SmartAsset reviews

4.2

83% would recommend to a friend

(210 total reviews)
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Michael Carvin

88% approve of CEO

85% positive business outlook

SmartAsset has an employee rating of 4.2 out of 5 stars, based on 210 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The SmartAsset employee rating is in line with the average (within 1 standard deviation) for employers within the Management & Consulting industry (3.7 stars).

Reviews by job title

210 reviews
5.0
Jul 14, 2025

Great place to work!

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

-Collaborative & encouraging environment -Great leadership -Work/life balance -Good benefits -Growing company

Cons

None come to mind as of now

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SmartAsset Response
11mo
We're glad to hear you're enjoying the collaborative environment and feeling supported by leadership. Always feel free to reach out to People Ops if you have feedback to share down the line!
5.0
Jul 11, 2025

Great

Recommend
CEO approval
Business Outlook

Pros

Best part of the company is current leadership. Shout out to Britt P. for being an amazing sales leader and doing everything she can to ensure her team is supported and set up for success. Fast-paced, high-growth environment where you can truly develop your sales and leadership skills Strong product-market fit — the platform delivers real value to financial advisors Clear commission structure and opportunities to outperform targets Access to training, mentorship, and direct feedback that helps you improve quickly Leadership is open to new ideas and process improvements Solid brand recognition in the fintech space makes conversations with prospects easier

Cons

The pace and volume of work might not fit everyone (can be demanding) As with many sales roles, compensation is heavily performance-based — you have to be comfortable owning your number

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SmartAsset Response
11mo
Thanks so much for the great review—and the shoutout to Britt Pennington our Senior Director of Sales! We’re thrilled to hear you feel supported and set up for success. It’s great to know the pace, opportunity for growth, and strong product-market fit are all resonating. If you ever have more feedback or ideas, People Ops is always happy to connect!
5.0
Jul 10, 2025

Huge opportunity

Recommend
CEO approval
Business Outlook

Pros

SmartAsset operates in a massive Total Addressable Market, bigger than Zillow's TAM! The wealth management space is huge. The company also has very little direct competition and is on a growth path. The business is 13 years old so it's very stable and the financial model works really well. The company has a super reputation with it's advisor customers. The founder/CEO is very even-keeled, super smart, very strategic and very capable. All the right ingredients for employees to have a super sucessful career at SmartAsset.

Cons

I can't think of any and I have over 30 years of experience.

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SmartAsset Response
11mo
Thank you for the generous review! We’re glad to hear the scale of the opportunity, stability of the business, and strength of leadership are all clear from your perspective. It means a lot coming from someone with your experience. As always, feel free to reach out to People Ops if you have thoughts or ideas to share!
Viewing 40 - 42 of 210 Reviews

Glassdoor has 218 SmartAsset reviews submitted anonymously by SmartAsset employees. Read employee reviews and ratings on Glassdoor to decide if SmartAsset is right for you.