Fundraising Fox

SMArtX Advisory Solutions

3 known investors

smartxadvisory.com ↗

SMArtX provides a managed accounts technology platform offering enterprise APIs, embeddable web components, and a white-label advisor UI for proposals, trading, rebalancing, and reporting. It serves RIAs, enterprises, and asset managers, integrating with custodians and financial platforms such as Fidelity, Charles Schwab, and Goldman Sachs Advisor Solutions.</parameter> <parameter name="founders">[]

Enterprise SoftwareFintechSaaS

Investors · 3

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

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?
SMArtX provides a managed accounts technology platform offering enterprise APIs, embeddable web components, and a white-label advisor UI for proposals, trading, rebalancing, and reporting. It serves RIAs, enterprises, and asset managers, integrating with custodians and financial platforms such as Fidelity, Charles Schwab, and Goldman Sachs Advisor Solutions.</parameter> <parameter name="founders">[]
Who are SMArtX Advisory Solutions's investors?
SMArtX Advisory Solutions's investors include FINTOP Capital, ManchesterStory Group, LLC, IA Capital Group.