SmartAsset, a New York-based web marketplace connecting consumers to financial advisors, acquired DeftSales, a Houston, TX-based prospect engagement company for financial professionals.
The amount of the deal was not disclosed.
With the acquisition, SmartAsset will expand its offering.
Founded in 2020 by Brendan Brown, James Fason and Hunter Wright, DeftSales aims to expedite the connection of professional service providers with the people who need their help. Its suite of tools automates outreach, provides compelling analytics insights and integrates with a range of CRM platforms.
Led by Michael Carvin, CEO & Founder, SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month through its educational content and personalized calculators and tools, SmartAsset aims to help people make smart financial decisions.
DeftSales Co-Founder and COO James Fason will join SmartAsset as Director of Engineering. Reporting to SmartAsset CTO, Peter Silvio, Fason will lead a team dedicated to advisor business development experience and engineering. SmartAsset has 27 new hires to date in 2023 across multiple departments. The company closed a $110 million Series D round, valuing it at over $1 billion.
FinSMEs
20/04/2023