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SmartAsset operates a digital marketplace and calculator suite that connects consumers with financial advisors and provides automated financial planning tools. Founded in 2012 and headquartered in New York, the company has established itself as a leading platform in the wealth management technology space by offering comprehensive resources for retirement planning, investment guidance, and tax optimization. The platform serves both individual consumers seeking financial advice and financial professionals looking to acquire qualified leads. SmartAsset continues to expand its suite of financial calculators and advisory matching services while enhancing its data-driven approach to personal finance recommendations and advisor-client connections.
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