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SMArtX Advisory Solutions

5 known investors

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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.