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 Supergood's 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. Site terms may apply to any integration approach, and how they apply is a determination each team makes for itself.
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.
Supergood's grades measure one thing: can a customer's engineering team get their own data out programmatically? Supergood checks six things (whether a real API exists, how access is gated, data coverage, auth quality, docs and developer experience, and stability) and rolls them into a letter grade. Supergood re-verifies grades, and they only move on evidence.
Not that we could find. As of August 2026 there is no official SmartAsset MCP server in any public registry, and no maintained community server we're aware of. We re-verify this periodically — report an inaccuracy below if we missed one.
Not natively. SmartAsset doesn't publish an MCP server, so MCP clients like Claude, Cursor, and Codex have nothing to connect to out of the box. If that changes, this page will reflect it.