SmartAsset Review: A Valuable Resource To Organize Your Finances

Have you been struggling with your finances recently? You’re definitely not alone.

Given the massive layouts, financial turmoil, and persistent inflation that has been going on recently, most of us are feeling the pressure on our wallets.

But if you’re looking for resources to help you manage your money during these crazy times, SmartAsset is a wise place to start. From free financial advice to a marketplace of personalized advisors, this platform has everything you need to help you on your financial journey.

Find out everything you need about how SmartAsset’s services can benefit your wallet with our quick guide!

What Is SmartAsset?

SmartAsset is a financial website that gives readers educational resources to help them get their finances in order. As of September 2021, the company has reached over 75 million people daily with its content.

Their content creators cover various topics in the finance world, including:

  • How to manage your taxes
  • Buying your first home
  • Sharing different investment opportunities
  • How to calculate your mortgage payments
  • Planning your retirement with minimal stress

Keeping true to its mission, SmartAsset covers just about every topic you need to learn about to manage your money.

What Services Does The Website Offer?

With so many other financial websites out there, what makes SmartAsset stand out?

Besides offering in-depth financial guides, the platform also provides automated tools like:

  • Various personalized calculators, from personal loans to income taxes
  • A dedicated marketplace to connect you with financial professionals
  • In-depth product reviews to help you choose financial services that suit your needs
  • A separate blog to keep you updated with current financial news and tips

Regardless if you’re a young investor or a seasoned retiree, SmartAsset’s tools and resources are available for anyone who needs them!

How Does SmartAsset’s SmartAdvisor Match Tool Work?

SmartAdvisor Match Tool is one of SmartAsset’s more advanced resources, and it connects you with a certified financial advisor.

The tool is free to use, and all you need to do is answer a few quick questions before the platform connects you with one of its experts. When you sign up, the algorithm pairs you up with advisors based on location, asset amount, and willingness to work remotely.

SmartAdvisor is also safe because it works with fiduciary investors legally required to act in your best interests. Any investors who wish to sign up undergo a strict verification process before receiving any leads.

How To Sign Up

Signing up for the SmartAdvisor tool is straightforward and only takes a few minutes.

All you need to do is:

  1. Visit the platform’s sign-up page and take a quick survey about your financial situation
  2. SmartAsset’s team will contact you to verify your information once you’re finished.
  3. After you’re verified, you’ll be matched up with three advisors based on your answers, location, and financial status.
  4. Set up a meeting with your financial advisor once you choose one that fits your needs.

From there, you can ask your advisor questions and develop an actionable plan to manage your financial future.

SmartAsset Pros And Cons


  • Tons of free educational resources and tools to help investors of all levels
  • The SmartAdvisor system makes it simpler than ever to find professional advisors whenever you need them
  • Strict vetting process that ensures you’ll find advisors that have your best interests


  • No dedicated mobile app
  • You might receive calls or texts from the SmartAdvisor team
  • Its resources are geared more toward traditional financial investing

The Bottom Line

A platform like SmartAsset makes managing your money easier than ever.

The sheer amount of tools and resources on the site can help you create a long-term financial plan without stressing yourself out. Its SmartAdvisor feature can also easily connect you to a certified expert if you want more personalized financial advice.

If you want to start your financial journey or have a specific question, sign up and connect with a SmartAdvisor expert today!

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