SmartAsset reviews

4.2

83% would recommend to a friend

(92 total reviews)
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Michael Carvin

88% approve of CEO

85% positive business outlook

Reviews by job title

92 reviews

Reviews about "Culture"

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5.0
Jun 26, 2025
Recommend
CEO approval
Business Outlook

Pros

SmartAsset is a growing company with great upcoming opportunity. Employees all have a similar mindset and we are all working towards similar goals. I joined SmartAsset after finding myself in massive covid layoffs. I came into it as just another job and now I find myself looking at it as a career. One of the amazing things about working for SmartAsset and remote work is the autonomy and the trust they put on you. Because of this environment you learn a lot about yourself and what you want as a professional. This environment has helped me drastically grow and a professional and individual. As an account manager, I am essentially a business owner which brings me a lot of pride in helping my clients become successful. If you are someone looking for a very rewarding job both financially and professionally SmartAsset is the right place for you.

Cons

In a growing company like SmartAsset comes a lot of change and innovation. The biggest challenge is being able to roll with these changes. To work here you need to be someone who is self motivated, the autonomy is not a great fit for all people.

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SmartAsset Response
1y
Thank you for sharing your experience! We’re thrilled to hear how your role at SmartAsset has evolved into a meaningful career, and that the autonomy and trust we aim to foster have contributed to your personal and professional growth. It's especially rewarding to know that you take pride in supporting your clients and see yourself as a business owner within your role—that ownership mindset is something we deeply value. You're absolutely right that being part of a growing, evolving company means embracing change and being self-driven. We appreciate you highlighting that, and we’re grateful for team members like you who help shape and strengthen our culture. If you ever have more insights or suggestions, we’d love to hear them. You’re always welcome to reach out to the People Ops team directly!
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.

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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!!
1.0
Mar 6, 2025

I LOVE this place

Recommend
CEO approval
Business Outlook

Pros

Pros - WHAT ARE THOSE?!?!?!

Cons

SmartAsset is truly a dream come true. Where else can you find the perfect blend of chaos, stress, and a constant uphill battle? I love working in a place where only five people actually produce revenue while the rest of us get to enjoy the thrill of struggling. Taking time off is an absolute adventure. There’s nothing more exciting than returning to find your accounts reassigned and your hard work mysteriously vanished. And the lead distribution? Flawless. I get to spend weeks cold-prospecting, only for my leads to magically land with the same top reps who already get every inbound lead. The management team is remarkable. Some have been in closing roles, yet they offer little to no guidance, which really fosters a sense of independence. Who needs mentorship when you can figure it all out yourself? And let’s not forget the company’s stellar industry reputation for terrible leads. It’s truly inspiring to see a business thrive despite it all. The quotas are absolutely perfect, just high enough to ensure you’re always teetering on the edge of a PIP. Nothing fuels motivation quite like the ever-present threat of losing your job. If you’re looking for a place where stress is a way of life, fairness is a distant myth, and success feels like winning the lottery, look no further. 10/10 recommend.

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SmartAsset Response
1y
I appreciate you taking the time to share your experience. While I’m sorry to hear that your time at SmartAsset didn’t meet your expectations, we take all feedback seriously and remain committed to improving all aspects of our employees' experience. Over the past year, we have made meaningful changes to lead distribution, mentorship, and quota structures to better support our AEs. We also encourage open conversations around workload and sales processes to ensure fairness and transparency. If you’d be open to discussing your concerns in more detail, I’d welcome the opportunity to hear your perspective. Please feel free to reach out at peopleops@smartasset.com so they can get us connected. Wishing you the best in your next opportunity. - Bryan Vivona, VP of Sales & Account Management
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