SmartAsset operates a consumer-facing financial platform that reaches approximately 75 million people monthly through educational content, interactive tools, and personalized calculators. Founded in 2012 and based in New York City, the company provides free resources covering mortgages, retirement planning, taxes, and investing, designed to help people navigate financial decisions.
The company's core offerings include automated financial calculators and educational tools, alongside the SmartAsset Advisor Marketing Platform - a national marketplace connecting consumers with vetted financial advisors. This dual approach combines direct consumer engagement with a lead-generation service for financial professionals.
SmartAsset achieved unicorn status following a $110 million Series D funding round in 2021. The platform has been featured in major publications including the Wall Street Journal, CNN, The New York Times, and CNBC, and ranks on Y Combinator's Top 100 Companies list.
