Company profile: SmartX Advisory Solutions
1.1 - Company Overview
Company description
- Provider of a UMA/SMA platform giving advisors access to institutional-quality managers. SMArtY delivers model portfolios from global asset managers plus tools like automated rebalancing and tax harvesting. Also offers BillFiX for automated billing with integrations, a data analytics platform for asset manager insights, and APIs to streamline advisory firm processes and enhance product delivery and client experience.
Products and services
- SMArtY: An institutional-grade wealth management platform that offers access to model portfolios from global asset managers and investment tools like automated rebalancing and tax harvesting for advisors
- APIs: Integration-ready interfaces that improve efficiencies within financial advisory firms’ processes, enhancing product delivery and client experience
- Data Analytics Platform: Enterprise-grade analytics that delivers asset managers data-driven insights to improve decision-making and business development
Key contacts
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Financial details
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1.2 - Competitors and similar companies to SmartX Advisory Solutions
FWW
HQ: Germany
Website
- Description: Provider of financial content and application services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Preqin
HQ: United Kingdom
Website
- Description: Provider of cloud-based collaboration software for private equity and venture capital firms to monitor, value, benchmark, and report on private capital portfolio investments. Automates data gathering, compilation, analysis, and exchange of operating metrics (financial, KPIs, ESG) and valuations. Includes Dynamo PMV for performance reporting, valuations, fund overviews, and integration with other modules.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Capitalab
HQ: United Kingdom
Website
- Description: Provider of margin and capital optimization and option compression services for derivatives, reducing counterparty risk, capital and funding costs, and mark-to-market exposure. Offers multilateral compression (OTC Rates, FX, listed Equity options) via Swaptioniser, brokerage, execution and advisory in derivatives, and software for valuation and compression, enhancing operational efficiency while maintaining market risk.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
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LiquidityBook
HQ: United States
Website
- Description: Provider of scalable, fully hosted trade management solutions for buy-side, sell-side, and outsourced trading, enabling connections, tracking, and execution. Offerings include portfolio, order and execution management (LBX Buy-Side, LBX Sell-Side, LBX Outsourced Trader), portfolio management and accounting (LBX PMS), broker/outsourced trading portal (LBX Portal), and a managed FIX network and gateway (LBX Connect).
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Foliometrics
HQ: United Kingdom
Website
- Description: Provider of a unified suite of products supporting the full spectrum of the investment process, from research management through to portfolio management, leveraging modern technologies with options for onsite or cloud-based implementations.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for SmartX Advisory Solutions
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to SmartX Advisory Solutions
2.2 - Growth funds investing in similar companies to SmartX Advisory Solutions
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4 - Top valuation comps for SmartX Advisory Solutions
4.2 - Public trading comparable groups for SmartX Advisory Solutions
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