ProductUnclaimedConsumer FinanceFintechMarketplace

SmartAsset AMP

by SmartAsset

Financial advisor matching marketplace connecting investors with fiduciary advisors and advisors with high-net-worth clients.

smartasset.com

Community-submitted · content unverified. This organization has not verified ownership or the information in this profile.

About

SmartAsset AMP (Advisor Match Platform) is a two-sided marketplace where individual investors are matched with vetted fiduciary financial advisors through a free quiz, while RIAs and financial advisors gain access to high-intent investor prospects. SmartAsset reaches approximately 59 million people monthly through financial calculators and educational content, with 50,000+ investors seeking advisors each month. The platform also provides financial planning tools and guides covering retirement, investing, taxes, mortgages, and estate planning. SmartAsset AMP is a product of SmartAsset.

Pricing
Free for investors; advisor pricing not disclosed
Added via
web
Ownership
unclaimed

Where to go

For people

For agents

Nothing listed yet.

Product details

Product kind
Marketplace
Pricing model
Other
Free tier
Yes
Open source
No

Platforms

web

Use cases

Finding a financial advisorRetirement planningWealth managementEstate planningFinancial advisor lead generation

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