Company
SmartX Advisory
Powering What’s Next in Managed Accounts
Also known as SMArtX Advisory Solutions
- Status
- Operatingas of 2026-09-22
- Business model
- B2B
- Headquarters
- West Palm Beach, FL, United States
- Founded
- 2018
- Customers
- SMArtX supports RIAs, broker-dealers, asset managers, custodians, TAMPs, and FinTech firms.
- Legal name
- SMArtX Advisory Solutions LLC
- smartxadvisory.com (opens in a new tab)
- LinkedIn (opens in a new tab)
- Press page (opens in a new tab)
- Careers (opens in a new tab)
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Record updated 22 September 2026
About
SMArtX delivers a modern TAMP and UMA platform that empowers advisors and enterprises to streamline portfolio management, scale efficiently, expand investment access, and deliver personalized client solutions through an open-architecture ecosystem.
Products
- Web
- BillPro Advisory Fee Management
- Web
- Investment Manager Marketplace
- Web
- SMArtX Platform
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