A look at the financial tech company SmartAsset (plus tips for getting hired)

Finances can be scary to tackle for the average working professional, but SmartAsset aims to make them more approachable. With guides, calculators, and personalized advice, SmartAsset can help you with anything from deciding how much you can spend on rent, or a home, to helping you chose which credit card is best for you.

Here’s a rundown of the startup that’s aiming to build more financially knowledgeable generations.

SmartAsset fast facts

Size: 125 employees company-wide

Industry: Financial Technology

Locations: SmartAsset’s headquarters are located in New York, NY.

Founded: 2012

Founders: Michael Carvin and Philip Camilleri

CEO: Michael Carvin

Mission: SmartAsset is “committed to bringing you the most accurate and actionable advice so you can confidently make the decisions that impact your finances and your life.”

How much do SmartAsset employees make?

The average salary for a SmartAsset employee is $134,743 per year. Ladders estimates are based on our calculations.

For a senior software engineer, the average salary at SmartAsset is $175,000, compared to the $117,924 estimated national average for that role. The estimated salary for an SEO/SEM manager is $90,000.

SmartAsset Jobs

SmartAsset is currently hiring for 36 open positions, including a VP of product, a Director of Public Relations, and an SEM Manager to work in the New York City headquarters. Find a full list of open roles on Ladders’ SmartAsset Jobs page.

smartasset office

What SmartAsset says it takes to get hired

From the SmartAsset recruiter team: “We are looking for smart and motivated collaborators to join the SmartAsset team and help us achieve our mission of empowering people to make smarter financial decisions. Being data-driven is in our company DNA, so candidates who have experience using data to inform business decisions stand out.”

Complete list of SmartAsset investors and funding rounds

The private company has raised $51.4 million over six rounds of funding. The seed round, which was announced on Oct. 30, 2012, included six investors.  The latest funding was the Series C round, which was announced on June 19, 2018, and included eight investors. The late-stage venture raised $28 million.

CEO Michael Carvin on office life

“We care deeply about fostering a collaborative and open environment for all employees at SmartAsset. Along with catered lunches three times weekly, seasonal sports leagues, team outings, community service opportunities related to financial literacy and a company book club, our weekly “Friday tasting” has become a treasured tradition. Every Friday afternoon for the past six years, a team member has picked a theme with food and drink components for the team to enjoy. Hosts typically choose themes related to their background or recent vacations, and it has been a wonderful way for us to continue to get to know each other.

SmartAsset Office Life


  • Health, vision, and dental insurance
  • Flexible spending account
  • Health Savings Account
  • Supplemental Life Insurance
  • Disability insurance
  • Life insurance
  • 401K Plan
  • Vacation & paid time off
  • Paid holidays
  • Sick days
  • Bereavement leave
  • Accidental death & dismemberment insurance
  • Maternity & paternity leave
  • Dependent care


  • Casual dress code
  • Employee assistance program
  • Company social events
  • Commuter checks & assistance
  • Free lunch or snacks
  • Weekly happy hours
  • Regular team social activities such as a company book club, sports leagues, community service opportunities and more
  • Professional education reimbursement program

SmartAsset employee reviews 2019

Reviews on Glassdoor describe SmartAsset as an “exciting fin-tech company with a meaningful mission” that has a “collaborative environment working with smart people.” Reviews reveal that employees receive free lunch three times a week, a 3% 401K match, and generous team outings. Most reviewers love the startup feel and the opportunity to work in a growing organization. “High growth, high potential,” one reviewer puts it simply.

The worst review states that “everyone is a bully and talks behind your back,” to which the senior vice president of Financial Advisor Revenue, Dave Frisone, responded that the company works “hard to provide an employee experience that is positive, supportive and constantly improving,” and asked that he or she stop by his desk to talk about the issues.

SmartAsset product rundown

SmartAsset offers tools and advice to help you make financial decisions.

The company’s website offers access to calculators, guides, compare tools, reviews, and advice for each of its six main categories. The six categories include home buying, taxes, retirement, banking, credit cards, and investing.

SmartAsset also provides calculators, compare tools, and guides for life insurance, refinancing, personal loans, and student loans.

The company’s SmartReads section offers articles to help you “take control of your financial future.”