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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 |
They scammed me out of 6k after I purchased 6k of their leads. After proving to them that the leads were inaccurate, they would only reimburse me if I placed another order. It took a couple of months of haggling with them and I got passed around to many service reps. Dishonest company. I refused to do any more business with them. Bottom line, they took 6k from me.
Business response:
I see in our records that, over time, you submitted various invalid lead requests. If a lead was to be found invalid, you were provided a credit. Those parameters which need to be submitted within 90 days include the following: 1) Wrong Number 2) Invalid Number 3) The Lead is a Financial Advisor (verified via ***********) 4) Tech Error (Lead is outside of your preselected radius, outside of your tier bracket, and breakdown of pause) 5) Duplicate Lead We do not require advisors to purchase more leads to be considered for cred... read more
As a financial advisor, they completely misrepresented their service and how leads would come to me. These customers did not expect my call nor were they informed about my service and what I do. They also lied to me about their contract to trick me into continuing their service. Horrible.
Business response:
Our account management team has been in contact with you; we canceled your contract. We stand by our service and believe that our agreement articulates the scope of our services adequately.
They do not vet their matches. The advisor matched to me sounded very good, so I paid his fee and he went to work on my finances. It has been 10 months. I realized he was not looking out for my best interests, did not meet his fiduciary rating. I have been berated and insulted by this advisor’s attempted personal attacks on my character in his written emails. I had simply asked that he please respect the privacy of my living trust document and his fury was lit. I did my own investigation into this advisor’s “employment” hist... read more
Business response:
Hello - Thank you for your feedback regarding your experience.Matching investors with vetted fiduciary advisors is key to our SmartAdvisor platform. To accomplish this goal, we conduct due diligence reviews of all the registered investment advisors who seek to join our platform. In these due diligence reviews, we verify the identities and registration status of each advisor as well as review any regulatory or criminal history the advisor may have disclosed to regulatory agencies. Its our practice to disqualify any advisors w... read more
Frequently asked questions about SmartAsset
How is SmartAsset rated?
SmartAsset has a 2.3 star rating with 29 reviews.
When is SmartAsset open?
SmartAsset is closed now. It will open tomorrow at 9:00 a.m.