Company profile

SmartFinancial Tech Stack

Digital insurance marketplace selling leads and live calls to insurers

Technology, Information and Internet Newport Beach, California 201–500 employees Founded 2012 Privately Held

SmartFinancial runs a consumer-to-carrier insurance marketplace, monetizing shopper demand as leads and live transfers for agents and carriers. Its AWS data stack (Redshift, Glue, Kinesis, Lambda, Database Migration Service) points to heavy investment in lead-scoring and attribution pipelines. Current hiring is junior sales and support, focused on cost per acquisition, lead quality and win-back of dormant buyers.

Tech Stack 21 technologies

Core StackSlack Zoom Google Analytics Ruby on Rails React Vue Angular PostgreSQL MySQL AWS Node.js JavaScript AWS Glue AWS Lambda AWS RDS CloudFormation Terraform Webex Amazon Redshift AWS Database Migration Service Kinesis

What SmartFinancial Is BuildingChallenges and projects from their job posts

◆Challenges

Improving cost per acquisition
Increasing lead quality

▲Active Projects

Lead performance optimization
Win-back dialer to re-engage inactive customers

Hiring Activity

Accelerating3 roles · 3 in 30d

Department

Sales

Support

Seniority

Junior

Mid

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About SmartFinancial

SmartFinancial is a privately held insurance technology company founded in 2012 and headquartered in Newport Beach, California. It operates a digital marketplace that connects insurance shoppers with providers, using a proprietary platform called Insurance.io. Its buyers include insurance agents, carriers and MGAs purchasing leads, calls and live transfers. The company employs 201–500 people and hires in the United States.

HeadquartersNewport Beach, California

Company Size201–500 employees

Founded2012

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does SmartFinancial use?

SmartFinancial uses Ruby on Rails, Node.js, React, Vue and Angular, with PostgreSQL and MySQL, on AWS services including Redshift, Glue, Kinesis, Lambda and RDS, managed via Terraform and CloudFormation.

Where is SmartFinancial headquartered?

SmartFinancial is headquartered in Newport Beach, California, and currently hires in the United States.

Is SmartFinancial hiring in sales?

Yes. Hiring is accelerating and centers on junior and mid-level sales and support roles, tied to work on lead performance and a win-back dialer.

How this profile is built

SmartFinancial'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.