Smart Kx

Est. 2018 HQ United States Employees 6 Funding $750K Updated 2026-02-10
Rank trajectory2024-02 → 2026-05 · 28 months
FELL -143From #572 (2024-02) to #715 today
#550#598#645#693#7402024-02: #5722024-03: #6522024-04: #6492024-05: #6542024-06: #6622024-07: #7182024-08: #7162024-09: #7142024-10: #7132024-11: #7112024-12: #7102025-01: #7082025-02: #7122025-03: #6602025-04: #6612025-05: #6602025-06: #7152025-07: #7052025-08: #7072025-09: #7072025-10: #7092025-11: #7122025-12: #7082026-01: #7072026-02: #7132026-03: #7162026-04: #7182026-05: #715 #715 now Q2 24Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26May 26

How this is computed · one composite score, recomputed across all 28 months, ranked on a 3-month moving average

What it is Overview

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.

Integrations 2 platforms

Platforms Smart Kx integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.

  • Wealthbox
  • Redtail

Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class

Community ratings Coming soon
Alternatives 6 in Other

Other Other vendors in the directory. "Compare" pages are editorial and coming as we build them.

Funding
  • 750KTotal funding reported by the TLTF directory · founded 2018 · as crawled 2026-02-09source ↗

Round-by-round data (dates, round names, investors) is not in our source crawl — only the total is shown.

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