SmartAsset

Brand

3.4

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Company overview

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate the SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.

Founded in 2012

New York, New York, USA

284 employees (19 in marketing)

smartasset.com

57% recommend to a friend

61% positive business outlook

People

Headcount trend

Company growth over the last 12 months

Funding

Total funding

$161.4M

Last raise

Secondary Market, 5 years ago

Funding history

Aug 2021

Secondary Market SmartAsset

Jun 2021

Series D SmartAsset · $110M

Jun 2018

Series C SmartAsset · $28M

Sep 2016

Series B SmartAsset · $12M

Mar 2016

Venture Round SmartAsset · $3.8M

Audience

Monthly website visitors

6.9M

Month over month-8.4%

Quarter over quarter-14.6%

Top sourceSearch (53.5%)

Ad budget per month$435.1K

Average search rank47

Traffic source mix

53.5%

Direct

36.7%

News

Clemson has best value in South Carolina in WSJ and SmartAsset rankings

Oct 12, 2025 • Clemson News

Household income climbs in some big cities, outweighed by inflation in others

Sep 18, 2025 • HousingWire.com

SmartAsset 2025 Study Ranks Arlington No. 7 Safest Large City in U.S.

Sep 4, 2025 • City of Arlington, TX (.gov)

Links

smartasset.com

Crunchbase

X (Twitter)

Glassdoor

SmartAsset insights

Company and marketing-team signals from saved company data and employee profiles. Use this before you apply, interview, or negotiate.

Founded

2012

Headquarters

New York, New York

Employees

201-500

13.7% growth last 12mo

Marketing team

7% of company

12 saved employee profiles are linked to this company.

Company stability and risk

Shows a quick risk view from growth, funding age, and news.

Main result

Low risk

Secondary / later stage · Growing 13.7% last 12 months · More mature · Last funding 3+ years ago

Trend

2021-06-28 -> 2025-12-08

Headcount (12 months)

+13.7%

Last funding round

56 months ago

Negative news (120 days)

Risk score1/7

Website traffic

Shows traffic size, change, and traffic sources.

Monthly website visitors

6.9M

Month over month-8.4%

Quarter over quarter-14.6%

Top sourceSearch (53.5%)

Traffic source mix

53.5%

Direct

36.7%

Referral

Competitors and search

Shows competitors and key search metrics in one view.

Main result

90 competitor sites

Search traffic: 1.2M organic clicks / 41.1K paid clicks

Organic competitors

Paid competitors

Keyword change

-204,004

Ad budget per month

$435.1K

Average search rank

Paid competitors5

LinkedIn followers

Shows follower count and growth.

LinkedIn followers

Follower count and growth

Marketing team size

Shows saved marketing team size.

7% of the company • 12 saved marketing people

Average years of experience

Shows typical years of experience across saved people.

11 years

Based on 5 people.

First hire or larger team

Shows if this looks like one hire or a bigger team.

Looks like larger team

Based on saved marketing team size: 19.

Glassdoor ratings

Shows saved Glassdoor ratings.

Glassdoor ratings

Overall rating

3.4 / 5

Work-life balance

3.9 / 5

Culture

3.5 / 5

Diversity & inclusion

4 / 5

Recommend to a friend

57%

Positive business outlook

61%

Funding

Shows saved funding data.

Total funding

$161.4M

Last raise

Secondary Market

5 years ago

Funding details

Amount raised

$161.4M

Last round

Secondary Market

Last fundraise

5 years ago

News

Shows saved company news.

Clemson has best value in South Carolina in WSJ and SmartAsset rankings

Oct 12, 2025 • Clemson News

Household income climbs in some big cities, outweighed by inflation in others

Sep 18, 2025 • HousingWire.com

SmartAsset 2025 Study Ranks Arlington No. 7 Safest Large City in U.S.

Sep 4, 2025 • City of Arlington, TX (.gov)

Loading insights...

SmartAsset insights

Company and marketing-team signals from saved company data and employee profiles. Use this before you apply, interview, or negotiate.

Founded

2012

Headquarters

New York, New York

Employees

201-500

13.7% growth last 12mo

Marketing team

7% of company

12 saved employee profiles are linked to this company.

Company stability and risk

Shows a quick risk view from growth, funding age, and news.

Main result

Low risk

Secondary / later stage · Growing 13.7% last 12 months · More mature · Last funding 3+ years ago

Trend

2021-06-28 -> 2025-12-08

Headcount (12 months)

+13.7%

Last funding round

56 months ago

Negative news (120 days)

Risk score1/7

Website traffic

Shows traffic size, change, and traffic sources.

Monthly website visitors

6.9M

Month over month-8.4%

Quarter over quarter-14.6%

Top sourceSearch (53.5%)

Traffic source mix

53.5%

Direct

36.7%

Referral

Competitors and search

Shows competitors and key search metrics in one view.

Main result

90 competitor sites

Search traffic: 1.2M organic clicks / 41.1K paid clicks

Organic competitors

Paid competitors

Keyword change

-204,004

Ad budget per month

$435.1K

Average search rank

Paid competitors5

LinkedIn followers

Shows follower count and growth.

LinkedIn followers

Follower count and growth

Marketing team size

Shows saved marketing team size.

7% of the company • 12 saved marketing people

Average years of experience

Shows typical years of experience across saved people.

11 years

Based on 5 people.

First hire or larger team

Shows if this looks like one hire or a bigger team.

Looks like larger team

Based on saved marketing team size: 19.

Glassdoor ratings

Shows saved Glassdoor ratings.

Glassdoor ratings

Overall rating

3.4 / 5

Work-life balance

3.9 / 5

Culture

3.5 / 5

Diversity & inclusion

4 / 5

Recommend to a friend

57%

Positive business outlook

61%

Funding

Shows saved funding data.

Total funding

$161.4M

Last raise

Secondary Market

5 years ago

Funding details

Amount raised

$161.4M

Last round

Secondary Market

Last fundraise

5 years ago

News

Shows saved company news.

Clemson has best value in South Carolina in WSJ and SmartAsset rankings

Oct 12, 2025 • Clemson News

Household income climbs in some big cities, outweighed by inflation in others

Sep 18, 2025 • HousingWire.com

SmartAsset 2025 Study Ranks Arlington No. 7 Safest Large City in U.S.

Sep 4, 2025 • City of Arlington, TX (.gov)

SmartAsset

Senior Associate, PR

Advisor Marketing Senior Manager

Senior Marketing Operations Manager

Open positions3 open marketing positions

Senior Associate, PR

Advisor Marketing Senior Manager

Senior Marketing Operations Manager

Company overview

People

Headcount trend

Funding

Audience

News

Links

SmartAsset insights

Company stability and risk

Website traffic

Competitors and search

LinkedIn followers

Marketing team size

Average years of experience

First hire or larger team

Glassdoor ratings

Funding

News

Salaries

SmartAsset insights

Company stability and risk

Website traffic

Competitors and search

LinkedIn followers

Marketing team size

Average years of experience

First hire or larger team

Glassdoor ratings

Funding

News