SmartAsset
SmartAsset, a fintech company based in New York with remote operations, specializes in providing financial calculators, educational content, and a marketplace for connecting consumers with financial advisors.
Company Overview
SmartAsset is a fintech company headquartered in New York, NY, USA. The company also operates with a remote team structure, comprising 300 employees. Established in May 2012, SmartAsset is part of the consumer finance sub-industry. It serves customers predominantly in the United States but also supports regions including America/Canada and fully remote locations.
Financial Tools and Calculators
SmartAsset offers a variety of calculators designed to aid consumers in making informed financial decisions. These tools cover areas such as mortgages, taxes, retirement, and banking. By using these calculators, users can plan their financial futures more effectively, estimating costs and savings in various scenarios.
Educational Guides and Reviews
SmartAsset provides comprehensive guides for consumers on topics like home buying, retirement planning, and understanding taxes. Additionally, the company features reviews of financial products, including mortgage lenders, tax software, and savings accounts. These resources help users navigate the complexities of personal finance with more confidence.
Financial Advisor Matching and Resources
SmartAsset offers a free service that matches consumers with vetted fiduciary financial advisors. The platform also provides resources for financial advisors, focusing on client acquisition and retention strategies. This includes marketing tips and a guide to developing a business plan tailored for financial advisors.
Decision Engine and Marketplace
SmartAsset employs a decision engine and optimization tool to assess the efficacy of different financial strategies and recommend specific products. The company also hosts a marketplace connecting consumers with financial advisors, ensuring users receive tailored, actionable advice for major financial decisions such as home buying, retirement, and more.
SmartReads Blog
The SmartReads blog is a significant component of SmartAsset's educational outreach. It provides detailed articles on a wide range of financial topics, aiming to educate consumers and help them make informed decisions. The blog covers everything from credit cards and life insurance to student loans and checking accounts.