BetaSmartz is a B2B wealth & asset management fintech business offering white-labelled digital investment, operations, administration and engagement platforms that enable financial institutions to more efficiently and effectively manage their clients, product and distribution partners. Our work with financial institutions centres on driving profitability & growth and future-proofing the client & investment management lifecycles. We reduce cost and optimise administrative & operational efficiency through data consolidation and process automation, maximise digital engagement & user experience through web-based consoles and mobile apps, and promote 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.
View Top Employees from BetaSmartz| Website | http://www.betasmartz.com |
| Revenue | $5.4 million |
| Employees | 9 (9 on RocketReach) |
| Founded | 2016 |
| Technologies |
JavaScript,
HTML,
Twitter
+14 more
(view full list)
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| Industry | Financial Services, Credit Cards & Transaction Processing, Personal Finance, Finance, Retirement Planning, Investment Management, Portfolio Management, Software |
| Web Rank | 31 Million |
| Keywords | Betasmartz |
| Competitors | Dimension Capital Management, Hyphen Network, STONEHAVEN, LLC |
| SIC | SIC Code 61 Companies, SIC Code 615 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 5223 Companies, NAICS Code 522 Companies, NAICS Code 52232 Companies, NAICS Code 522320 Companies |
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BetaSmartz Questions
The BetaSmartz annual revenue was $5.4 million in 2024.
Toby Fenn is the Director, Business Development of BetaSmartz.
9 people are employed at BetaSmartz.
The NAICS codes for BetaSmartz are [52, 5223, 522, 52232, 522320].
The SIC codes for BetaSmartz are [61, 615].
Top BetaSmartz Employees
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35+
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