Smartasset Advisors
Highly Engaged Employees
Highly Engaged EmployeesData Collection & Internet Portals · New York, United States · 201-500 Employees
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Overview
Headquarters
122 E 42nd St Rm 4300, New York City, Ne...Phone Number
(800) 592-5379Website
www.smartasset.comRevenue
$53.1 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
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1
About Smartasset Advisors
Founded in 2010, SmartAsset offers free and personalized tools to empower customers to make smart personal finance decisions around homebuying, retirement, taxes and more.Explore more
Smartasset Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$849.6M
501-1,000
Public
$230.5M
2009
Brittney WhiteExecutive Administrator To CEO and Admin Operations Manager
Products Owned by Smartasset Advisors
SmartAsset Captivate
Company Profile Activity
Activity Insights
Smartasset Advisors is experiencing very low activity levels compared to other companies in the Media & Internet sector.
What does this means?
Smartasset Advisors is drawing exceptional interest within the Media & Internet industry, suggesting notable developments or strong market momentum, learn more about Smartasset Advisors.
Smartasset Advisors financials insights
Gather financial insights about Smartasset Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2012
Debt
$690K
Private Equity
$2.4M
2014
Series A
$5.2M
2016
Series B
$12M
2018
Series C
$28M
2021
Series D
$110M
Smartasset Advisors Tech Stack
A closer look at the technologies used by Smartasset Advisors
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Most Recent Scoops
Open Position
Hiring Plans
Smartasset Advisors has more open roles in Marketing than it has had at any time in the past 12 months.
Hiring Plans
Hiring Plans
Smartasset Advisors has more open roles in Engineering & Technical than it has had at any time in the past 6 months. Technologies mentioned include: Elastic, MySQL, Python, dbt, Kubernetes, and Amazon AWS.
Hiring Plans
Open Position
Open Position
Smartasset Advisors News & Media
Should We Shift Assets to a Target Date Fund or an Annuity?
We have a combined pension and Social Security income of $8,400 per month that will only drop to $6,730 if one of us passes away. Our RMDs will start soon and we have $1.6 million in a 401(k) which we feel we can use a low-cost (expense ratio 0.12%) total return target fund to avoid […] The post Ask an Advisor: We Have $1.6M in a 401(k) Plus Another $650k and Social Security. Should WeShould I Convert 20% of My 401(k) into a Roth IRA Each Year to Avoid Taxes and RMDs?
With retirement planning and taxes, there are often two ways to look at a question: First, can you do something, and then, should you do it? For example, let's say we have a household planning for retirement. Would it be wise for them to convert their 401(k) into a Roth IRA 20% at a time […] The post Is It Wise to Convert 20% of My 401(k) into a Roth IRA Each Year to AvoidAm I Too Late to Start Investing for Retirement at 65 With $85k in Savings?
While 65 is later than most people begin investing for retirement, it's not too late. The question is not whether to invest but how to invest to increase your chances of achieving your financial retirement goals. That's going to require answering a number of questions, including how healthy you are, how long you can expect […] The post Am I Too Late to Invest for Retirement at 65? I Own My Home but Only HaveWill Converting $235k to a Roth IRA Affect My Medicare Premiums?
Because Medicare premiums are tied to income, converting a $235,000 retirement account to a Roth IRA has the potential to cause Medicare Part B premiums to increase. For many taxpayers, in fact, a single-year conversion of that magnitude could more than triple the amount of the monthly premium most Medicare enrollees pay for Part B […] The post If I Convert $235k to a Roth IRA, Will It Affect My Medicare Premiums? appeared first on
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Founded in 2010, SmartAsset offers free and personalized tools to empower customers to make smart personal finance decisions around homebuying, retirement, taxes and more.... Read More
