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Smart

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Robo-advisory platform enhancing wealth management through automated investment solutions.

About

Smart is a fintech company that offers a robo-advisory platform tailored for wealth managers. The platform provides automated investment advice and portfolio management services by employing advanced algorithms to construct and maintain diversified portfolios that align with client risk tolerance and financial objectives. It integrates with the existing systems of wealth managers, which may enhance their ability to deliver personalized advice. Smart targets governments, large organizations, and financial institutions, operating under a commercial model that includes Platform as a Service and white-label solutions. The company aims to address the global need for improved financial well-being through customizable products, which are designed to assist wealth managers in making informed decisions and streamlining client interactions.

Key facts

Founded
2009
Headquarters
United Kingdom

Business model

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Competitors & similar companies

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Smart: quick answers

What does Smart do?
Smart is a fintech company that offers a robo-advisory platform tailored for wealth managers.
Where is Smart headquartered?
Smart is headquartered in United Kingdom.
When was Smart founded?
Smart was founded in 2009.
Which sector is Smart in?
Smart operates in Wealth Technology, part of Financial Technology.
Who are Smart's competitors?
Companies similar to Smart include Pontera, Guideline, and Human Interest.