SmartAsset logo
UnicornFintech$1bn · June 2021

SmartAsset

Marketplace connecting consumers to financial advisors

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About

SmartAsset is an online destination for consumer-focused financial information and advice. Reaching approximately 59 million people each month (as of January 2024) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Additionally, SmartAsset powers SmartAsset AMP, a national marketplace connecting consumers to financial advisors. Building on SmartAsset’s relationship with millions of investors, SmartAsset AMP connects financial advisors directly with prospects who meet their target client profile. Our algorithm matches consumers with up to three fiduciary financial advisors. In 2023, SmartAsset helped advisors close an estimated $34 billion.

FintechMarketplace
Facts
Website
smartasset.com
City
Austin
Country
United States
Valuation
$1bn (June 2021)
Industry
Financial technology
YC batch
Summer 2012
Team
210 people
Stage
Unicorn
AI-native
No

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