SMArtX Advisory Solutions
Financial Software · Florida, United States · 51-200 Employees
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Overview
Headquarters
105 S Narcissus Ave Ste 701, West Palm B...Phone Number
(561) 835-8690Website
www.smartxadvisory.comRevenue
$5.8 MillionIndustry
ZI Rank: 2
Signal Type
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Feb
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ZI Rank
3
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2
2
About SMArtX Advisory Solutions
SMArtX Advisory Solutions is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform and the only platform to seamlessly offer traditional, alternative, and passive direct index strategies in a unified managed account structure. The firm also licenses its proprietary managed accounts technology to help firms replace legacy technology and power several investment platforms for RIAs, broker-dealers, and asset managers.Explore more
SMArtX Advisory Solutions Org Chart
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Activity Insights
SMArtX Advisory Solutions is experiencing very low activity levels compared to other companies in the Software sector.
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SMArtX Advisory Solutions is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about SMArtX Advisory Solutions.
SMArtX Advisory Solutions financials insights
Gather financial insights about SMArtX Advisory Solutions, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2018
Series B
$2M
2020
Series C
$4M
2022
Series D
$166M
SMArtX Advisory Solutions Tech Stack
A closer look at the technologies used by SMArtX Advisory Solutions
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Most Recent Scoops
Person-Based
Asset Management
Hiring Plans
SMArtX Advisory Solutions has more open roles in Sales than it has had at any time in the past 12 months.
Hiring Plans
Open Position
Hiring Plans
SMArtX Advisory Solutions has more open roles in Information Technology than it has had at any time in the past 12 months.
Hiring Plans
Hiring Plans
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SMArtX Advisory Solutions News & Media
SMArtX Advisory Solutions Expands Manager Marketplace with Investment Strategies from 20 Leading Asset Management Firms
New investment products and fund research are available on the Manager Marketplace. WEST PALM BEACH, Fla., April 8, 2026 /PRNewswire/ -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of new investment strategies from...SMArtX and Milemarker Transform Data Into Personalized Advisor Experiences
WEST PALM BEACH, Fla., March 25, 2026 /PRNewswire/ -- SMArtX Advisory Solutions ("SMArtX"), a leading provider of managed account technology, today announced a strategic integration with Milemarker, a specialist in custom advisor dashboards. The collaboration turns SMArtX's sleeve-level...SMArtX Advisory Solutions Releases Q1 2026 Select List
WEST PALM BEACH, Fla., March 2, 2026 /PRNewswire/ -- SMArtX Advisory Solutions, a leader in managed account technology, today announced the release of its Q1 2026 Select List. This quarter's list reflects an analysis of strategies that have shown exceptional ability to navigate a diverse...SMArtX Advisory Solutions Expands Manager Marketplace with Investment Strategies from 22 Leading Asset Management Firms
New investment products and fund research are available on the Manager Marketplace. WEST PALM BEACH, Fla., Jan. 20, 2026 /PRNewswire/ -- SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of new investment strategies from...
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SMArtX Advisory Solutions is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform and the only platform to seamlessly offer traditional, alternative, and passive direct index strategies in a unified managed account structure. The firm also licenses its proprietary managed accounts technolo... Read More
