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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 |
Smart Asset is a complete scam for both advisors and the investing public. As a financial advisor with a spotless 25 year record for two major international brokerage firms, I paid Smart Asset thousands of dollars each month for supposedly pre-qualified prospective clients who were seeking advice. Exactly zero prospects answered the phone, returned messages or emails, or participated in any way - a complete waste of time and money for financial professionals. Also, Smart Asset did not screen me as an advisor in any way - the... read more
Business response:
Thank you for sharing your concerns. According to our records, you used the SmartAsset platform for approximately 66 days in 2021. At that time, advisors were part of our original program, which allowed the submission of certain leads for invalidation if specific criteria were met and the request was submitted within the required timeframe.We also note that results may vary based on several factors, including prospective clients' responsiveness, the follow-up strategy, and market conditions. Historically, many advisors begin... read more
Never signed up for this. Got a strange email and AI voice call. I'm also on the Do Not Call registry. Texted me, called me and emailed me. Tried to call the number listed on their website and it's just terrible hold music that goes on and on. Not cool to harass people. I'll let the *** know.
Business response:
Thank you for bringing this to our attention. Im sorry to hear about your experience.At this time, were unable to locate a record in our database that matches the contact info you provided when you left this review.If youre willing, having the phone number that received the call would be very helpful in allowing us to locate the record in our system. Additionally, if youre able to forward the email you receivedincluding the to, from, subject line, and header detailsthat would further assist us in tracking down the source. Yo... read more
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
Frequently asked questions about SmartAsset
How is SmartAsset rated?
SmartAsset has a 2.2 star rating with 32 reviews.
When is SmartAsset open?
SmartAsset is closed now. It will open tomorrow at 9:00 a.m.