Customer Creation for Advisors

Socialeads

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Socialeads is a platform that analyzes social media content for context, life events, and personality dimensions. It combines social science, data science, and advanced technologies to see and know the clients’ personal and professional networks and deliver actionable insights right to their phone.

Nicholas BreniaSocialeads
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SmartAsset

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SmartAsset is a financial technology company that empowers people with automated personalized financial advice. The company has created dozens of calculators and tools spanning home buying, retirement planning, life insurance, personal loans, student loans, credit cards, loan refinance, taxes, finding a financial advisor and investing. The company connects people to financial advisors via the SmartAdvisor service.

Nicholas BreniaSmartAsset
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