Marketplace connecting consumers to financial advisors
SmartAsset is an online destination for consumer-focused financial information and advice. Reaching approximately 59 million people each month (as of January 2024) through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions.
Additionally, SmartAsset powers SmartAsset AMP, a national marketplace connecting consumers to financial advisors. Building on SmartAsset’s relationship with millions of investors, SmartAsset AMP connects financial advisors directly with prospects who meet their target client profile. Our algorithm matches consumers with up to three fiduciary financial advisors. In 2023, SmartAsset helped advisors close an estimated $34 billion.
Total raised
$161.0M
Last stage
Series D
Investors
Philip Camilleri
Co-founder and former CTO of SmartAsset. Built the technology platform from scratch. Currently CTO at BITKRAFT Ventures.
LinkedInMichael Carvin
Phillip Camilleri
Phillip Camilleri is a co-founder of SmartAsset, established in July 2012 as a financial technology company offering articles, guides, calculators, and tools for personal finance.
No applications, no recruiter spam. Just the intro.
A few questions to make sure this role is the right shape for you. Two minutes.
I write the intro, send it to the founder, and handle the back-and-forth.
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.