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Jump start your client acquisition with interested prospects

Putting investors first

65+ million consumers reached through our content monthly

Since our founding, we’ve made it our mission to empower people to make smart financial decisions through our accurate, actionable, and accessible personal finance content and tools.

Today, we’re furthering our mission by connecting investors to vetted financial advisors.

Building meaningful relationships, one investor at a time

Over 65K introductions are made every month

Our multi-channel, content first marketing strategy is designed to identify investors who are looking to be introduced to an advisor.

Growing with you

We have helped advisors add $20+ billion in AUM in 2021

Whether you’re just getting started or have been in the business for decades, SmartAdvisor is here to support your growth. We can tailor the program to the type of advisor you’re looking for.

Get Started Today

How SmartAdvisor Works

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Investors take a detailed survey

Investors who are in-market for financial advice are invited to take a 30+ question survey about their investment goals and financial planning preferences.

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Leads are reviewed

SmartAdvisor has an in-house concierge team dedicated to validated leads.

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Get matched to leads

Advisors are able to set target asset level and geographic ranges for their leads. Once a match is available, you will receive each lead via phone or directly to your inbox.

About Live Connection

SmartAdvisor’s Live Connection program is a new way of delivering high-intent, validated consumer leads that are ready to get started right away. After we validate a lead, we call you directly with the investor on the phone and make an introduction.

With Live Connections, you are getting in touch with 100% of the investor leads that we connect you with!

Ready to scale your business?

Getting started is easy. Once you complete the sign-up form, a member of our team will review the program with you and ensure you meet our advisor standards. As a member of our program, you’ll have a dedicated Account Manager that will help establish your profile, provide strategic advice to maximize ROI and develop a custom growth program based on your specific business needs and budget.

We're committed to providing you with high-intent investors seeking advice and a platform that has the flexibility you need to best manage your growth. Additionally, our team is available to help you strategize and support your customer service needs.

You can also call us at (800) 592-5379 to speak with an Account Executive.

Schedule a demo for free!

Thank you for your interest!

A member of our team will reach out very soon.

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