Case Study: WinCap Financial adds $50M in AUM with SmartAsset

WinCap Financial grows 80% and adds $50 million in AUM with SmartAsset

WinCap Financial, a financial advisory firm founded by Michael Collins, CFA, faced the common industry challenge of generating high-quality leads to grow its assets under management. After trying other marketing and lead-generation services with poor return on investment, the firm turned to the lead-matching platform from vendor SmartAsset to find a more effective solution.

The solution implemented was a dedicated investment in SmartAsset's platform, spending approximately $4,000 per month to receive 15-20 leads. A key part of their strategy was offering a two-hour complimentary financial consultation to build trust with prospects. This approach, facilitated by SmartAsset, resulted in adding 50 families and $50 million in AUM, with 80% of the firm's business being built through the platform. For every dollar spent on SmartAsset, the firm earned two dollars in recurring revenue.

WinCap Financial