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SmartAsset screenshot
/ About /

SmartAsset is a personal finance platform that offers free tools and calculators to help users make informed decisions about home buying, retirement, investing, taxes, and more. It also runs an advisor matching service that connects individuals with vetted fiduciary financial advisors. Additionally, SmartAsset provides a marketplace (AMP) where financial advisors can connect with potential investor clients.

/ How it works /

Users answer a short quiz to get matched with vetted fiduciary financial advisors in their area, and can also use free financial calculators and tools on the platform.

/ Who it's for /

Individuals seeking financial guidance and financial advisors looking for clients

/ More info /

Background.

Status
launched
Business model
freemium
Company
SmartAsset
/ Discovered patterns /

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