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 engagement company for financial professionals. The DeftSales suite of tools automates outreach, provides compelling analytics insights and integrates with a range of CRM platforms. Read...
Read MoreNEW YORK–(BUSINESS WIRE)–SmartAsset, an online destination for financial information and advice and a national marketplace connecting consumers to financial advisors, announced today that Dave Jones has joined SmartAsset as Chief Financial Officer. As a key member of SmartAsset’s executive leadership team – reporting to the CEO and Co-Founder, Michael Carvin – Jones will lead the company through an exceptional growth phase and oversee all aspects of finance and accounting. Read...
Read MoreNEW YORK–(BUSINESS WIRE)–SmartAsset, an online destination for financial information and advice and a national marketplace connecting consumers to financial advisors, today announced the appointment of Meghan Lapides, SPHR, SHRM-SCP, to Chief People Officer. Joining the company’s executive leadership team and reporting to Co-Founder and CEO, Michael Carvin, Lapides will oversee and scale a fully integrated People discipline that will help drive aggressive growth and expansion. Read...
Read MoreCetera Financial Group, one of America’s largest networks of financial professionals, today announced that its investor acquisition program is expanding to all Cetera-affiliated financial professionals and that participants are eligible for reimbursement of their investment into the program. LeadEngine, which is powered by SmartAsset – the largest lead generation platform for financial professionals – is Cetera’s exclusive investor acquisition program that connects financial professionals directly with highly qualified prospects who are actively seeking a financial professional. Read...
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