About Smith Group Asset Management
Smith Group Asset Management is a Financial Services company based in Dallas (United States) founded in 1995, and was acquired by Cantor Fitzgerald in July 2021. Diversified investment management services are provided to clients worldwide. Smith Group Asset Management offers products and services including Investment Management Services, Research Services, and Earnings Updates. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Smith Group Asset Management was established in 1995 in Dallas, United States. Operations are focused on the financial sector, where diversified investment strategies are employed across multiple asset classes. Services include portfolio management, advisory, and risk assessment for institutional and individual clients. The firm maintains a presence in the U.S. market, with activities centered on long-term asset growth and capital preservation.
- Headquarters Dallas, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website smithasset.com
- Social LinkedIn
- Acquired by Cantor Fitzgerald (Jul 2021)
- Investors
- Acquired byCantor Fitzgerald
(Jul 2021)
Products & Services of Smith Group Asset Management
Smith Group Asset Management offers a comprehensive portfolio of products and services, including Investment Management Services, Research Services, and Earnings Updates.
Provides portfolio management based on earnings growth analysis and risk diversification.
Offers insights on market perspectives and earnings updates for clients.
Delivers reports on global and U.S. earnings to support investment decisions.
Investors in Smith Group Asset Management
Smith Group Asset Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cantor.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Merger and acquisitions advisory services are provided to corporate clients. | 1945 | cantor.com | New York, United States |
Investor details for Smith Group Asset Management
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.
Timeline of Smith Group Asset Management
2 dated milestones of Smith Group Asset Management across 26 years, from founding to its latest funding, stage changes and deals.
- Founded Smith Group Asset Management is founded.
- Exit Acquired by Cantor Fitzgerald.
Competitors of Smith Group Asset Management
Smith Group Asset Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Smith Group Asset Management
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Smith Group Asset Management
The website of Smith Group Asset Management (smithasset.com) receives about 6.3K visits a month.
- Monthly visits6.3K
▲ 253.7% vs previous month
Websites whose visitors overlap most with Smith Group Asset Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| google.com | 100% | 85.8B | #1 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Smith Group Asset Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Smith Group Asset Management
Complete news archive for Smith Group Asset Management
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.
Frequently Asked Questions about Smith Group Asset Management
Smith Group Asset Management was founded in 1995.
Smith Group Asset Management is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
Smith Group Asset Management was established in 1995 in Dallas, United States. Operations are focused on the financial sector, where diversified investment strategies are employed across multiple asset classes. Services include portfolio management, advisory, and risk assessment for institutional and individual clients. The firm maintains a presence in the U.S. market, with activities centered on long-term asset growth and capital preservation.
Smith Group Asset Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Smith Group Asset Management offers Investment Management Services, Research Services, and Earnings Updates.
Smith Group Asset Management has 1 investor. Key investors include Cantor.
Yes. Smith Group Asset Management was acquired by Cantor Fitzgerald in July 2021.