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smartasset.com

Last updated: 10/24/2025valid

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# SmartAsset

> SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAsset AMP, a national marketplace connecting consumers to financial advisors.

**How we help financial advisors**
SmartAsset is the nation’s largest marketplace connecting consumers to financial advisors.

Building on SmartAsset’s reach to millions of potential investors, SmartAsset AMP connects financial advisors directly with prospects who meet their ideal client profile. Available in three plan levels – Discover, Accelerate, and Scale – SmartAsset AMP allows advisors to access referral generation, nurture 
campaigns, automated calling and texting, and live connections – all for a simple monthly subscription. 

SmartAsset AMP will enable advisors to grow confidently at every plan level with clear expectations around bottom-line drivers like client conversion, meeting set rates, assets under management (AUM) targets, and more.

**How we help consumers**

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, as well as calculators, tools and educational resources for everything from home buying to retirement. 

## Company Information

- [About](https://smartasset.com/about): Our story, mission, team, and values.
- [Press](https://smartasset.com/press): Latest news and media coverage.
- [Careers](https://smartasset.com/careers): Join our team. 
- [SmartAsset AMP](https://getamp.smartasset.com/): A leading end-to-end marketing solution for fiduciary advisors looking to grow their practice.
- [Advisor Testimonials](https://get.smartasset.com/advisor-testimonials/): Testimonials from advisors using SmartAsset AMP.

## How to Find a Financial Advisor

- [Financial Advisor Matching Tool](https://smartasset.com/retirement/find-a-financial-planner)
- [How to Find and Choose a Financial Advisor](https://smartasset.com/retirement/financial-advisor)
- [Top Financial Advisors in the U.S.](https://smartasset.com/financial-advisor/us-top-financial-advisors)
- [Is It Worth Paying a Financial Advisor](https://smartasset.com/financial-advisor/is-it-worth-paying-a-financial-advisor)
- [Questions to Ask a Financial Advisor](https://smartasset.com/financial-advisor/questions-to-ask-a-financial-advisor)
- [Do I Need a Financial Advisor?](https://smartasset.com/financial-advisor/do-i-need-a-financial-advisor)
- [How Much Does a Financial Advisor Cost?](https://smartasset.com/financial-advisor/financial-advisor-cost)
- [What Is a Fee-Only Financial Planner?](https://smartasset.com/financial-advisor/fee-only-financial-planner)
- [Financial Advisor Fees: Fee-Only vs. Fee-Based](https://smartasset.com/financial-advisor/fee-based-vs-fee-only-financial-advisor)
- [The Minimum Investment for a Financial Advisor](https://smartasset.com/financial-advisor/the-minimum-investment-for-a-financial-advisor)
- [What Is a Fiduciary Financial Advisor? Definition, Types and Examples](https://smartasset.com/financial-advisor/what-is-fiduciary-financial-advisor)
- [What Is a Financial Plan and How Do You Build One?](https://smartasset.com/financial-advisor/what-is-a-financial-plan)
- [Financial Advisor Fees: Fee-Only vs. Fee-Based](https://smartasset.com/financial-advisor/fee-based-vs-fee-only-financial-advisor)

## Calculators & Tools 

**Retirement Calculators**
- [Retirement Calculator](https://smartasset.com/retirement/retirement-calculator)
- [Social Security Calculator](https://smartasset.com/retirement/social-security-calculator)
- [401K Calculator](https://smartasset.com/retirement/401k-calculator)
- [Retirement Tax Calculator](https://smartasset.com/retirement/retirement-taxes)
- [Financial Advisor Value Calculator](https://smartasset.com/financial-advisor/financial-advisor-value-calculator)
- [RMD Calculator](https://smartasset.com/retirement/calculate-rmd)

**Investing Calculators**
- [Investment Calculator](https://smartasset.com/investing/investment-calculator)
- [Capital Gains Tax Calculator](https://smartasset.com/investing/capital-gains-tax-calculator)
- [Asset Allocation Calculator](https://smartasset.com/investing/asset-allocation-calculator)
- [Inflation Calculator](https://smartasset.com/investing/inflation-calculator)

**Tax Calculators**
- [Income Tax Calculator](https://smartasset.com/taxes/income-taxes)
- [Paycheck Calculator](https://smartasset.com/taxes/paycheck-calculator)
- [Tax Return Calculator](https://smartasset.com/taxes/tax-return-calculator)

**Banking Calculators**
- [Savings Calculator](https://smartasset.com/checking-account/savings-calculator)
- [CD Calculator](https://smartasset.com/checking-account/cd-calculator)
- [Budget Calculator](https://smartasset.com/mortgage/budget-calculator)

**Home Buying Calculators**
- [Mortgage Calculator](https://smartasset.com/mortgage/mortgage-calculator)
- [Home Affordability Calculator](https://smartasset.com/mortgage/how-much-house-can-i-afford)
- [Cost of Living Calculator](https://smartasset.com/mortgage/cost-of-living-calculator)
- [Refinance Calculator](https://smartasset.com/refinance/refinance-calculator)
- [Closing Costs Calculator](https://smartasset.com/mortgage/closing-costs)
- [Down Payment Calculator](https://smartasset.com/mortgage/down-payment-calculator)

**Other Calculators**
- [Life Insurance Calculator](https://smartasset.com/life-insurance/how-much-life-insurance-do-i-need)
- [Personal Loan Calculator](https://smartasset.com/personal-loans/personal-loan-calculator)
- [Student Loan Calculator](https://smartasset.com/student-loans/student-loan-calculator)

## Content Guides

- [Taxes](https://smartasset.com/taxes/articles)
- [Mortgage](https://smartasset.com/mortgage/articles)
- [Retirement Planning](https://smartasset.com/retirement/articles)
- [Financial Advisor Articles](https://smartasset.com/financial-advisor/articles)
- [Banking](https://smartasset.com/checking-account/articles)
- [Investing](https://smartasset.com/investing/articles)
- [Estate Planning](https://smartasset.com/estate-planning/articles)
- [Resources for Financial Advisors](https://smartasset.com/advisor-resources/articles)
- [Data Studies](https://smartasset.com/data-studies/articles)
- [Life Insurance](https://smartasset.com/life-insurance/articles)
- [Ask an Advisor](https://smartasset.com/financial-advisor/s/ask-an-advisor)
- [Retirement Tax](https://smartasset.com/retirement/s/retirement-tax)
- [Estate Tax](https://smartasset.com/estate-planning/s/estate-tax)

## Financial Products

**Banking**
- [Compare Online Brokerage Accounts](https://smartasset.com/investing/online-brokerage-accounts)
- [Compare Online Savings Accounts](https://smartasset.com/checking-account/savings-account-comparison)
- [Compare Online CD Rates](https://smartasset.com/checking-account/cd-rate-comparison)
- [Compare Online Checking Accounts](https://smartasset.com//checking-account/checking-account-comparison)
- [Compare Online Money Market Accounts](https://smartasset.com/checking-account/money-market-account-comparison)
- [Compare Online Brokerage Accounts](https://smartasset.com/investing/online-brokerage-accounts)

**Mortgage**
- [30 Year Fixed Mortgage Rates](https://smartasset.com/mortgage/30-yr-fixed-mortgage-rates)
- [15 Year Fixed Mortgage Rates](https://smartasset.com/mortgage/15-yr-fixed-mortgage-rates)
- [3/1 ARM Mortgage Rates](https://smartasset.com/mortgage/3-1-arm-mortgage-rates)
- [5/1 ARM Mortgage Rates](https://smartasset.com/mortgage/5-1-arm-mortgage-rates)
- [7/1 ARM Mortgage Rates](https://smartasset.com/mortgage/7-1-arm-mortgage-rates)
- [Refinance Rates](https://smartasset.com/refinance/refinance-mortgage-rates)

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