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© All Rights Reserved. ApplyBlast.com
SMArtX Advisory Solutions
A VP of Client Strategy & Success at SMArtX Advisory Solutions leads strategic relationship management, engagement, and adoption across enterprise and independent RIA client accounts. The role involves driving client outcomes through platform expertise, relationship building, and cross-functional coordination.
Headquarters
West Palm Beach, Florida, United States
Company Size
51-200 employees
Founded
2018
SMArtX Advisory Solutions provides managed accounts technology built for financial services. Their platform automates model-driven portfolio construction, trade generation and execution, and back-office workflows to support separately managed accounts, unified managed accounts, and model delivery. SMArtX serves RIAs, broker‑dealers, asset managers and wealth platforms, helping firms scale operations, improve efficiency, and deliver consolidated reporting. The company offers configurable, integrable software and services focused on streamlining compliance and custodian connectivity for advisors and institutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for SMArtX Advisory Solutions.