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 2,679 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
Get directions
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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A recent study by the CFA Institute revealed that AI-augmented portfolio management outperformed traditional methods by 2.4% in annualized returns. This indicates that managers can potentially generate significantly higher client returns by leveraging AI. With AssetLink, your firm can take advantage of AI! Visit assetlink.ai to get started.
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Where else does culture connect with wealth and innovation? The ASSETLINK team will see you in Miami, for Art Basel 2024.
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
The ASSETLINK 3rd Annual Art Basel Event, live from Miami, Florida. If you know, you know. Coming soon…
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This week promises to be action-packed for the markets. Important U.S. jobs and GDP data will be released, as well as numerous earnings reports from major tech companies. We expect continued market volatility as we approach the U.S. presidential election and the Federal Reserve’s meeting in November. Here's your look at what's happening in markets for the week ahead.
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A recent report by Deloitte found that 79% of wealth managers are investing in AI to automate routine tasks and deliver more personalized advice. With AssetLink, your firm can leverage the power of AI by connecting with the right asset managers. Our platform utilizes data, automation, and machine learning. Visit assetlink.ai to get started.
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Tesla (NASDAQ: TSLA) will be the first of the Magnificent Seven tech companies to report as corporate earnings kick into high gear. Global finance leaders are expected to gather in Washington, and oil prices seem likely to remain volatile. Here's your look at what's happening in markets for the week ahead.
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In today's data-driven economy, it's more important than ever for businesses to have a unified view of their data, especially for advisors and asset managers, who need to access and analyze data from various sources to make informed decisions. Looking to unify your data and accelerate your growth? AssetLink is the perfect solution for your firm. Visit assetlink.ai to get started.
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Team ASSETLINK was honored to speak in front of a community of financial advisors from Northwestern Mutual last week. Thank you for having us, and excited about the partnership!
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
The entrepreneurial journey is not for the faint of heart. If you want to go fast, go alone. If you want to go far, go together. Having a dedicated investor, mentor and partner like Northwestern Mutual helps to ensure that going far, is a reality and not a pipe dream. A huge thank you to Northwestern Mutual and gener8tor for seeing the enterprise value that ASSETLINK can bring an industry largely filled with legacy technologies and a large scale data problem. Special thanks to Moiz Dawoodbhai, Ryan Everson, Abim Kolawole, Northwestern Mutual Future Ventures, Mfoniso Ekong and the Northwestern Mutual community of financial advisors who have been instrumental in the growth of ASSETLINK! Until next time, Milwaukee… Next up: Money Management Institute
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The upcoming week will see close attention paid to earnings reports and U.S. retail sales numbers, as they are expected to provide insights into the strength of the economy and its potential impact on Federal Reserve interest rates. The European Central Bank is anticipated to announce a quarter-point rate cut, while China is set to release third-quarter growth figures. Additionally, oil prices are expected to stay unpredictable due to demand disruptions and heightened geopolitical tensions. Here's your look at what's happening in markets for the week ahead.