Acquisition
Apr 2023SmartAsset announced the acquisition of DeftSales, its first acquisition, to expand advisor prospect engagement automation.
SourceMarketplace connecting consumers to financial advisors.
Company research
Public company, workplace, funding, and market signals
Updated Jul 29, 2026
Overview
SmartAsset is a New York-based, fully remote fintech and financial-information platform that helps consumers make smarter financial decisions through free content, calculators, and advisor matching, and sells SmartAsset AMP to connect advisors with high-intent prospects.
Primary product
SmartAsset AMP, the advisor marketplace / lead-generation platform, alongside free financial content and calculators
Founded
2010
Headquarters
122 E 42nd St., Suite 4300, New York, NY 10168-4201
Team size
201-500
Work style
Remote
Industry
Software Development
Sub-industry
Fintech / personal finance software
Offices