What departments does SMArtX Advisory Solutions have?

SMArtX Advisory Solutions has employees across 8 departments including Marketing, Product Management, Engineering, Arts & Design, Analytics.

What is the largest department at SMArtX Advisory Solutions?

The largest department at SMArtX Advisory Solutions is Engineering with 4 employees.

Where are SMArtX Advisory Solutions employees located globally?

SMArtX Advisory Solutions has employees across 3 continents and 3 countries including Japan, United States Of America, Brazil.

How has SMArtX Advisory Solutions's team size changed over time?

SMArtX Advisory Solutions's team has decreased from approximately 105 to 92 employees based on available data.

SMArtX Advisory Solutions Employee Directory

Financial ServicesFlorida, United States51-200 Employees

SMArtX Advisory Solutions provides a cloud-native platform based in West Palm Beach, Florida, that enables financial institutions to operate managed account programs within existing workflows. Its target customers include RIAs, broker-dealers, asset managers, FinTech firms, TAMPs, and custodians seeking integrated managed account capabilities. The platform emphasizes real-time, sleeve-level portfolio management and detailed account-level data to enhance operational transparency.

Users can choose outsourced or in-house trading and reconciliation, and the solution supports a wide range of investment vehicles within a unified managed account framework. Its BillPro billing engine, tax-aware portfolio management, and performance reporting address complex enterprise needs, while the model marketplace features more than 1,500 strategies from over 325 asset managers under a single contract. A recent development includes Automated Tax Loss Harvesting enhancements launched in October 2025, signaling ongoing platform evolution.

SMArtX Advisory Solutions Global Highlights

North America
114

United States Of America
114

South America
7

Brazil
7

Asia
1

Japan
1

SMArtX Advisory Solutions's Leadership

D. S.
Chief Marketing Officer
Mobile Phone
Email
M. F.
Senior Vice President
Mobile Phone
Email
A. G.
Director
Mobile Phone
Email
A. M.
Senior Product Manager
Mobile Phone
Email
M. R.
Engineering Manager
Mobile Phone
Email
A. S.
Senior Product Designer
Mobile Phone
Email
I. P.
Senior Software Engineer
Mobile Phone
Email
E. W.
Senior Business Analyst - Investment Operations
Mobile Phone
Email

SMArtX Advisory Solutions Employee Metrics

100%

50%

0%

2026

2025

Engineering
Operations
Product Management
Analytics
Customer Success
Other
Arts & Design
Solutions Engineering
Banking
Entrepreneurship

Contact profiles from SMArtX Advisory Solutions

Name

Title

Contact

Location

Last Update

D. S.
Chief Marketing Officer
Mobile Phone
Email
Oct 23, 2024
M. F.
Senior Vice President
Mobile Phone
Email
Jun 26, 2026
A. G.
Director
Mobile Phone
Email
Oct 17, 2024
A. M.
Senior Product Manager
Mobile Phone
Email
Oct 06, 2023
M. R.
Engineering Manager
Mobile Phone
Email
Oct 22, 2024
A. S.
Senior Product Designer
Mobile Phone
Email
Brazil, Amazonas
Apr 14, 2026
I. P.
Senior Software Engineer
Mobile Phone
Email
Brazil, Ceará
Apr 14, 2026
E. W.
Senior Business Analyst - Investment Operations
Mobile Phone
Email
Oct 16, 2024
J. P.
Senior User Experience And Product Designer
Mobile Phone
Email
Apr 08, 2024
S. C.
Solutions Consultant
Mobile Phone
Email
Jun 25, 2026

Frequently Asked Questions

What is SMArtX Advisory Solutions known for?

SMArtX Advisory Solutions was founded in 2018 and operates in the Financial Services industry. Explore SMArtX Advisory Solutions's company overview page for more information.

What is SMArtX Advisory Solutions's most common email format?

SMArtX Advisory Solutions employees' email format typically follows the pattern of First@smartxadvisory.com. Trying to find reliable and up-to-date employee contact data? Find more SMArtX Advisory Solutions email formats with LeadIQ.

How many employees does SMArtX Advisory Solutions have currently?

SMArtX Advisory Solutions has approximately 108 employees as of August 2026. These team members are located across 3 continents, including North America, South America and Asia.

Who are SMArtX Advisory Solutions's key employees and leadership?

As of August 2026, SMArtX Advisory Solutions's key employees include:

Chief Marketing Officer: D. S.
Senior Vice President: M. F.
Director: A. G.
Senior Product Manager: A. M.
Engineering Manager: M. R.

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SMArtX Advisory Solutions Employee Directory

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