FundedIQ
Financial Services

SmartX Technology Solutions: Funding, Investors & Team (Sep 2026)

SmartX Technology Solutions is a UMA/SMA platform that provides advisors access to institutional quality managers. The platform offers traditional and alternative investment strategies, as well as individual securities, mutual funds, and ETFs, in a single brokerage account.

www.smartxadvisory.com LinkedIn West Palm Beach, United States 51-100 employees
Total raised
$30.0M
Rounds
1
Latest
Series D
May 2022

SmartX Technology Solutions has raised $30.0M across 1 funding round on record, the most recent a Series D of $30.0M announced in May 2022.

That round is above the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.

SmartX Technology Solutions Company Profile and Key Stats

Total funding raised
$30.0M
across 1 round on record
Funding rounds on record
1
Latest funding round
Series D
$30.0M in May 2022
Employees
51-100
reported band
Headquarters
West Palm Beach, United States

Latest funding round on record: May 2022.

SmartX Technology Solutions Funding Rounds

Date
Round
Amount
Series D
$30.0M

SmartX Technology Solutions Founders and Leadership Team

Name
Role
Contact
Evan Rapoport
CEO
Locked

Contact details for the SmartX Technology Solutions team: 1 of 1 has an email address on file.

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SmartX Technology Solutions Funding Compared to Other Financial Services Startups

Segment
Companies
Median round
29,795
$7.5M
761
$90M

SmartX Technology Solutions' latest round of $30.0M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.

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SmartX Technology Solutions Funding FAQs

What does SmartX Technology Solutions do?

SmartX Technology Solutions is a UMA/SMA platform that provides advisors access to institutional quality managers. The platform offers traditional and alternative investment strategies, as well as individual securities, mutual funds, and ETFs, in a single brokerage account.

How much funding has SmartX Technology Solutions raised?

SmartX Technology Solutions has raised $30.0M across 1 round on record. The most recent is a Series D of $30.0M announced in May 2022.

When did SmartX Technology Solutions last raise funding?

SmartX Technology Solutions' most recent funding round on record is a Series D of $30.0M, announced in May 2022.

Who is the CEO of SmartX Technology Solutions?

Evan Rapoport is listed as CEO at SmartX Technology Solutions.

Where is SmartX Technology Solutions headquartered?

SmartX Technology Solutions is based in West Palm Beach, Florida, United States.

How many employees does SmartX Technology Solutions have?

SmartX Technology Solutions is in the 51-100 employee band.

How does SmartX Technology Solutions' funding compare to other Financial Services startups?

SmartX Technology Solutions' latest round of $30.0M is above the $14M median round size for Financial Services companies on FundedIQ across 5,745 tracked companies over the last two years.

About FundedIQ's SmartX Technology Solutions Funding Data

FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.

Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for SmartX Technology Solutions is left off this page rather than filled in.

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