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SmartAsset competitors & alternatives
The 12 closest competitors and alternatives to SmartAsset among fintech companies — ranked by similarity to what SmartAsset actually does, not by market-cap band.
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About SmartAsset
SmartAsset is an online financial technology company that provides a wide range of financial calculators, educational guides, and comparison tools for mortgages, taxes, retirement, banking, and investing. It also operates a matching platform that connects consumers with vetted fiduciary financial advisors and offers lead generation services for financial professionals.
SmartAsset at a glance
SmartAsset is a fintech company headquartered in United States. Xcout tracks 8 named people at SmartAsset, including Dave Jones (Chief Financial Officer). Xcout recorded 14 job postings from SmartAsset in the last 90 days.
SmartAsset leadership
- Dave JonesChief Financial Officer
- Peter SilvioChief Technology Officer
- Brian BourqueChief Marketing Officer
- Ed McTernanChief of Staff
- Meghan LapidesChief People Officer
- Roopesh VarierChief Data & AI Officer
2 more named people on record for SmartAsset, with roles, board committees and tenure — see the full roster →
Hiring at SmartAsset
Xcout recorded 14 job postings from SmartAsset in the last 90 days, from a hiring record Xcout has kept since June 2026.
The weekly hiring trend, the roles and locations behind it — see SmartAsset's hiring signals →
Top 12 SmartAsset competitors
Ranked by semantic similarity — how close each company is to SmartAsset by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar fintech company
Bankrate operates a financial services platform that enables consumers to compare rates, products, and lenders for mortgages, banking accounts, credit cards, and loans. The company provides financial calculators, reviews, and educational guides to help users make informed decisions about borrowing, saving, and managing their money.
Similar fintech company
Smartleaf is a fintech company that provides automated, personalized portfolio-management technology, including tax-aware optimization and rebalancing. It primarily serves wealth managers, financial advisors, and other investment firms rather than individual consumers directly.
Similar fintech company
Betterment is a financial technology company that provides automated investing and financial planning services. Headquartered in New York, NY, it aims to help users grow their money by making saving and investing easy through tailored portfolios and goal-based savings.
Similar fintech company
Macroaxis provides a wealth optimization platform offering financial research, analytics, and portfolio management tools.
Similar fintech company
SigFig is a U.S. fintech company that provides digital wealth-management technology, including automated investing, portfolio management, financial advice, and analytics. It primarily serves banks, broker-dealers, and other financial institutions seeking to offer digital investment services to their customers.
Similar fintech company
Wealth.com is a financial services platform providing AI-powered tax and estate planning solutions trusted by advisor firms, broker-dealers, and private banks.
Similar fintech company
MoneySmart Group operates a personal finance portal in Southeast Asia that provides a financial comparison and content platform for consumers to evaluate banking, insurance, and investment products. The company also offers financial advisory services for products such as mortgages and life and health insurance.
Similar fintech company
NerdWallet, Inc. operates an online platform dedicated to providing tailored financial advice for both individual consumers and small to medium-sized businesses. The company facilitates connections between these users and various financial product providers. Its guidance is delivered through a comprehensive suite of resources, including educational articles, interactive tools and calculators, and specialized product marketplaces, all accessible via its website and the NerdWallet mobile application. Key financial areas covered encompass credit cards, mortgages, insurance, business finance solutions, personal loans, banking, investment strategies, and student lending. Serving customers in the United States, the United Kingdom, and Canada, NerdWallet was founded in San Francisco, California, in 2009.
Similar fintech company
Wealthsimple is a Canadian financial technology company that provides digital financial services to individuals and businesses. Its platform offers automated and self-directed investing, cryptocurrency trading, cash-saving accounts, credit cards, mortgages, and financial advisory services.
Similar fintech company
Ethic Inc. is a technology-driven asset manager and Registered Investment Adviser headquartered in New York, NY, United States. The company provides customized, tax-smart, and values-aligned investing solutions for financial advisors and institutions.
Similar fintech company
Altruist is a financial technology company that provides digital custodial, brokerage, portfolio management, and client-engagement infrastructure for registered investment advisors (RIAs). It serves independent financial advisors and their clients, with a focus on simplifying and lowering the cost of wealth management operations.
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