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25 26 <link rel="canonical" href="https://smartadvisormatch.com/about"> 27 </head> 28 <body> 29 30 31 32<nav id="header" class="js-header" data-swiftype-index="false" data-role="header" data-position="fixed" data-tap-toggle="false" data-update-page-padding="false"> 33 <div class="container clearfix"> 34 <a class="header-mobile-menu-button"></a> 35 <div class="logo"> 36 <a href="/"> 37 <span class="logo-image"></span> 38 </a> 39 </div> 40 <div class="buttons navigation"> 41 42 <div class="mobile-menu-close-container"> 43 <div class="mobile-menu-close-button" style="background-image: url(//dr5dymrsxhdzh.cloudfront.net/files/18517//images/base/mobile_close_btn_2x.png)"></div> 44 </div> 45 46 <div class="nav-categories"> 47 <ul> 48 <li class="has-sub"> 49 <a> 50 <span>Browse Advisors</span> 51 </a> 52 <div class="nav-sub-container"> 53 <section> 54 <ul> 55 <li> 56 <a href="/find-a-financial-advisor-firm" 57 onclick="smartasset.analytics.eventTrack('nav-browse-firm-click', {pageKey: 'sm.general.st.about'});"> 58 <span>Advisor Firms</span> 59 </a> 60 </li> 61 <li> 62 <a href="/find-a-financial-advisor/states" 63 onclick="smartasset.analytics.eventTrack('nav-browse-ind-click', {pageKey: 'sm.general.st.about'});"> 64 <span>Individual Advisors</span> 65 </a> 66 </li> 67 </ul> 68 </section> 69 </div> 70 </li> 71 <li class=""> 72 <a href="/find-a-financial-advisor" 73 onclick="smartasset.analytics.eventTrack('nav-funnel-click', {pageKey: 'sm.general.st.about'});"> 74 <span>Match With An Advisor</span> 75 </a> 76 </li> 77 <li class=""> 78 <a href="/data" 79 onclick="smartasset.analytics.eventTrack('nav-study-click', {pageKey: 'sm.general.st.about'});"> 80 <span>Retirement Studies</span> 81 </a> 82 </li> 83 <li class="active"> 84 <a href="/about" 85 onclick="smartasset.analytics.eventTrack('nav-about-click', {pageKey: 'sm.general.st.about'});"> 86 <span>About Us</span> 87 </a> 88 </li> 89 <li class="mobile-only"> 90 <ul class="mobile-menu-static-links"> 91 <li><a href="/terms" 92 onclick="smartasset.analytics.eventTrack('nav-terms-click', {pageKey: 'sm.general.st.about'});" 93 class="js-static-link"> 94 Terms of Service 95 </a></li> 96 <li><a href="/privacy" 97 onclick="smartasset.analytics.eventTrack('nav-privacy-click', {pageKey: 'sm.general.st.about'});" 98 class="js-static-link"> 99 Privacy Policy 100 </a></li> 101 </ul> 102 </li> 103 </ul> 104 </div> 105 </div> 106 </div> 107</nav> 108 109<div id="mobile-menu-overlay"></div> 110 111 <main> 112 113 114 115<section class="about-intro full-bleed"> 116 <figure class="about-intro-image"></figure> 117 <div class="about-intro-text"> 118 <h1>We make it easier to find a financial advisor.</h1> 119 <p> 120 We are committed to bringing you the most accurate and comprehensive understanding of financial advisors 121 so you can comfortably decide which advisor is right for you. 122 </p> 123 </div> 124</section> 125 126<section class="about-summary"> 127 <div> 128 <h2>Who We Are</h2> 129 <p> 130 SmartAdvisor Match is a solution brought to you by the award-winning team of experts at SmartAsset, 131 a personal finance company that reaches approximately 75 million* people per month. 132 </p> 133 <p> 134 SmartAsset offers free and personalized tools to empower you to make smart personal finance decisions around 135 homebuying, retirement, taxes and more. Now weâre proud to offer a way to help you find a financial advisor. 136 </p> 137 <p> 138 <i> *As of September 2021. </i> 139 </p> 140 </div> 141 <div> 142 <h2>How We Do It</h2> 143 <p> 144 Our team, including more than a dozen Certified Educators in Personal Finance (CEPF), has spent thousands of 145 hours researching and compiling information on the more than 300,000 registered investment advisors. We used our 146 data and finance expertise to sift through millions of data points to highlight only the most important. 147 </p> 148 </div> 149</section> 150 151<section class="about-subsections full-bleed"> 152 153 <div class="about-mission"> 154 <p>SmartAdvisor Match is brought to you by:</p> 155 <img src="https://s3.amazonaws.com/sam-statics/images/common/smartasset_transparent.png" class="about-mission-sa_logo" alt="SmartAsset logo."/> 156 <h3>Our mission is to empower people to make smart financial decisions.</h3> 157 <p>We are passionate about empowering people to meet their financial goals. We believe in giving you all the 158 tools you need, including educational articles and calculators. Recognized as an industry leader, SmartAsset 159 has received multiple awards and been referenced in thous
159ands of media articles since 2012.</p> 160 </div> 161 162 <div class="about-awards"> 163 <h2>Awards and Recognition</h2> 164 <div class="awards_disclosure"> 165 *Other than application and licensing fees, SmartAsset did not provide compensation for the 166 aforementioned awards. 167 </div> 168 <ul class="awards_list"> 169 <li> 170 <div class="award_one"> 171 <div class="award_one-inner"> 172 <div class="award_one-date">2022</div> 173 <div class="award_one-img"> 174 <div class="award_one-img_inner"> 175 <img src="/public/images/awards/award-top-company-2022-Twitter-smartasset.png" alt="Award Logotype"/> 176 </div> 177 </div> 178 <div class="award_one-data"> 179 <div class="award_one-recognition">#81</div> 180 <div class="award_one-category">YC Top Companies - 2022</div> 181 <div class="award_one-organization">Y Combinator</div> 182 </div> 183 </div> 184 </div> 185 </li> 186 <li> 187 <div class="award_one"> 188 <div class="award_one-inner"> 189 <div class="award_one-date">2021</div> 190 <div class="award_one-img"> 191 <div class="award_one-img_inner"> 192 <img src="/public/images/awards/award-TF500_YGS_Stacked_2021.png" alt="Award Logotype"/> 193 </div> 194 </div> 195 <div class="award_one-data"> 196 <div class="award_one-recognition">Ranked 160th </div> 197 <div class="award_one-category">Deloitte Technology Fast 500â¢</div> 198 <div class="award_one-organization">Deloitte</div> 199 </div> 200 </div> 201 </div> 202 </li> 203 <li> 204 <div class="award_one"> 205 <div class="award_one-inner"> 206 <div class="award_one-date">2021</div> 207 <div class="award_one-img"> 208 <div class="award_one-img_inner"> 209 <img src="/public/images/awards/award-The_30_Top_Funded_Black_and_Latinx_Founded_Blog+Banner.png" alt="Award Logotype"/> 210 </div> 211 </div> 212 <div class="award_one-data"> 213 <div class="award_one-recognition">The 30 Top Funded</div> 214 <div class="award_one-category">The 30 Top Funded Black- and Latinx-Founded Companies in 2021</div> 215 <div class="award_one-organization">Crunchbase</div> 216 </div> 217 </div> 218 </div> 219 </li> 220 <li> 221 <div class="award_one"> 222 <div class="award_one-inner"> 223 <div class="award_one-date">2021</div> 224 <div class="award_one-img"> 225 <div class="award_one-img_inner"> 226 <img src="/public/images/awards/award-Inc-5000-Color-Medallion.png" alt="Award Logotype"/> 227 </div> 228 </div> 229 <div class="award_one-data"> 230 <div class="award_one-recognition">Ranked # 561 (top 11%)</div> 231 <div class="award_one-category">Inc. 5000</div> 232 <div class="award_one-organization">Inc.</div> 233 </div> 234 </div> 235 </div> 236 </li> 237 <li> 238 <div class="award_one"> 239 <div class="award_one-inner"> 240 <div class="award_one-date">2021</div> 241 <div class="award_one-img award_one-img--sm"> 242 <div class="award_one-img_inner"> 243 <img src="/public/images/awards/award-ThinkAdvisor-Luminaries-2022.png" alt="Award Logotype"/> 244 </div> 245 </div> 246 <div class="award_one-data"> 247 <div class="award_one-recognition">Winner</div> 248 <div class="award_one-category">LUMINARIES Class of 2021 - Thought Leadership â Programs, Products & Services</div> 249 <div class="award_one-organization">ThinkAdvisor</div> 250 </div> 251 </div> 252 </div> 253 </li> 254 <li> 255 <div class="award_one"> 256 <div class="award_one-inner"> 257 <div class="award_one-date">2021</div> 258 <div class="award_one-img award_one-img--sm"> 259 <div class="award_one-img_inner"> 260 <img src="/public/images/awards/award-fintech.png" alt="Award Logotype"/> 261 </div> 262 </div> 263 <div class="award_one-data"> 264 <div class="award_one-recognition">Winner</div> 265 <div class="award_one-category">Fintech Awards - Best Financial Planning Technology Company - New York</div> 266 <div class="award_one-organization">Wealth and Finance International</div> 267 </div> 268 </div> 269 </div> 270 </li> 271 272 <li> 273 <div class="award_one"> 274 <div class="award_one-inner"> 275 <div class="award_one-date">2021</div> 276 <div class="award_one-img award_one-img--sm"> 277 <div class="award_one-img_inner"> 278 <img src="/public/images/awards/award-Fintech-report.png" alt="Award Logotype"/> 279 </div> 280 </div> 281 <div class="award_one-data"> 282 <div class="award_one-recognition">Winner - Michael Carvin</div> 283 <div class="award_one-category">
283Top 50 Financial Technology CEOs of 2021</div> 284 <div class="award_one-organization">The Financial Technology Report</div> 285 </div> 286 </div> 287 </div> 288 </li> 289 <li> 290 <div class="award_one"> 291 <div class="award_one-inner"> 292 <div class="award_one-date">2021</div> 293 <div class="award_one-img award_one-img--sm"> 294 <div class="award_one-img_inner"> 295 <img src="/public/images/awards/award-2021-EOY-Finalist.png" alt="Award Logotype"/> 296 </div> 297 </div> 298 <div class="award_one-data"> 299 <div class="award_one-recognition">Winner - Michael Carvin</div> 300 <div class="award_one-category">Entrepreneur Of The Year® 2021 New York</div> 301 <div class="award_one-organization">Ernst & Young LLP (EY)</div> 302 </div> 303 </div> 304 </div> 305 </li> 306 <li> 307 <div class="award_one"> 308 <div class="award_one-inner"> 309 <div class="award_one-date">2021</div> 310 <div class="award_one-img award_one-img--sm"> 311 <div class="award_one-img_inner"> 312 <img src="/public/images/awards/award-Fintech-report.png" alt="Award Logotype"/> 313 </div> 314 </div> 315 <div class="award_one-data"> 316 <div class="award_one-recognition">Winner (ranked # 47)</div> 317 <div class="award_one-category">The Top 100 Financial Technology Companies of 2021</div> 318 <div class="award_one-organization">The Financial Technology Report</div> 319 </div> 320 </div> 321 </div> 322 </li> 323 <li> 324 <div class="award_one"> 325 <div class="award_one-inner"> 326 <div class="award_one-date">2021</div> 327 <div class="award_one-img"> 328 <div class="award_one-img_inner"> 329 <img src="/public/images/awards/award-Site_Badges_2021_webby_honoree.png" alt="Award Logotype"/> 330 </div> 331 </div> 332 <div class="award_one-data"> 333 <div class="award_one-recognition">Honoree</div> 334 <div class="award_one-category">Websites and Mobile Sites: Financial Services/Banking</div> 335 <div class="award_one-organization">Webby Awards</div> 336 </div> 337 </div> 338 </div> 339 </li> 340 <li> 341 <div class="award_one"> 342 <div class="award_one-inner"> 343 <div class="award_one-date">2020</div> 344 <div class="award_one-img"> 345 <div class="award_one-img_inner"> 346 <img src="/public/images/awards/award-contentAwards19_1200mast-002-1.png" alt="Award Logotype"/> 347 </div> 348 </div> 349 <div class="award_one-data"> 350 <div class="award_one-recognition">Honorable Mention (Content Series), Honorable Mention (Financial Services Campaign) - LC Launch</div> 351 <div class="award_one-category">Content Marketing Awards</div> 352 <div class="award_one-organization">Raganâs PR Daily</div> 353 </div> 354 </div> 355 </div> 356 </li> 357 <li> 358 <div class="award_one"> 359 <div class="award_one-inner"> 360 <div class="award_one-date">2020</div> 361 <div class="award_one-img"> 362 <div class="award_one-img_inner"> 363 <img src="/public/images/awards/award-Forbes.png" alt="Award Logotype"/> 364 </div> 365 </div> 366 <div class="award_one-data"> 367 <div class="award_one-recognition">Winner (7th in NYC, 10th in the Finance category and 32nd overall)</div> 368 <div class="award_one-category">
368America's Best Startup Employer in 2020</div> 369 <div class="award_one-organization">Forbes</div> 370 </div> 371 </div> 372 </div> 373 </li> 374 <li> 375 <div class="award_one"> 376 <div class="award_one-inner"> 377 <div class="award_one-date">2020</div> 378 <div class="award_one-img"> 379 <div class="award_one-img_inner"> 380 <img src="/public/images/awards/award-2020-Benzinga-Global-Fintech-Awards-ListmakerBadge.png" alt="Award Logotype"/> 381 </div> 382 </div> 383 <div class="award_one-data"> 384 <div class="award_one-recognition">Finalist / Listmaker <br />(Live Connections)</div> 385 <div class="award_one-category">Best New Product</div> 386 <div class="award_one-organization">Benzinga</div> 387 </div> 388 </div> 389 </div> 390 </li> 391 <li> 392 <div class="award_one"> 393 <div class="award_one-inner"> 394 <div class="award_one-date">2020</div> 395 <div class="award_one-img"> 396 <div class="award_one-img_inner"> 397 <img src="/public/images/awards/award-Finovate.png" alt="Award Logotype"/> 398 </div> 399 </div> 400 <div class="award_one-data"> 401 <div class="award_one-recognition">Finalist</div> 402 <div class="award_one-category">Best Wealth Management Solution</div> 403 <div class="award_one-organization">Finovate</div> 404 </div> 405 </div> 406 </div> 407 </li> 408 <li> 409 <div class="award_one"> 410 <div class="award_one-inner"> 411 <div class="award_one-date">2018</div> 412 <div class="award_one-img"> 413 <div class="award_one-img_inner"> 414 <img src="/public/images/awards/award-YCombinator.png" alt="Award Logotype"/> 415 </div> 416 </div> 417 <div class="award_one-data"> 418 <div class="award_one-recognition">Top 100 Company</div> 419 <div class="award_one-category">Top 100 Company</div> 420 <div class="award_one-organization">Y Combinator</div> 421 </div> 422 </div> 423 </div> 424 </li> 425 </ul> 426 </div> 427 428 429 <div class="about-press"> 430 <h2>In the Press</h2> 431 <img src="https://s3.amazonaws.com/sam-statics/images/common/nyt.png" class="nyt" alt="New York Times logo." /> 432 <img src="https://s3.amazonaws.com/sam-statics/images/common/wsj.png" class="wsj" alt="The Wall Street logo." /> 433 <img src="https://s3.amazonaws.com/sam-statics/images/common/forbes.png" class="forbes" alt="Forbes logo." /> 434 <img src="https://s3.amazonaws.com/sam-statics/images/common/thinkadvisor.png" class="thinkadvisor" alt="ThinkAdvisor logo." /> 435 <img src="https://s3.amazonaws.com/sam-statics/images/common/wealthmgt.png" class="wealthmgt" alt="WealthManagement logo." /> 436 </div> 437 438 <a name="contact"></a> 439 <div class="about-contact"> 440 <h2>Our Office</h2> 441 <a href="https://goo.gl/maps/HghNRRCQfNFg4LaP8" target="_blank"> 442 <img class="about-contact-office_location_map" src="//d31s10tn3clc14.cloudfront.net/imgs/about_maps/Address-E42.png" alt="Map of SmartAsset located at 122 East 42nd Street, Suite 4300, New York, NY 10168."/> 443 <address class="about_contact_details-map_address">122 East 42nd Street, Suite 4300, <br> New York, NY 10168</address> 444 </a> 445 <aside class="about-contact-email_block"> 446 <h3>Contact Us</h3> 447 <p> 448 We're available by email to answer your questions. 449 </p> 450 <p> 451 For general questions, please contact: 452 <a href='mailto:[email protected]'>[email protected]</a> 453 </p> 454 <p> 455 For inquiries about the advisor or firm profiles on this site, please contact: <br> 456 <a href='mailto:[email protected]'>[email protected]</a> 457 </p> 458 </aside> 459 </div> 460 461 <div class="about-subscribe"> 462 <h2 class="about-subscribe-heading--default">Get finance tips from SmartAsset sent to your inbox:</h2> 463 <h2 class="about-subscribe-heading--mobile">Sign up for our SmartReads newsletter</h2> 464 <form name="newsletter-form" action="https://list.robly.com/subscribe/post" method="post" target="_blank" onsubmit="smartasset.page.submitNewsletterFormEvent(this, 'about')"> 465 <input type="hidden" name="a" value="f3955a783069b9e2b2bfa89add80ec6b" /> 466 <input class="about-subscribe-input" type="email" name="email" value="" placeholder="Email Address" autocapitalize="off" autocorrect="off"/> 467 <small>Join 15,000+ other subscribers</small> 468 <button type="submit" name="newsletter-subscribe" id="newsletter-subscribe">Subscribe</button> 469 </form> 470 </div> 471</section>
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584(function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){ 585 (i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o), 586 m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m) 587 })(window,document,'script','//www.google-analytics.com/analytics.js','ga'); 588 589 ga('create', 'UA-24847606-8', 'auto'); 590 ga('require', 'linkid'); 591 592 // TODO: investigate "contentGroupX" set calls 593 594 (function(f,b){if(!b.__SV){var a,e,i,g;window.mixpanel=b;b._i=[];b.init=function(a,e,d){function f(b,h){var a=h.split(".");2==a.length&&(b=b[a[0]],h=a[1]);b[h]=function(){b.push([h].concat(Array.prototype.slice.call(arguments,0)))}}var c=b;"undefined"!==typeof d?c=b[d]=[]:d="mixpanel";c.people=c.people||[];c.toString=function(b){var a="mixpanel";"mixpanel"!==d&&(a+="."+d);b||(a+=" (stub)");return a};c.people.toString=function(){return c.toString(1)+".people (stub)"};i="disable track track_pageview track_links track_forms register register_once alias unregister identify name_tag set_config people.set people.set_once people.increment people.append people.track_charge people.clear_charges people.delete_user".split(" "); 595 for(g=0;g<i.length;g++)f(c,i[g]);b._i.push([a,e,d])};b.__SV=1.2;a=f.createElement("script");a.type="text/javascript";a.async=!0;a.src="//cdn.mxpnl.com/libs/mixpanel-2.2.min.js";e=f.getElementsByTagName("script")[0];e.parentNode.insertBefore(a,e)}})(document,window.mixpanel||[]); 596 597 mixpanel.init('d5897f20e8f08376b08cb139cc4f4513', {window: {navigator: {doNotTrack: '0'}}}); 598 599 // register useragent 600 mixpanel.register({"UserAgent": navigator.userAgent}); 601 602 // also ignore "bot" traffic, no IS_BOT flag yet ... 603 mixpanel.register({"$ignore": false}); 604 605 // 606 // PC -- implementation from https://blog.mixpanel.com/2015/05/11/community-tip-last-touch-utm-tags/ 607 // 608 function getQueryParam(url, param) { 609 // Expects a raw URL 610 param = param.replace(/[[]/, "\[").replace(/[]]/, "\]"); 611 var regexS = "[\?&]" + param + "=([^&#]*)", 612 regex = new RegExp( regexS ), 613 results = regex.exec(url); 614 if (results === null || (results && typeof(results[1]) !== 'string' && results[1].length)) { 615 return ''; 616 } else { 617 return decodeURIComponent(results[1]).replace(/\W/gi, ' '); 618 } 619 } 620 621 function campaignParams() 622 { 623 var campaign_keywords = 'utm_source utm_medium utm_campaign utm_content utm_term'.split(' ') 624 , kw = '' 625 , params = {} 626 , first_params = {}; 627 var index; 628 for (index = 0;
628 index < campaign_keywords.length; ++index) 629 { 630 kw = getQueryParam(document.URL, campaign_keywords[index]); 631 if (kw.length) 632 { 633 params[campaign_keywords[index] + ' [last touch]'] = kw; 634 } 635 } 636 for (index = 0; index < campaign_keywords.length; ++index) 637 { 638 kw = getQueryParam(document.URL, campaign_keywords[index]); 639 if (kw.length) 640 { 641 first_params[campaign_keywords[index] + ' [first touch]'] = kw; 642 } 643 } 644 mixpanel.people.set(params); 645 mixpanel.people.set_once(first_params); 646 mixpanel.register(params); 647 } 648 649 campaignParams();
vendor: 478 bytes, lines 649-661
649 650 651 652 !function(f,b,e,v,n,t,s) 653 {if(f.fbq)return;n=f.fbq=function(){n.callMethod? 654 n.callMethod.apply(n,arguments):n.queue.push(arguments)}; 655 if(!f._fbq)f._fbq=n;n.push=n;n.loaded=!0;n.version='2.0'; 656 n.queue=[];t=b.createElement(e);t.async=!0; 657 t.src=v;s=b.getElementsByTagName(e)[0]; 658 s.parentNode.insertBefore(t,s)}(window, document,'script', 659 'https://connect.facebook.net/en_US/fbevents.js'); 660 661 fbq('init', '
6611662171304043876
vendor: 14 bytes, lines 661-664
661'); 662 663 664
664// entry point for start up fn 665 $(function() 666 { 667 var startup = function() 668 { 669 smartasset.analytics.initializeTracking(); 670 }; 671 672 startup(); 673 }); 674 675 676</script>
676
676<script src="/public/dist/168A888D89E9168D3EC03F882AE29D92.js" type="text/javascript"></script>
676 677 </body> 678</html>
Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.