SmartAsset Acquires DeftSales

April 19, 2023

SmartAsset acquired DeftSales, a Houston-based prospect engagement and lead-nurturing software company, to integrate DeftSales' automated outreach and analytics capabilities into its SmartAdvisor platform. The deal brings DeftSales co-founder James Fason into SmartAsset as Director of Engineering and aims to improve advisor conversion and engagement through automated campaigns and CRM integrations.

Buyers
SmartAsset
Targets
DeftSales
Industry
Software
Location
Texas, United States
Transaction Type
Buyout

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