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SmartAsset Reviews

(6 customer reviews)


SmartAsset Reviews – Round Up:

BBB Rating:N/A
Web Ratings:A
Our Rating:A+

Quick Stats:

  Service Quality: 82%
  Service Value: 90%
  Profit Opportunity: 79%
  Ease of Use: 90%
  Customer Care: 86%
  Overall: 85%

About SmartAsset

Through a wide range of free tools and calculators, SmartAsset provides a referral service matching it’s customers to a range of carefully vetted financial professionals and financial service providers.

Their website is easy to use and the calculators and other free tools make finding the right service a breeze – and in a crowded and highly competitive market this is one other stress that SmartAsset helps you remove. Prices, fees and advice given will depend on which services or professionals you end up taking, but even if you don’t go with their referrals, the site itself is filled with useful information.

From the website:

We are a financial technology company aiming to provide the best personal finance advice on the web. We offer free and personalized tools to empower you to make smart personal finance decisions around homebuying, retirement, taxes and more.

We are a team of techies, journalists and data nerds committed to bringing you transparency and accuracy no matter where you are in your financial journey.


6 reviews for SmartAsset

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  1. Turner Moore

    As a licensed advisor for over 25 years I found Smart Asset to be a misleading waste of time for investors seeking guidance, and an expensive scam for advisors seeking new client referrals. Smartasset is doing nothing but generating revenue for itself and provides no worthwhile services to either side of the financial service relationship. Smart Asset does not screen advisors in any apparent way , rather simply charges a fee for “qualified leads.” However the “qualified leads” for which I paid many thousands of dollars over multiple months simply hung up or didn’t return calls or emails. I regret not pursuing a fraud case against Smart Asset at the time but was unable due to a serious family illness. I do not recommend this company.

    1 out of 1 people found this helpful. Was this review helpful to you?
  2. Mary P

    Good company and advice was excellent. Not pushy in any way

    2 out of 2 people found this helpful. Was this review helpful to you?
  3. Michael

    Easy to use service took a lot of worry out of finding new financial adviser. I would have happily worked with all three matches

    6 out of 6 people found this helpful. Was this review helpful to you?
  4. Clara

    perfect result used their matching tool and found a really good retirement specialist in my city

    8 out of 8 people found this helpful. Was this review helpful to you?
  5. Joan T

    found 3 different advisors through SA service all excellent and well vetted

    12 out of 12 people found this helpful. Was this review helpful to you?
  6. Susan

    Super helpful service SmartAsset got me in touch with the best financial adviser I’ve ever had the pleasure of dealing with.

    Funny thing their emails display on my phone as SmartAss!

    11 out of 13 people found this helpful. Was this review helpful to you?
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