About SMArtX
SMArtX is a company based in West Palm Beach (United States) founded in 2010 by Evan Rapoport. SMArtX has raised $39.74 million across 3 funding rounds from investors including Morningstar Investment Management, ManchesterStory Group and IA Capital Group. SMArtX offers products and services including SMArtY Platform, Automated Rebalancer, and Open APIs. SMArtX operates in a competitive market with competitors including Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
- Headquarter West Palm Beach, United States
- Founders Evan Rapoport
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website smartxadvisory.com
- Social LinkedIn X YouTube
- Total Equity Funding$39.74M (USD)
in 3 rounds
- Latest Funding Round$30M (USD), Series D
May 2022
- InvestorsMorningstar Investment Management
& 2 more
Products & Services of SMArtX
SMArtX offers a comprehensive portfolio of products and services, including SMArtY Platform, Automated Rebalancer, and Open APIs.
Platform for advisors to access investment tools and outsourced management.
Tool that monitors portfolios and automates trades for efficiency.
APIs that enable data sharing and customization for financial platforms.
Apps and channels of SMArtX
its YouTube channel SMArtX Advisory Solutions has 12 subscribers and 2 videos.
Videos from SMArtX
The most watched videos on SMArtX's YouTube channel, SMArtX Advisory Solutions (12 subscribers). Click a video to play it here.
More on SMArtX Advisory Solutions.
Funding Insights of SMArtX
SMArtX has successfully raised a total of $39.74M across 3 strategic funding rounds. The most recent funding activity was a Series D round of $30 million completed in May 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $39.74M
- Total Rounds 3
- Last Round Series D — $30M
- First Round $5.74M
(Jul 2018)
- Investors Count 3
All 3 funding rounds of SMArtX with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2022 | $30M | Series D | – | – | |
| Feb 2020 | $4M | Series A | – | ManchesterStory Group, IA Capital Group | – |
| Jul 2018 | $5.74M | Series A | – | – | – |
3 investors in total: 3 institutional.
Investors in SMArtX
SMArtX has secured backing from 3 investors, including institutional and venture fund investors. Prominent investors backing the company include Morningstar Investment Management, ManchesterStory Group and IA Capital Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
- | – | manchesterstory.com | - | |
Venture capital firm focused on tech startups | – | iacapgroup.com | New York, United States | |
Offers investment management and financial advisory services to clients. | 1977 | morningstarinvestments.com.au | Sydney, Australia |
Investor details for SMArtX
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of SMArtX
46 people are tracked at SMArtX (13 in leadership, 33 in team).
| Name | Role | Group |
|---|---|---|
Evan Rapoport | Founder & CEO | Leadership |
Aaron Wormus | Chief Technology Officer | Leadership |
Andrew Rapoport | Director, Business Development | Leadership |
Jonathan Pincus | CEO | Leadership |
Lou Milano | Chief Compliance Officer | Leadership |
Alex Thompson | Chief Product Officer | Leadership |
Taylor Richardson | Vice President Of Business Development | Leadership |
Maggie Mehringer | Svp, Head Of Marketing | Leadership |
Brad Haag | Executive Vice President, Asset Manager Solutions | Leadership |
Hunter Hager | Vice President, Asset Manager Solutions | Leadership |
Michael Field | Vice President, Asset Manager Solutions | Leadership |
Juan Orellana | Director of People Operations | Leadership |
Pascal Roduit | Chief Investment Strategist | Leadership |
Cindy Qin | Product Designer | Team |
Nitai Thigpen | Sr. Software Engineer | Team |
Amy Kandravy | EVP Of Client Success | Team |
Gia Dadunashvili | Quality Assurance Analyst | Team |
Omar D. | Software Engineer | Team |
Matthew McKney | Software Engineer | Team |
Preston Pelkie | Software Engineer | Team |
26 more people are available in the full profile.
Complete people profiles for SMArtX
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of SMArtX
3 dated milestones of SMArtX across 12 years, from founding to its latest funding, stage changes and deals.
- Founded SMArtX is founded.
- Funding First funding round of $5.7M.
- Funding Latest funding round, Series D, of $30.0M.
Competitors of SMArtX
SMArtX operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| geowealth.com | 2010 | Chicago, United States | $75M | – | Integrated wealth management solutions are offered for advisors and institutions. | |
| nucleusfinancial.com | 2006 | Edinburgh, United Kingdom | – | 761 | Portfolio management solutions are offered to financial advisors. | |
| xalts.io | 2022 | Hong Kong, China | $6M | – | Wealth management solutions are delivered via an online platform. | |
| snaptrade.com | 2014 | Fredericton, Canada | $7M | – | Provider of API enabling brokerage account connectivity for data and trading | |
| fintso.com | 2019 | Mumbai, India | $5.77M | 37 | Digital wealth tools are provided to empower financial advisors. | |
| qplix.com | 2012 | Munich, Germany | $26.35M | 51 | Wealth management software for asset managers | |
| caisgroup.com | 2009 | New York, United States | $734M | – | Financial planning and advisory solutions are offered to wealth managers. | |
| mprofit.in | 2007 | Mumbai, India | $2M | 68 | Multi-asset investment portfolios are tracked and consolidated by the platform. |
Detailed competitors of SMArtX
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Verified entity values are shown only after access is granted.
Web traffic of SMArtX
The website of SMArtX (smartxadvisory.com) receives about 5.8K visits a month.
- Monthly visits5.8K
▲ 17.3% vs previous month
Latest news on Smartx
Complete news archive for SMArtX
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to SMArtX
10 companies that operate in the same segment as SMArtX (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about SMArtX
SMArtX was founded in 2010 and raised its 1st funding round 8 years after it was founded.
SMArtX is headquartered in West Palm Beach, United States. It is registered at West Palm Beach, Florida, United States.
Evan Rapoport is the current CEO of SMArtX. They have also founded this company.
SMArtX is a funded company, having raised a total of $39.74M across 3 funding rounds to date. The company's 1st funding round was a Series A of $5.74M, raised on Jul 2018.
Founded in 2010, SMArtX operates from West Palm Beach, United States, in the wealth management sector. Performance monitoring and account valuation services are delivered to advisors through a platform that supports UMA and SMA structures for traditional and alternative investments. Customized multi-strategy portfolios are facilitated, along with tools for drift management, rebalancing, consolidated tax reporting, and research using qualitative and quantitative metrics. White-label options are also available.
SMArtX's top competitors include Altruist, Nucleus Financial and QPLIX.
SMArtX offers SMArtY Platform, Automated Rebalancer, and Open APIs.
SMArtX has 3 investors. Key investors include Morningstar Investment Management, ManchesterStory Group, and IA Capital Group.