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SMArtX issues its own press release one day after Morningstar's ominous news about AssetMark deal -- that could yank $12 billion from SMArtX back to APL

The West Palm Beach, Fla., TAMP had the Chicago company as a white knight customer and VC backer but the vendor relationship might be in peril, analysts say

Authors Brooke Southall and Rogers Crowley June 26, 2024 at 12:45 AM
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Dan Phillips [Northern Trust photo]: I’m excited to be a part of the rapidly evolving fintech industry.
Keith Girard contributed to the editing of this article.



People Moves

Brian Murphy

Brian Murphy

June 26, 2024 — 4:14 AM
Just checked out the SMArtX website. Another company "revolutionizing" financial services with a B2B product that has completely rethought how the industry is leveraging technology. Yay! And thousands of model portfolios as well...Double Yay! Absolutely nothing unique or new. Call me when they liquidate.

Related Moves

September 15, 2023 at 2:13 AM

SMArtX is loading up on Envestnet talent as re-peopling rolls on -- post Morningstar disruption -- with two hires from the Berwyn, Pa., TAMP

The West Palm Beach, Fla., TAMP is getting Courtney Robertiello and Jacqueline Burke, and their staggering 29 years of experience for 'growth and innovation,' the company says.

July 4, 2024 at 2:09 AM

Chafing at new 'governance,' Evan Rapoport resigns as SMArtX CEO, 15 months after Morningstar became its largest PE investor and giant customer -- and weeks after pivot toward 'freemium' strategy

The West Palm Beach entrepreneur 'endorses' the stictures that hastened his exit, but he's looking foward to green pastures unfettered by rules that more mature companies employ.

August 17, 2023 at 2:37 AM

With $4 million VC raise fresh in hand, SMArtX takes next step to shed Black Diamond shadow by hiring a president/COO who casts his own

.Jonathan Pincus took overseen assets at Northern Trust from $3 billion to $70 billion at his Chicago firm and learned about SMartX after in his old role

May 22, 2020 at 9:36 PM

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Mentioned in this article:

SMArtX Advisory Solutions
Top Executive: Evan Rapoport

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