Entities / Company
SmartAsset.
American financial technology company
- Reports this week
- 4
- Active events
- 6
- Connections
- 105
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
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Meta's Q3 EPS was crushed following a settlement, while SmartAsset continues to match users with financial advisors.Some support1 report
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SmartAsset provides financial advice tools as Naples and Sarasota compete for affluent retirees.Some support2 reports1 development inside
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Homes.com reported a property sale in Solvang, noting how the transaction affects Medicare premiums and retirement planning.Some support2 reports
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SmartAsset is providing tools for retirement planning in Watersound.Some support1 report
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SmartAsset provides financial planning tools regarding Social Security reliance.Some support3 reports
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Charles Schwab and SmartAsset provide financial advice tools, and both firms are actively analyzing retirement savings data.Some support1 report1 development inside
Earlier this month
One to three months ago
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SmartAsset provides vetted financial advice tools for retirement planning.Well supported18 reports3 developments inside
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SmartAsset uses its tools to help Retirement Planning Group LLC model retirement sustainability using various withdrawal rates.Some support1 report
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SmartAsset content discusses the costs associated with Medicare, noting that premiums are being deducted from Social Security benefits.Some support5 reports1 development inside
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Income-Related Monthly Adjustment Amount (IRMAA) drives Medicare premium costs, while SmartAsset offers tools to match users with fiduciary financial advisors.Some support2 reports
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Dividend income is replacing Social Security payments, with SmartAsset assisting users in evaluating investments such as Verizon.Some support2 reports1 development inside
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The NEOS Nasdaq-100 High Income ETF holds Microsoft and Apple stock positions, while SmartAsset matches users with financial advisors.Some support2 reports
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SmartAsset launched a tool to match financial advisors, while CHPS outperformed SMH.Some support2 reports2 developments inside
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SmartAsset is matching users with financial advisors, with PIMCO being a key entity involved in this service.Some support1 report
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SmartAsset is providing financial advice and connecting users to information regarding holdings in the ETFs JEPI and SCHD.Some support1 report
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Financial planning compares private income from dividend-paying companies like Procter & Gamble and Johnson & Johnson against government benefits such as Social Security.Some support1 report2 developments inside
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SmartAsset offered financial advice concerning current market trends.Some support8 reports
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SmartAsset launched a free tool to match users with financial advisors, while AXTQ ETF was noted for its -200% daily performance.Some support1 report
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CMS provides information on Medicare premium structure while SmartAsset offers tools for retirement planning.Some support2 reports
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The event covers financial advisory services for retirement planning and research on the financial fallout of gray divorce.Some support1 report
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SmartAsset offers tools for investors to evaluate dividend stocks, including Coca-Cola and Procter & Gamble.Some support2 reports2 developments inside
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Investors are concerned about how dividend taxation rules affect Coca-Cola dividend investments.Some support3 reports
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Retiree financial planning is impacted by state tax differences and Medicare costs, according to financial services.Some support2 reports5 developments inside
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SmartAsset offers financial planning tools specifically designed for Medicare beneficiaries.Well supported17 reports3 developments inside
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Financial issues and concentrated positions are observed in the region involving Silicon Valley, Nasdaq, and SmartAsset.Some support1 report
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SmartAsset is serving financial clients located in the state of Maryland.Some support2 reports
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Policyholders in Ohio face rising Medigap premiums while SmartAsset offers tools for retirement planning.Some support1 report1 development inside
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SmartAsset is involved in helping manage global investment portfolios, with Europe as a key entity.Some support1 report
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Glennda Baker's divorce proceedings became entangled with TikTok revenue streams, while SmartAsset offered financial advice tools.Some support1 report
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SmartAsset is offering financial planning services tailored for residents of Texas.Some support2 reports
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A study has detailed federal spending patterns within Hennepin County, Minnesota.Some support1 report
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SmartAsset is helping users find financial advisors, noting that both Johnson & Johnson and Procter & Gamble are dividend growers.Some support1 report1 development inside
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Coca-Cola and Johnson & Johnson announced dividend raises, while SmartAsset continues to assist users with retirement planning.Some support1 report
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SmartAsset is offering retirement planning services, and Webull released its earnings report detailing crypto and options revenue.Some support1 report
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SmartAsset is conducting surveys on midsize cities in America, noting locations situated between Denver and Boulder.Some support1 report
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SmartAsset offers financial advice tools related to the Railroad Retirement Board.Some support1 report
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The Bureau of Labor Statistics tracks average annual household expenditures, while SmartAsset offers financial planning tools for retirement, noting that premiums are deducted from Social Security benefits.Well supported4 reports
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SmartAsset offers financial advice tools to residents, highlighting the zero state income tax advantage available in Florida.Some support2 reports
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FedEx facility in Phoenix is closing, while SmartAsset offers financial planning tools for Social Security benefits.Some support1 report
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SmartAsset is conducting studies into the current wage trends within various cities across the state of Nevada.Some support2 reports
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Retirement planning requires coordinating Medicare and Social Security benefits, with market downturns influencing filing decisions.Well supported4 reports
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IRS reclassifies token salaries as wages and provides free tools to match financial advisors for Medicare beneficiaries.Some support2 reports
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Dave Ramsey and SmartAsset promoted financial planning services using case studies.Some support3 reports
Gone quiet
No new reports in 90+ days-
SmartAsset announced that it offers financial planning tools for investors.Some support6 reports1 development inside
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IBM and SmartAsset, both companies, operate within the financial services sector.Some support1 report
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SmartAsset provides financial planning tools amid rising property taxes and insurance costs in Volusia County.Some support1 report
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SmartAsset is utilizing its platform to connect users with vetted financial advisors, alongside investment entities like REX AI ETF and Datadog.Some support2 reports
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JPMorgan Chase and SmartAsset advertised financial planning services on July 19, 2026.Some support1 report
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SmartAsset is providing financial tools for retirement planning specifically within Italy.Some support1 report
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SmartAsset helps plan for costs Medicare doesn't cover.Some support3 reports
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SmartAsset has launched a financial planning tool specifically designed for nurses.Some support1 report
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SmartAsset offers free tools to match users with vetted financial advisors while dividend-paying companies like Coca-Cola announce dividend increases.Some support1 report
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SmartAsset offers financial advice for residents of Charleston, which is located in South Carolina.Some support1 report
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Retirement planning in Homosassa Springs is being shaped by Medicare, Social Security, and housing costs, prompting financial planning solutions.Some support1 report
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MacKenzie Scott, former wife of Jeff Bezos, is collecting Social Security and is enrolled in Medicare, while SmartAsset offers retirement planning tools.Well supported4 reports
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BLS data informs SmartAsset's financial advice tool.Some support2 reports
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SmartAsset is discussing investment strategies that include Johnson & Johnson.Some support2 reports1 development inside
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SmartAsset is helping investors find financial advisors, noting that both Johnson & Johnson and PEP are qualified dividend payers.Some support1 report
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Provisional income from municipal bonds is raising premiums and triggering taxation for retirees.Some support3 reports
No events began in the chosen period. Widen it, or reset.
What's reaching SmartAsset
Events traced to SmartAsset, step by step, newest first- Public concern over Social Security may boost SmartAsset's demandPublic concern over Social Security may boost SmartAsset's demandPossible
- Potential Social Security cuts may force SmartAsset to update retirement modelsPotential Social Security cuts may force SmartAsset to update retirement modelsLikely
- New spousal benefit caps may alter retirement income calculations for SmartAsset usersNew spousal benefit caps may alter retirement income calculations for SmartAsset usersPossible
- SmartAsset may see increased demand for financial planning servicesSmartAsset may see increased demand for financial planning servicesPossible
- SmartAsset may need to update tools for complex stock option taxationSmartAsset may need to update tools for complex stock option taxationPossible
- SmartAsset may update tools to reflect SS car sale rulesSmartAsset may need to update retirement planning toolsPossible
Around SmartAsset this week
News at the entities that move SmartAsset most-
Social Security OperationalBill Maher questioned the sustainability of Social Security and cited Medicare as an existing benefit.Moves SmartAsset
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Internal Revenue Service StructuralThe Trump administration targeted Ilhan Omar, while Obama supported her amid investigations, and the IRS targeted Tea Party groups.Moves SmartAsset
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Bureau of Labor Statistics StructuralBLS data informs inflation projections and Redfin reports median home sales price in Los Angeles.Moves SmartAsset
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Bitcoin OperationalA company established a digital asset treasury strategy.Moves SmartAsset
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Jeff Bezos OperationalDario Amodei leads AI development efforts while corporate titans like Jeff Bezos and Amazon are discussed alongside economic instability in Greece.Moves SmartAsset
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Jim Cramer OperationalFed rate hikes trigger market sell-offs, prompting Jim Cramer to advise selling while Elon Musk enters the telecom sector.Moves SmartAsset
Connections
The 40 strongest of 105, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Social Security Operational
SmartAsset integrates Social Security parameters into its financial planning tools to help users model retirement income and plan for potential shortfalls.
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Bureau of Labor Statistics Structural
SmartAsset utilizes Bureau of Labor Statistics data as a foundational input for its financial planning and advisory services.
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Internal Revenue Service Structural
SmartAsset's financial planning tools are functionally dependent on and informed by IRS tax rules and regulations.
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nurse Operational
SmartAsset offers financial planning tools specifically designed for nurses.
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Jim Cramer Operational
SmartAsset actively promotes financial advice content related to topics discussed by Jim Cramer.
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Mike Rowe Operational
Mike Rowe leverages his persona and market knowledge to drive client acquisition and market awareness for SmartAsset.
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Jeff Bezos Operational
Jeff Bezos provides backing or endorsement to a platform that SmartAsset mentions or discusses.
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Dave Ramsey Operational
Dave Ramsey and SmartAsset actively promote financial planning and advice services through content and case studies.
Show all 40 connections
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Clark Howard Operational
Both Clark Howard and SmartAsset operate in the consumer financial advice market, focusing on retirement planning and financial planning tools.
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Bitcoin Operational
SmartAsset provides financial advisory services focused on helping investors manage exposure to the Bitcoin asset class.
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Allianz Life Operational
Allianz Life and SmartAsset compete in the market for financial advisory services related to retirement planning.
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Medicare Mentioned together
SmartAsset provides financial planning tools and content to help users navigate the costs and options of the Medicare program.
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Memphis Mentioned together
SmartAsset published a study that ranked Memphis as a safe location.
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JPMorgan Chase Operational
JPMorgan Chase leverages SmartAsset's platform to advertise its financial planning services.
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BlackRock Operational
The evidence suggests that SmartAsset provides financial advice tools, placing it in a competitive market space with BlackRock.
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Coca-Cola Mentioned together
SmartAsset provides financial tools and targets investors interested in Coca-Cola's dividend characteristics.
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Social Security Administration Mentioned together
SmartAsset provides retirement planning tools related to the scope of Social Security Administration.
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Michigan Shared context
SmartAsset is researching and tracking the economic and social impacts of various communities within the state of Michigan.
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Johnson & Johnson Mentioned together
SmartAsset features Johnson & Johnson as an example within its investment and retirement planning content.
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Suze Orman Operational
SmartAsset advertises financial services during a podcast segment hosted by Suze Orman.
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Sarasota Shared context
SmartAsset targets retirees in Florida, which includes the area of Sarasota.
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Plano Mentioned together
SmartAsset referenced Plano in a report ranking it as a second-safest big city.
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State of California Mentioned together
SmartAsset uses the high costs and market issues of the State of California as a real-world case study for its analysis.
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Boston Shared context
SmartAsset targets the population of Boston while operating within its geographic market.
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Charles Schwab Mentioned together
Both entities are noted for providing financial advice tools.
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New York Shared context
SmartAsset provides financial advice and cost of living research relevant to residents within the context of New York.
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Maryland Shared context
SmartAsset operates and serves financial clients within the state of Maryland.
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Texas Shared context
SmartAsset provides financial planning and advice services targeted at residents and considerations within the state of Texas.
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Tennessee Shared context
SmartAsset operates and analyzes economic data within the geographical and demographic context of Tennessee.
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Minnesota Shared context
Minnesota serves as a data source regarding cost of living information utilized by SmartAsset.
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Wisconsin Shared context
SmartAsset provides cost of living data related to the state of Wisconsin.
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Iowa Shared context
SmartAsset is conducting a study focused on the safety profiles of various cities within the state of Iowa.
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Sioux Falls Shared context
SmartAsset operates as a financial advice provider targeting the residents of Sioux Falls.
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CNBC Mentioned together
Both entities are co-mentioned as organizations that analyze market data related to early career financial realities.
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Mark Zandi Mentioned together
Mark Zandi and SmartAsset are co-mentioned in articles discussing financial advice and economic commentary.
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Connecticut Shared context
SmartAsset provides median retirement savings data related to Connecticut.
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Arizona Shared context
SmartAsset's financial planning services are relevant to the market context of Arizona.
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Verizon Mentioned together
SmartAsset references Verizon as an example within its financial planning and investment evaluation platform.
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NextEra Energy Mentioned together
The relationship is described as a financial tool used to match investment targets for retirement planning.
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Nvidia Mentioned together
SmartAsset provides financial advice and retirement planning tools.
History
Events by the month they beganOctober 2026
3 events- Meta's Q3 EPS was crushed following a settlement, while SmartAsset continues to match users with financial advisors.
- Homes.com reported a property sale in Solvang, noting how the transaction affects Medicare premiums and retirement planning.
- SmartAsset is providing tools for retirement planning in Watersound.
September 2026
17 events- SmartAsset provides financial planning tools regarding Social Security reliance.
- SmartAsset uses its tools to help Retirement Planning Group LLC model retirement sustainability using various withdrawal rates.
- Income-Related Monthly Adjustment Amount (IRMAA) drives Medicare premium costs, while SmartAsset offers tools to match users with fiduciary financial advisors.
- The NEOS Nasdaq-100 High Income ETF holds Microsoft and Apple stock positions, while SmartAsset matches users with financial advisors.
- SmartAsset launched a tool to match financial advisors, while CHPS outperformed SMH.
- SmartAsset is matching users with financial advisors, with PIMCO being a key entity involved in this service.
- SmartAsset is providing financial advice and connecting users to information regarding holdings in the ETFs JEPI and SCHD.
- SmartAsset launched a free tool to match users with financial advisors, while AXTQ ETF was noted for its -200% daily performance.
- CMS provides information on Medicare premium structure while SmartAsset offers tools for retirement planning.
- The event covers financial advisory services for retirement planning and research on the financial fallout of gray divorce.
- Investors are concerned about how dividend taxation rules affect Coca-Cola dividend investments.
- Financial issues and concentrated positions are observed in the region involving Silicon Valley, Nasdaq, and SmartAsset.
- SmartAsset is serving financial clients located in the state of Maryland.
- Policyholders in Ohio face rising Medigap premiums while SmartAsset offers tools for retirement planning.
- SmartAsset is involved in helping manage global investment portfolios, with Europe as a key entity.
- Glennda Baker's divorce proceedings became entangled with TikTok revenue streams, while SmartAsset offered financial advice tools.
- SmartAsset is offering financial planning services tailored for residents of Texas.
August 2026
13 events- Financial planning compares private income from dividend-paying companies like Procter & Gamble and Johnson & Johnson against government benefits such as Social Security.
- A study has detailed federal spending patterns within Hennepin County, Minnesota.
- SmartAsset is helping users find financial advisors, noting that both Johnson & Johnson and Procter & Gamble are dividend growers.
- Coca-Cola and Johnson & Johnson announced dividend raises, while SmartAsset continues to assist users with retirement planning.
- SmartAsset is offering retirement planning services, and Webull released its earnings report detailing crypto and options revenue.
- SmartAsset is conducting surveys on midsize cities in America, noting locations situated between Denver and Boulder.
- SmartAsset offers financial advice tools related to the Railroad Retirement Board.
- The Bureau of Labor Statistics tracks average annual household expenditures, while SmartAsset offers financial planning tools for retirement, noting that premiums are deducted from Social Security benefits.
- SmartAsset offers financial advice tools to residents, highlighting the zero state income tax advantage available in Florida.
- FedEx facility in Phoenix is closing, while SmartAsset offers financial planning tools for Social Security benefits.
- SmartAsset is conducting studies into the current wage trends within various cities across the state of Nevada.
- Retirement planning requires coordinating Medicare and Social Security benefits, with market downturns influencing filing decisions.
- IRS reclassifies token salaries as wages and provides free tools to match financial advisors for Medicare beneficiaries.
Show 2 earlier months
July 2026
18 events- Dividend income is replacing Social Security payments, with SmartAsset assisting users in evaluating investments such as Verizon.
- SmartAsset offered financial advice concerning current market trends.
- Dave Ramsey and SmartAsset promoted financial planning services using case studies.
- SmartAsset announced that it offers financial planning tools for investors.
- IBM and SmartAsset, both companies, operate within the financial services sector.
- SmartAsset provides financial planning tools amid rising property taxes and insurance costs in Volusia County.
- SmartAsset is utilizing its platform to connect users with vetted financial advisors, alongside investment entities like REX AI ETF and Datadog.
- JPMorgan Chase and SmartAsset advertised financial planning services on July 19, 2026.
- SmartAsset is providing financial tools for retirement planning specifically within Italy.
- SmartAsset helps plan for costs Medicare doesn't cover.
- SmartAsset has launched a financial planning tool specifically designed for nurses.
- SmartAsset offers free tools to match users with vetted financial advisors while dividend-paying companies like Coca-Cola announce dividend increases.
- SmartAsset offers financial advice for residents of Charleston, which is located in South Carolina.
- Retirement planning in Homosassa Springs is being shaped by Medicare, Social Security, and housing costs, prompting financial planning solutions.
- MacKenzie Scott, former wife of Jeff Bezos, is collecting Social Security and is enrolled in Medicare, while SmartAsset offers retirement planning tools.
- BLS data informs SmartAsset's financial advice tool.
- SmartAsset is helping investors find financial advisors, noting that both Johnson & Johnson and PEP are qualified dividend payers.
- Provisional income from municipal bonds is raising premiums and triggering taxation for retirees.
June 2026
9 events- SmartAsset provides financial advice tools as Naples and Sarasota compete for affluent retirees.
- Charles Schwab and SmartAsset provide financial advice tools, and both firms are actively analyzing retirement savings data.
- SmartAsset offers tools to help individuals navigate their retirement benefits.
- SmartAsset provides vetted financial advice tools for retirement planning.
- SmartAsset content discusses the costs associated with Medicare, noting that premiums are being deducted from Social Security benefits.
- SmartAsset offers tools for investors to evaluate dividend stocks, including Coca-Cola and Procter & Gamble.
- Retiree financial planning is impacted by state tax differences and Medicare costs, according to financial services.
- SmartAsset offers financial planning tools specifically designed for Medicare beneficiaries.
- SmartAsset is discussing investment strategies that include Johnson & Johnson.