SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
Over 60 new Strategies from Fidelity Institutional Asset Management, Northern Trust Investments, and Vanguard Group WEST PALM BEACH, Fla., October 1st, 2020 — SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts...Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies
Unified Managed Accounts Technology will integrate across Thrivent Advisor Network to facilitate investment selection and management. August 26th, 2020. West Palm Beach, FL: SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts...With $4 million VC raise fresh in hand, SMArtX takes next step to shed Black Diamond shadow by hiring a president/COO who casts his own
Jonathan Pincus took overseen assets at Northern Trust from $3 billion to $70 billion at his Chicago firm and learned about SMartX after in his old role Just two months after it raised $4 million to seed a business model shift, SMArtX is hiring as president a former...After riding Black Diamond’s coattails from near zero to $2 billion of AUM, SMArtX raises $4 million to compete as a ‘Vestmark’-model firm
The Jacksonville RIA software firm gave the Palm Beach, Fla. fund manager a shot at the fast-track that worked — but now the three-year contract is almost up Black Diamond and SMArtX needed each other in 2017. They signed an exclusive contract and… BOOM!...Recent Posts
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