SmartAsset Tech Stack

Financial content platform connecting 59M monthly users with advisor referrals

Software Development New York, NY 201–500 employees Privately Held

SmartAsset operates a two-sided marketplace: a consumer-facing content and calculator platform reaching 59 million monthly users, and an Advisor Marketing Platform (AMP) that generates qualified leads for fiduciary advisors. The tech stack (Salesforce, HubSpot, Marketo, Mixpanel, Claude) reflects a marketing-operations-heavy org focused on lead quality and conversion—projects show structured experimentation, workflow automation, and MQL scaling, while pain points center on pipeline conversion and lead quality, suggesting the AMP business has outpaced the internal systems to manage it.

Tech Stack 19 technologies

Core StackSalesforce Tableau LinkedIn Ads Mixpanel Python FastAPI AWS Kubernetes HubSpot Marketo Zapier n8n Google Ads LinkedIn Google Google Search AWS ECS Claude SQL

What SmartAsset Is Building

◆Challenges

Improving pipeline conversion
Recurring user pain points
High volume outbound calls
Adding new business
Generating more revenue
Complex revenue recognition
Billing discrepancies
Month-end close inefficiencies
Scaling mqls
Improving lead quality

▲Active Projects

Structured experimentation roadmap
Webinar strategy end-to-end
Automate workflows and standardize ai-driven gtm processes
Build and expand co-marketing partnerships
Performance dashboards
Data platform backbone
Real-time analytics
Continuous improvement of recruiting processes
Building scalable recruiting practices
Data collection pipelines for large language model

Hiring Activity

Accelerating10 roles · 5 in 30d

Department

Marketing

Sales

Engineering

Data

Finance

Seniority

Senior

Junior

Director

Mid

Manager

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About SmartAsset

SmartAsset provides financial education and personalized tools to retail consumers, reaching 59 million monthly visitors with content spanning retirement planning, investment decisions, and personal finance. The company monetizes this audience through its Advisor Marketing Platform, which connects qualified leads with fiduciary financial advisors. The organization operates from New York with 201–500 employees. Current hiring is concentrated in marketing and sales roles (8 of 12 open positions), with smaller engineering and data teams, reflecting a go-to-market scaling phase rather than platform buildout.

HeadquartersNew York, NY

Company Size201–500 employees

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does SmartAsset use?

Salesforce, Tableau, HubSpot, Marketo, Mixpanel, Zapier, n8n, FastAPI, Python, AWS, Kubernetes, Claude, and Google Ads. The stack emphasizes marketing operations, lead management, and experimentation tooling.

How many people does SmartAsset reach monthly?

Over 59 million monthly users as of January 2025, primarily through educational content and personalized financial calculators and tools.