SmartAsset is an award-winning financial technology company that helps more than 100 million people each month make smart financial decisions. 

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SmartAsset

SmartAsset's headquarters in New York, NY, United States

Michael Carvin

Dave Jones

Mihir Apte

Edward C McTernan

Brian Bourque

Peter Silvio

Meghan Lapides

The Sales and Account Management team at SmartAsset focuses on building and nurturing relationships with clients to enhance their experience and drive revenue growth. This team is responsible for managing sales processes, onboarding new clients, and providing ongoing support to ensure client satisfaction and retention. They work collaboratively to identify client needs, promote SmartAsset's financial solutions, and ultimately help clients achieve their financial goals.

Sales and Account Management

The Engineering and Development team at SmartAsset is responsible for designing, building, and maintaining the company's innovative financial technology solutions. This diverse group of software engineers, data engineers, and site reliability experts collaborates to enhance user experience, ensure system reliability, and leverage advanced data analytics and machine learning to empower users in making informed financial decisions. Their work is crucial in driving the company's mission of providing accessible and effective financial guidance to millions.

Engineering and Development

The Leadership Team at SmartAsset is responsible for guiding the company's strategic direction and fostering a culture of innovation and excellence. Comprising key executives from diverse functional areas, this team collaborates to set organizational goals, drive product development, optimize operations, and ensure a strong market presence, all aimed at empowering individuals to make informed financial decisions.

Leadership Team

The Marketing and Communications team at SmartAsset is responsible for driving brand awareness and customer engagement through strategic marketing initiatives. This includes managing paid acquisition campaigns, crafting compelling content for various channels, executing public relations efforts, and leveraging digital marketing tactics to reach target audiences effectively. By collaborating across disciplines, the team works to educate consumers on financial decisions while promoting SmartAsset's innovative solutions.

Marketing and Communications

The Data Science and Analytics team at SmartAsset leverages advanced analytics, machine learning, and data visualization to derive actionable insights from vast financial data. This interdisciplinary team collaborates to enhance product offerings, improve user experiences, and support strategic decision-making, ultimately empowering users to make informed financial choices.

Data Science and Analytics

The Human Resources and Operations team at SmartAsset plays a crucial role in shaping the company’s culture and ensuring operational excellence. They focus on attracting and retaining top talent, managing employee development and compensation strategies, and streamlining HR processes to support a thriving workforce. This team is dedicated to fostering an inclusive environment that aligns with SmartAsset's mission of empowering individuals to make informed financial decisions.

SmartAsset

Org chart

Teams

Sales and Account Management

Engineering and Development

Leadership Team

Marketing and Communications

Data Science and Analytics

Human Resources and Operations

Offices

SmartAsset

Org chart

Teams

Sales and Account Management

Engineering and Development

Leadership Team

Marketing and Communications

Data Science and Analytics

Human Resources and Operations

Offices

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