SmartAsset provides consumers with accessible financial education and personalized tools to support informed decision-making. With around 59 million monthly visitors as of January 2024, the platform delivers content and calculators designed to simplify complex financial topics. Its core mission centers on empowering individuals to manage their finances effectively through clear, actionable insights.
The company also operates SmartAsset AMP, a nationwide marketplace that links qualified consumers with fiduciary financial advisors. Leveraging its established audience and data-driven approach, the platform uses an algorithm to match users with up to three advisors who align with their client profile. This service has enabled advisors to close an estimated $34 billion in new business during 2023, highlighting its role in connecting financial professionals with potential clients seeking trustworthy guidance.