SmartAsset
Connect with vetted fiduciary advisors to optimize your financial future
About SmartAsset
SmartAsset is a leading financial platform that empowers consumers with personalized advice, tools, and resources. Through its Advisor Marketing Platform (AMP), it connects individuals with vetted fiduciary advisors, helping them achieve financial clarity and long-term goals. The platform also offers educational content, calculators, and guides on topics like retirement, taxes, investing, and estate planning.
FAQ
SmartAsset matches you with vetted fiduciary advisors by having you answer a few easy questions in their advisor match quiz. Based on your responses, the platform reviews your vetted matches and then you can have an introductory call with the advisors at no cost to you.
SmartAsset's service connects you with vetted fiduciary advisors who can help you optimize your retirement income, protect your legacy with trusts and estate strategies, and gain clarity on your income needs. The service is free, and you can review profiles and have introductory calls with no cost.
SmartAsset AMP connects financial advisors with prospects who meet their ideal client profile. It offers referral generation, nurture campaigns, technology-assisted calling, automated texting, and live connections through three plan levels: Discover, Accelerate, and Scale. Advisors can access tools to track client conversion, meeting set rates, and assets under management (AUM) targets.
SmartAsset offers a variety of tools and educational resources, including financial advisor matches, calculators, and guides on topics like home buying, retirement, estate planning, and tax planning. They also provide content on 401(k)s, IRAs, Social Security, and more.
SmartAsset's content and calculators are seen by over 59 million users each month on SmartAsset.com, across their owned and operated channels and partner sites.
Financial advisors can get matched with investors by using SmartAsset AMP, which connects them with validated referrals within their target asset tiers and geography. Advisors can also access automated, pre-built nurture campaigns to target new clients.
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