Financial content platform with advisor marketplace and AI-driven lead gen
SmartAsset reaches 59 million monthly users through consumer financial calculators and educational content, plus operates an advisor marketplace (AMP) that connects consumers with fiduciary advisors. The tech stack—Python, FastAPI, React, Kubernetes on AWS—supports both content delivery and lead-gen infrastructure. Active projects signal a major shift: scaling backend systems for predictive and generative AI, building AI-native GTM automation, and migrating off legacy content management systems. Hiring is accelerating with emphasis on senior and director-level sales and engineering roles, suggesting rapid expansion of the AMP revenue channel and infrastructure scaling.
SmartAsset is a consumer financial information platform headquartered in New York serving over 59 million monthly users as of January 2025. The business operates two primary units: an educational content and calculator platform for retail investors, and the SmartAsset Advisor Marketing Platform (AMP), which serves as a lead-gen and client-acquisition channel for fiduciary financial advisors. The platform uses Python, FastAPI, and React for core services; AWS and Kubernetes for infrastructure; and Salesforce, HubSpot, and Marketo for marketing automation and CRM. Revenue recognition and billing systems are actively under implementation, alongside a content management system migration.
Python, FastAPI, React, Node.js, Java on AWS infrastructure with Kubernetes and AWS ECS for orchestration. Marketing and CRM operate on Salesforce, HubSpot, and Marketo. Analytics use Tableau and Mixpanel.
Scaling backend systems for predictive and generative AI, building AI-native GTM automation workflows, migrating legacy content management systems, implementing billing and revenue recognition systems, and expanding the advisor marketplace (AMP) through co-marketing partnerships.
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SmartAsset's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →
This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.