Smart Kx

Smart Kx offers a comprehensive revenue management platform tailored for Registered Investment Advisors (RIAs), streamlining the entire revenue cycle from documentation to calculation and analysis. By accurately calculating assets under management (AUM) fees based on client agreements, the platform identifies revenue gaps and undercharging, enabling firms to make informed, compliant adjustments that drive growth. Additionally, Smart Kx integrates seamlessly with key technologies, enhancing operational efficiency and accelerating revenue collection.

Company Info

• Founded: 2018
• Team size: 1-10 employees
• Funding: $750K
• HQ: United States
• Sector: Revenue Management, CLM & Contracting

What We Haven’t Verified

This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.