SMArtX Advisory Solutions Employee Directory

SMArtX Advisory Solutions corporate office is located in 105 S Narcissus Ave Ste 701, West Palm Beach, Florida, 33401, United States and has 51-200 employees.

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Employees by Department

Departments

Number of employees

Engineering & Technical

29

Sales

15

Finance

9

Information Technology

6

Operations

5

Marketing

4

C-Suite

3

SMArtX Advisory Solutions CEO

Jonathan Pincus, Chief Executive Officer at SMArtX Advisory Solutions
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Jonathan PincusChief Executive Officer
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Key Employees of SMArtX Advisory Solutions

  • AW
    United States flag for contact location.
    Aaron Wormus

    Chief Technology Officer

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SMArtX Advisory Solutions Global Presence

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North America51-200
South America1-10

Index of contact profiles from SMArtX Advisory Solutions

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Former Employees at SMArtX Advisory Solutions

Explore people who held key positions, contributed to SMArtX Advisory Solutions's success, and advanced their careers.

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Christopher Cabrera

Director, Engineering at Bankrate

Worked as Director of Software Engineering

at SMArtX Advisory Solutions (2014-2018)

email Christopher Cabrera Email direct Christopher Cabrera Direct
Damon Joyner, Chief Executive Office... at Private Client Service...

Damon Joyner

Chief Executive Office... at Private Client Service...

Worked as Chief Financial Officer

at SMArtX Advisory Solutions

email Damon Joyner Email direct Damon Joyner Direct
RS

Richard Sichenzio

Lead Product Manager at FPFX Technologies

Worked as Trading Operations Specialist

at SMArtX Advisory Solutions (2022-2023)

email Richard Sichenzio Email direct Richard Sichenzio Direct
HP
Mask Content

Consultant at F2 Strategy

Worked as Manager, Customer Operations

at SMArtX Advisory Solutions (2025-2025)

email Heather Perez Email direct Heather Perez Direct
DG
Mask Content

Business Analyst at Lithia

Worked as Junior Software Engineer

at SMArtX Advisory Solutions (2022-2023)

email Drew Gohman Email direct Drew Gohman Direct
JW
Mask Content

Manager, Operations at Visit Palm Beach

Worked as Executive Assistant To Chief Executive Officer

at SMArtX Advisory Solutions (2020-2023)

email Jennifer Workman Email direct Jennifer Workman Direct

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Frequently Asked Questions Regarding SMArtX Advisory Solutions Employees

How many employees does SMArtX Advisory Solutions have?
SMArtX Advisory Solutions has 51-200 employees Who is the CEO of SMArtX Advisory Solutions?
SMArtX Advisory Solutions’s CEO is Jonathan Pincus Who are SMArtX Advisory Solutions key employees?
Some of SMArtX Advisory Solutions key employees are Aaron Wormus Where is SMArtX Advisory Solutions located?
SMArtX Advisory Solutions’s headquarters are located at 105 S Narcissus Ave Ste 701, West Palm Beach, Florida, 33401, United States How do I contact SMArtX Advisory Solutions?
SMArtX Advisory Solutions Contact Info: Phone number: (561) 835-8690 Website: www.smartxadvisory.com What does SMArtX Advisory Solutions do?

SMArtX Advisory Solutions offers an award-winning, API-first managed account platform designed to enhance the operations of financial firms, including RIAs, broker-dealers, and asset managers. Their services include a comprehensive suite of tools for portfolio management, billing, tax management, and performance reporting, all aimed at streamlining... workflows and improving client experiences. The platform features a Manager Marketplace with access to over 2,700 investment strategies and integrates seamlessly with various custodial platforms. SMArtX's modular technology allows firms to customize their managed account solutions to meet specific business needs.Read More

 Is SMArtX Advisory Solutions a public company?
SMArtX Advisory Solutions is private company therefore does not currently have an official ticker symbol
See more information about SMArtX Advisory Solutions Employees

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