SmartAsset API
No public developer API, OAuth flow, or webhooks. CRM and scheduling integrations (Salesforce, HubSpot, Wealthbox, Calendly) are built bilaterally and activated by a SmartAsset account manager, not a developer flow. For Wealthbox, advisors email their API token to the account manager.
Frequently asked questions
SmartAsset scores F on the API Report Card. No public developer API, OAuth flow, or webhooks. CRM and scheduling integrations (Salesforce, HubSpot, Wealthbox, Calendly) are built bilaterally and activated by a SmartAsset account manager, not a developer flow. For Wealthbox, advisors email their API token to the account manager.
Without a usable official API, teams fall back on manual exports, file drops, or one-off vendor integrations. The other option is an unofficial API layer like Supergood that automates the authenticated web app directly.
SmartAsset is a New York-headquartered financial-technology company founded in 2012 by Michael Carvin and Philip Camilleri. It runs two related products under one brand.
Vertical: Financial Services (personal-finance content + advisor-matching marketplace + SaaS advisor marketing/CRM platform). Consumer lands on a SmartAsset calculator (paycheck, retirement, mortgage, capital-gains), completes a flow, and is offered a 'find a financial advisor' match step.
High consumer brand recognition, mid-tier B2B/advisor footprint.
Consumer matching profiles: investable assets, household income, age, location/ZIP, planning needs (retirement, tax, estate, education, equity-comp), contact info, advisor preferences.
Founded 2012; ~14 years old as of 2026. Cloud-native consumer content stack (React, Python, JavaScript, Docker per StackShare) with a mature SEO/content-engine on the front end.
Grades measure one thing: can a customer's engineering team get their own data out programmatically? We check six things (whether a real API exists, how access is gated, data coverage, auth quality, docs and developer experience, and stability) and roll them into a letter grade. Grades get re-verified, and they only move on evidence.