SMArtX Advisory Solutions
PrivateLast Round
Series D
May 3, 2022
Total Funding Raised
$30.9M
Company Overview
SMArtX Advisory Solutions operates in FinTech and is based in West Palm Beach, Florida. Its latest recorded funding round was a Series D round in May 2022.
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, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS, Freemium, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
SMArtX Advisory Solutions Comparables
Compare SMArtX Advisory Solutions with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| GeoWealth | 89% | |
| Advyzon | 85% | |
| Vestmark | 83% |
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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 |
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Key People
Founding team and executive leadership
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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.
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SMArtX Advisory Solutions Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Frequently Asked Questions
Common questions about SMArtX Advisory Solutions's valuation, stock price, and market status.
Is SMArtX Advisory Solutions a public or private company?
SMArtX Advisory Solutions is a private company.
What is the current stock price of SMArtX Advisory Solutions?
SMArtX Advisory Solutions is a private company, so its shares have no public market price. Caplight tracks SMArtX Advisory Solutions's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is SMArtX Advisory Solutions worth (valuation)?
Valuation information for SMArtX Advisory Solutions is not publicly available.
Can I buy SMArtX Advisory Solutions stock?
SMArtX Advisory Solutions shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was SMArtX Advisory Solutions's last funding round?
SMArtX Advisory Solutions's most recent funding round was Series D on May 3, 2022.
Who are the main investors in SMArtX Advisory Solutions?
Key investors in SMArtX Advisory Solutions include ManchesterStory Group, IA Capital Group.
Will SMArtX Advisory Solutions IPO soon?
No public IPO plans have been announced for SMArtX Advisory Solutions.
How can I track SMArtX Advisory Solutions secondary market activity?
Caplight tracks bids, offers, and trades in SMArtX Advisory Solutions's shares on secondary markets.