SmartAsset
smartasset.comEmpowering You to Make Smart Financial Decisions
Finance & Fintechpersonal-financefinancial-advisorretirement-planninginvestingtax-planningwealth-managementadvisor-matching
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.
Problem
People lack clarity and personalized guidance when making major financial decisions like retirement planning, investing, or home buying.
For
Individuals seeking financial guidance and financial advisors looking for 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.
Business model
freemium
Status
launched
Company
SmartAsset