What are some good alternatives to SmartAsset?

Outbound marketing alternatives to SmartAsset

Outbound marketing is still king in the financial services industry. The important item to realize is that SmartAsset leans more towards inbound marketing. While it can be effective in building a book of business, you need to understand this will increase your marketing budget by 10x.

The reason why we love outbound marketing is that YOU get to identify the type of ideal client by knowing and developing the following profile

  • Demographics
  • Interests
  • Common financial planning problems
  • Contact Information
  • Whether or not you could enjoy their company in a social setting
  • Understand the concept of wealth, money and its purpose

Knowing this allows you to build a book of business fast by leveraging useful information that is probably already visible if you sat down and looked for commonalities in your client base.

Here are the 3 good alternatives to SmartAsset you can use to outbound market.

What are some good alternatives to SmartAsset?


A good overall choice for value and information and you are still narrowing down the type of client you are aiming to work with and is a good alternative to SmartAsset

  • ZoomInfo speeds the way to account intelligence and inter-operation for sales teams
  • Scalability
  • Integration
  • Customization
  • Ease of deployment, administration, and maintenance

It is good choice if you are looking for the contact info based on a specific company or revenue but do not expect it to do all the “work” for you.

It helps us generate new leads and get industry & consumer data. We haven’t had big issues until now but it helps some industries more than others.”

Verified User Review

I have found Salesgenie to be easy to use but the quality of the leads is somewhat questionable. Many of them are out of date.

Verified User Review

The product is generally fine. We mainly use it for lead generation and see an 11% bounce rate, which is higher than their 95% accuracy “guarantee” so be weary of that during their sales pitch. The biggest issue we have had with ZoomInfo is in our process of trying to evaluate other vendors. We have used ZoomInfo for several years now, and decided to was time to see what else is out there as part of our due diligence. When we asked ZoomInfo to pause our renewal, we were hit with an “auto-renewal” contract stating that we had to cancel 60+ days out from our renewal date.

Verified User Review

Lead 411

Lead411 is a business information and marketing solution that provides data on companies, executives, and industries in the United States. It offers a variety of services including email lists, business lists, and sales intelligence data to help companies with their sales and marketing efforts. Some advisors find this a good alternative to smartasset when budget and efficiency is a key leading choice.

  • Best Data base for the Money, updated and has a ton of contacts.
  • Scalability
  • Integrations
  • Customization
  • Ease of deployment, administration, and maintenance


Salesgenie is a sales leads and marketing solution for small businesses. It provides access to a database of over 14 million U.S. businesses and allows users to search, sort and download leads based on criteria such as industry, location, and company size. The platform also offers tools for email and direct mail marketing, as well as integrations with other sales and marketing software.

  • Access to a large database of business and consumer leads, allowing users to find target prospects quickly and easily.
  • Customizable search filters and criteria, allowing users to find leads that match specific requirements and preferences.
  • Integration with various sales and marketing tools, such as CRM systems and email marketing platforms, enabling users to streamline their sales and marketing processes.
  • Automated lead generation and lead nurturing, helping users to save time and effort in their lead generation efforts.
  • Access to advanced analytics and reporting features, providing users with valuable insights into their lead generation and sales performance.
  • Affordable pricing options, making Salesgenie accessible to businesses of all sizes and budgets.

On the flip side, here are some of the issues users have also had.

  • Data quality: The quality and accuracy of the data in the Salesgenie database may vary, and some users have reported outdated or inaccurate information.
  • Limited customization options: Some users have reported that the platform’s customization options are limited, making it difficult to tailor their lead generation efforts to their specific needs.
  • User interface: Some users have reported that the user interface is not intuitive and may take time to learn and use effectively.
  • Limited integration options: Some users have reported that Salesgenie does not integrate with all the sales and marketing tools they need, limiting their ability to fully streamline their sales processes.
  • Technical issues: As with any software, there is a risk of technical issues, such as bugs, crashes, and slow performance, which may impact the user experience and productivity.
  • Customer support: Some users have reported that the customer support provided by Salesgenie is slow to respond or not helpful in resolving issues.

Determine the data you need

You need to know what certain data points are needed for your prospect. What do you need to know about them before making an attempt to contact them?

What should you say that will peak their interest and do business with you?

Here is an example of how the Affluensee platform would help you focus on money in motion prospects.

  • We are able to use data to help find new prospects that have similiar needs to clients that have closed
  • Prospects are found, and data is put together manually (and automatically) for accuracy
  • Use marketing messages and processes that other advisors have used to successfully close business
  • Know that they have assets freely available to invest or at least hear out new ideas and opportunities you have

Every book of business is different, but if you are looking for other good alternatives to SmartAsset, give the above a try or you can certainly give our platform a go.

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