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SmartAsset
- Software company
- New York, NY
About this business
Location details
122 E 42nd St, #4300, New York, NY, 10168, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
DO NOT GIVE THIS COMPANY YOUR MONEY. Their "leads" are the furthest from what any decent investment advisor would consider qualified. They claim to have a thorough vetting process for qualifying people who fill out their survey, but in the end it's about 3% legitimate leads, 7% people who are "just looking for market information," and 90% bots. Even with the legitimate leads you have to compete with a minimum of 2 other advisors. It's just a game of who calls them first. They used to allow you to submit lead replacement requ... read more
Business response:
Thank you for your feedback. We've reviewed your account and the details of our service, and we respectfully disagree with your characterization of our ********** we discussed with you during our outreach, our service does not guarantee exclusivity; it's designed to match consumers with up to three advisors. This process was the same when you used our program in 2023. Our subscription pricing accounts for a range of lead quality and is set at a lower cost per lead than our previous model.We have a proven track record of help... read more
I'm a financial advisor and when using ****** or ******* I get your ads making misleading statements about seniors being exempt from capital gains taxes and other misleading tactics to drive traffic to have them fill out a form to be called by an advisor to discuss this exemption. It doesn't exist. Stop it.
I'm supposedly a "customer" who filled out the ********************** form, and I DID NOT DO SO. I unsubcribed from their unsolicited email, but now I'm constantly getting calls and emails from financial advisors who think I'm a real lead. If anyone from SmartAsset plans on replying to this, then your firm needs to check where you're getting your leads from. I EMPHATICALLY DID NOT SIGN UP FOR YOUR SERVICES AND I DON'T KNOW WHO USED MY INFO TO DO SO. PLEASE REMOVE ME FROM YOUR LIST IMMEDIATELY.
Business response:
Hello, Thank you for reaching out. We have taken a look and deleted your data within our system, as well as reached out to the matched financial advisors and notified them to cease contact and delete your data.
They promise quite a bit and deliver very little. Don't waste your time and money.
SmartAsset is a very dishonest company. 100% of the leads they sold me were no good. Two of the phone numbers were fake numbers. By no means were these leads vetted.
Business response:
Thank you for your feedback. Lead nurturing and conversion are a numbers game, which can be challenging, and not every lead will result in a client. During your short time on our platform, while you did note that you had a concern about lead quality, you never submitted any leads for invalidation with our advisor support team which made it tricky for us to adequately address your concerns. We also proactively reached out to you multiple times and attempted to provide advice on how to see success with our platform, to which y... read more
Waste of time. They collect your contact information, immediately start calling and it seemed like they were nothing more than a front (sales tool) for ******************** For me, this completely tarnished the reputation of both.
Business response:
Hello, At the end of the survey you took on 2/2/24, we provided you with your matches and also emailed them to you. During the survey, when you provided your email address to us, you consented to receive your financial advisor results by email as well as marketing communications. In addition, during the survey, you provided your phone number and gave consent to receive marketing calls/texts from SmartAsset and your advisor match(es). If consumers do not provide their phone number and consent to receive contact, they are not ... read more
This is scam company . Better Business should ban this company ! I took four months trial service to provide financial service sales leads . Paid lots of money and got zero real leads . All names with telephone number and emails are fake . Not a single contact materialized ! They wont refund the money !
Business response:
Our records show that you were on our platform for four months in 2021 and only received a total of 17 leads during that timeframe. In our commercial agreement with advisers, SmartAsset clearly describes the scope of our services and fully discloses that we do not verify a consumer's self-reported financial information. SmartAsset does attempt to contact each consumer who completes our online questionnaire to verify their interest in being connected to one or more of the adviser matches that were presented. If SmartAsset is ... read more
The site is a scam to get your personal information. It says it will provide a list of advisors in your area but does not- the results say they will call you with the names. This results in high pressure sales tactics. False advertising at its lowest.
Business response:
If you select that you prefer to work with a local advisor, we do our best to match you with an advisor in your area. However, depending on your location, there may not be an advisor that meets the criteria, so we will pair you with a firm that has virtual capabilities. Before you get to the end of the survey, you enter your phone number. On that screen, we notify you of your match(es) are, and you provide your consent for SmartAsset and for the firm(s) (your match(es)) that are listed on that screen to text/ call you. When ... read more
Complete Joke! Bait and switch! My partner and I partnered with Smart Asset and went through a few sales calls in which we point blank asked if the leads were vetted. We were told yes understand that they will be match with 3 potential advisors. This is a complete lie. The leads have no vetting with exception of maybe the phone number works. They try to get around the semantics of what vetting is. We can barely get any clients to answer the phone ever. The clients readily admit there was no vetting done, they spoke with no o... read more
Business response:
Hello,Thank you for reaching out; we take all feedback seriously. To provide context, SmartAsset Advisors LLC SmartAsset is registered with the Securities and ******************* as a registered investment advisor under the Investment Advisers Act of ****. Our advisory business is limited to providing consumers with an interactive, online platform that utilizes a questionnaire and proprietary rules-based modeling to refer individuals to other investment advisers that have elected to participate in our matching platform. Smar... read more
Frequently asked questions about SmartAsset
How is SmartAsset rated?
SmartAsset has a 2.1 star rating with 27 reviews.
When is SmartAsset open?
SmartAsset is open now. It will close at 6:00 p.m.