Insights

High Net Worth Focus Smith Group Asset Management specializes in serving high net worth individuals and institutional clients, highlighting a need for premium, customized investment solutions and potentially premium client management tools.

Boutique Investment Approach With a small team of 11-50 experienced professionals employing a systematic, team-based investment process, they may benefit from advanced portfolio management software, real-time analytics, and risk assessment tools to enhance their operational efficiency.

Technology Ecosystem Utilizing diverse tech stacks including IBM Spectrum Scale, NetApp, and Google Docs, the firm shows openness to integrating comprehensive data management and collaboration solutions, opening opportunities for enterprise-grade data security and unified platforms.

Growth & Market Trends Recent industry news about LinkedIn's AI innovations and talent strategies suggest a focus on digital transformation and AI-driven insights, which Smith Group could leverage to enhance their investment analytics and client engagement capabilities.

Competitive Positioning Operating in a competitive landscape with peers like T. Rowe Price and Fidelity, Smith Group’s niche focus on risk-managed, stable returns offers opportunities to position innovative tech solutions that can help differentiate their service offerings and improve client retention.

Smith Group Asset Management Tech Stack

Smith Group Asset Management uses 8 technology products and services including IBM Spectrum Scale, Autodesk Revit, NetApp, and more. Explore Smith Group Asset Management's tech stack below.

  • IBM Spectrum Scale
    Big Data Processing
  • Autodesk Revit
    Cad & Graphics
  • NetApp
    Data Management
  • Google Docs
    Documentation Tools
  • Articulate 360
    Education Management
  • Google Maps
    Maps
  • JavaScript
    Programming Languages
  • JSON
    Programming Languages

Media & News

Smith Group Asset Management's Email Address Formats

Smith Group Asset Management uses at least 2 format(s):
Smith Group Asset Management Email FormatsExamplePercentage
First@smithasset.comJohn@smithasset.com
62%
FLast@smithasset.comJDoe@smithasset.com
19%
FirstLast@smithasset.comJohnDoe@smithasset.com
11%
Last@smithasset.comDoe@smithasset.com
8%
FLast@linkedin.comJDoe@linkedin.com
80%
FiLast@linkedin.comJoDoe@linkedin.com
12%
LastFir@linkedin.comDoeJoh@linkedin.com
4%
FirLast@linkedin.comJohDoe@linkedin.com
4%

Frequently Asked Questions

Where is Smith Group Asset Management's headquarters located?

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Smith Group Asset Management's main headquarters is located at 100 Crescent Court Suite 1150 Dallas, Texas United States. The company has employees across 2 continents, including North AmericaAsia.

What is Smith Group Asset Management's phone number?

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You can contact Smith Group Asset Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Smith Group Asset Management's official website and social media links?

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Smith Group Asset Management's official website is linkedin.com and has social profiles on LinkedIn.

What is Smith Group Asset Management's NAICS code?

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Smith Group Asset Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Smith Group Asset Management have currently?

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As of April 2026, Smith Group Asset Management has approximately 25 employees across 2 continents, including North AmericaAsia. Key team members include Coo: R. N.Chief Technology Officer And Director Of Operations: B. B.Founder, Chief Executive Officer: S. S.. Explore Smith Group Asset Management's employee directory with LeadIQ.

What industry does Smith Group Asset Management belong to?

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Smith Group Asset Management operates in the Investment Management industry.

What technology does Smith Group Asset Management use?

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Smith Group Asset Management's tech stack includes IBM Spectrum ScaleAutodesk RevitNetAppGoogle DocsArticulate 360Google MapsJavaScriptJSON.

What is Smith Group Asset Management's email format?

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Smith Group Asset Management's email format typically follows the pattern of First@smithasset.com. Find more Smith Group Asset Management email formats with LeadIQ.

When was Smith Group Asset Management founded?

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Smith Group Asset Management was founded in 1995.

Smith Group Asset Management

Investment ManagementTexas, United States11-50 Employees

Smith Group Asset Management is a business of Cantor Fitzgerald Investment Advisors. Based in Dallas, Texas we are dedicated to providing high quality investment management service to a limited number of institutional and high net worth clients. 

The firm's team of experienced investment professionals, all of whom possesses advanced degrees and/or hold the Chartered Financial Analyst designation, implements a repetitive, multi-step engineering approach to portfolio management. The firm takes a team-based approach to investing and believes that the combination of their return-stabilizing, risk management approach, with their earnings, valuation and quality focused stock selection process will produce superior portfolio results that are repeatable, less volatile, and consistent over long periods of time.

To view recent publications by the Smith Group Asset Management team, please visit www.smithasset.com

Section iconCompany Overview

Headquarters
100 Crescent Court Suite 1150 Dallas, Texas United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1995
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Smith Group Asset Management's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Smith Group Asset Management's revenue is estimated to be in the range of $25M$50M

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