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

Mihir Apte

Edward C McTernan

Brian Bourque

Peter Silvio

Dave Jones

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

This department focuses on managing and driving sales strategies, client relationships, and account management activities.

Sales Operations

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

This department oversees the development and strategy of products, ensuring they meet market needs and align with business goals.

Product Management

This department focuses on driving revenue through sales strategies, managing client relationships, and overseeing sales staff training and development.

SmartAsset

Org chart

Teams

Sales and Account Management

Sales Operations

Engineering and Development

Leadership Team

Product Management

Sales Department

Offices

SmartAsset

Org chart

Teams

Sales and Account Management

Sales Operations

Engineering and Development

Leadership Team

Product Management

Sales Department

Offices

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