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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.
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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 10 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 10 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 →
SmartAsset competitors
A few of SmartAsset's closest competitors — see the full list of competitors and alternatives →
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.
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.
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.
Macroaxis provides a wealth optimization platform offering financial research, analytics, and portfolio management tools.
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.
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More on SmartAsset in Xcout Intel
- 8 named people with titles, LinkedIn and board committees
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access