SmartAssetSmartAsset 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.
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Investments & Wealth · NEW YORK, New York
Excellent
Investments & Wealth · New York, New York
Excellent
Investments & Wealth · Manhasset, New York
Excellent
Investments & Wealth · Greatneck, New York
Excellent
Showing 2 reviews with 2 stars · Clear filters
Jake O.
The percentage of leads that are actually interested is very small. The biggest problem is when leads are double or triple sold to advisors, the leads get overwhelmed with communications and lose interest. The investable assets and conversion rate are well below what Smart Asset expects. The monthly subscription prices are too high.
Ted F.
I signed up to receive more information and expressly instructed SmartAsset to only contact me by writing because I didn’t want to be interrupted by unscheduled phone calls. They spammed my contact info across countless asset managers, and I’ve been getting unwanted phone calls all day. Gross business model and false advertising.
Response from SmartAssetSep 25, 2026
Thank you for sharing your experience. SmartAsset matches consumers with participating financial advisors based on stated investable assets, location, and willingness to work with an advisor remotely. Questionnaire responses are shared with advisor matches to provide context and help facilitate an introductory conversation. We understand your concern about receiving calls when you wanted written communication. We appreciate the feedback and will share it with our team. If you have anything additional that you would like to share about your experience, please reach out to [email protected].