Redefining Connections
The AssetLink Story
Get to Know
AssetLink
It’s been difficult for asset managers to get their strategy in front of financial advisors efficiently at scale. Financial advisors have had limited access to the specific products clients need. Enter AssetLink.
AssetLink, formerly known as DFD.ai, offers data-driven, tech-enabled distribution services to the asset and fund manager community looking to broaden their reach and diversify their revenue within the wealth management community.
The traditional process of fund discovery and distribution is full of friction for both asset managers and financial advisors. AssetLink is an AI-driven, friction-free platform that seamlessly connects asset managers and financial advisors.
It’s our mission to provide asset managers access to capital with the most robust, client relationship solution and data-driven distribution platform.
MEET THE FOUNDER
Devon Drew
Devon Drew is the founder and CEO of AssetLink, overseeing the strategy, operation, and implementation of the data-driven distribution platform. His goal is to put technology in the hands of asset managers who don’t traditionally have the resources or headcount to compete with larger firms. In many cases, these fund managers identify as diverse in gender, background, asset type, and generation.
MEET THE BUILDER
Surfield Thomas
Surfield Thomas is the Chief Technology Officer of AssetLink, overseeing the design, technology, and engineering of the data-driven distribution platform. His mission is to connect advisors, managers, and investors in a simple, elegant, and intuitive way. With Surfield’s previous expertise developing major B2B and B2C applications, he was able to design a platform where users can share their stories, passions, and interests to seamlessly find one another like never before, opening up new possibilities to partner based on mutually aligned attributes.
Award-Winning Technology
MAKING STRIDES IN DIVERSITY & ACCESS
2023
Wealth Management Industry Award Finalist
2023
ThinkAdvisor Innovation Award Finalist
2023
Investment News Award Winner
AssetLink Team
VETERANS OF THE WEALTH MANAGEMENT INDUSTRY
Every member of AssetLink, from our executive team to our sales managers, is dedicated to helping asset managers and advisors broaden their reach and diversify their revenue within the wealth management community.