Smart Kx Revenue

Financial Services • Dallas, Texas, United States • 1-10 Employees

Smart Kx revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Smart Kx

Lacey Shrum

Founder

Company overview

Headquarters	Dallas, Texas, United States
Phone number	+12143072984
Website	smartkx.io
NAICS	52
Keywords	Accounting, Process Optimization, Email, Regulatory Compliance, Document Management, Contract Management, Workflow Automation, Invoicing, Electronic Signature, E-Signature, Digital Onboarding, Client Statement Generation, Fee Calculation, Fees & Billing
Employees	1-10
Socials

Smart Kx Email Formats

Smart Kx uses 1 email format. The most common is {first initial} (e.g., j@smartkx.io), used 100% of the time.

Format	Example	Percentage
{first initial}	j@smartkx.io	100%

About Smart Kx

At SmartKx, we streamline revenue management for RIAs by uniting three critical components: fee documentation, billing calculations, and revenue reporting into one seamless platform. Traditionally, advisors had to manually transfer data between agreements, spreadsheets, and reporting tools. This process was inefficient, error-prone, and often neglected. We built SmartKx to eliminate that fragmentation. ⚡️Automatically sync client agreements with billing logic and revenue calculations, ensuring accuracy and consistency across your business. ⚡️Calculate your AUM fees fast with automated alerts and workflows, eliminating stress and expense. ⚡️Access to powerful forecasting and revenue insights at both the firm and client level so you can make informed, strategic decisions. As you refine your revenue strategy, SmartKx makes it easy to collect fees, implement intelligent fee changes, document updates, and capitalize on business growth opportunities without the manual overhead.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Smart Kx has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Smart Kx has never raised funding before.

Smart Kx Tech Stack

Discover the technologies and tools that power Smart Kx's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Security

Goober

JavaScript libraries

jQuery UI

JavaScript libraries

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

UIKit

UI frameworks

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

Google Ads

Advertising

HTTP/3

Miscellaneous

Frequently asked questions

Smart Kx is located in Dallas, Texas, US.

You can reach Smart Kx at +12143072984.

Smart Kx generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Smart Kx has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Smart Kx has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Smart Kx

Lacey Shrum

Founder

4.8

40,000 users