SmartAsset Acquires DeftSales - PR Newswire
NEW YORK, April 19, 2023 /PRNewswire/ -- SmartAsset™, the web's largest marketplace connecting consumers to financial advisors, announces the acquisition of DeftSales, a leading prospect...
SmartAsset Celebrates More Than $1 Billion in New Assets Under ...
May 8, 2024 · As SmartAsset continues to scale its newly launched platform, it aims to empower more firms to accelerate their growth and surpass the $1 billion threshold. For more information on Pure's success...
SmartAsset Celebrates More Than $1 Billion in New Assets Under ...
May 8, 2024 · SmartAsset, the web's largest marketplace connecting consumers to financial advisors, announced Pure Financial Advisors, LLC ("Pure") has reported generating more than $1 billion in new AUM...
SmartAsset Acquires DeftSales - Markets Insider
NEW YORK, April 19, 2023 /PRNewswire/ -- SmartAsset™, the web's largest marketplace connecting consumers to financial advisors, announces the acquisition of DeftSales, a leading prospect...
Market News - SmartAsset
Stay up-to-date with the latest market news and analysis on SmartAsset.
SmartAsset Hires Peter Silvio as CTO to Scale Industry-Leading …
NEW YORK, Nov. 29, 2022 /PRNewswire/ -- SmartAsset, an online destination for financial information and a national marketplace connecting consumers to financial advisors, today announced the...
SmartAsset rethinks financial advisory, and becomes a unicorn in …
Jun 24, 2021 · SmartAsset, a marketplace that connects consumers to financial advisors, announced today that it has raised $110 million in a Series D round of funding. The financing values New York-based...
SmartAsset Co-Founder and CEO, Michael Carvin, Named EY …
Aug 4, 2021 · NEW YORK-- (BUSINESS WIRE)-- SmartAsset, the web’s go-to resource for financial advice connecting consumers with financial advisors, today announced that its Co-Founder and CEO, Michael Carvin,...
How This Financial Advisor Successfully Launched His Career With SmartAsset
Aug 29, 2024 · Using a data-driven approach that puts client education at the center of his sales process, Tamura notes that he converts an average of one to one-and-a-half SmartAsset leads into clients each...
SmartAsset Raises $110M to Modernize Personal Finance and ... - AlleyWatch
Aug 19, 2021 · SmartAsset is a personal finance content engine that distributes content, tools, and calculators related to common, everyday financial issues as well as a customer acquisition platform for the personal finance advisory industry.
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