SmartAsset
Marketplace connecting consumers to financial advisors
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.
Founder
- Michael Carvin
Family Office Investors
5 deals trackedAltss has tracked family office activity in SmartAsset. Investors shown are from our private markets database.
- Bordeaux Wealth Advisors
- Eton Advisors
- Fabrice Grinda (Angel)
- +2 more investors