/Companies

SMArtX Advisory Solutions

5 known investors

Find your way into SMArtX Advisory Solutions

Sign up to see every warm intro you have to SMArtX Advisory Solutions

  • Paths you didn't know you had: your email and LinkedIn already hold routes to the SMArtX Advisory Solutions team. We find them for you
  • 2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
  • Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone

Days of research, done the moment you sign in, with every route ranked by how warm it is.

A managed account platform that helps businesses optimize operations, deliver personalized client experiences, and accelerate growth.

Founders & leadership

JPJonathan Pincus
Jonathan PincusChief Executive OfficerHe brings over 20 years of experience in operational transformation and technical innovation across financial services organizations.

Investors · 5

Also in the syndicate · 2

Morningstar Investment ManagementMorningstar Investment Management, LLC

Funding

SEC filings, press & company announcements

$30M disclosed across 1 round · 2022

  • $30MSeries DMay 2022 · 2 sources

    Morningstar Investment Management, Morningstar Investment Management, LLC

    Source ↗

Source: company announcements and press reports — follow each round's link for the claim.

In the news

Frequently asked questions

What does SMArtX Advisory Solutions do?
A managed account platform that helps businesses optimize operations, deliver personalized client experiences, and accelerate growth.
Who are SMArtX Advisory Solutions's investors?
SMArtX Advisory Solutions's investors include FINTOP Capital, ManchesterStory Group, LLC, IA Capital Group.
How much funding has SMArtX Advisory Solutions raised?
SMArtX Advisory Solutions has disclosed $30M raised across 1 round.