Basic info
Industry
financial services
Sectors
Model Marketplace
Wealth Management
WealthTech
TAMP
Financial Services
Finance
Billing
SMA
FinTech
UMA
Tax Harvesting
Date founded
2014
Funding rounds raised
Total raised
$4M
from 2 investors over 2 rounds
S
SMArtX Advisory Solutions raised $4M on February 20, 2020
Investors: ManchesterStory
S
SMArtX Advisory Solutions raised $2M on December 6, 2018
Investors: FINTOP Capital