Funded Tech Companies
SMArtX Advisory Solutions
Based in Palm Beach, SMArtX Advisory Solutions has funding from IA Capital Group, private investors and ManchesterStory Group.
Company Overview
Company Name
SMArtX Advisory Solutions
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
105 S. Narcissus Ave. 701
Palm Beach, FL 33401
USA
Palm Beach, FL 33401
USA
Phone
Website
Email Address
Company Background Information
Overview
SMArtX Advisory Solutions is the next evolution in managed accounts technology, catering to independent wealth advisors, broker/dealers, OCIOs, and RIA aggregators. The platform provides a single interface to access and manage traditional, alternative, and direct index investment strategies through a unified managed accounts ('UMA') structure.
Last Transaction
2/21/2020
Financing History
Date
Type
Amount
Management Team
Company Investors
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