SmartAsset
HQ Address
535 5th Ave, 30th floor, New York, NY 10017, United States
Website Address
Business introduction
Helping people make smart financial decisions
We are committed to bringing you the most accurate and actionable advice so you can confidently make the decisions that impact your finances and your life
What we do at SmartAsset
SmartAsset is the web’s go-to resource for financial advice that powers SmartAdvisor, the largest marketplace connecting consumers to financial advisors.
How we do it
Reaching more than 100 million people each month through educational content and personalized calculators and tools, SmartAsset is the most widely viewed source of personal financial information and advice on the web. To extend our mission of helping people make smart financial decisions, we also operate SmartAdvisor to help our vast audience with the types of financial decisions that are best informed by professional help.
How we help financial advisors
SmartAdvisor is the largest client acquisition platform for financial advisors in America.
Building on SmartAsset’s relationship with millions of investors, SmartAdvisor connects financial advisors directly with prospects who meet their ideal client profile. The team at SmartAdvisor does the work of locating, validating and matching leads, so that advisors can maximize the time that they spend with their clients.
In 2020, SmartAdvisor helped financial advisors raise more than US$10 billion in new assets.
SmartAsset Solutions
Captivate
Oor mission is to amaze, engage and inform your audience. Captivate allows you to automatically embed relevant tools and data visualizations directly onto your pages. Engagement The average engaged user makes 6 adjustments to a Captivate tool spending 4 minutes focused on the tool. Oor most popular tools: Retirement calculator Home affordability calculator Cost of living calculator Life......
business needs
view solutionSmartAdvisor
We’re your organic growth partner Spend less time prospecting and more time advising. SmartAdvisor helped advisors raise more than US$5.2 billion in new assets in 2019 alone. SmartAdvisor helps qualified financial advisors build meaningful relationships directly with validated consumers who are actively searching for financial advice. And now advisors can connect directly with local prospects......
business needs
- Business Intelligence & Practice Management
- Client Marketing & Prospecting
- Digital Platforms & Tools
SmartAdvisorMatch
We make it easier to find a financial advisor We are committed to bringing you the most accurate and comprehensive understanding of financial advisors so you can comfortably find the right one for you. Who we are SmartAdvisor Match is a solution brought to you by the award-winning team of experts at SmartAsset,......
