Updated:
SMART Financial Group
SmartFinancial is a leading insurance marketplace serving insurance customers across all 50 states. It is a technology company on a mission to simplify the...
SMART Financial Group
SmartFinancial is a leading insurance marketplace serving insurance customers across all 50 states. It is a technology company on a mission to simplify the insurance-buying experience with a transparent insurance-technology platform that matches shoppers with the right insurance carrier products. The firm uses technology, licensed agents, and insurance expertise to make the process simpler and more efficient for users.
General information
Firm type
RIA
Year founded
2012
Location
Country
United States
City
Newport Beach
Sector focus
Frequently asked questions
What is SMART Financial Group?
SMART Financial Group is a ria headquartered in Newport Beach, United States.
When was SMART Financial Group founded?
SMART Financial Group was founded in 2012.
Where is SMART Financial Group headquartered?
SMART Financial Group is headquartered in Newport Beach, United States.
What does Altss track for SMART Financial Group?
Altss maintains an OSINT-verified profile of SMART Financial Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is SMART Financial Group's website?
SMART Financial Group's public website is smartfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is SMART Financial Group?
SMART Financial Group is classified by Altss as a RIA, operating from United States.
How does Altss source intelligence on SMART Financial Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was SMART Financial Group's Altss profile last updated?
SMART Financial Group's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: