SmartAsset

We provide consumer-focused financial information and advice to help people make informed financial decisions. We reach over an estimated 59 million people each month (as of January 2025) through educational content and personalized calculators and tools. These tools assist with various financial topics, including home buying, refinance, retirement, life insurance, taxes, investing, and personal loans.

We also run the SmartAsset Advisor Marketing Platform (AMP), which connects consumers with fiduciary financial advisors. This platform offers services like referral generation, nurture campaigns, technology-assisted calling, automated texting, and live connections across three plan levels: Discover, Accelerate, and Scale. In 2024, advisors using our platform gained an estimated $30 billion in new assets under management.

Our CEO & Co-Founder, Michael Carvin, developed a patent-pending system based on financial modeling from private equity that supports our operations.

We’ve been recognized on lists like the Inc. 5000 (#2574 in 2023, #1065 in 2022) and the Deloitte Technology Fast 500 (#250 in 2022). We also appear on Y Combinator’s list of Top 100 Companies (2023, 2024). In 2021, a $110 million Series D funding round valued us at over $1 billion.

We specialize in:

• Financial Modelling
• Personal Finance
• Money
• Financial Advisors
• Retirement
• Content
• Lead generation
• Client acquisition

We operate within the Software Development industry.

Our mission is to help people make smart financial decisions.

Our core values are:

• We Empower Users
• We Trust Each Other
• We Rise & Adapt
• Data Fuels Our Decisions
• We Collaborate

We have 201-500 employees and foster a culture that seeks ‘smart collaborators’. We are building a diverse and inclusive team, and we operate as a supportive, fully remote team.

We emphasize data-driven decision-making, using AI/ML, and adhering to GAAP compliance and internal controls. All roles are fully remote within the contiguous U.S.

We offer fully remote work within the contiguous United States. We provide comprehensive health coverage through multiple medical, dental, and vision plan options. We provide basic life and AD&D insurance at 100% company cost, with options for supplemental plans, and supplemental short-term and long-term disability.

Our financial wellness benefits include:

• a 401(k) with employer match
• pre-tax savings options like FSA (Medical and Dependent Care)
• equity packages for every role

Our time off policies include generous vacation, sick, and parental leave.

Additional perks include:

• an Employee Assistance Program (EAP)
• a Financial Literacy Mentoring Program
• pet insurance
• a home office stipend