What Does SmartAsset Do?

Total employees273
HeadquartersNew York
Founded

SmartAsset is a leading financial technology company that empowers people to make smart financial decisions. They provide a comprehensive suite of online tools, calculators, and educational content covering personal finance, investing, retirement, taxes, and home buying. A key offering is SmartAdvisor, a service that matches consumers with vetted financial advisors. Their mission is to provide transparent, data-driven advice to help individuals achieve their financial goals.

Where Is SmartAsset's Headquarters?

SmartAsset officeSmartAsset officeSmartAsset officeSmartAsset office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the central hub for strategic decision-making, product development, engineering, marketing, sales, and administrative operations for the company.

Notable Features:

Modern office space within the historic Chanin Building, designed for collaboration and productivity, with views characteristic of a Midtown Manhattan high-rise. Specific internal features are not widely publicized.

Work Culture:

SmartAsset fosters a data-driven, innovative, and collaborative work culture. Employees are encouraged to contribute to the company's mission of making financial advice accessible. The environment is often described as fast-paced and growth-oriented, typical of a successful fintech company.

HQ Significance:

The New York City headquarters is strategically important, placing SmartAsset at the heart of the financial and tech industries, facilitating talent acquisition, partnerships, and industry engagement.

Values Reflected in HQ: The choice of a modern office within a significant NYC location reflects ambition, innovation, and a commitment to being a key player in the financial technology landscape.

Location:

While SmartAsset's primary market is the United States, it supports its global operations and technology development through its headquarters in New York City and a technology hub in Krakow, Poland. The platform's tools and content are predominantly tailored for U.S. consumers and financial regulations.

Street Address:

122 E 42nd St, Fl 43

City:

New York

State/Province:

NY

Country:

USA

Where Else Does SmartAsset Operate Around the World?

Krakow, Poland

Address: Aleja Pokoju 1, 31-548 Kraków, Poland

Leverages European tech talent to enhance SmartAsset's global technology capabilities and product innovation.

Buying Intent Signals for SmartAsset

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading SmartAsset? Meet the Executive Team

As of April 2025, SmartAsset' leadership includes:

Michael Carvin - CEO & Founder
Philip Caminiti - Chief Financial Officer
Peter Sanborn - Chief Revenue Officer
Louis Janoff - Chief Technology Officer
Suzanne Schmitt - Chief Client Officer

Who's Investing in SmartAsset?

SmartAsset has been backed by several prominent investors over the years, including:

Javelin Venture Partners
TTV Capital
Contour Venture Partners
IA Capital Group
Focus Financial Partners
Y Combinator
Citi Ventures
North Bridge Venture Partners

What Leadership Changes Has SmartAsset Seen Recently?

Hire0
Exits0

No major C-suite executive hires or exits have been publicly announced by SmartAsset in the last 12 months. The leadership team appears stable.

What Technology (Tech Stack) Is Used bySmartAsset?

Discover the tools SmartAsset uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

SmartAsset Email Formats and Examples

SmartAsset typically uses a standard corporate email format, most commonly combining the employee's first name and last name, or first initial and last name, separated by a dot.

[first].[last]@smartasset.com

Format

jane.doe@smartasset.com

Example

85%

Success rate

What's the Latest News About SmartAsset?

PR Newswire • April 3, 2024

SmartAsset Releases Study on the Best and Worst-Run Cities in America

SmartAsset published its annual study analyzing the efficiency of municipal governments across 356 of the largest U.S. cities, ranking them based on metrics like quality of services, budget management, and public safety....more

Business Wire • February 27, 2024

SmartAsset Study Reveals Where Inflation is Hitting Retiree Savings the Hardest

SmartAsset released a study identifying U.S. metropolitan areas where retirees are most impacted by inflation, considering factors like cost of living increases and typical retirement income....more

PR Newswire • January 23, 2024

SmartAsset Report Finds Where It Pays to Be a Financial Advisor in 2024

SmartAsset published its seventh annual study on the best places for financial advisors to work, analyzing metropolitan areas based on factors like advisor density, median income, and cost of living....more

Highperformr's free tools for company research

Explore Employees by Region or Country

See where a company’s workforce is located, by country or region.

View Funding Details

View past and recent funding rounds with amounts and investors.

Understand Revenue Insights

Understand company revenue estimates and financial scale.

Track Active Job Openings

Track active roles and hiring trends to spot growth signals.

Review Product and Offerings

Discover what a company offers—products, platforms, and solutions.

Get SIC or NAICS Codes

Get the company’s official SIC and NAICS classifications.

Analyze Website Traffic Trends

Analyze visitor volume, engagement, and top traffic sources.

Discover Social Profiles and Engagement

Explore LinkedIn, Twitter, and other active social profiles.

Identify Top Competitors

Identify top competitors based on similar business traits.

Research and Discover Companies with Highperformr — Smarter, Faster

Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.

Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.

  • Track intent signals to find buyers who are actively in-market
  • Enrich contacts and companies instantly, no need to switch tools
  • Automate workflows to stay ahead of every change
  • Connect your CRM & tools for seamless data sync and activation

Thousands of companies, including SmartAsset, are just a search away.