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Smart Asset

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Smart Asset Products (3)

   
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Financial Education

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Financial Wellness

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Personal Investment Advisors

Product Description

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About this product

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Min. Group Size

-

Lives Serviced

10,000

Average Cost

Average Cost is Locked

33 RFI Questions RFI questions

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8 Specific Questions Specific Questions tooltip

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Product Features

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Not Provided.

Smart Asset Info

Founded:

2012

Funding Summary:

Not Provided

Location:

New York, NY

Links:

Employees:

51-100
We are a financial technology company aiming to provide the best personal finance advice on the web. We offer free and personalized tools to empower you to make smart personal finance decisions around homebuying, retirement, taxes and more. Our tools... Show More

About this vendor

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We are a financial technology company aiming to provide the best personal finance advice on the web. We offer free and personalized tools to empower you to make smart personal finance decisions around homebuying, retirement, taxes and more. Our tools and advice are objective and based on the data.

We also operate SmartAdvisor which is a platform that connects investors with Fiduciary Financial Advisors. We ask users a series of 15-20 questions to understand their FA needs, then connect them with up to 3 Financial Advisors in their area.

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