Categories: EnterpriseFinTechIndustryManagementPlatformTechnology
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
Investors 1
Funding Rounds 1
| Date | Series | Amount | Investors |
| 21.02.2020 | - | $4M | - |
Mentions in press and media 12
| Date | Title | Description |
| 02.11.2021 | SMArtX Advisory Solutions Expands with Another 27 New Strategies on its Turnkey Asset Management Platform | SMArtX Advisory Solutions, a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), announced the expansion of its platform with 27 new strategies. The SMArtX pla... |
| 07.09.2021 | SMArtX Advisory Solutions Expands its Turnkey Asset Management Platform with 19 New Strategies | |
| 03.08.2021 | SMArtX Advisory Solutions Expands Partnership With SS&C’s Black Diamond Wealth Platform | Seamless API and data integration enhance business process automation
SMArtX Advisory Solutions , a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), today a... |
| 03.08.2021 | SMArtX Advisory Solutions Expands Partnership with SS&C's Black Diamond Wealth Platform | |
| 08.07.2021 | SMArtX Advisory Solutions Expands Platform with 56 New Strategies and Proprietary ETF Model Portfolios | |
| 06.07.2021 | SMArtX Advisory Solutions Expands OCIO Services with Launch of Proprietary Asset Allocation Strategies | |
| 03.06.2021 | New Additions to the SMArtX TAMP Include Strategies from Fidelity Institutional, Russell Investments, and Indxx Cannabis Industry Index | |
| 29.01.2021 | FFI Solutions’ Energy Transition Long-Short US (ETLS-US) Posts Strong 2020 Results | NEW YORK (PRWEB) January 29, 2021
FFI Solutions, a research and analytics-driven advisory firm committed to climate-aligned investing, announced that its Energy Transition Long-Short US (ETLS-US) model portfolio closed 2020 as one of the no... |
| 06.01.2021 | SMArtX Advisory Solutions Expands Its UMA Platform with Five New Firms and Eight Additional Strategies | |
| 16.12.2020 | SMArtX Advisory Solutions Announces 2021 Virtual Awards for Platform Strategies | |
| 21.02.2020 | SMArtX Advisory Solutions Closes $4M Venture Financing Round | SMArtX Advisory Solutions, a West Palm Beach, Fla.-based provider of managed accounts technology and asset management platforms, raised $4m in equity financing.
The round was led by ManchesterStory Group, as well as existing investors IA Ca... |
| 21.02.2020 | SMArtX, a West Palm Beach-based fintech startup, raises $4 million | Facebook
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SMArtX Advisory Solutions, a West Palm Beach-based leader in managed accounts technology and turnkey asset management platforms, known as TAMPS, announced it has closed a $4 million equity financing round. ... |
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