SmartAsset reviews

4.2

83% would recommend to a friend

(46 total reviews)
avatar

Michael Carvin

88% approve of CEO

85% positive business outlook

Reviews by job title

46 reviews

Reviews about "Compensation"

Return to all reviews
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

avatar
SmartAsset Response
12mo
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
Jun 18, 2025

Solid Foundations, But Success Is Self-Made

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

-Strong Financials: well-managed financially. Unlike most pre-IPO startups, the company is profitable and offers real stability. -True Remote Flexibility: Being fully remote is a massive perk. It genuinely offers the flexibility you need to balance your life, no micromanagement about where or when you're working, as long as the work gets done. -Strong, Sticky Culture (Mostly): Outside of the usual churn in sales roles, people here really like their jobs and their colleagues. Employees are invested in the mission.

Cons

-Sink or Swim Environment: This isn't a place where you can coast. Success here is entirely dependent on your individual drive, performance, and a seriously strong work ethic. If you're not self-motivated and don't take initiative, you'll struggle. -Leadership Needs More Alignment: There could be better, clearer alignment on decision-making authority, particularly for Directors and VPs. -Room to Invest in Employee Development: While flexible, there's not much investment in in-person events to foster connection, nor are there many opportunities for external conferences or advanced professional training. Growth is largely self-driven.

avatar
SmartAsset Response
1y
Thank you for your thoughtful and candid feedback. It’s great to hear that you’ve felt connected to our mission and culture. We hear you on the importance of clearer decision-making authority and more opportunities for development. These are active areas of focus for us as we grow, and we appreciate your perspective—it helps us continue building a better experience for our team. If you ever want to share your thoughts live, we’re always open to it. Feel free to reach out to the People Ops team anytime!!
Viewing 7 - 9 of 46 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.