About Street Smart Financial
Street Smart Financial is a Business Services company based in Lexington (United States) founded in 2007. It provides fee-only financial advising, investment management, and planning for clients. It operates on a B2C and Consulting model in Business Services and Technology sectors. Street Smart Financial offers products and services including Investment Management and Financial Planning. Its focus areas include FinTech, Investment Tech, Financial Advisory and Fee-Only Services. Its legal entity is Street Smart Financial, LLC. Its competitors include MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman and 2 more; 1 of its 7 listed competitors has raised funding.
Company details
Street Smart Financial is a fee-only firm located in Lexington, Massachusetts, specializing in investment management and financial planning services. Founded by Rand K. Spero, it focuses on educating clients about personal finance without commissions, tailoring strategies to individual life transitions and needs. The firm emphasizes trust, statistical analysis, and risk assessment to help clients maintain control over their finances, serving diverse individuals facing personal challenges.
- Headquarters Lexington, United States
- SectorsBusiness ServicesTechnology
- Website streetsmartfinancial.com
- Legal Name Street Smart Financial, Llc
Products & Services of Street Smart Financial
Street Smart Financial offers a comprehensive portfolio of products and services, including Investment Management and Financial Planning.
Manages client portfolios with fee-only structure to optimize performance.
Offers personalized plans for individual financial needs and life changes.
Competitors of Street Smart Financial
Street Smart Financial has 7 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | – | 10,466 | Mutual life insurance company | |
| amfam.com | 1927 | Madison, United States | – | 13,713 | Personal and business insurance products are provided nationwide. | |
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. | |
| thrivent.com | 2008 | Blue Springs, United States | – | 6,177 | Financial services are offered by Thrivent as a not-for-profit entity. | |
| milliman.com | 1947 | – | – | – | Milliman is engaged in actuarial consulting and analytics solutions. | |
| duffandphelps.com | 1932 | New York, United States | – | 994 | Financial and risk advisory solutions are provided globally. | |
| firstcommand.com | 1958 | Fort Worth, United States | – | 761 | Offers financial coaching, investing, insurance, and banking for military families. |
Detailed competitors of Street Smart Financial
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Top companies in Finance & Accounting Services
10 companies that operate in the same segment as Street Smart Financial (Finance & Accounting Services), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | – | USD 3.95 B | 70,100 | |
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | – | USD 54.77 M | 2,097 | |
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 | |
Provider of financial services | 1978 | Los Angeles, California, United States | USD 249.55 M | – | 1,736 | |
Accounting services are provided by Accordion to business clients. | 2009 | New York, New York, United States | USD 165 K | – | 351 | |
Cloud-based accounting software is offered for business operations. | 2002 | Tampa, Florida, United States | USD 24.33 M | – | 166 | |
Provider of financial management services | 1998 | Johannesburg, Gauteng, South Africa | – | USD 14.3 B | 44,916 | |
Financial services in insurance are provided to individuals and businesses. | 2019 | Jaipur, Rajasthan, India | USD 115.63 M | USD 55.59 M | 280 | |
Business advisory services | 1952 | Atlanta, Georgia, United States | – | – | 762 | |
Audit, tax, and advisory services are provided in the UK. | 1983 | Bolton, Greater Manchester, United Kingdom | – | – | – |
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Frequently Asked Questions about Street Smart Financial
Street Smart Financial was founded in 2007.
Street Smart Financial is headquartered in Lexington, United States. It is registered at Lexington, Kentucky, United States.
Street Smart Financial is a fee-only firm located in Lexington, Massachusetts, specializing in investment management and financial planning services. Founded by Rand K. Spero, it focuses on educating clients about personal finance without commissions, tailoring strategies to individual life transitions and needs. The firm emphasizes trust, statistical analysis, and risk assessment to help clients maintain control over their finances, serving diverse individuals facing personal challenges.
Street Smart Financial's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Street Smart Financial offers Investment Management and Financial Planning.
Street Smart Financial operates through Street Smart Financial, Llc.