Tag : SmartAsset

Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service
Finance News

Concourse Financial Group Securities Taps SmartAsset As First Consumer Prospecting Service

Fintech News Desk
by Fintech News Desk0
SmartAsset’s SmartAdvisor platform offers customized investor prospecting solutions with built-in compliance processes that satisfy regulatory requirements SmartAsset, an online destination for financial information and a national marketplace connecting consumers to financial advisors, announced that Concourse Financial Group Securities has selected SmartAsset’s SmartAdvisor platform as its first outside lead generation service......
SmartAsset Expands Executive Suite; Hires Firoze Lafeer as Chief Technology Officer
Business Fintech News

SmartAsset Expands Executive Suite; Hires Firoze Lafeer as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Lafeer is the Former Chief Architect at Silicon Valley Bank and CTO of Capital One Labs SmartAsset, an award-winning financial technology company that helps more than 100 million people each month make smart financial decisions, today announced the expansion of its executive suite with the hire of Firoze Lafeer as Chief Technology......
Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution
Business Fintech Guest Posts Investment Services

Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution

Chris Sonzogni
by Chris Sonzogni0
Financial advice tends to be a localized business. Where other financial services have digitized and fractured, relying on mobile apps and decentralization to boost margins and cut overhead, many advisory firms haven’t followed suit. The introduction of the coronavirus has largely changed that. And the changes the virus has ushered......
SmartAsset Promotes Dave Frisone to Chief Revenue Officer
Fintech News

SmartAsset Promotes Dave Frisone to Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the promotion of Dave Frisone to Chief Revenue Officer. Formerly Senior Vice President of Financial Advisor Revenue at SmartAsset, Frisone will be responsible for all revenue-generating functions at the company.......
AC Milan to Join Sports Crypto Movement with Launch of $ACM Fan Token
Banking Fintech News

SmartAsset’s Live Connections Recognized Among ‘Best Wealth Management Solution’

Fintech News Desk
by Fintech News Desk0
SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, today announced that its Live Connections program has been recognized as a ‘Best Wealth Management Solution’ finalist at the 2020 Finovate Awards. The Finovate Awards recognize the best and brightest in the fintech......
SmartAsset Expands Leadership Team; Hires Former Audible / Amazon Product Leader, Aniket Gune, as Senior Vice President of Product Management
Fintech News

SmartAsset Expands Leadership Team; Hires Former Audible / Amazon Product Leader, Aniket Gune, as Senior Vice President of Product Management

Fintech News Desk
by Fintech News Desk0
SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the expansion of its executive leadership team with the hire of Aniket Gune as Senior Vice President of Product Management. Read More: GlobalFintechSeries Interview with Michael Higgins, Chief Executive Officer at......
SmartAsset’s Founder and CEO, Michael Carvin, Named One of the Top 50 Financial Technology CEOs of 2020
Fintech Investment Services News

SmartAsset’s Founder and CEO, Michael Carvin, Named One of the Top 50 Financial Technology CEOs of 2020

Fintech News Desk
by Fintech News Desk0
SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, is pleased to announce that its Founder and CEO, Michael Carvin, has been named one of the Top 50 Financial Technology CEOs of 2020 by The Financial Technology Report. Read More: SIMON Markets LLC......
SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate
Business Fintech News

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate

Fintech News Desk
by Fintech News Desk0
White Glove Match-Making Service Allows Real-Time Connections Between Financial Advisors and Validated Prospects Across America SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the official launch of ‘Live Connections,’ a service that allows a Financial Advisor to connect......
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