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
Technology, Information and Internet
New York, New york 2,677 followers
2023 WM Industry Award Finalist | 2023 ThinkAdvisor Innovation Award Finalist | 2023 Investment News Award Winner
About us
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.
- Website
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https://assetlink.ai
External link for ASSETLINK
- Industry
- Technology, Information and Internet
- Company size
- 2-10 employees
- Headquarters
- New York, New york
- Type
- Privately Held
- Founded
- 2021
- Specialties
- data, ai, business development, and lead generation
Locations
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Primary
New York, New york 10016, US
Employees at ASSETLINK
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Iván Campaña 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
Marketing Executive | Digital Marketing Specialist | Marketing Manager
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Candice Josef
we are a data-driven,tech platform connecting asset managers and wealth managers to their next clients
Updates
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Our CEO, Devon Drew, will be speaking at Financial Planning's upcoming Advise AI conference on October 9-10 in Las Vegas! It's the only wealth management event 100% focused on AI and its uses.
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This week, investors are eagerly awaiting the U.S. inflation data for September, especially after the stronger-than-expected jobs report from Friday. This report reassured investors who were worried about the economy weakening. Additionally, the Federal Reserve is set to publish the minutes of its September meeting, earnings season is beginning, and oil prices are expected to remain volatile due to increased geopolitical tensions. Here's a look at what's happening in markets this week.
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Investors will receive insights into the potential size of the next Federal Reserve rate cut this week as the latest US jobs report is released and Fed Chair Jerome Powell speaks. This comes as the final quarter of a turbulent year in the markets gets underway. Here's a look at what's happening in markets this week.
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Investors will closely watch a key measure of inflation and appearances by several Federal Reserve officials following last week’s significant rate cut. PMI data will provide fresh insights into the strength of the global economy, and gold prices are expected to continue their record rally. Here's a look at what's happening in markets this week.
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Building strong, lasting relationships with your clients is more important than ever. As data becomes more and more available, knowing where to begin can be challenging. It is at this point that Customer Relationship Intelligence (CRI) becomes important. Through CRI, you will be able to leverage data and technology to gain a deeper understanding of your clients' needs, goals, and preferences. This information can then be used to personalize your interactions with your clients, provide them with more relevant advice, and ultimately build stronger relationships.
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How do you effectively create a sales enablement tool? Our CEO, Devon Drew explains in this video.
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Today's data-driven world means advisors can access more data than ever. But simply having data isn't enough. The key is to transform that data into actionable insights that can help you build stronger relationships with your clients. That's where AssetLink comes in. Our AI-powered platform analyzes your client data to provide you with personalized insights that can help you achieve better outcomes. Visit assetlink.ai to get started.