SmartAsset

SmartAsset Reviews

3.8
55 reviews
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About SmartAsset

SmartAsset is an online destination for consumer-focused financial information and advice, with a mission to help people make smart financial decisions. It also operates SmartAsset AMP (Advisor Marketing Platform), which helps connect consumers with fiduciary financial advisors.

Pros
  • Patented AFM technology
  • Finds suitable financial advisors
  • Free tools, resources and guides
Cons
  • Advice on financial topics only
  • No set fees listed on website

What is SmartAsset?

SmartAsset’s goal is to help users make financially sound decisions. Its staff is made up of data analysts, tech gurus and journalists committed to creating transparent content and providing easily accessible financial advice. SmartAsset offers recommendations and helpful guides related to the following subjects:

  • Homebuying
  • Taxes
  • Retirement
  • Banking
  • Credit cards
  • Investing
  • Education
  • Loans
  • Insurance

For all the categories on SmartAsset’s site, there are tools and further information to help you make confident financial choices. SmartAsset’s tools include:

  • Calculators to help you figure out how much house you can afford, your income taxes and your 401(k)
  • Helpful guides that walk you through major life decisions, including buying a home or planning for retirement
  • Comparison tools that ensure you’re paired with the best mortgage company or financial advisor
  • Reviews and advice from industry professionals

How does the SmartAsset Advisor Marketing Platform work?

The SmartAsset Advisor Marketing Platform (AMP) is an end-to-end marketing solution for fiduciary advisors looking to grow their practice.

For financial advisors

AMP provides advisors with a client engagement platform that will deliver referrals over a six or twelve-month subscription. This includes access to referral generation, nurture campaigns, automated email and texting, and live connections so advisors can grow confidently with clear expectations around bottom-line drivers like client conversion, meeting set rates, assets under management (AUM) targets and more.

For consumers

AMP's questionnaire is designed to help consumers by matching them with up to three fiduciary financial advisors based on geographic location, investable assets and willingness to work with a remote advisor.

How can SmartAsset help my finances?

SmartAsset offers a variety of tools and educational resources to empower you on your path toward financial well-being and goal achievement, including:

  • Financial advisor matches: Connecting you with fiduciary financial advisors.
  • Financial calculators: Tools for retirement, mortgage, taxes and more to aid decision-making.
  • Investment and retirement planning: Personalized tools that can help you understand your investments and retirement savings.
  • Educational resources: Guides and articles on taxes, saving, homebuying, investing and more.

SmartAsset then calculates all your tax return information and breaks it down in an easy-to-digest format while providing links to related resources and advice from finance professionals.

SmartAsset FAQ

What is SmartAsset.com?

SmartAsset.com is a financial advisement website that provides free tools and resources. It also matches users with qualified financial advisors.

What does SmartAsset specialize in?

SmartAsset specializes in helping people make smart financial decisions. It operates SmartAsset AMP, which connects users with fiduciary financial advisors. In addition to this, it also provides educational content, personalized calculators and tools on its website to help guide users with their financial decisions.

Can I find a financial advisor with SmartAsset?

SmartAsset has a matching program that helps you find a financial advisor to fit your needs. Fill out a simple application on the website to get matched with a financial advisor near you.

Is SmartAsset legit?

SmartAsset’s site is full of useful financial resources that can benefit users in every phase of life. The company's free guides and calculators are easy to access and use, and the website provides quality advice from financial professionals. If you’re approaching retirement, trying to navigate tax issues or facing other financial decisions, visit SmartAsset’s website for free, comprehensive advice.

SmartAsset Reviews

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    2 featured reviews
    How do I know I can trust these reviews about SmartAsset?
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    Page 1 Reviews 0 - 5
    Verified purchase
    Customer Service

    Reviewed Feb. 4, 2025

    I received an email from a sales person at SmartAsset. We had a conference call, and I was interested to see how that works, so we decided to join and, so far, it's worked out very well. They generate certain articles with regard to finances. And if you have a question, then there's a questionnaire that goes out to the person that kind of clicked on that particular article. They provide us some information, and then SmartAsset figures out who's in within the mile radius that you've selected. Then they send you that information and then you begin to make some phone calls. The customer support has been okay. Certainly, anytime I need somebody, I send them an email and they send me a calendar invite or call me back, so it's been fine.

    I'd tell friends and family members who are looking for information with regard to their particular finances and questions that they may have, whether it be about investing or taxes or state planning, that SmartAsset's articles are very good. And then if they have further questions, they lead you to a financial advisor in their area. They give you 3 choices so you have the ability to really take a look and see who best fits your particular needs or character. What I’ve really liked best of all is they didn't oversell this. What they told us what we were going to get is exactly what we get and the results are much on target.

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      Staff

      Reviewed Dec. 6, 2024

      I spend a lot of time doing the job of being a financial advisor, so it is nice to outsource marketing to SmartAsset, especially in a landscape where most people are being invited to seminars disguised as "Come and listen to our retirement income strategies," then in the backend, they're being sold something unexpectedly. We didn't want to do that. Plus, SmartAsset puts us in touch with people who already want to get in touch with a financial advisor and that's valuable. It's somebody who's already seeking help and we're sort of saying, "Look, we can provide that." SmartAsset allows us to do it more passively because our days are filled with doing work for our clients. SmartAsset also allow us to not actively figure out how to market or provide seminars to people. It's a slightly more transparent and authentic way to make introductions, and that tends to align with how we want to approach things.

      So far, we're happy with the service. It would be very good for anybody really looking to grow. We are a very niche firm, so we're not trying to just add in everybody. Having the platform has been an ROI positive for us, but it's not as much as it would be if we were trying to just grow into oblivion with utter disregard for the kind of people that we were working with.

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      Response from SmartAsset

      Thank you for sharing your experience with our service! It sounds like we're helping you connect with high-intent clients while freeing up your time to focus on what you do best – serving those clients. We appreciate your partnership and are here to support your continued growth.

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      Customer ServiceStaff

      Reviewed Sept. 28, 2024

      SmartAsset has clients that have more than a million dollars, which is the wheelhouse of what I work with. I work with them in conjunction with DeftSales but I have an automated marketing machine that tags my website and gets the client to pick up information that they want from that. From there, I also send these particular client’s videos to the people that watch our videos every month. It’s a continuous grip to them and a good group to have that grip, too. Some of them are a million to five million and some of them are five million plus. SmartAsset’s service has been top-notch.

      I've got two leads though that are not real people. I look up everybody on the Instant Checkmate to make sure they're not my competition. But I looked them up and saw that they didn't exist and the cellphone was not associated with the name that they gave. The email address is not associated with the name. So, some of that would be good if they could get that cleared up. But other than that, I don't have any problems with them at all.

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      Response from SmartAsset

      Thank you for the feedback, Kenneth! It’s great to hear that SmartAsset has been an excellent fit for your business, especially in serving high-net-worth clients. We’re glad to know that our service is complementing your automated marketing efforts.. We appreciate your continued trust and are here to support you in your growth.

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      Customer ServiceStaff

      Reviewed Sept. 13, 2024

      For the three years I've been doing SmartAsset, it goes in waves. I'll be hot and get several clients out of it in a short time period, then I won't for a long time. It sounds like I'm doing something different, but I'm not. I have the same process I repeat over and over. Right now, I've got three good prospects in the pipeline from it, but I haven't brought in a client on this since April. It's crazy inconsistent. I had nothing going all summer, and now I suddenly got three of them I'm working on. I'm probably gonna get at least two of the three, which is good. But I wish I was bringing in three clients every month.

      I got a lead yesterday and anytime I call, it goes, "Dee, dee, dee." I've called the guy five times, and every time I call, the phone does that. Now, I gotta go through a process to get reimbursed for that lead because it's a bad lead. I have another one that happened last week but I haven't called SmartAsset on that one either yet. I need to call them on both of these and tell them they're bad leads. Usually they're receptive, but it's a pain to go through that process.

      It's frustrating when you get a month-worth of leads then don't get a single person on the phone. I reach out to the leads but they tell me they don't need a financial adviser. I don't get reimbursed for those because they went through the process. I tell them, "I've got your email address and your phone number. Somehow you filled out something online." They say they never did. About every 20th lead is like that where the people act like they have no idea. I also never reach 50% of the leads even if I call them, email them, or message them through Facebook.

      On the client side, I think sometimes they get deceived. They click on something that says "Have you saved enough for retirement?" Then the next thing they know, they're being asked of their information, but they don't need somebody. It's like as long as they put their information in there, I've got to pay for the lead. That's another thing that frustrates me a little bit. Don't do SmartAsset unless you're willing to commit to making the calls and have a defined process in place on how you're gonna go through the calls, the follow-up, your presentation. If you're not gonna have all that, don't bother.

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      Customer ServiceStaff

      Reviewed Aug. 22, 2024

      In the office, we had one other person and each one of us did research analysis on companies that are effective so we could get a lead generator and their success ratios of closings. I was in charge of one research and another friend was in charge of this one. It was back in 2020 when we did that and I've been with SmartAsset ever since. It’s very simple working with them and the quality is good. I love their Live Connections feature and it’s one of my favorites. I’ve built a nice relationship with the people who’ve called me. We’ve never met, but I recognize them by their voice. I’ve talked to them and it’s quick but I could tell that a few of those people who work at Live Connections have been there for a while.

      One guy who called today has been there for over three years and I’ve been talking to him for that period. They know what I'm looking for and what my niche in the market is. So, when they come across it, they'll call me right away and say they know this is a perfect person in my niche of the market. For example, I did a first call today. It was a Live Connections a couple of weeks ago. I found out we’re neighbors. She and her husband are both in the medical field, and my niche in the market is in people in the medical field. So, Live Connections knows that when they meet somebody in the New York area’s medical field, who could be a nurse or a doctor, and they know nurses are my favorite, they'll connect me with those people. Right then and there, I know that person is in the medical field, which is good. I like that.

      My business has grown dramatically by using SmartAsset. They do a lot of the legwork for me that I used to do such as trying to go out, do seminars, and meet the same quality of people. They're doing it where I can do it from the leisure of my home or my office or in the car where I am. Other co-workers have joined them and I've referred other colleagues from other firms, too. I recommend it for them to do it.

      Every quarter, my rep and I touch base with each other just to see how things are going, and modify things that I wanna modify, if I wanna modify anything. If not, we'll keep it copacetic. We talk strategies, what else I should be doing better and what other people are doing to reach their clients. So, I'm always getting insights from other advisers from other firms. But if you don't put in the work, you don't get the results. With any lead generator, you have to put in the work, the time and the touch points to make it successful, which I do. So, I get the results and I get the growth that I look for.

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      Staff

      Reviewed Feb. 4, 2025

      Everything is hit or miss when you do online, but as far as the program is concerned, I'm profitable on it, so SmartAsset has been worthwhile to keep. I've been working with the same guy, Sean, and we built the game plan for my year's package. We're coming up on the sixth month mark next week so we're having a meeting about that. He has been in touch every month, so it has been smooth.

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      Reviewed Jan. 7, 2025

      I had a great experience with Smart Asset. I sought their services primarily to connect with individuals I wouldn't typically have access to, and their service has worked exceptionally well for me. The interactions with Smart Asset's representatives have been smooth, and the quality of leads I received has been largely positive, despite an occasional mix-up where some people weren't aware of the outreach. One of the most notable benefits has been the return on investment, which has successfully met my needs. In terms of customer service, lead quality, and pricing compared to other services, I'd rate them all a 5 out of 5. However, I haven't yet had the opportunity to utilize their online tools or website, but I plan to explore those features soon. Overall, I'm very satisfied with my experience.

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      Reviewed Dec. 8, 2024

      I saw that SmartAsset has a function for finding a financial advisor. I'm a financial advisor and I'm looking to grow my business. So, it intrigued me. I’m getting more than I expected from SmartAsset as far as the amount of meetings I'm getting. So, I'm happy with it. I highly recommend them.

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      Response from SmartAsset

      That's fantastic to hear, Joshua! We're thrilled that we’re exceeding your expectations. We appreciate your recommendation and look forward to continuing to support you as you grow your business.

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      PriceStaff

      Reviewed Dec. 7, 2024

      SmartAsset is a very professional company to work with, and I'm enjoying it. It is real people that probably need help. It's hard to find those kinds of people, and SmartAsset matches me with them, which I appreciate. However, they should let the people know the respondents to the survey know what it is they were doing, that they would have a professional fiduciary adviser reach out to them to set up a meeting to help them. They would get a call about getting some help with their investment management. SmartAsset does that at the end of the survey, but I'm not sure the people know that, or perhaps, the information is shared with several advisers The service would cost much more if that were the case.

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      Reviewed Dec. 7, 2024

      Signing up with them was very good. Their service has been good. Definitely done well. I'm very satisfied with the quality of them. It definitely has successfully met my needs. All that they originally were offering is what I have received.

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      Response from SmartAsset

      Thank you for sharing your experience! We are thrilled to hear that our service meets your needs and that you are satisfied.

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      SmartAsset Company Information

      Company Name:
      SmartAsset
      Website:
      smartasset.com