SMArtX Advisory Solutions
SMArtX Advisory Solutions provides a cloud-based managed accounts platform for financial institutions, with 109 employees. The company has raised $36M, including a Series D in 2022 backed by investors like Morningstar.
The growth story
SMArtX Advisory Solutions grew from 57 to 109 employees between 2021 and 2026, raising $36M along the way, most recently a Series D in May 2022.
About
SMArtX sells a platform that lets financial firms add managed account capabilities to their existing systems. Its API and modular components allow RIAs, broker-dealers, and asset managers to integrate portfolio management and trading tools.
The company has grown to 109 staff since its 2018 founding. Its $36M funding includes a 2022 Series D with backers like Morningstar, suggesting steady traction in the financial infrastructure space.
Founders and leadership
Engineering is the largest department with 26 employees. The company has a median tenure of 3 years, indicating moderate retention.
The SMArtX Advisory Solutions org chart
Jonathan Pincus (Chief Executive Officer) leads 46 mapped leaders with 4 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Engineering 37 (+3% YoY), Finance 10 (+11% YoY), Business Development 9 (0% YoY), Sales 8 (0% YoY), Information Technology 8 (+167% YoY), Product Management 8 (-11% YoY).
Talent flow
The team draws heavily from financial tech firms like Advisor360° (6 hires), Northern Trust (5), and Envestnet (5). Alumni often move to wealth management platforms like AssetMark and Tidal Financial.
Most common previous employers of SMArtX Advisory Solutions staff: Advisor360° (6), Northern Trust (5), Envestnet (5), Skience (3), Morningstar (3), SS&C Technologies (3). Former SMArtX Advisory Solutions employees most often moved to AssetMark (2), RQD* Clearing (2), Tidal Financial (2), Private Client Services (PCS), Member FINRA, SIPC (1), Stage Access (1), Boost (1).
Alumni worth knowing
The SMArtX Advisory Solutions mafia
Alumni have founded several financial services firms including Private Client Services (77 staff) and Boost (34 staff), showing an entrepreneurial streak among departures.
6Damon B. Joyner, was Chief Financial Officer until 2026Alex Maffeo, was Board of Directors until 2017Rocky Emery, was Managing Director Marketing until 2015Bruce H. Lipnick, was Board Member until 2017Alexandr Raevskiy, was Senior Product Manager, API and Platform until 2023Manuel Toribio, was Full-stack Developer until 2024Hiring now
Web traffic
Traffic mix: 47% direct, 29% search, 15% social, 1% paid.
What this company is made of
Most common skills at SMArtX Advisory Solutions: Leadership (30), JavaScript (27), Amazon Web Services (AWS) (26), Microsoft Excel (26), Python (Programming Language) (26), Project Management (26), Microsoft Office (25), SQL (24).
Where the team actually sits
SMArtX Advisory Solutions people are concentrated in Florida, United States (25), New York, United States (6), Texas, United States (6), United States (4).
Search footprint
SMArtX Advisory Solutions attracts about 345 organic search visits a month, traffic worth roughly $1K a month if bought through ads. It gained 36 ranking keywords and lost 27 in the last period.
What employees say
- Compensation
- 3.70 / 5
- Career opportunities
- 4.20 / 5
- Senior management
- 4.10 / 5
- Work-life balance
- 4.10 / 5
Frequently asked
SMArtX Advisory Solutions has 109 employees as of September 2026.
SMArtX Advisory Solutions has raised $36M in total, most recently a Series D round in May 2022.
Jonathan Pincus (Chief Executive Officer) sits at the top of SMArtX Advisory Solutions's reporting structure, with 4 direct reports.
The most common previous employers of current SMArtX Advisory Solutions staff are Advisor360° (6 people), Northern Trust (5 people), Envestnet (5 people).
Former SMArtX Advisory Solutions employees most often move to AssetMark (2), RQD* Clearing (2), Tidal Financial (2).
At least 6 companies have a founder who previously worked at SMArtX Advisory Solutions, including Private Client Services (PCS), Member FINRA, SIPC, Boost, Boost Profits.
SMArtX Advisory Solutions attracts about 345 organic search visits a month, worth roughly $1K a month in equivalent ad spend.
The most common skills among SMArtX Advisory Solutions staff are Leadership, JavaScript, Amazon Web Services (AWS), Microsoft Excel, Python (Programming Language).
SMArtX Advisory Solutions staff are concentrated in Florida, United States (25), New York, United States (6), Texas, United States (6).
SMArtX Advisory Solutions has about 37 people in Engineering, up 3% over the past year, as of September 2026.
SMArtX Advisory Solutions has about 10 people in Finance, up 11% over the past year, as of September 2026.
Computed from 81 current and 88 former SMArtX Advisory Solutions profiles, as of September 2026. Source: Crustdata.
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