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Smartasset Email Format
Software Development
・
201-500 employees
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New York, NY, USA
SmartAsset is a financial technology company that provides consumer-focused financial information, personalized calculators, and a platform connecting consumers with fiduciary financial advisors.
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VERIFIED BY CLAY
firstinitiallast@smartasset.com
Company Overview
Industry
Software Development
Founded
2012
Headquarters
New York, NY, USA
Revenue
$100M-$250M
FUNDING Stage
Private
Website
Key Executives
Michael Carvin (Chief Executive Officer & Co-Founder), Dave Jones (Chief Financial Officer), Peter Silvio (Chief Technology Officer)
Tech Stack
Key Executives
4.9/5 on G2
40K+ GTM professionals
SOC 2 Type II certified
Frequently Asked Questions
What is the email format of Smartasset?
Smartasset uses the firstinitiallast format, so Jane Smith would be jsmith@smartasset.com.
What is Smartasset AMP and how does it help financial advisors grow their practice?
Smartasset AMP is an advisor marketing platform that connects fiduciary financial advisors with matched, high-intent investor prospects each month. It includes built-in outreach tools like automated nurture campaigns, instant calling, and CRM integrations to help advisors convert referrals into clients.
How can I find a verified Smartasset contact using a tool like Clay?
You can use Clay to enrich a Smartasset prospect's name and role against the firstinitiallast@smartasset.com email pattern to quickly build and verify a targeted contact list for outreach to the company's 278-person team.
Who co-founded Smartasset and currently leads the company?
Michael Carvin co-founded Smartasset and serves as its Chief Executive Officer. He is joined on the leadership team by Dave Jones as CFO and Peter Silvio as CTO, both based out of the company's headquarters in New York, NY.
What personal finance tools does Smartasset offer to everyday consumers?
Smartasset provides free personalized calculators and educational content covering mortgages, taxes, retirement, savings, and investing. It also connects consumers directly with vetted fiduciary financial advisors matched to their location and financial profile.
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4.9 rating