Company
SmartAsset
SmartAsset is the nation’s largest marketplace connecting consumers to financial advisors.
Also known as Financial Insight Technology, Inc.
- Status
- Operatingas of 2026-09-18
- Business model
- Marketplace
- Headquarters
- New York, NY, United States
- Customers
- For RIAs & financial advisors seeking high-net-worth clients.
- Legal name
- Financial Insight Technology, Inc.
- smartasset.com (opens in a new tab)
- LinkedIn (opens in a new tab)
- X (opens in a new tab)
- Careers (opens in a new tab)
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Record updated 8 October 2026
About
SmartAsset is an online destination for consumer-focused financial information and advice, offering educational content and personalized calculators and tools.
Funding snapshot
- Total raised
- $213MSum of rounds, as of 2026-10-08Source (opens in a new tab)
- Latest round
- Undisclosed, $63.1M2021-06-09
Funding rounds
- Round, 2021
- $63.1M2021-06-09, SEC form D sold, 16 investors
- Series D+
- $110M2021, Company stated
- Round, 2018
- $28M2018-06-14, SEC form D sold, 17 investors
- Round, 2016
- $3.8M2016-03-01, SEC form D sold, 5 investors
- Round, 2014
- $5.1M2014-03-21, SEC form D sold, 10 investors
- Round, 2012
- $2.4M2012-10-24, SEC form D sold, 21 investors
- Round, 2012
- $690K2012-05-07, SEC form D sold, 11 investors
Products
- Web
- SmartAsset Advisor Marketing Platform (AMP)
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