SMArtX Advisory Solutions

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
Industry
Financial Services
Employees
101
Founded
2018
Funding
30.0M
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Evan Rapoport Venture Partner at Social Leverage
View
Aaron Wormus
Email Phone
Daniel Helderle EVP Implementations and Integrations @
Email
John Howard
Email Phone

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 Email 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

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