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Business Profile

Financial Technology

SmartAsset
BBB Accredited BusinessA+Rated by BBB
Visit Website(646) 389-2511Write a Review

About

Overview

SmartAsset

122 E 42nd St Rm 4300

New York, NY 10168-4201

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Operating Hours
9:00 AM - 6:00 PM
9:00 AM - 6:00 PM
9:00 AM - 6:00 PM
9:00 AM - 6:00 PM
9:00 AM - 6:00 PM
Closed
Closed

BBB Accreditation & Rating

SmartAsset is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

SmartAsset is an online destination for consumer-focused financial information and advice, offering educational content and personalized calculators and tools, while also operating SmartAsset Advisor Marketing Platform (AMP), a national marketplace connecting consumers to fiduciary financial advisors.

BBB Accredited Since: 4/25/2023

Years in Business: 16

Business Details

Local BBB:
BBB Serving Metropolitan New York
BBB File Opened:
12/3/2020
Business Started:
6/14/2010
Business Incorporated:
5/27/2011
Type of Entity:
Corporation
Alternate Names:
Financial Insight Technology, Inc.
SmartAsset Advisors LLC
Business Management:
Mr. Michael Carvin, Co-Founder/CEO
Ms. Laurie Williams, Director/Deputy CCO

Additional Contact Information

Principal Contacts
Mr. Michael Carvin, Co-Founder/CEO
Ms. Laurie Williams, Director/Deputy CCO
Customer Contacts
Ms. Laurie Williams, Director/Deputy CCO
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Payment methods
SmartAsset’s services are available at no charge to consumers. For registered investment advisors, ACH and Credit Card payment methods are accepted for SmartAsset AMP packages.
Business Categories
Financial Technology, Financial Services, Investment Advisory Services, Investment Management

Latest Reviews

  • Ronald V

    "Click bait, very deceptively gets you to fill out personal information. The "survey" promised to give a dollar amount I could spend in retirement." ... Read full review

  • Mein Eigene M

    "Comprehensive, non-AI-sounding literature, the graphics are pleasing to the eye as well"

  • Vaso B

    "A bit sleazy. The "survey" promised to give a dollar amount I could spend in retirement." ... Read full review

View all Reviews

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