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Wealth Utilities

SmartAsset

SmartAsset: Data-driven lead generation for financial advisors.

"SmartAsset connects financial advisors with prospective clients seeking financial advice. The platform leverages data-driven matching to pair advisors with qualified leads, helping RIAs grow their AUM and expand their client base through efficient lead generation."

Launch Product Page
Consensus Grade
B
82/100 Confidence
Institutional Verified
Market Position
Ranked #307 in Wealth Utilities
Validated Adoption
10 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Qualified lead generation
Targeted client matching
Data-driven insights
Performance tracking
Customizable advisor profiles

Primary Use Cases

Expanding client base for RIAs
Targeting specific demographic groups or asset levels
Supplementing existing marketing efforts

Agentic Intelligence Briefing

"SmartAsset uses data analytics to connect RIAs with qualified leads, streamlining client acquisition."

Real-time Forensic Synthesis

Competitive Strengths

Generates qualified leads for RIAs
Broad reach to potential clients seeking financial advice
Offers various lead generation packages to fit different budgets

Adoption Hazards

Lead quality can vary significantly
Cost per lead can be relatively high compared to other methods
Requires careful management and follow-up to convert leads

Stack Compatibility Profile

How SmartAsset integrates into institutional RIA stacks.

10 Firms Analyzed
Nitrogen Wealth
70%
Stack Correlation
Riskalyze Online
70%
Stack Correlation
Advisor Websites (Responsive)
70%
Stack Correlation
Elements Financial Planning
60%
Stack Correlation
Financial Advisors
50%
Stack Correlation
NDEX
50%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking to grow their AUM
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1BrokerMatch
2Unbiased
3Zoe Financial

Value Proposition

"SmartAsset delivers a steady stream of potential clients directly to your firm, helping you grow your AUM more efficiently than traditional marketing."

Audit Your RIA Stack

See how SmartAsset fits into your overall tech efficiency score.

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