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SmartAsset @smartasset

Startup, New York, NY – 11-50 employees


SmartAsset is a web app that helps the average person make important financial decisions. Our proprietary financial modeling technology allows us to provide automated, highly personalized advice for 24 significant life events.

From buying a home to going back to school to family or retirement planning our platform models decisions and creates interactive, graphical advice on affordability, tax, financing alternatives and how your decisions affect your cash flow and net wealth.July 201214,000 per mon450,000 per mon702% growth yr/yrAs of 8/12, we have been live for 3 weeks. We have had well over 45,000 visits and currently have 14,000 active users (people that have built financial profiles).In phase 1 (next 6 months) we will be direct to consumer through our web and tablet applications.

In phase 2 we will also pursue B2B opportunities where we will private label our technology platform to power advisory tools on 3rd party sites.



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