SMArtX Advisory Solutions

📍 West Palm Beach, United States🗓 Founded 2014👥 97 employees💰 Last funded Jun 2018
Financial Services🌐 smartxadvisory.com
Website LinkedIn
SMArtX Advisory Solutions is an award-winning, leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP). Our unique technology solutions power some of the advisory industry's largest firms, providing streamlined solutions to reduce the operational burden of the investment and account management processes. SMArtX’s API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. Enterprise firms looking to create, customize, or upgrade their existing unified managed accounts technology as a standalone or fully integrated solution can license SMArtX technology and customize it to meet their needs. SMArtX is also available as an off-the-shelf TAMP for advisors seeking a wider selection of investment product and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts.
2
Total investors
0
Early stage
1
Mid stage
1
Late stage
2014
Founded

Investors

2 investors
All
Early stage
Mid stage
Late stage
Mid stage· 1
?
Board Member
mid stage
Apr 2015
Late stage· 1
Rick Holton, Jr.
Rick Holton, Jr.
Holton Capital
Board Member
late stage
17 investments
Jun 2018
Investor geography1 country
United States
1
Frequently asked questions
Who invested in SMArtX Advisory Solutions?
SMArtX Advisory Solutions has 2 investors on record on gritt.io, 1 mid-stage and 1 late-stage investors.
When did SMArtX Advisory Solutions last raise funding?
The most recent investment in SMArtX Advisory Solutions recorded on gritt.io was in June 2018.
When was SMArtX Advisory Solutions founded?
SMArtX Advisory Solutions was founded in 2014.
What industry is SMArtX Advisory Solutions in?
SMArtX Advisory Solutions operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is SMArtX Advisory Solutions based?
SMArtX Advisory Solutions is headquartered in West Palm Beach, United States.