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smartasset.com

SmartAsset offers free personal-finance tools and guidance to help people make informed money decisions.

SmartAsset is a personal-finance media and technology company that provides free, independent financial information, tools, and guidance to help people manage money and plan for their financial futures. Through calculators, reviews, articles, and educational resources across banking, investing, mortgages, taxes, retirement, and financial planning, SmartAsset serves a broad audience seeking clear, actionable insights for everyday money decisions.

Mission statement

To empower individuals to make informed financial decisions by delivering clear information, practical tools, and unbiased guidance across core financial topics.

Products & Services

Best Banking Accounts Product

Find and compare the best banking accounts, including checking, savings, money market, and CD options.

smartasset.com/checking-account/best-banking-accounts
  • Savings Accounts Comparison — Compare Savings Accounts
  • Money Market Accounts Comparison — Identify Favorable Accounts
  • CD Rates Comparison — Maximize Savings
  • Checking Accounts Comparison — Understand Your Options

Mortgage Cost Calculators Product

Calculate mortgage-related costs effectively using our suite of calculators.

smartasset.com/mortgage/mortgage-calculators
  • Affordability Calculation — Understand Your Budget
  • Monthly Payment Estimation — Get Monthly Payments Quickly
  • Closing Costs Estimation — Calculate Estimated Costs
  • Total Interest Visualization — View Long-Term Loan Costs
  • Scenario Planning — Model Cost Changes

Tax Calculators Product

Estimate your federal and state taxes and understand your financial obligations quickly and easily.

smartasset.com/taxes/tax-calculators
  • Income Tax Estimation — Calculate Taxes Accurately
  • Take-Home Pay Estimation — Calculate Net Pay
  • Tax Return Estimation — Estimate Taxes Owed Or Refund
  • Property Tax Estimation — Provides Accurate Tax Insights

Investment Calculators Product

Estimate the growth of your investments quickly and adjust for market conditions.

smartasset.com/investing/investment-calculators
  • Growth Projection — Project Investment Growth
  • Capital Gains Tax Estimation — Estimate Your Tax Liability
  • Contribution Planning — Model Contribution Impact
  • Inflation Adjustment — Adjust For Inflation

Retirement Calculators Product

Plan for your retirement savings and income needs with confidence.

smartasset.com/retirement/retirement-calculators
  • Income Planning — Predict Future Income Needs
  • Retirement Savings Projection — Establish Savings Targets
  • RMD Calculation — Comply With Tax Regulations

Market Segments

Banking product comparison and deposit rankings

Capabilities that aggregate and rank deposit account offers (savings, checking, money market, CDs) to help consumers compare rates, fees, and features and choose the best banking account.

Investment modeling and projection

Interactive calculators and projection engines that model investment growth, asset allocation, contributions, and tax impacts to inform individual investment decisions.

Mortgage affordability and cost analysis

Tools and calculators that estimate mortgage payments, total interest, closing costs, and affordability to support homebuying decisions and loan scenario comparisons.

Retirement income planning

Planning and projection capabilities that forecast retirement savings needs, project potential retirement income streams, and calculate required minimum distributions.

Tax estimation and take-home pay analysis

Estimators for federal and state income taxes, property tax, refunds, and take-home pay to help users understand tax liabilities under different financial scenarios.

Related Organizations

Common Questions

What does SmartAsset do?
SmartAsset is a personal-finance media and technology company that provides free, independent financial information, tools, and guidance to help people manage money and plan for their financial futures. Through calculators, reviews, articles, and educational resources across banking, investing, mortgages, taxes, retirement, and financial planning, SmartAsset serves a broad audience seeking clear, actionable insights for everyday money decisions.
What is SmartAsset's role in the Banking product comparison and deposit rankings market?
Capabilities that aggregate and rank deposit account offers (savings, checking, money market, CDs) to help consumers compare rates, fees, and features and choose the best banking account.
What is SmartAsset's role in the Investment modeling and projection market?
Interactive calculators and projection engines that model investment growth, asset allocation, contributions, and tax impacts to inform individual investment decisions.
SmartAsset — company overview