SmartAsset

SmartAsset publishes consumer finance content, calculators and tools covering retirement, taxes, homebuying and banking. It also runs SmartAsset AMP (formerly SmartAdvisor), a marketplace that matches consumers with vetted fiduciary financial advisors. Advisors pay for the matches, which is the main revenue model. The company says it helped advisors close an estimated $33B in new AUM in 2025. It raised a $110M Series D in 2021 at a valuation above $1B, and about $161M in total funding. Third-party estimates put revenue at roughly $100M–$250M (2026).