BetaSmartz is a global provider of modular cloud-based investment, operations and administrative SaaS solutions to financial institutions. Our work with financial institutions centres on driving profitability & growth and future-proofing the investment & client management lifecycles. Founded and run by investment & wealth management veterans, BetaSmartz reduces cost and optimises efficiency through data consolidation and process automation, maximises client engagement & user experience through intuitive web-based portals and mobile apps, and promotes robust hybrid investment management though deep data, AI and ML algorithms. It is the BetaSmartz philosophy that advisors & managers should be enabled and empowered by technology, not disrupted and disenfranchised.
Looking for a particular BetaSmartz employee's phone or email?
The BetaSmartz annual revenue was $5.4 million in 2026.
Zak Allom is the CEO and Co-Founder of BetaSmartz.
6 people are employed at BetaSmartz.
BetaSmartz is based in New York City, New York.
The NAICS codes for BetaSmartz are [522320, 5223, 522, 52, 52232].
The SIC codes for BetaSmartz are [61, 615].