Fundraising Fox

SMArtX Advisory Solutions

5 known investors

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

Enterprise SoftwareFintechSaaS

Founders & leadership

JPJonathan Pincus
Jonathan PincusinChief Executive Officer

Investors · 5

FINTOP CapitalNashville
ManchesterStory Group, LLCWest Des Moines
IA Capital GroupreportedNew York

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

SMArtX Advisory Solutions Releases Q2 2026 Select List - AOLaol.com · Jun 2026SMArtX Advisory Solutions Expands Manager Marketplace with Investment Strategies from 20 Leading Asset Management Firmsprnewswire.com · Apr 2026SMArtX Raises $30M From Morningstarwealthmanagement.com · May 2022SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Managementprnewswire.com · May 2022SMArtX, a West Palm Beach-based fintech startup, raises $4 million - Refresh Miamirefreshmiami.com · Feb 2020SMArtX Advisory Solutions Announces Closing of Venture Financing Round - SMArtX Advisory Solutionssmartxadvisory.com · Feb 2020

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.