Market News - SmartAsset
Stay up-to-date with the latest market news and analysis on SmartAsset.
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 ...
2024年5月8日 · 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 ...
2024年5月8日 · 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...
How This Financial Advisor Successfully Launched His Career With SmartAsset
2024年8月29日 · 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 rethinks financial advisory, and becomes a unicorn in …
2021年6月24日 · 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 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...
Introducing SmartAsset AMP, the Advisor Marketing Platform …
2024年3月5日 · SmartAsset, the web's largest marketplace connecting consumers to financial advisors, today launched a new growth platform for financial advisors that helps them acquire new clients and retain...
WealthStack Roundup: SmartAsset Launches Marketing Platform
2024年3月6日 · SmartAsset, a service for connecting consumers with financial advisors, launched SmartAsset AMP, a service the firm is describing as a new growth platform for financial …