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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 |
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
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 2.2 star rating with 32 reviews.
When is SmartAsset open?
SmartAsset is closed now. It will open tomorrow at 9:00 a.m.