Articles tagged "SMArtX Advisory Solutions"
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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
Just 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.
September 15, 2023 at 2:13 AM
SMArtX goes to Plan B -- freemium -- after phenomenal asset growth slows dramatically, but 'free' comes at a price, analyst says
The West Palm Beach, Fla., TAMP launches new strategy after it riveted the industry by adding $25 billion in two years before coming back to earth.
