SmartAsset

SmartAsset is a financial technology company that runs the largest online marketplace connecting consumers with fiduciary financial advisors. Its SmartAdvisor matching service pairs more than 50,000 retail investors each month with up to three vetted advisors based on geography, investable assets, and preferences, while the SmartAsset Advisor Marketing Platform (AMP) delivers advisors a subscription stream of qualified referrals plus lead automation that syncs into their CRMs (Salesforce, HubSpot, Wealthbox, Redtail, Zoho, Pipedrive, SmartOffice). SmartAsset also publishes a large library of consumer personal-finance calculators and editorial content across taxes, retirement, mortgages, investing, and banking. Backed by a16z and Y Combinator, SmartAsset is a lead-generation and media business and does not currently expose a public developer API.

SmartAsset is profiled on the APIs.io network. Tagged areas include Company, Financial-Services, Fintech, Financial Advisors, and Lead Generation.

SmartAsset’s developer surface includes engineering blog, support, and 4 more developer resources.

🌐 Visit website 📡 Source on GitHub

10.6/100 minimal ▬ flat Agent 0/100 human only saas Full breakdown ↓
scored 2026-09-08 · rubric v0.20.0

0 APIs

Company Financial-Services Fintech Financial Advisors Lead Generation Personal Finance Wealth Management Marketplace

Kin Score

Kin Score How this is scored →
scored 2026-09-08 · rubric v0.20.0

Composite quality — 10.6/100 · minimal

Contract Quality 0.0 / 25

Developer Ergonomics 1.4 / 20

Access Clarity 4.2 / 20

Operational Transparency 0.0 / 13

Contract Governance 0.0 / 12

Discoverability 5.0 / 10

Agent readiness — 0/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

Documented Reversibility 0 / 6

MCP Server 0 / 12

Machine-Readable Auth 0 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 0 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Delegated User Identity 0 / 6

Protected Resource Metadata 0 / 5

Registration Without a Human 0 / 6

Agentic Commerce Well-Known Document 0 / 5

Create-or-Update Ergonomics could not be measured. We hold no machine-readable contract for this provider to read, so there is nothing to measure a write surface against. Excluded rather than scored zero: never-measured and measured-empty are different facts. Publishing an OpenAPI is what makes this facet — and several others — scorable at all.

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Security Posture 1

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Smartasset Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Resources

Access & Security 1

Authentication, authorization, and security posture

DomainSecurity

DomainSecurity

Operate 1

Status, limits, changes, and where to get help

Support

Support

Commercial 2

Pricing, plans, and the legal terms of use

TermsOfService

TermsOfService

PrivacyPolicy

PrivacyPolicy

Company 2

The organization behind the API

Website

Website

Blog

Blog

Source (apis.yml)

aid: smartasset
name: SmartAsset
description: SmartAsset is a financial technology company that runs the largest online marketplace connecting consumers with
  fiduciary financial advisors. Its SmartAdvisor matching service pairs more than 50,000 retail investors each month with
  up to three vetted advisors based on geography, investable assets, and preferences, while the SmartAsset Advisor Marketing
  Platform (AMP) delivers advisors a subscription stream of qualified referrals plus lead automation that syncs into their
  CRMs (Salesforce, HubSpot, Wealthbox, Redtail, Zoho, Pipedrive, SmartOffice). SmartAsset also publishes a large library
  of consumer personal-finance calculators and editorial content across taxes, retirement, mortgages, investing, and banking.
  Backed by a16z and Y Combinator, SmartAsset is a lead-generation and media business and does not currently expose a public
  developer API.
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source: []
  generated: '2026-07-22'
  method: derived
image: https://d31s10tn3clc14.cloudfront.net/imgs/sa_logo_blue.png
url: https://raw.githubusercontent.com/api-evangelist/smartasset/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- a16z
- y-combinator
x-tier: stub
x-tier-reason: portfolio-lead
specificationVersion: '0.23'
created: '2026-07-17'
modified: '2026-07-21'
tags:
- Company
- Financial-Services
- Fintech
- Financial Advisors
- Lead Generation
- Personal Finance
- Wealth Management
- Marketplace
tags_raw:
- Company
- Financial Services
- Fintech
- Financial Advisors
- Lead Generation
- Personal Finance
- Wealth Management
- Marketplace
apis: []
x-enrichment:
  date: '2026-07-21'
  status: minimal
  artifacts_added: 1
  pass: local-v1
common:
- type: DomainSecurity
  url: security/smartasset-domain-security.yml
- type: Website
  url: https://smartasset.com/
- type: Blog
  url: https://smartasset.com/blog
- type: Support
  url: https://smartasset.com/about#contact
- type: TermsOfService
  url: https://smartasset.com/terms
- type: PrivacyPolicy
  url: https://smartasset.com/privacy
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io

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