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SmartAsset

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Luminaries 2025 Winner

Business Development

Luminaries 2025 Impact Statement

SmartAsset is being recognized for its groundbreaking Advisor Marketing Platform (AMP), an outcome-driven marketing automation solution designed to revolutionize financial advisor prospecting. Launched in March 2024, AMP provides a seamless end-to-end client engagement experience, ensuring advisors receive a fixed range of high-intent referrals over a six-, 12- or 24-month subscription. AMP’s proprietary outreach automation tools streamline engagement by delivering personalized, automated emails and text messages, reducing manual follow-ups and increasing efficiency. Additionally, the Activity and Pipeline Reports provide real-time insights into prospect engagement and revenue pipeline health, offering advisors actionable data to refine their outreach. By integrating automation with data-driven insights, AMP enables advisors to scale their businesses efficiently.