SmartAsset 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
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    Customer ServiceStaff

    Reviewed April 26, 2025

    SmartAsset reached out to me and working with them seemed like a good idea to introduce my son to some new leads since he started working with me. As it turns out, from a lead standpoint, the service has been effective. However, for my son's experience, he needs to be more proactive in following up with those leads. Most of the leads provided by SmartAsset are genuine, although there are a few that seem questionable; but I don’t blame SmartAsset for that. My representative, Daniel, was in regular contact and SmartAsset offered occasional training and testimonials from satisfied users. This interaction was useful, though I often handled my own follow-up processes after the initial lead contact. Their tools, especially the integration with video emails, were among the best aspects, greatly enhancing lead interactions compared to other programs I've experienced.

    Working with SmartAsset was straightforward and organized. They set up a system for managing leads which helped streamline the process. Leads can be quite hit-or-miss, but overall, I haven't been dissatisfied. But I have decided not to renew when my current subscription ends because my son found a new job, and I feel confident in sustaining my business through referrals as I’ve been in the industry for 30 years now. If a colleague were to consider SmartAsset, my advice would be that the effort you put into engaging with the leads will largely determine your success. Their system delivers a substantial amount of leads, more than I initially expected, though the conversion rate varies.

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      Customer Service

      Reviewed March 14, 2025

      I initially learned about SmartAsset through my broker-dealer, as they got approved by them. My OSJ approached me because I've built my career and client base through various lead systems, some good, some bad. So, he knew I'd be interested in trying SmartAsset. The service through SmartAsset has been really good. What impresses me the most is the quality of the leads. They are ready to act when you meet with them, and they fall right into the range that I'm targeting. I've experienced terrible lead programs in the past, where appointments were fake or leads were poor, but that's not the case with SmartAsset.

      I believe SmartAsset is on the verge of being revolutionary in lead service. They need to make a few enhancements to their system. For instance, there should be an option to set a call-back option, not just an appointment. Sometimes when I call someone, situations arise that prevent an appointment, and it would be helpful if I could schedule a future call-back directly in their system. Having this feature would ensure I do not miss vital follow-ups. Moreover, adding a feature that integrates my current client base into the lead system could take their service to the next level. It would make SmartAsset more integral to the overall business model by becoming the go-to lead system for everything. I've had numerous discussions with SmartAsset about these potential features, and I'm hopeful they'll implement them soon.

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      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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      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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      Reviewed June 3, 2025

      I am very impressed with the paycheck calculator tool and express my utmost gratitude for this website. I would appreciate it if a feature were added to calculate double time and time and a half. Apart from this minor suggestion, I find the site to be exceptionally user-friendly and comprehensive.

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      Sales & Marketing

      Reviewed May 29, 2025

      I found SmartAsset on an industry website and signed up as a way to grow my business. My experience has been pretty good, although not as effective as they advertised. I've certainly managed to secure some business through their services, so that's a positive.

      The quality of service from SmartAsset has been solid; however, I feel their product offering could be improved. Specifically, they should focus on better filtering the leads they provide.

      In terms of pricing, I'd rate it with a 4 out of 5. Their online presence is also commendable, with a user-friendly website that I'd rate as a 4 as well.

      Overall, while there's room for improvement in certain areas, my experience with SmartAsset has been largely positive, and I'd be open to continuing our partnership while hoping for the suggested enhancements.

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      Customer ServiceStaff

      Reviewed May 11, 2025

      One of the partners at our firm set up the initial relationship and since then, I have played a role in managing the interactions with SmartAsset. My overall experience with their services has been somewhat positive, as I believe the quality of service and support they provide is fairly good. In terms of communication and their support in our engagements, I think they've lived up to expectations reasonably well. However, when I was asked about my recommendation level, I felt a bit more reserved, rating my experience around a 2 out of 5. Thus, while the quality is decent, there are areas for improvement to truly enhance satisfaction.

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      Reviewed May 9, 2025

      Some of my colleagues were using Smart Asset, and I decided to give it a try myself. The experience has been great overall. I found their service clear-cut and efficient; they provide you with leads, and you must reach out to convert them into business.

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      Customer ServicePrice

      Reviewed April 23, 2025

      I worked with SmartAsset due to my focus on business growth. Throughout my experience, I found their customer service and processes to be satisfactory, aligning well with what was promised. There was some success, but I do recognize that they, like us, function in a challenging sector, which inevitably possesses its highs and lows. A notable strength of SmartAsset is their quality of customer service, which I would rate highly. However, there are areas I believe could be improved. Specifically, their lead identification process needs refinement. Oftentimes, prospective clients seem unsure about the purpose of the initial questionnaire, leading to confusion when advisors reach out. This lack of clarity affects the usefulness of leads generated. On the cost side, I feel their pricing may be slightly on the higher side. While I am somewhat satisfied, improvements in price competitiveness could make the experience even better.

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      SmartAsset Company Information

      Company Name:
      SmartAsset
      Website:
      smartasset.com