SmartAsset

Overview

SmartAsset is a financial technology company based in New York City, founded in July 2012 by Michael Carvin and Phillip Camilleri. The company provides consumer-focused financial information and advice through educational content, personalized calculators, and tools that assist individuals in making informed decisions about personal finance topics such as home buying, taxes, retirement, banking, and investing.

The company operates in two main areas. It offers a variety of financial calculators and educational articles to empower consumers. Additionally, it matches consumers with vetted fiduciary financial advisors based on their profiles and needs. The Advisor Marketing Platform (AMP) connects financial advisors with prospective clients, utilizing an algorithm to facilitate matches, supporting advisor business growth via tools for lead generation and client engagement. With a monthly reach of approximately 59 million people, SmartAsset is recognized for its innovative approach to democratizing financial knowledge and enhancing connections between consumers and financial advisors.

Basic Information

Contact Details

• Phone: +1 646-360-0802
• Website: smartasset.com
• LinkedIn: linkedin.com/company/smartasset-com

Key Focus Areas & Initiatives

• Financial modelling
• Personal finance
• Money
• Financial advisors
• Retirement
• Content
• Lead generation
• Client acquisition
• Financial services
• Sales & marketing
• Personal data
• Finance
• Privacy
• Consumer internet
• Internet
• Information technology
• Software development
• Financial advice valuation
• Wealth building
• Personalized financial modeling
• Fiduciary advisors
• Financial planning
• Investment management
• Personalized calculators
• Financial planning tools
• Financial tools
• Financial decision support
• Client growth
• Consumer financial education
• Advisory lead generation
• Advice marketplace
• Financial decision making
• Financial literacy tools
• Wealth management growth
• Financial advisor prospecting
• Investment portfolio tools
• Wealth building strategies
• B2C and B2B fintech solutions
• Personal finance content
• Referral generation
• Financial advisor referrals
• Management consulting services
• Wealth management platform
• Digital advice solutions
• Personal finance education tools
• Client engagement analytics
• Investment tools
• Financial education
• Client engagement tools
• Financial advice
• Tax planning
• Fiduciary matching
• Investment advice
• Digital advice
• Automated marketing
• Mortgage rate comparison tools
• Automated calling
• Financial calculators
• Investment calculators
• Tax calculators
• Educational content
• Digital advice platform
• Digital wealth management
• Financial guidance
• Client engagement
• Retirement calculators
• Consulting
• Tax planning tools
• Home buying tools
• Client retention strategies
• Asset growth
• Home affordability calculator
• Advice platform
• Lead generation platform
• Financial advice transparency
• Mortgage calculators
• Tax optimization tools
• Asset management
• Asset under management
• Personalized financial planning
• Financial planning software
• Referral platform
• Digital financial advice
• Retirement planning
• Financial advisor marketing
• Matching algorithms
• Text messaging
• Home buying affordability
• Retirement planning tools
• Closing costs calculator
• Retirement income planning
• Advisory platform automation
• Referral generation tools
• Advisory marketing automation
• Mortgage calculator
• Cost of living calculator
• Affordability calculator
• Mortgage lender reviews
• Rate comparison
• Financial advisor matching
• Tax calculator
• Investment calculator
• Loan comparison
• Personal loan calculator
• Student loan calculator
• Life insurance calculator
• Financial planning resources
• Debt-to-income ratio
• Refinance calculator
• Budget calculator
• Best savings accounts
• High-interest savings
• Credit card comparison
• Tax software reviews
• Mortgage refinance
• Home buying guide
• Veteran home buying
• Property tax calculator
• Estate planning guide
• Retirement savings calculator
• Social security calculator
• RMD calculator
• Down payment assistance
• Home equity loans
• Adjustable-rate mortgages
• Fixed-rate mortgages
• Bank reviews
• Money market accounts
• CD rates comparison
• Client acquisition strategies
• Financial advisory firms review
• Credit score impact
• Investment options
• Personal finance articles
• Debt management strategies
• Financial calculators and tools
• Education
• Consumers
• Management consulting

Technologies Used

• AI
• Ad Unit 300 x 250
• Ad Unit 300 x 600
• Ad Unit 728 x 90
• Adobe Media Optimizer
• Amazon AWS
• Bing Ads
• Bootstrap Framework
• Cedexis Radar
• CrazyEgg
• DoubleClick
• DoubleClick Conversion
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Flashtalking
• FullStory
• Gmail
• Google AdSense
• Google AdWords Conversion
• Google Analytics
• Google Apps
• Google Dynamic Remarketing
• Google Font API
• Google Maps
• Google Maps (Non Paid Users)
• Google Tag Manager
• HeapAnalytics
• Highcharts JS Library
• Linkedin Marketing Solutions
• Linkshare
• LiveRamp
• Mixpanel
• Moat
• Mobile Friendly
• New Relic
• Open AdStream (Appnexus)
• Optimizely
• Pardot
• Rackspace MailGun
• Remote
• Route 53
• Segment.io
• StackAdapt
• Stripe
• Taboola
• Typekit
• Vimeo
• WordPress.org
• Yahoo Ad Manager Plus
• Yahoo Analytics
• YouTube
• Zemanta
• comScore

Affiliated Organizations & Regional Branches

• Deft Sales - fast response software