SMArtX Advisory Solutions Email Formats
Financial Services • 
West Palm Beach, Florida, United States • 101-200 Employees
SMArtX Advisory Solutions Email Formats
SMArtX Advisory Solutions uses 5 email formats. The most common is {first name}{last name} (e.g., johndoe@smartxadvisory.com), used 54.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@smartxadvisory.com | 54.1% |
{first initial}{last name} | jdoe@smartxadvisory.com | 24.3% |
{first name} | john@smartxadvisory.com | 20.3% |
{last name}{last name} | doedoe@smartxadvisory.com | 1.4% |
Key Contact at SMArtX Advisory Solutions
Company overview
| Headquarters | 105 S. Narcissus Ave, #701, West Palm Beach, Florida 33401, US |
| Phone number | +15618358690 |
| Website | |
| NAICS | 52 |
| SIC | 737 |
| Keywords | Managed Accounts, Wealth Management, Billing, SMA, Fintech, Wealthtech, UMA, Model Marketplace, Sleeve Level Portfolio Accounting |
| Founded | 2018 |
| Employees | 101-200 |
| Socials |
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.
Employees by Management Level
Total employees: 101-200
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Employees
Employees by Department
SMArtX Advisory Solutions has 60 employees across 11 departments.
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Funding Data
Explore SMArtX Advisory Solutions's funding history, including investment rounds, total capital raised, and key backers.
SMArtX Advisory Solutions Tech Stack
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