SMArtX Advisory Solutions
PrivateLast Round
Series D
May 3, 2022
Total Funding Raised
$30.9M
Momentum
Top 50%
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, Services & Consulting, Freemium
AI Layer
Application
Keywords
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% |
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
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about SMArtX Advisory Solutions's valuation, stock price, and market status.
Is SMArtX a public or private company?
SMArtX is a private company.
What is the current stock price of SMArtX?
SMArtX is a private company with no public stock price. No recent secondary market data is available.
How much is SMArtX worth (valuation)?
Valuation information for SMArtX is not publicly available.
Can I buy SMArtX stock?
SMArtX shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was SMArtX's last funding round?
SMArtX's most recent funding round was Series D on May 3, 2022.
Who are the main investors in SMArtX?
Key investors in SMArtX include ManchesterStory Group, IA Capital Group.
Will SMArtX IPO soon?
No public IPO plans have been announced for SMArtX.
How can I track SMArtX secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor SMArtX's secondary market activity and sign up for updates.