SmartAsset’s New SmartAdvisor Tool Delivers Vetted Client Prospects to Financial Advisors

SmartAsset’s New SmartAdvisor Tool Delivers Vetted Client Prospects to Financial Advisors

SmartAsset, a financial technology company empowering millions of people with automated personalized financial advice, expanded its offerings to Financial Advisors in its recent launch of the SmartAdvisor program. SmartAdvisor delivers client leads through an online service that connects Financial Advisors to investors vetted by investable assets, location, income and other key indicators for client acquisition.

In addition to offering high-intent leads, SmartAdvisor is different from other lead generation services in that it does not require a monthly subscription or minimum spend; enables advisors to customize the leads they want to receive while only paying for the leads delivered; and includes a concierge service that confirms investor interest and can book appointments with the financial advisors matched to them.

Already, SmartAdvisor matches thousands of investors each month to Financial Advisors.  In January alone, investors matched to Advisors through the SmartAdvisor platform had more than $4 billion in investable assets. On average, individual investors had $750,000 in investable assets. SmartAsset is continually enhancing and amplifying consumer traffic to SmartAdvisor via partnerships with high-profile organizations such as Kiplinger’s, CNNMoney, Reuters and MarketWatch.

“Reaching more than 35 million consumers each month, SmartAsset is proud to serve as the Internet’s top source for personal financial advice. Now, we’re thrilled to become the premier destination for Financial Advisors seeking to expand their businesses,” said Michael Carvin, CEO and co-founder of SmartAsset. “SmartAdvisor is a truly unique tool that enables financial advisors to take control of their growth, by tailoring their new client prospect base within their budget. It’s an exciting new step for us – to translate our cutting-edge technology into a simple, customizable solution to help financial advisors achieve their business goals, while elevating our mission of helping consumers make important financial decisions.”

SmartAsset’s core technology, the patent-pending Automated Financial Modeling, simulates the financial impact of different consumer decisions. The company’s website offers automated, individualized advice spanning the full range of personal finance options including home buying, retirement planning, life insurance, personal loans, student loans, credit cards, loan refinance, taxes and investing.

SmartAsset enhanced the reach of its tools in 2015 by launching the Captivate platform. Captivate enables financial publishers to host SmartAsset personal finance tools within relevant online content. The platform has earned widespread adoption with partners including AOL, CNN and Investopedia. The combination of offerings on and Captivate partner sites has made SmartAsset the most widely viewed source of personal financial advice online.

SmartAsset has been recognized for its innovative technology as the 2016 Benzinga Fintech Award Winner for Best Educational Tools & Services as well as the Webby Award for Financial Services/Banking in 2013, 2014, 2015, and 2016.


SmartAsset is a financial technology company that empowers people with automated personalized financial advice. Its proprietary technology, up-to-the-minute research and patent-pending Automated Financial Modeling software simulate the impact of different decisions on people’s personal finances, enabling millions of people to make smart financial decisions. For more information, visit To learn more about SmartAdvisor, visit

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