Everything was really good the first 6 month and then I started interviewing elsewhere - Account Executive SmartAsset Employee Review

3.0
24 Sept 2021
Recommend
CEO approval
Business outlook

Pros

- Really smart and cool group of people to work with - SmartAdvisor Platform is an excellent product for advisors looking to grow their practice - Personal Finance website is excellent and I still use it as a resource

Cons

- SmartAdvisor platform sales dept. became very boiler roomy - Unnecessary micromanagement became the norm after management change - You can go from having a great manager one month and then be switched over to a terrible manager the next. - Sales department was making many disruptive changes as the sales team was delivery record sales. This made forward months very challenging. - Sales ops head is a smart and approachable guy but his team was fair to midland at best.

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SmartAsset Response
4y
Hi this is Dave Frisone, CRO at SmartAsset. I want to thank you for offering your candid feedback. We value and appreciate all insight (both pros and cons), from both current and former employees, to better understand your experience and how we can use it deliver a world class experience for everyone. I'm glad to read about your “pros” of working at SmartAsset, and I’m sorry to hear about the misalignment in regards to your experience here; we'll research ways to implement any necessary changes to our process. Thanks again for your input and feel free to reach out with any additional questions or concerns. Have a great day!

Explore other reviews about SmartAsset

5.0
8 June 2026
Recommend
CEO approval
Business outlook

Pros

remote only, great for those who don't need hand holding

Cons

remote only can hinder your professional career, some might say

5.0
4 Mar 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

After spending years at high-growth startups, the biggest thing I appreciate about SmartAsset is stability. The company still has the pace and energy of a growing tech company, but leadership tends to be thoughtful and measured about decisions rather than chasing every shiny object. Remote work is real here — not the “remote but everyone actually lives in one city” type. People are spread across the country and it works well. There’s a lot of autonomy and trust to manage your own schedule and work style. Compensation is strong if you perform, and the company has been steadily growing the business rather than overextending itself. Some people might look at the benefits and think they’re not as flashy as big tech or some startups like to advertise. But personally I’d take a company that is growing profitably and building something sustainable over one that offers tons of perks but ends up doing layoffs when the market shifts.

Cons

Benefits overall are solid, but I would love to see the 401(k) match grow over time. For a company centered around helping people make smart financial decisions, that’s one area that feels a little light compared to other places I’ve worked.

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SmartAsset Response
3mo
Thank you for sharing such a thoughtful perspective on your experience at SmartAsset. We’re glad to hear that the balance between growth and stability has stood out to you. Building a company that can grow sustainably while still maintaining the energy and opportunity of a tech environment is something we care deeply about. We also appreciate the feedback around benefits and leadership engagement. As the company continues to grow, we’re always evaluating how our programs evolve and how we create more opportunities for leaders across the organization to contribute to strategic conversations.
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