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SmartAsset

Company Name

SmartAsset

Main Industry

Software, Financial Software

Website

www.smartasset.com

Contact Information

Headquarters

535 5th Avenue, 30th Floor, New York City, New York, 10017, United States

(800) 592-5379

New York City, New York Office

632 Broadway, Fl 4, New York City, New York, 10012, United States

(212) 228-8070

New York City, New York Office

122 East 42nd Street, Suite 4300, New York City, New York, 10168, United States

SmartAsset Profile and History

Founded in 2010, SmartAsset offers free and personalized tools to empower customers to make smart personal finance decisions around homebuying, retirement, taxes and more.

Smartasset

Smart Asset

smartasset.com

Financial Insight Technology, Inc.

Smartasset.com.

Revenue

$53.1 M

Employees

253

Founded

2010

Funding History

SmartAsset raised a total of $158.3 M in funding over 6 rounds.

SmartAsset Executive Team & Key Decision Makers

Name & TitleContact Info
Thomas Malloy
Thomas Malloy

Senior VP, Finance & Operations

❅❅❅❅@smartasset.com

(203) ❅❅❅-❅❅❅❅

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Dave Jones
Dave Jones

Chief Financial Officer

❅❅❅❅@smartasset.com

(201) ❅❅❅-❅❅❅❅

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Chris Taylor
Chris Taylor

Chief Marketing Officer

❅❅❅❅@smartasset.com

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Aniket Gune
Aniket Gune

Chief Product Officer

❅❅❅❅@smartasset.com

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Nora Droste
Nora Droste

Vice President, Human Resources

❅❅❅❅@smartasset.com

(201) ❅❅❅-❅❅❅❅

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Firoze Lafeer
Firoze Lafeer

Chief Technology Officer

❅❅❅❅@smartasset.com

(571) ❅❅❅-❅❅❅❅

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Brian Bourque
Brian Bourque

Senior VP, Marketing

❅❅❅❅@smartasset.com

(646) ❅❅❅-❅❅❅❅

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Mihir Apte
Mihir Apte

Vice President, Business Development

❅❅❅❅@smartasset.com

(703) ❅❅❅-❅❅❅❅

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David Frisone
David Frisone

Chief Revenue Officer

❅❅❅❅@smartasset.com

(646) ❅❅❅-❅❅❅❅

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Meghan Lapides
Meghan Lapides

Chief People Officer

❅❅❅❅@smartasset.com

(646) ❅❅❅-❅❅❅❅

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Katya Gunderson
Katya Gunderson

Controller

❅❅❅❅@smartasset.com

(646) ❅❅❅-❅❅❅❅

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Suzanne McNamee
Suzanne McNamee

Senior Vice President

❅❅❅❅@smartasset.com

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Recently Updated Team Members

Name & TitleContact Info
Yolanda Colon
Yolanda Colon

Account Manager, Smartadvisor

❅❅❅❅@smartasset.com

(929) ❅❅❅-❅❅❅❅

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Jonathan Luke
Jonathan Luke

SmartAdvisor Account Management

❅❅❅❅@smartasset.com

(315) ❅❅❅-❅❅❅❅

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Amanda Bancala
Amanda Bancala

Account Manager, Smartadvisor

❅❅❅❅@smartasset.com

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Jacob Walters
Jacob Walters

Account Manager

❅❅❅❅@smartasset.com

(347) ❅❅❅-❅❅❅❅

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Jackson Koster
Jackson Koster

Account Manager, Smartadvisor

❅❅❅❅@smartasset.com

(507) ❅❅❅-❅❅❅❅

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Andy Cheng
Andy Cheng

IT Engineer

❅❅❅❅@smartasset.com

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Jason Vorhis
Jason Vorhis

RIA Partnerships, SmartAdvisor Growth

❅❅❅❅@smartasset.com

(716) ❅❅❅-❅❅❅❅

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Paige Putnicki
Paige Putnicki

Specialist

❅❅❅❅@smartasset.com

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Brett Traiger
Brett Traiger

Yahoo Finance

❅❅❅❅@smartasset.com

(917) ❅❅❅-❅❅❅❅

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Jamie Stevenson
Jamie Stevenson

Senior Technology Recruiter

❅❅❅❅@smartasset.com

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Daniel Cisneros
Daniel Cisneros

Yahoo Finance

❅❅❅❅@smartasset.com

(917) ❅❅❅-❅❅❅❅

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Jared Goldberg
Jared Goldberg

Account Executive

❅❅❅❅@smartasset.com

(347) ❅❅❅-❅❅❅❅

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Shyam Ladva
Shyam Ladva

Account Manager, Smartadvisor

❅❅❅❅@smartasset.com

(201) ❅❅❅-❅❅❅❅

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Steve Sabato
Steve Sabato

Manager, Public Relations

❅❅❅❅@smartasset.com

(609) ❅❅❅-❅❅❅❅

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Top SmartAsset Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by SmartAsset.

Advertising Networks

(8 Technologies)

Web Analytics

(6 Technologies)

Other Advertising Software

(6 Technologies)

Programming Languages

(6 Technologies)

Demand Side Platforms

(5 Technologies)

SmartAsset Product Offerings

TechnologyWebsite UsingMarket Share
SmartAsset Captivate

SmartAsset Captivate

1

<0.01%

SmartAsset Email Formats

ParameterSample EmailPercentage

SmartAsset Top Competitors

CompanyEmployeesRevenueTop technologies
MX

MX

500$201 M
NerdWallet

NerdWallet

338$154.7 M
WalletHub

WalletHub

50$10.5 M
Money Crashers

Money Crashers

51$9.8 M
Kiplinger Washington Editors Inc.

Kiplinger Washington Editors Inc.

89$82.5 M

What is SmartAsset revenue?

SmartAsset revenue is $53.1 M

How many employees does SmartAsset have?

SmartAsset has 253 employees

Where is SmartAsset headquarters located?

SmartAsset headquarters are located in 535 5th Avenue, 30th Floor, New York City, New York, 10017, United States

What are SmartAsset’s primary industries?

SmartAsset’s main industries are: Financial Software, Software, FinanceInvestment Banking...See More

Who is SmartAsset’s CEO?

SmartAsset’s CEO is Michael Carvin

What are SmartAsset’s key products?

SmartAsset’s key products are: SmartAsset Captivate

What are some additional names or alternative spellings that users use while searching for SmartAsset?

SmartAsset appears in search results as Smartasset, Smart Asset, smartasset.comFinancial Insight Technology, Inc., Smartasset.com....See More