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Slogging through 1,000's leads is one way to 'crack the code,' says an analyst, but closing a lead requires painstaking follow up.
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.
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.
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.
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
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
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
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