SmartAsset | Company Profile - Revenue, Headcount, Tech Stack, Contacts
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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.
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