SmartX Technology Solutions
Latest round
- Series B
Last raised
- Dec 2018
Total raised
- $2M
Investors
- 1
About SmartX Technology Solutions
SmartX Technology Solutions Inc.Founded in 2010 in West Palm Beach, US, SmartX Technology Solutions Inc. specializes in managed account technology for the financial services sector.SmartX Advisory Solutions offers a comprehensive suite of managed account technology solutions tailored for the financial services industry. Their core product enables financial advisors to design customizable multi-strategy portfolios that align with specific investment goals for their clients. Leveraging cloud-based technology, micro-services infrastructure, and open APIs, SmartX simplifies the investment management process, allowing firms to integrate third-party vendors and create personalized platforms.Revenue for SmartX Advisory Solutions is generated through a subscription-based model where financial institutions pay for access to their advanced technology suite. Clients may enter into partnership agreements that facilitate tailored solutions and ongoing support, allowing them to effectively manage their investment operations. The company’s flagship offerings, including SmartY, a manager-sponsored strategist platform, are designed to provide advisors with efficient trading tools and outsourced investment management services. Specific pricing structures for these services are established based on the complexity and customization required by the client, reflecting the value delivered through their innovative technology.000 mn, the company plans to enhance its product offerings and expand its market presence. They are currently designing new products to be launched in the near future, focusing on innovative features that will further simplify investment management for financial advisors. Additionally, SmartX aims to expand into new markets, specifically targeting geographical regions in Asia and Latin America by the end of 2024, leveraging their new capital to support these initiatives.
Who invested in SmartX Technology Solutions
1 investor across 1 round
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Funding rounds
Series B
Dec 6, 2018
Amount
$2M
Investors
Questions about SmartX Technology Solutions
Who invested in SmartX Technology Solutions?
SmartX Technology Solutions has 1 investor on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has SmartX Technology Solutions raised?
SmartX Technology Solutions has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did SmartX Technology Solutions last raise money?
SmartX Technology Solutions's most recent round on record is a Series B, in Dec 2018.
What does SmartX Technology Solutions do?
SmartX Technology Solutions Inc.
Where is SmartX Technology Solutions headquartered?
SmartX Technology Solutions is headquartered in West Palm Beach, US.
Which VCs invest in companies like SmartX Technology Solutions?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at SmartX Technology Solutions's stage. Their profiles are linked below.
VCs backing financial services startups at Series B
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