Articles tagged "SmartAsset"
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A San Diego RIA paid SmartAsset $10 million for leads that washed out 96.5% of the time, but still yielded $1 billion of net new assets in just about two years
Slogging through 1,000's leads is one way to 'crack the code,' says an analyst, but closing a lead requires painstaking follow up.
May 21, 2024 at 2:34 AM
SmartAsset bars new RIA clients from buying referral milk without renting the whole lead-generating cow for $25K a year -- a smart move, analysts say
The New York City referral generator is countering rival Zoe with broader offer, but it may now encounter out-of-niche providers like SS&G, FMG, or Hearsay.
March 19, 2024 at 1:30 AM
Biz Briefs: SmartAsset makes deal to dumb down selling for unsalesy RIAs • Vanguard re-explains conflicting ESG signals • Alex I jabs Alex II at Citywire in bare knuckle exit [to Goldman Sachs] Q&A • BlackRock has clear path to $15 trillion by 2028 says mega-client
SmartAsset uses M&A to rewire RIAs • Vanguard has made its first statement on climate since it left a climate lobby group • BlackRock gets Morgan Stanley praise • CRM giant RedTail increases ties with a New York cash sifter, Flourish • Orion gets into online education.
May 9, 2023 at 2:16 AM
SmartAsset raises $110 million after LPL and Schwab dominoes fall, revenues zoom to $100 million and Zoe escalates RIA referrals arms race
Suddenly valued at $1 billion, the New York City referral outsourcer raised painless cash, the better to recruit 150 more staffers after LPL referral deal and Schwab Advisor Services drop in-house lead recipients.
July 13, 2021 at 1:46 PM
How SmartAsset is purging the stupid factor from robo-to-RIA referrals so it can triple prices, quadruple its closing rate and satisfy its VCs' biological clocks
The Manhattan-based startup brings in 65 million monthly visitors to its freebie website but only a trickle of it as AUM because the digital hand-off to the human advisor all too often gets fumbled
June 8, 2020 at 11:18 PM
Using robo-writing help, SmartAsset is now 50,000 advisor profiles into its 300,000-profile bid to own the advisor Google search market
With a 15-person 'editorial' staff, a smart machine and Focus Financial cash to pay for it all, the NYC-based startup rushes toward its objective
October 26, 2018 at 8:36 PM
Andres Garcia-Amaya taps two industry vets to guide Zoe Financial through the RIA referral market's rocky shoals, which have sunk more than one firm
Backed by a $2 million VC injection from JP Morgan and ex-BlackRock execs, the NYC startup appoints wirehouse veteran Robert Deutsch and Acorns' investment guru Chris Jones to board
