88% of financial advisors and asset managers view the?current process of fund discovery, diligence, and distribution as?friction-filled.? However, with our version 3, you will be able to: ? Efficiently raise AUM. ? Prioritize prospects. ? Get actionable insights before your meeting(s), and lots more. Visit assetlink.ai to get started.
ASSETLINK
科技、信息和网络
New York，New york 2,910 位关注者
2023 WM Industry Award Finalist | 2023 ThinkAdvisor Innovation Award Finalist | 2023 Investment News Award Winner
关于我们
AssetLink (fka DFD) is a vertical AI company, that unlocks the data for the wealth management ecosystem. Our mission is to provide intelligence, where firms need it, to increase efficiency and allow them to grow faster than ever before. AssetLink leverages patent pending technology to make investment firms data AI ready. Using AI to unlock the power of firm’s data have uncovered use cases from client relationship intelligence, next best action, sales enablement, investment diligence and distribution intelligence for some of the largest firms in the industry.
- 网站
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https://assetlink.ai
ASSETLINK的外部链接
- 所属行业
- 科技、信息和网络
- 规模
- 2-10 人
- 总部
- New York，New york
- 类型
- 私人持股
- 创立
- 2021
- 领域
- data、ai、business development和lead generation
地点
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主要
获取路线
US，New york，New York，10016
ASSETLINK员工
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Iván Campa?a Naranjo
Full Stack Software Engineer | React.js | Node.js | Python
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Devon Drew
Founder & CEO | 2024 Ten to Watch | 23’ & 24’ Wealthies Award Finalist | 2023 ThinkAdvisor Award Finalist | 2023 Investment News Award Winner | 2022…
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Abimbola Adekunle
Growth-Focused Marketing Specialist | Demand Gen Expert | Driving ROI in Fintech, SaaS, Fashion and Global Markets
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Candice Josef
we are a data-driven,tech platform connecting asset managers and wealth managers to their next clients
动态
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AI is transforming risk management in asset management. In 2022, 65% of top asset managers reported reduced risk exposure due to the integration of AI (CFA Institute).? ? Are you using AI to stay ahead of market risks? Assetlink helps your firm gain valuable data-driven insights. ? Visit assetlink.ai to learn more. #AI #AssetManagement #WealthManagement"
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Join our CEO, Devon Drew, and the AssetLink team at Schwab Advisor Services' Impact event! Visit us in Tech Alley at Booth 24—we can’t wait to connect with you!
Founder & CEO | 2024 Ten to Watch | 23’ & 24’ Wealthies Award Finalist | 2023 ThinkAdvisor Award Finalist | 2023 Investment News Award Winner | 2022 Top 10 FinTech by Future Proof
Wheels up! West coast bound to join our partners at Schwab Advisor Services for Impact! You can find us in TechAlley, booth 24! Excited to demo version 3 of our ASSETLINK platform and game changing AI next best action feature.
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Nvidia, a favorite in the AI sector, is set to report its quarterly results. Meanwhile, the cryptocurrency market continues to experience a rally. The UK is preparing to release its inflation data, and oil prices are expected to stay under pressure. Here's a look at what's happening in markets this week.
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AI-powered algorithms are transforming risk management. McKinsey reports that AI-driven risk models can reduce portfolio volatility by up to 15% by analyzing vast amounts of historical data. Ready to make the most of this advantage? Discover how AssetLink can enhance your investment strategy Visit assetlink.ai today
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ASSETLINK is excited to speak about the future of ETF distribution at the ETP Forum.
Founder & CEO | 2024 Ten to Watch | 23’ & 24’ Wealthies Award Finalist | 2023 ThinkAdvisor Award Finalist | 2023 Investment News Award Winner | 2022 Top 10 FinTech by Future Proof
Asset managers spend roughly $50B a year distributing their solutions through financial intermediaries. Today we will be showcasing how ASSETLINK reduces distribution costs for ETF issuers by turning industry data into actionable intelligence. See you at the ETP Forum! Next up: Charles Schwab Impact
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AssetLink's 3rd Annual Art Basel event is just around the corner! We are eagerly counting down to what promises to be an unforgettable evening. This year's event will surely be memorable with some of the leading financial advisors and institutional asset allocators in attendance. Date: Dec 5, 2024 Time: 5:30 PM - 9:30 PM ET Venue: Private Penthouse Residence, Miami, Florida. Let the countdown begin! RSVP here: https://lnkd.in/duTg3eQS #rsvp #artbasel #physicalevent
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Join ASSETLINK’s CEO, Devon Drew, as he speaks at AdviceTech Live about how we are elevating the human experience with our AI technology. Thank you team Asset-Map for this exciting opportunity.
Founder & CEO | 2024 Ten to Watch | 23’ & 24’ Wealthies Award Finalist | 2023 ThinkAdvisor Award Finalist | 2023 Investment News Award Winner | 2022 Top 10 FinTech by Future Proof
Really looking forward to AdviceTech live, starting today! The theme is elevating the human experience through financial technology. The premise of ASSETLINK is just that. Through the unification of advisor firms data, transforming the data into AI ready formats, we can surface actionable intelligence to help advisors spend more time with their clients, and less time with task like investment diligence, advisor recruiting and client research. Thank you H. Adam Holt, CFP?, ChFC? , Alison Susko and the rest of the Asset-Map team.
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It's Art Basel time! We look forward to seeing everyone next month as we collaborate with iConnections to present an unforgettable event.
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