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Builders in Fintech

SmartAsset

by SmartAsset

Information provided by SmartAsset, reviewed by Builders in Fintech.

Free financial tools and fiduciary adviser matching

Category
Wealth and investing
API
Not available

SmartAsset provides free, interactive personal finance tools and content on home buying, refinancing, retirement, taxes, insurance and investing. Its advisor-matching service asks investors a few questions and connects them with vetted fiduciary financial advisers, while registered investment advisers can buy referrals to high-intent investors.

Company-provided, not part of the CC BY dataset.