SmartX Technology SolutionsSmartX Technology Solutions is a UMA/SMA platform that provides advisors access to institutional quality managers.
Suggest an EditAbout SmartX Technology Solutions
SmartX Technology Solutions is a UMA/SMA platform that provides advisors access to institutional quality managers. The platform offers traditional and alternative investment strategies, as well as individual securities, mutual funds, and ETFs, in a single brokerage account.
SmartX Technology Solutions is a UMA/SMA platform that provides advisors access to institutional quality managers. The platform offers traditional and alternative investment strategies, as well as individual securities, mutual funds, and ETFs, in a single brokerage account.
Company Highlights
Employees
Total Investment Amt
MoM Headcount GrowthYoY Headcount Growth
Year Founded
2014
Employees93
Location (HQ)
USA
Since Last Funding
2 years 4 months
Monthly Website Visitors
7.0K
Total Investment Amt$36M
Last Funding Round
Series D
MoM Headcount Growth2.2%
YoY Headcount Growth10.7%
Key Metrics
Senior Hires
| Name | Linkedin Profile | Position | Date Joined |
|---|---|---|---|
| John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
| Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
| John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
| Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
Similar Companies
- Xander Advisors IndiaE Smart Deals Private LimitedSMA HubCovestorSunoco Logistics PartnersSunCoke Energy PartnersSIGNiXSwaap LabsSmartXTrophySmacks.m.martHSMxMattersSM-ENTERPRISESTANMAXXentaurs, LLCAXSpaceA.S.A.P. Advisor Services, Inc.MA&AC.M. Smith Agency, LLC, an Alera Group CompanySDAX Financial Pte LtdStartup Stock ExchangeOptimal Asset ManagementXertifiedXtrasTmxmall10X Engineered MaterialsX-SightXMAAWuxian ZhitouSmart360Xiaoan TimesPOWER XENE DIGITAL TECHNOLOGYGuotai ChanxianFX12VIsionXMScreenSMartXXun Yao ChengduSoftexEWM GlobalMatson MoneyAsta Capital LimitedAstor Investment Management LLCAutoMatrix Dealer SoftwareAxiom InvestorsEquity Advisor Solutions, LLC.MBX Systems | Now Part of AHEADMillTechFX by Millennium GlobalSItusAMCSaturna CapitalALTSMARKAUDIENCEXSOMAX Inc.VixxoXaasabilityXalientXTRFTM Translation Management SystemsAxsium GroupAxxcess PlatformGOSmart NamibiaHantec Markets Middle EastMARS- SalesFocus SolutionsMatthews SouthMAXMA.comNetX.Elements XS | NovotxSawtooth SolutionsSilverlake Digital INX Sdn Bhd (A Member of Silverlake Group)smartTrade TechnologiesSmartwebs, Inc.Southern X Software Solutions (Pty) LimitedStratos Wealth PartnersTaylor Investment Advisors, LPNSTXL (National Security Technology Accelerator)Mosaic ATMLasX IndustriesSoftmax Data Inc.Xavier McAllister HoldingsExartaDigital MZNAdvisorArchSampford Advisors IncSMC MarketingSwiss Bright AdvisorsUMANAmpartialShurmanMultichain Asset Managers AssociationAPX Capital LimitedSolution One FundHightower AustinMarco Polo Securities Inc.XA Investments LLCOptumaMain Street AdvisorsQuantArtTaxMatrixMasterson Advisors LLCMerieux Equity PartnersAttucks Asset Management, LLCAlphaSimplex GroupTucker AdvisorsTAM Asset Management LtdEuroxx Securities SAIndependent Financial AdvisorAxxsys ConsultingMXSuMi TRUST Global Asset ServicesAthens Exchange GroupTMA BucksX-Treme Care, LLCFixxerBonusXXtramileMod AdvisorXyiconRational AcousticsSMARTECH EAM ExpertsXMC - the Official Sponsorship and Experiential MarketingTM AgencyMxSMATA TechnologiesMTX GroupSailSmartBlueshift Asset Management, LLCAdvizorStackLAMMPAlgoTradingXtivity Inc.oXyamtrx syndicateKlimat XitmX GmbHXWikiDXT Commodities SA4XTechnologies, LLCTrendPointers LLCSmauSMU DataArtsUCSB MesoAmerican Research CenterMultyxNational ITMX Co., Ltd.msg nexinsure KarriereK2XSoMa Equity PartnersAMS Practice Management- Recruitment SpecialistsOUTSMARTNantucket Levered LLCSevenX VenturesAUTMSMART INfotechSolution Advisor10XME AcademySmartHarvest Direct Index SolutionsSmart Solutions, Inc.YewTX AccountingAAA Management SolutionsDriveSmartX SquaredAXA Investment ManagersAM ManagementSheet Metal Air Rail and Transportation WorkersSMART onderzoekSMART Recovery AustraliaICR PartnersMichigan Sports AcademiesManatron
Financial Services
- Puzzle FinancialGeorge HillsExtend Enterprises Inc.Dryden Mutual Insurance Co Inc.MOovVillanova Wildcat FundFirstCloseFirstCloseShelby State BankBraunWelsh Carson Anderson & StoweWelsh Carson Anderson & StoweSterne AgeeFPA (First Pacific Advisors)Spearmint EnergyBoast.AIBoast.AIGreene & Associates, Inc.PenChecks, Inc.PenChecks, Inc.Tithe.lyLee & MasonMoovMoovKloverKloverMInt FinanceSpacepointeSouthern States BankRitholtz Wealth ManagementRitholtz Wealth ManagementRCSEverlake LifesatschelsatschelAdvantage FuturesAdvantage FuturesThInk FinanceLaird Norton Wetherby3i3iStock ValueStock ValueTrullionAccounts ReceivableFifth WallLoanStar TechnologiesLoanStar TechnologiesBPOCPropelAuxiantMagTekIINK CORPIINK CORPEagle Financial Group, Inc.Bank of BellevilleSCS FinancialSCS FinancialRevolutionMosMosJersey Shore State BankFLOWX.AITrueNorthSELECTSELECTLegacy Wealth PartnersCarver Federal Savings BankNext47IOU FinancialIOU FinancialBerkley North Pacific Group (a Berkley Company)Atlantic Community Bankers Bank ( ACBB )Dickerson Insurance Services, An Alera Group CompanyTienda PagoTienda PagoParkwoodParkwoodapgAriel Property AdvisorsGar Wood Securities, LLCGar Wood Securities, LLCOmidyar NetworkSusquehanna Growth Equity (SGE)Netgain SolutionsDext CapitalDext CapitalVidrio FinancialVidrio FinancialPatientFiPatientFiRedwood Tax SpecialistsFundGuardFundGuardNAX GroupNAX GroupMichigan Insurance and Financial ServicesWATERFORD BANCORP INCBack OfficeBack Office
FinTech
- Extend Enterprises Inc.MiddeskSnapptFirstCloseBoast.AIMoovKloverSpacepointeCasaTrullionLoanStar TechnologiesPropelMosTrueNorthSELECTNext47DenimTienda PagoSusquehanna Growth Equity (SGE)PatientFiFundGuardNAX GroupBack OfficeAura FinancialBlockchain CapitalFundationSayataCogniCorinterface.aiPapayaAuditoria.AISettle Inc.Agora Real Estate Technologies IncOpenInvestSpektra Inc.N5 NowEverCBEemTidal Financial GroupEmpower Finance, Inc.LineAnduinT-REXFruitfulSavvy WealthNalaLiquidity CapitalMIAX Exchange GroupinKindThreatMetrixOndot SystemsEnduring PlanetBiz2XHummingbird RegTech Inc.Anduin TransactionsAsaakHIFIKardRocky Mountain Bank, a division of HTLF BankMerQubePromiseCubeJuvoCarefullBorislow InsuranceNasdaq Private Market, LLCArcanaLSQDerivative PathTrueworkMotive PartnersFinaloopMercato PartnersMayfairLiazonZest AICitadel - Payroll APIsEverywhere Ventures (The Fund)UmbaThe Consello GroupThreatMarkINSARTLendingOneGLMXAlltuitionAmberdataPangeaHopeRun Technology CorporationAxoniRayliant Global AdvisorsCentsPinwheelPJCSydecarCredit SesameFinTech ConnectorReadyTyfoneFederatoInstaMed
Finance
- Shelby State BankWelsh Carson Anderson & StoweSterne AgeeBoast.AILee & MasonMoovSouthern States BankRCSStock ValueFifth WallLoanStar TechnologiesPropelRevolutionTrueNorthSELECTCarver Federal Savings BankDenimCabrillo Coastal General Insurance Agency, LLCSusquehanna Growth Equity (SGE)Vidrio FinancialPatientFiFundGuardGenstar CapitalBlockchain CapitalFundationWeyrich | Cronin | Sorra, LLCICA, LP Insurance Claims AdjustersSmart Woman Securities at UVADillingham InsuranceAuditoria.AISettle Inc.SpiritBankOneIndiana Financial Group, a General Agency with the companies of OneAmericaApplied Blockchain, Inc.N5 NowDrake StarImprintONe True Holding Co.Bank of Southern CaliforniaEmpower Finance, Inc.LineNalaAgate SoftwareSkioLiquidity CapitalFirst Carolina BankFIMCUnited Security AgencyEnduring PlanetHarmon Dennis Bradshaw, Inc.American Riviera Bank (arbv)Everett Co-operative BankNexus Venture PartnersBKCW InsuranceComvest PartnersAnnapurna PicturesLTC AllyATlas HoldingsFVCbankAnalyticaEnergy Impact PartnersSt. Louis Economic Development PartnershipNasdaq Private Market, LLCLSQDerivative PathMotive PartnersDragonflyMercato PartnersCascadia CapitalOhana Real Estate InvestorsSpirionIVPWebgilityFGI FinanceRiskVal Financial Solutions, LLCTrue North AdvisorsArta FinancePatriot BankAuriginHeritage Financial Credit UnionLeaseAcceleratorGLMXAlltuitionValley Inventory Service Inc.KashableSkyBridge CapitalAdminSureFM TalentFXSpotStream LLCFirst Financial Northwest BankIEX GroupThe Nichols Accounting Group P.C.SydecarCredit Sesame+SUBSCRIBE®TyfoneInstaMedFrost LawLadder Capital FinanceNovel