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 3 reviews with 4 stars · Clear filters
Md Masud R.
Smart asset idea in the best place to everyone, I am happy to get the best place and the fact that I had separate claim for the offers cashback deal. this opportunity is great for everyone so — is the greatest showman in a series of every time.
Kameron B.
SmartAsset has been a big part of our new client acquisitions. We have been using them for roughly 3 years and have closed over 11 million in new AUM. There will be highs and lows and you have to put in the work to get connected with the leads. Over all it has definitely been a positive experience!
Response from SmartAssetSep 25, 2026
Thank you for taking the time to share your experience with SmartAsset. We appreciate your feedback and are glad to hear that your overall experience has been positive. We value the opportunity to work with your firm.
Rob B.
SmartAsset has been an effective tool for growing our business and their support systems are top shelf. I'm quite pleased with the relationship.
Response from SmartAssetJul 16, 2026
Thank you for sharing this perspective. We’re glad to hear the platform has been an effective tool for growing your business, and we appreciate you taking the time to highlight both the results you’ve seen and your overall satisfaction.