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SMArtX

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Portfolio management platform enhancing investment strategies for wealth managers.

Wealth Technologysmartxadvisory.com

About

SMArtX is a portfolio management platform aimed at wealth managers, incorporating technology to support investment strategies and client outcomes. The platform employs artificial intelligence and machine learning to evaluate market data, assess risk, and identify investment opportunities, enabling wealth managers to tailor portfolios to individual client profiles. Its key offerings include a Turnkey Asset Management Platform, SMArtY, a model marketplace, and open APIs for integration with custodians and trading platforms. The platform provides real-time analytics and automated features, addressing issues associated with traditional managed accounts technology.

Key facts

Founded
2010
Headquarters
West Palm Beach, United States
Stage
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Industry
Financial Technology
Sector
Wealth Technology

Business model

GTM channel
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10 products and services
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Contact

Primary office
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Email
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Phone
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Open roles

13 roles

  • Vice President, Solutions Consulting

    United States · On-site · Volunteer

  • Accounting Associate

    West Palm Beach, FL · On-site · Volunteer

  • Accounting Associate

    United States · On-site · Volunteer

+ 10 more open roles on Signal

More on Vanberra Signal

Members only
Business overview3 funding rounds · 4 investorsPeople24 peopleSimilar companies270 peers and competitorsDeep AnalysisAI-generated strategic report

Competitors & similar companies

More Wealth Technology companies
  • CAIS logo

    CAIS

    Portfolio management platform connecting financial advisors with alternative asset managers.

    Wealth TechnologyNew York City, United States
  • Altruist logo

    Altruist

    Portfolio management platform simplifying operations for Registered Investment Advisors.

    Wealth TechnologyCulver City, United States
  • Passiv logo

    Passiv

    Portfolio management tool automating investments for wealth managers and investors.

    Wealth TechnologyFredericton, Canada
+ 267 more similar companies on Signal

SMArtX: quick answers

What does SMArtX do?
SMArtX is a portfolio management platform aimed at wealth managers, incorporating technology to support investment strategies and client outcomes.
Where is SMArtX headquartered?
SMArtX is headquartered in West Palm Beach, United States.
When was SMArtX founded?
SMArtX was founded in 2010.
Which sector is SMArtX in?
SMArtX operates in Wealth Technology, part of Financial Technology.
Who are SMArtX's competitors?
Companies similar to SMArtX include CAIS, Altruist, and Passiv.
Is SMArtX hiring?
Yes. SMArtX has 13 open roles listed on Vanberra Signal.