Insights

Growth signals SmartFinancial has recent positive coverage and earnings momentum with upgraded ratings and stronger Q2 results, indicating increasing investor confidence and potential appetite for strategic partnerships or expanded product offerings in the insurance comparison space.

Financial health Strong quarterly earnings and dividend announcement alongside year-over-year net income growth suggest available capital for investments in technology, data analytics, or distribution channels to scale customer acquisition.

Market positioning As a consumer insurance quotes comparison platform, SmartFinancial sits at the intersection of demand for streamlined shopping, potential cross-sell opportunities with insurers, and partnerships with lenders or fintechs seeking insured customer risk mitigation.

Tech footprint Utilization of web and integration tools such as Vue.js and Google Maps indicates openness to platform enhancements, API integrations, and partner ecosystems that could benefit from white-labeling, data enrichment, or automated quote workflows.

Sales opportunities Given its mid-market scale and the competitive landscape, there are opportunities to offer sales enablement, data services, and compliance support to optimize lead conversion, pricing analytics, and performance dashboards for insurer partners and resellers.

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
  • Vue.js
    Javascript Frameworks
  • Google Maps
    Maps
  • Paychex Flex
    Payroll Management And Benefits Administration
  • JSON
    Programming Languages
  • X-UA-Compatible
    Web Tools And Plugins

Media & News

SmartFinancial's Email Address Formats

SmartFinancial uses at least 1 format(s):
SmartFinancial Email FormatsExamplePercentage
FLast@smartfinancial.comJDoe@smartfinancial.com
66%
First@smartfinancial.comJohn@smartfinancial.com
21%
FirstLast@smartfinancial.comJohnDoe@smartfinancial.com
11%
First.Last@smartfinancial.comJohn.Doe@smartfinancial.com
2%

Frequently Asked Questions

What is SmartFinancial's stock symbol?

Minus sign iconPlus sign icon
SmartFinancial is a publicly traded company; the company's stock symbol is SMBK.

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

Minus sign iconPlus sign icon
SmartFinancial's official website is smartfinancial.com and has social profiles on LinkedIn.

How much revenue does SmartFinancial generate?

Minus sign iconPlus sign icon
As of July 2026, SmartFinancial's annual revenue is estimated to be <$1M.

What is SmartFinancial's NAICS code?

Minus sign iconPlus sign icon
SmartFinancial's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does SmartFinancial have currently?

Minus sign iconPlus sign icon
As of July 2026, SmartFinancial has approximately 24 employees across 1 continents, including North America. Key team members include Account Manager: B. S.Senior Partnerships Manager: B. W.Account Manager: C. C.. Explore SmartFinancial's employee directory with LeadIQ.

What industry does SmartFinancial belong to?

Minus sign iconPlus sign icon
SmartFinancial operates in the Insurance industry.

What technology does SmartFinancial use?

Minus sign iconPlus sign icon
SmartFinancial's tech stack includes Microsoft ExcelHelloSignSendGridVue.jsGoogle MapsPaychex FlexJSONX-UA-Compatible.

What is SmartFinancial's email format?

Minus sign iconPlus sign icon
SmartFinancial's email format typically follows the pattern of FLast@smartfinancial.com. Find more SmartFinancial email formats with LeadIQ.

When was SmartFinancial founded?

Minus sign iconPlus sign icon
SmartFinancial was founded in 2016.
SmartFinancial logo

SmartFinancial

InsuranceCalifornia, United States11-50 Employees

SmartFinancial operates in the insurance sector as a digital platform that helps shoppers compare insurance quotes online and via mobile. Its service connects consumers with insurers to support informed, prudent decisions around coverage, aiming to streamline the selection process for personal insurance products. Based in Newport Beach, California, the company serves as a facilitator for consumers seeking quotes, positioning itself as a resource within the broader insurance marketplace. SmartFinancial is part of a landscape that includes comparison and information services for insurance, offering a user-focused option in the industry. The company is associated with a parent organization that also operates SmartBank, and it has active corporate activity reflected in earnings-related communications and quarterly dividend announcements, indicating ongoing financial operations and governance. A recent development noted is the scheduling of a second-quarter earnings release and conference call, highlighting continued activity and reporting obligations.

Section iconCompany Overview

Stock Symbol
SMBK
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2016
Employees
11-50

Section iconFunding & Financials

  • <$1M

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

Section iconFunding & Financials

  • <$1M

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

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.