About Us | SmartAsset.com (2024)

FAQs

Who is behind SmartAsset? ›

SmartAsset launched in July 2012 by CEO Michael Carvin and CTO Philip Camilleri as a Y Combinator startup company. The company's product offering initially revolved around home buying.

Yes, SmartAsset is a legitimate financial technology company, founded in 2012. The company provides personalized financial advice and tools to help individuals make informed decisions about their finances. They are well-respected in the financial industry and have received positive reviews from users.

No Hidden Fees. Our service is completely free and it only takes a few minutes to get started. Don't worry - you have no obligation to work with any of your matches.

How Does SmartAsset Make Money? SmartAsset makes its money in two main ways: commissions and partnerships. Financial planners pay SmartAsset for directing potential clients their way. This amount depends on how much money the client has to invest.

Who are SmartAsset's investors? Andrew Vigneault, Evolution VC Partners, Flexcap Ventures, Gray Ventures, and PROOF are 5 of 26 investors who have invested in SmartAsset.

SmartAsset was founded in 2011. Where is SmartAsset's headquarters? SmartAsset's headquarters is located at 122 East 42nd Street, New York.

Legitimate investment professionals—including registered financial professionals (also known as registered representatives), investment advisers and insurance agents—must be licensed with FINRA, the Securities and Exchange Commission (SEC) or your state securities or insurance regulator before they can sell you ...

Have an account? Log in . The four main characters are paired with a financial coach — Paula Pant from Afford Anything, Ro$$ Mac, Tiffany "The Budgetnista" Aliche, and Pete Adeney, who is often referred to by his moniker, Mr. Money Mustache.

While 1.5% is on the higher end for financial advisor services, if that's what it takes to get the returns you want, then it's not overpaying, so to speak. Staying around 1% for your fee may be standard, but it certainly isn't the high end. You need to decide what you're willing to pay for what you're receiving.

Does SmartAsset have an app? ›

The Smart Asset Mobile app is designed for true field mobility. Create, edit and complete your jobs, job requests and assets while out on the field.

Objectivity: We find, analyze and present information in a clear and unbiased fashion. Partisanship, nor business partners, have any place in our editorial decisions or content.

SmartAsset CEO Michael Carvin sat down with Michael Collins, CFA® to get a better understanding of his success. Collins has been in wealth management since 2012. Seeing the potential in SmartAsset's lead generation platform, he opened his own firm, WinCap Financial, in 2018.

Key takeaways

Industry studies estimate that professional financial advice can add up to 5.1% to portfolio returns over the long term, depending on the time period and how returns are calculated.

Michael Carvin is the Founder and CEO of SmartAsset. He attended Princeton University.

AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC. As of December 31, 2023, the brokerage and advised business at AAM represents approximately $41.4 billion in assets.

IQ Capital Group is committed to helping you navigate the often complex world of finance and investing by providing relevant and customized solutions in the following areas: Finance and Loan Structuring Budget Planning Wealth Planning Accounting and Tax Investment Often people get advice from many different sources ...