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Articles tagged "SmartAsset"


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Michael Carvin: 'We’ve been experiencing growth in all aspects of the business. A larger raise was prudent.'

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

Michael Carvin: [It was] an enormous operational and logistical challenge. We made significant investments in people, infrastructure and technology.

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

Michael Carvin (w/Phillip Camilleri of Javelin Ventures): We continue to leverage groundbreaking artificial intelligence technology to fulfill our goal of 300,000 profiles.

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: Too many advisors don’t know what they’re doing ... they say the nice words and have the nice suit and the nice office, most people are sold, the bar is so low. Two weeks of the Series 65 and a gym teacher is a financial advisor.

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

October 9, 2018 at 8:55 PM

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