SMArtX Advisory Solutions is a 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. Built from the ground up to initially cater to the RIA industry, SMArtX's technology has expanded to meet the increasing demands for more modern, modular, and robust enterprise systems for broker-dealers, banks, trusts, asset managers, and turnkey asset management platforms. SMArtX also leverages its open APIs to work with other financial technology firms to provide clients with a complete solution.
Location: United States, Florida, West Palm Beach
Member count: 11-50
Total raised: $4M
Founded date: 2014
Investors 1
| Date | Name | Website |
| - | Manchester... | manchester... |
Funding Rounds 1
| Date | Series | Amount | Investors | Deal News |
| 21.02.2020 | - | $4M | - | refreshmia... |
Mentions in press and media 12
| Date | Title | Description | Category | Author | Source |
| 02.11.2021 | SMArtX Adv... | SMArtX Advisory Solutions, a l... | - | - | aithority.... |
| 07.09.2021 | SMArtX Adv... | WEST PALM BEACH, Fla., Sept.... | - | - | prnewswire... |
| 03.08.2021 | SMArtX Adv... | Seamless API and data integrat... | - | - | aithority.... |
| 03.08.2021 | SMArtX Adv... | WEST PALM BEACH, Fla., Aug. ... | - | - | prnewswire... |
| 08.07.2021 | SMArtX Adv... | WEST PALM BEACH, Fla., July ... | - | - | prnewswire... |
| 06.07.2021 | SMArtX Adv... | WEST PALM BEACH, Fla., July ... | - | - | prnewswire... |
| 03.06.2021 | New Additi... | WEST PALM BEACH, Fla., June ... | - | - | prnewswire... |
| 29.01.2021 | FFI Soluti... | NEW YORK (PRWEB) January 29, 2... | - | - | prweb.com/... |
| 06.01.2021 | SMArtX Adv... | WEST PALM BEACH, Fla., Jan. ... | - | - | prnewswire... |
| 16.12.2020 | SMArtX Adv... | WEST PALM BEACH, Fla., Dec. ... | - | - | prnewswire... |
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