March 13, 2018

SmartAsset’s New SmartAdvisor Tool Delivers Vetted Client Prospects to Financial Advisors

the financial technology company empowering millions of people with
automated personalized financial advice, expanded its offerings to
Financial Advisors in its recent launch of the SmartAdvisor
program. SmartAdvisor delivers client leads through an online service
which connects Financial Advisors to investors vetted by investable
assets, location, income and other key indicators for client acquisition.

In addition to offering high-intent leads, SmartAdvisor is different
from other lead generation services in that it does not require a
monthly subscription or minimum spend; enables advisors to customize the
leads they want to receive while only paying for the leads delivered;
and includes a concierge service that confirms investor interest and can
book appointments with the financial advisors matched to them.

Already, SmartAdvisor matches thousands of investors each month to
Financial Advisors. In January alone, investors matched to Advisors
through the SmartAdvisor platform had more than $4 billion in investable
assets. On average, individual investors had $750,000 in investable
assets. SmartAsset is continually enhancing and amplifying consumer
traffic to SmartAdvisor via partnerships with high-profile organizations
such as Kiplinger’s, CNNMoney, Reuters and MarketWatch.

“Reaching more than 35 million consumers each month, SmartAsset is proud
to serve as the internet’s top source for personal financial advice.
Now, we’re thrilled to become the premier destination for Financial
Advisors seeking to expand their businesses,” said Michael Carvin, CEO
and co-founder of SmartAsset. “SmartAdvisor is a truly unique tool that
enables financial advisors to take control of their growth, by tailoring
their new client prospect base within their budget. It’s an exciting new
step for us – to translate our cutting-edge technology into a simple,
customizable solution to help financial advisors achieve their business
goals, while elevating our mission of helping consumers make important
financial decisions.”

SmartAsset’s core technology, the patent-pending Automated Financial
Modeling, simulates the financial impact of different consumer
decisions. The company’s website offers automated, individualized advice
spanning the full range of personal finance options including home
buying, retirement planning, life insurance, personal loans, student
loans, credit cards, loan refinance, taxes and investing.

SmartAsset enhanced the reach of its tools in 2015 by launching the
Captivate platform. Captivate enables financial publishers to host
SmartAsset personal finance tools within relevant online content. The
platform has earned widespread adoption with partners including AOL, CNN
and Investopedia. The combination of offerings on and
Captivate partner sites have made SmartAsset the most widely viewed
source of personal financial advice online.

SmartAsset has been recognized for its innovative technology as the 2016
Benzinga Fintech Award Winner for Best Educational Tools & Services as
well as the Webby Award for Financial Services/Banking in 2013, 2014,
2015, and 2016.

About SmartAsset

SmartAsset is a financial technology company that empowers people with
automated personalized financial advice. Its proprietary technology,
up-to-the-minute research and patent-pending Automated Financial
Modeling software simulate the impact of different decisions on people’s
personal finances, enabling millions of people to make smart financial
decisions. For more information, visit
To learn more about SmartAdvisor, visit

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