卖什么
Marketplace connecting consumers to financial advisors
商业模式拆解
买家：谁掌握预算？
Financial advisors and advisory firms (SmartAsset AMP) who pay for matched leads.
工作流：什么输入变成什么输出？
Consumer answers a short questionnaire, is matched with vetted fiduciary advisors in their area, and has an intro call before choosing.
经济账：省了什么，怎么收费？
Receives compensation from advisers for referrals; consumer side free.
渠道：怎么接触到客户？
SEO content, calculators and reviews drive consumer traffic; advisers contacted by phone/email for AMP.
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| — | YC 2012 夏季 | — | Y Combinator | ycombinator.com |
档案汇总自公开报道和公司官网。商业模式部分是 MaxBC 对这些材料的解读，不是已确认的事实；未知之处留空，不作猜测。 更新于 2026-10-12.