Announced
Completed
Synopsis
SmartAsset, a marketplace connecting consumers to financial advisors, completed the acquisition of DeftSales, a prospect engagement company. Financial terms were not disclosed. "We are enormously excited to announce the acquisition of DeftSales and we look forward to integrating their solutions with our own SmartAdvisor platform. The feedback from advisors using DeftSales has been incredibly clear - by automating many tasks, it dramatically decreases the work required to be successful in converting SmartAdvisor prospects into clients," Michael Carvin, SmartAsset CEO & Founder.
Principals
Show Details & Financials
Did you work on this deal?
Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.
By continuing, you agree to our Terms & Conditions and our Data Privacy Policy
© COPYRIGHT 2024 MERGERLINKS LIMITED.
ALL RIGHTS RESERVED.
15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.