SMArtX Advisory Solutions
PrivateLast Round
Series D
May 3, 2022
Total Funding Raised
$30.9M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
SMArtX Advisory Solutions is a financial technology company that provides a cloud-native, API-first turnkey asset management platform (TAMP) for unified managed accounts (UMA) to financial institutions, including RIAs, broker-dealers, and asset managers.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Financial Data
Business Model
B2B
Customer Profile
Subscription SaaS, Freemium, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
SMArtX Advisory Solutions Comparables
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SMArtX Advisory Solutions Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series D | May 3, 2022 | ||||
| VC Round | Feb 20, 2020 | ||||
| Angel | Oct 30, 2014 |
Key People
Founding team and executive leadership
SMArtX Advisory Solutions Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Plug and Play Tech Center | Seed |
| Morningstar Investment Management Australia | Series D |
| ManchesterStory Group | Seed, VC Round |
| Overwater Ventures | Seed |
| Canvas Prime | Seed |
| IA Capital Group | VC Round |
Market signals
Structured signals derived from secondary market and firmographic data.
- Oct 16, 2025
Launched Automated Tax Loss Harvesting enhancements for scaled execution.
- Oct 7, 2025
Manages over 70,000 accounts.
SMArtX Advisory Solutions Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about SMArtX Advisory Solutions's valuation, stock price, and market status.