SmartAsset

Introducing SmartAsset AMP, the Advisor Marketing Platform Helping Advisors Acquire New Clients And Grow Their Business

Retrieved on: 
Tuesday, March 5, 2024

NEW YORK, March 5, 2024 /PRNewswire/ -- SmartAsset, the web's largest marketplace connecting consumers to financial advisors, today launched a new growth platform for financial advisors that helps them acquire new clients and retain existing ones more easily.

Key Points: 
  • The SmartAsset Advisor Marketing Platform (AMP) is an outcome-driven platform set to redefine the prospecting process by providing advisors with an all-inclusive client engagement platform that will deliver a fixed range of referrals over a six or twelve-month subscription.
  • "SmartAsset AMP is a true marketing platform, providing the referrals and tools to make it easier than ever for advisors to scale their business," said Michael Carvin, founder and CEO of SmartAsset.
  • "As an organization focused on advisor growth, SmartAsset is proud to connect financial advisors with high-intent consumers and help them acquire more clients via our automated marketing suite.
  • SmartAsset AMP consolidates all SmartAsset Advisor marketing services under one roof to provide advisors with the marketing, outreach and referral nurturing tools they need.

Elspeth Rollert Promoted to CEO of Stagwell (STGW) Marketing Cloud to Lead Proprietary Tech Products Group

Retrieved on: 
Friday, December 15, 2023

NEW YORK, Dec. 15, 2023 /PRNewswire/ -- Stagwell (NASDAQ: STGW), the challenger network built to transform marketing, has promoted Elspeth Rollert to chief executive officer of the Stagwell Marketing Cloud (SMC), the company's proprietary suite of SaaS products built for modern marketers. In this new role – SMC's first CEO appointment – she is responsible for overall strategic direction, management, and performance of the organization. She also currently serves as an executive in-residence at the NYU Stern School of Business, where she mentors MBA students interested in careers in technology.

Key Points: 
  • NEW YORK, Dec. 15, 2023 /PRNewswire/ -- Stagwell (NASDAQ: STGW), the challenger network built to transform marketing, has promoted Elspeth Rollert to chief executive officer of the Stagwell Marketing Cloud (SMC), the company's proprietary suite of SaaS products built for modern marketers.
  • In this new role – SMC's first CEO appointment – she is responsible for overall strategic direction, management, and performance of the organization.
  • Rollert, who works closely with SMC Chief Technology Officer Mansoor Basha, has served as SMC's chief marketing officer since February 2022.
  • It is an extraordinary company passionate about building data-driven software solutions for the modern marketer," said Elspeth Rollert, CEO, Stagwell Marketing Cloud.

Bogart Wealth Named Top Registered Investment Advisory Firm in Virginia and 30th Nationally by Forbes

Retrieved on: 
Tuesday, December 5, 2023

MCLEAN, Va., Dec. 5, 2023 /PRNewswire/ -- Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory (RIA) firm, was named to multiple lists of top financial advisory firms and fastest-growing companies in national and industry publications over the past couple months, including being named the top RIA firm in Virginia by Forbes and SHOOK Research.

Key Points: 
  • "In addition to being #1 in Virginia, Bogart Wealth ranked 30th nationally in the industry-leading rankings program."
  • This recognition comes on the heels of CEO James Bogart being named Forbes' top Next-Gen Wealth Advisor in Virginia in the 2023 list of Best-In-State Next-Gen Wealth Advisors , which was released just a few months ago.
  • "We're thrilled to be included in all of these rankings and earn these awards from such prominent media outlets – especially being named the top advisory firm in Virginia by Forbes," said James Bogart, President and CEO of Bogart Wealth.
  • Bogart Wealth also recently announced the additions of four new team members:
    Christine Janaske , Director of Marketing, manages all aspects related to marketing the Bogart Wealth brand.

Duncan Williams Asset Management Named 25th Fastest Growing RIA by SmartAsset

Retrieved on: 
Tuesday, November 21, 2023

MEMPHIS, Tenn., Nov. 21, 2023 /PRNewswire/ -- Duncan Williams Asset Management (DWAM) has earned the distinction of being ranked as the 25th fastest-growing Registered Investment Advisor (RIA) in the United States, according to SmartAsset's most recent analysis.

Key Points: 
  • MEMPHIS, Tenn., Nov. 21, 2023 /PRNewswire/ -- Duncan Williams Asset Management (DWAM) has earned the distinction of being ranked as the 25th fastest-growing Registered Investment Advisor (RIA) in the United States, according to SmartAsset's most recent analysis.
  • Founder and Chairman of Duncan Williams Asset Management, Duncan F. Williams, expressed his pride in SmartAsset's acknowledgment of their 2022 RIA ranking.
  • David Scully, President at DWAM, added, "This accomplishment reflects the efforts, enthusiasm, and commitment of our team at DWAM.
  • For more detailed insights into SmartAsset's comprehensive analysis and the complete rankings, please visit SmartAsset's 2023 Fastest Growing RIAs .

YC-backed Hadrius raises $2m seed round to power SEC compliance using AI

Retrieved on: 
Monday, September 11, 2023

The company aims for a world where "compliance is the effortless state of financial firms, rather than constant worry requiring expensive vigilance to maintain".

Key Points: 
  • The company aims for a world where "compliance is the effortless state of financial firms, rather than constant worry requiring expensive vigilance to maintain".
  • The 3 of them founded and scaled SEC-registered robo-advisor Quantbase for 2 years, where they became deeply familiar with the burdensome state of SEC compliance.
  • Hadrius is modernizing a compliance industry full of decades old technology and options.
  • "We're finding that, similar to our experience, the existing software and options aren't effectively removing a lot of the time and pain of meeting these SEC compliance obligations.

Left Lane Capital Appoints Chris Taylor to Chief Growth Officer

Retrieved on: 
Tuesday, August 22, 2023

BROOKLYN, N.Y., Aug. 22, 2023 /PRNewswire/ -- Left Lane Capital, a global venture capital and growth equity firm investing in technology and internet companies, has appointed Chris Taylor as its Chief Growth Officer. With an impressive track record of exponential growth within companies, Taylor joins Left Lane's Accelerate team and will play a pivotal role in adding strategic and operational value to portfolio companies as they scale.

Key Points: 
  • BROOKLYN, N.Y., Aug. 22, 2023 /PRNewswire/ -- Left Lane Capital , a global venture capital and growth equity firm investing in technology and internet companies, has appointed Chris Taylor as its Chief Growth Officer.
  • "I am thrilled to join the team at Left Lane on this new journey," said Chris.
  • Taylor will also help Left Lane in evaluating the marketing capabilities of potential investment targets.
  • Chris and the Accelerate team are primed to support portfolio companies in an ever-evolving market for growth," said Harley Miller , CEO & Managing Partner at Left Lane Capital.

SmartAsset Acquires DeftSales

Retrieved on: 
Wednesday, April 19, 2023

NEW YORK, April 19, 2023 /PRNewswire/ -- SmartAsset™, the web's largest marketplace connecting consumers to financial advisors, announces the acquisition of DeftSales, a leading prospect engagement company for financial professionals. The DeftSales suite of tools automates outreach, provides compelling analytics insights and integrates with a range of CRM platforms.

Key Points: 
  • SmartAsset, the web's largest marketplace connecting consumers to financial advisors, acquires DeftSales.
  • DeftSales by SmartAsset™ will combine to offer a robust user interface that is fully compliant, including automated campaigns and analytics, which allow advisors to spend more time honing their communications and improving their skills.
  • DeftSales by SmartAsset Platform Highlights:
    Analytics dashboard to monitor email, campaign and user-level reporting designed to adjust and maximize engagement efforts
    Wealth management and financial advisor users remark that DeftSales makes it easier to connect with prospects, while the analytics dashboard helps focus their attention on the consumers most likely to convert.
  • DeftSales Co-Founder and COO James Fason will join SmartAsset as Director of Engineering.

Stagwell (STGW) Unveils 'SmartAssets,' an AI-Powered SaaS Asset Management Platform, Winner of 5th Annual Innovation Competition

Retrieved on: 
Tuesday, April 11, 2023

NEW YORK and LONDON, April 11, 2023 /PRNewswire/ -- Stagwell (NASDAQ: STGW) Marketing Cloud has announced the winner of its 2022 Innovation Competition, a program designed to unleash employee innovation and fund technology that solves the modern marketer's pain points. SmartAssets is an AI-powered SaaS platform that uses AI to extract creative components from ads. It then uses performance data from those ads to guide and support the creative process by reporting, forecasting, and optimizing ads for effectiveness. With AI-powered asset categorization, performance analytics, and instant creative adjustments, brands can better optimize production timelines and overall media performance.

Key Points: 
  • With AI-powered asset categorization, performance analytics, and instant creative adjustments, brands can better optimize production timelines and overall media performance.
  • The platform has three core capabilities:
    AI-powered asset management: SmartAssets reads the full content of a brand's creative library and categorizes its attributes.
  • Stagwell Marketing Cloud's Innovation Competition provides funds and expertise for Stagwell's 13,000+ employees to develop transformational ideas for technology-driven marketing solutions.
  • PRophet was recently named the winner of the Innovation SABRE Awards North America 2023 in the PR Software and Services category.

TTV Capital Closes Fund VI at $250 Million to Invest in Early-Stage Fintech Companies

Retrieved on: 
Friday, March 17, 2023

ATLANTA, March 17, 2023 /PRNewswire/ -- TTV Capital, an early-stage fintech venture capital firm, today announced that it has closed its sixth fund at $250 million, the largest since the firm was founded over two decades ago. The fundraise, which originally targeted $150 million, saw overwhelming interest and was oversubscribed by $100 million. Fund VI includes both new and existing limited partners comprising institutional and strategic investors, as well as family offices.

Key Points: 
  • Fund VI includes both new and existing limited partners comprising institutional and strategic investors, as well as family offices.
  • "Fund VI represents an inflection point for all of us at TTV Capital," said Gardiner Garrard, Co-Founder and Managing Partner at TTV Capital.
  • In 2022 alone, TTV Capital made 18 investments in early-stage fintech companies across payments, banking, investing, cybersecurity, Web3, and embedded finance, with an average initial check size of $2 million to $7 million.
  • TTV Capital is one of the first and only early-stage fintech funds focused exclusively investing in companies in the financial services ecosystem.

Bogart Wealth Launches Advisor Growth Track, a Training Program for Emerging Talent and Experienced Financial Advisors

Retrieved on: 
Wednesday, March 1, 2023

MCLEAN, Va., March 1, 2023 /PRNewswire/ -- Bogart Wealth, an independent, fee-only wealth management and Registered Investment Advisory firm, today announced the launch of Advisor Growth Track, a professional growth and training program for both emerging talent and experienced financial advisors that takes place in conjunction with employment at Bogart Wealth.

Key Points: 
  • MCLEAN, Va., March 1, 2023 /PRNewswire/ -- Bogart Wealth , an independent, fee-only wealth management and Registered Investment Advisory firm, today announced the launch of Advisor Growth Track , a professional growth and training program for both emerging talent and experienced financial advisors that takes place in conjunction with employment at Bogart Wealth.
  • "We are super excited to formally launch this program," said James Bogart, President and CEO of Bogart Wealth.
  • Advisor Growth Track is suitable for motivated individuals new to the financial services industry looking to gain their footing, as well as experienced advisors looking to revitalize their practice and partner with a winning team.
  • Bogart Wealth builds a personalized program for each individual so they can, as appropriate, "work all the stations" and find their groove within a proven and successful financial services firm.