SMArtX Advisory Solutions
Financial Services
105 S. Narcissus Ave
101 employees
- Employees
- 101
- Contacts
- 3
- Emails
- 3
- Phones
- 2
SMArtX Advisory Solutions Overview
- Headquarters
- 105 S. Narcissus Ave
- Phone Number
- Available in AeroLeads
- Website
- smartxadvisory.com
- Industry
- Financial Services
- Employees
- 101
- Founded
- 2018
- Funding
- 30.0M
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About SMArtX Advisory Solutions
SMArtX Advisory Solutions offers a cloud-native managed accounts platform designed to support the evolving needs of financial institutions. The platform is built to serve RIAs, broker-dealers, asset managers, FinTech firms, TAMPs, and custodians by providing infrastructure that integrates managed account capabilities into existing workflows. Through its API-first architecture and modular web components, SMArtX allows firms to incorporate managed account functionality with flexibility. The platform supports real-time, sleeve-level portfolio management and trading, offering detailed account-level data that helps enhance operational transparency. Firms can choose between outsourced or in-house trading and reconciliation workflows. SMArtX’s model marketplace includes more than 1,500 strategies from over 325 asset managers, available under a single contract structure. It also accommodates a wide range of investment vehicles- such as long-only, long-short, alternatives, and advisor-traded sleeves- within a unified managed account (UMA) framework. The billing engine, BillPro, provides enterprise-focused customization to address the complex billing requirements associated with managed accounts. Additional features include tax-aware portfolio management, performance reporting, and support for custom, white-labeled user interfaces. SMArtX Advisory Solutions offers technology that financial firms can use to build and manage scalable managed account programs, while supporting transparency, operational efficiency, and integration with existing systems.
SMArtX Advisory Solutions Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
SMArtX Advisory Solutions Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Evan Rapoport | Venture Partner at Social Leverage | Palm Beach Gardens, Florida, United States |
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| Aaron Wormus | West Palm Beach, Florida, United States |
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Phone
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| Daniel Helderle | EVP Implementations and Integrations @ | Lisle, Illinois, United States |
Email
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| John Howard | West Palm Beach, Florida, United States |
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Employees by Management Level
Individual contributor
19 profiles
Manager
4 profiles
Senior / Lead
2 profiles
Executive
1 profile
Director
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 8 | 8 | 3 |
| IT | 7 | 7 | 1 |
| Operations | 2 | 2 | 1 |
| Sales | 2 | 2 | 0 |
| Finance | 1 | 1 | 0 |
SMArtX Advisory Solutions Tech Stack
Engineering
10 profiles
Product / design
2 profiles