SMArtX Advisory Solutions LLC

SMArtX Advisory Solutions LLC is a financial technology company specializing in modern managed accounts technology. Headquartered in West Palm Beach, Florida, the company provides a cloud-native, API-first platform designed to empower financial firms to deliver next-generation managed account solutions. Its core mission is to streamline operations, enhance scalability, and enable personalized client experiences within the wealth management industry.

The company's key offerings include the SMArtX Platform, a custodian-neutral unified managed account (UMA) system that centralizes trading, rebalancing, and tax overlays. It also features BillPro, a flexible billing engine, and a Manager Marketplace providing access to over 2,700 investment strategies from more than 375 asset managers. SMArtX serves a diverse client base, including Registered Investment Advisors (RIAs), broker-dealers, asset managers, custodians, and FinTech firms, offering both off-the-shelf and integrated technology solutions.

Jonathan Pincus serves as the Chief Executive Officer, having been appointed in August 2023, succeeding founder Evan Rapoport. SMArtX Advisory Solutions continues to expand its platform, regularly adding new investment strategies to its Manager Marketplace. The firm reported assets under management (AUM) of $26.99 billion as of March 2026, solidifying its position as a prominent provider of managed accounts technology that aims to modernize and replace legacy systems in the financial advisory space.