SmartAsset B2B Case Studies & Customer Successes

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SmartAsset is a financial technology company that provides free, automated, and personalized tools to help users make smart financial decisions. Their tools cover a range of personal finance areas including home buying, refinance, retirement, taxes, li...

Case Studies

Showing 8 SmartAsset Customer Success Stories

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Capitol Planning Group grows its client base with SmartAsset AMP

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Concenture Wealth Management achieves ~$50M AUM growth with SmartAsset AMP

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Essex achieves $14M in reported AUM growth with SmartAsset

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Financial Growth Partners grows retirement-focused lead generation and ROI with SmartAsset

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Fortis Capital Advisors achieves steady lead generation and $8.6M in AUM with SmartAsset AMP

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Oak Wealth Partners builds a $100M AUM pipeline with SmartAsset

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Pure Financial Advisors adds $1B in AUM with SmartAsset

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WinCap Financial adds $50M in AUM with SmartAsset

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