SmartAsset

Wm B 

on BBB

a month ago

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

Annon O 

on BBB

4 months ago

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. 

DeAnna T 

on BBB

7 months ago

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. 

Steven C 

on BBB

11 months ago

They promise quite a bit and deliver very little. Don't waste your time and money. 

Doug C 

on BBB

a year ago

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. 

Fred M 

on BBB

a year ago

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. 

Gary D 

on BBB

a year ago

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 ! 

Renee T 

on BBB

a year ago

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. 

Reno R 

on BBB

a year ago

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