartFinancial founded?

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SmartFinancial was founded in 2012.

SmartFinancial

InsuranceUnited States201-500 Employees

SmartFinancial is a leading digital insurance marketplace and one of the fastest growing insurance technology companies in the U.S. SmartFinancial is bridging the gap between consumers and insurance providers with data-driven insights powered by its proprietary technology platform, Insurance.io.

Section iconCompany Overview

Headquarters
4041 MacArthur Blvd, Newport Beach, California 92660, US
Phone number
SIC Code
6282 - Investment Advice
Stock Symbol
SMBK
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2012
Employees
201-500

Section iconFunding & Financials

  • $500M$1B

    SmartFinancial's revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $500M$1B

    SmartFinancial's revenue is estimated to be in the range of $500M$1B

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