AI Prospecting for Pure Financial Advisors
Company data:
Company size:
71 employeesWebsite URL:
https://www.purefinancial.comIndustry
Financial ServicesHeadquarters:
San Diego, California, USAInvestment round:
N/AARR:
N/ALatest news about Pure Financial Advisors
Here are some of the most recent media mentions. Use them in your sales prospecting to qualify a prospect's buyer intent and personalize outreach with the latest company updates
Pure Financial Advisors has generated over $1 billion in new assets under management through its partnership with SmartAsset, adding approximately 1,000 new clients. This milestone highlights the firm's significant organic growth, with plans to expand further into new markets like Seattle, Chicago, and Sacramento[2][5].
Pure Financial Advisors was named a 2024 Forbes Top RIA Firm, ranking #162 out of 250 firms, and #43 out of 150 fee-only RIA firms by Financial Planning. They were also ranked #39 in San Diego’s Fastest-Growing Private Companies – Medium Category and #34 in Financial Advisor Magazine’s top 50 Fastest Growing RIAs[1][3][4].
Pure Financial Advisors announced the closing of two acquisitions at the end of 2023, acquiring Northern California-based Symphony Financial Planning, LLC and Oregon-based Crestline Capital, LLC, expanding its presence across the Western U.S. and integrating all principals and employees of both firms[1][3].
Open job positions at Pure Financial Advisors
This company is actively hiring to fill these roles. Use this for sales prospecting if your solution assists, augments, or provides an alternative for the growing team and position.
