Investment Adviser

Smartasset - Investment Advisers

Legal name: Smartasset Advisors LLC

Investment Adviser headquartered in New York, New York · Invest

About Smartasset

Smartasset Advisors LLC is an investment adviser headquartered in New York, New York, with 250 employees. The company was founded in July 2012 by Michael Carvin and Phillip Camilleri. Much of its public activity is personal finance publishing, including articles, guides, reviews, studies, calculators and tools aimed at individual consumers. Its personal finance coverage has been cited by CNBC, The Wall Street Journal, CBS News, Fast Company and others. The company also operates SmartAdvisor, a digital platform that connects consumers with financial advisors. Smartasset is listed in the Directory of US Investment Advisers, and its New York headquarters places it among the investment advisers in New York. --- Note: Only two link slots were provided, so the text includes two links, not the three to five the instructions call for. I did not add URLs that weren't in the list.

Key Facts

Employees
250
SEC File Number
801-118374

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