SMArtX
As of 1 November 2026, SMArtX has 4 open roles (0 new in 30 days), its customer service & success team is hiring most, and its postings name Salesforce, Intercom and Microsoft Excel as the tools the team works in.
As of 1 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- , , United States
- Employees
- 51-200 employees (linkedin)
- Sells to
- independent RIAs, broker dealers, fintech firms
- Certifications on site
- Site languages
- EN
- Career system
- Recooty
SMArtX in one screen
Read from smartxadvisory.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
SMArtX is a software provider that builds unified managed account (UMA) and TAMP technology for financial advisors and enterprises. Its offerings include the SMArtX platform, BillPro advisory fee billing, Manager Marketplace, Manager Analytics, Tax Management, Portfolio Management, Cash Management and Data Management. It serves independent RIAs, broker dealers, fintech firms, banks, trust companies, insurance and asset managers.
Named on the site: independent RIAs, broker dealers, fintech firms, banks, trust companies, insurance, asset managers, custodians, enterprise wealth firms, independent financial advisors, banks and trust companies.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 593 scored.
What SMArtX says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• Maintain accurate and timely records within Salesforce, Jira, and other internal project management tools.• Provide timely and accurate responses to client inquiries via email, chat, phone, and Intercom communications.• Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, INDEX/MATCH, and SUMIFS.• Proficient in Microsoft Office Suite, including Microsoft Excel.
• Microsoft Office and Google Workspace• Maintain accurate and timely records within Salesforce, Jira, and other internal project management tools.• Proficiency in QuickBooks Online.• Experience with SAP Ariba is a plus.Vendors whose code loads on smartxadvisory.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
4 open roles, 0 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring customer service & success in United States →
| open · new 30 d | |
|---|---|
| Customer service & success | 1 · 0 |
| Finance & accounting | 1 · 0 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add SMArtX to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like SMArtX
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 593 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
SMArtX (, United States, 51-200 employees) has 4 open roles, 0 new in 30 days, and names 8 tools in its postings. (Breaknorm, 1 November 2026, https://breaknorm.co/company/smartxadvisory.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from smartxadvisory.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Recooty career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
SMArtX: questions
Does SMArtX use Salesforce?
Yes, by the company's own words: 2 postings name it, first seen 2026-10-22, in the team.
Is SMArtX hiring?
4 open roles as of 1 November 2026, 0 opened in the last 30 days and 0 closed. The largest team hiring is customer service & success.
Where does this profile come from?
From smartxadvisory.com itself: we crawled it on 2026-09-06, built the profile on 2026-09-12, and read its career site (Recooty) hourly since. Headcount is from LinkedIn.
Who should I write to at SMArtX?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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