# SMART Financial Group

SMART Financial Group is a RIA based in Newport Beach, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Newport Beach, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** smartfinancial.com

## Regulatory record

- **CRD number:** 155483
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155483

## About

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.

## Sectors

- Real Estate
- Insurance
- Financial Services

## Related profiles

- [Logical Investments](https://altss.com/profile/logical-investments-llc)
- [BEHAGE FINANCIAL](https://altss.com/profile/behage-financial)

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Last updated: 2026-08-11T15:08:11.274Z

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