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SMArtX Advisory Solutions

97 employees

SmartX Technology Solutions is a UMA/SMA platform that provides advisors access to institutional quality managers.

Basic info

Industry

financial services

Sectors

Wealth Management
Financial Services
Model Marketplace
Finance
SMA
Billing
FinTech
TAMP
WealthTech
Tax Harvesting
UMA

Date founded

2014

Funding rounds raised

Total raised

$4M

from 2 investors over 2 rounds

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SMArtX Advisory Solutions raised $4M on February 20, 2020

Investors: ManchesterStory

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SMArtX Advisory Solutions raised $2M on December 6, 2018

Investors: FINTOP Capital

FAQ