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SmartAsset Reviews | Read Customer Reviews of smartasset.com

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Money & Insurance
Investments & Wealth
SmartAsset

SmartAssetReviews of smartasset.com

3.845 reviews
Investments & Wealth
122 E 42nd St #4300, New York, New York

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SmartAsset3.8

Reviews45 About Contact

Overall score

3.8 out of 5

Average

Average of 45 reviews

Distribution

5★62%
4★7%
3★2%
2★4%
1★24%

What customers rate

Detail scores appear once 5 customers have rated them.

Contact & location

(646) 389-2511
smartasset.com
[email protected]
122 E 42nd St #4300New York, NY 10168

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About SmartAsset

SmartAsset provides consumer-focused financial information and operates SmartAsset AMP, which connects consumers with fiduciary financial advisors. Trustpilot is compensated by SmartAsset Advisors, LLC for review outreach services. Clients may be asked to provide feedback but are not compensated, and reviews reflect the authors’ opinions.

SmartAsset (smartasset.com) has 45 customer reviews on Five Star Index, with an average rating of 3.8 out of 5.

Also known as: smartasset.com
Website: smartasset.com
Category: Investments & Wealth
Location: New York, New York
Listed on Five Star Index: 2026

About these reviews

Replies: The company replied to 49% of reviews.
Latest: Most recent review: October 2026.
Edits: Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
Score: This company cannot pay to remove reviews or change its score.

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SmartAsset reviews

Showing 11 reviews with 1 star · Clear filters

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Reinhard
Apr 9, 2024
Lead generator scam
Offered information about RMDs, but turned out to be just a lead generator for financial advisors
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Brent B.
Feb 1, 2024
SmartAsset is a waste of Money!
I have been an Advisor for over 30 years. Many of my clients were passing away and I needed some additional clients to bolster my practice. I had used lead services one or twice before, but SmartAsset looked different. They weren't. After spending over $20k, the leads were terrible and the customer service was non-existent. I didn't close a single lead they provided, and I believe I paid for over 50.
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Turner C. M.
Jun 26, 2023
Smartasset is a scam - don't waste your money
As a licensed advisor for over 25 years I found Smart Asset to be a misleading waste of time for investors seeking guidance, and an expensive scam for advisors seeking new client referrals. Smartasset is doing nothing but generating revenue for itself and provides no worthwhile services to either side of the financial service relationship. I do not recommend this company.
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