People Moves Related to "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"
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'Spunky' SMArtX finessed its way to $31.5 billion and began a 'freemium' future, but its new CEO is hedging his bets by hiring a TAMP salesman with a track record that glitters like his own
Sep 15, 2023Just 22 days after swapping the SMArtX presidency for the CEO spot, Jonathan Pincus got David Pologe to help sign on new RIAs and brokers and their client assets.
The exclusive deal SMArtX cinched with Black Diamond is yielding Tiffany results, and now SmartX is hiring to keep up
Apr 10, 2019Growth is not an option for the tiny West Palm Beach concern after its SS&C alliance after AUM all but doubles in recent months requiring more inventory, expertise and staff
SMArtX is loading up on Envestnet talent as re-peopling rolls on -- post Morningstar disruption -- with two hires from the Berwyn, Pa., TAMP
Jul 4, 2024The 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.
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
Jun 26, 2024The 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
Seven 'RIA' chief executives are stepping aside for CEO 'operators' as PE backers get 'trigger' happy in adverse market; here are their stories
Sep 7, 2023Whether it's Edelman Financial Engines, SMArtX, Allworth or InvestCloud, the re-CEO-ing process follows a fat 2020 capital raise and thinner results in stormy financial markets.
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
May 22, 2020.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