Hennion & Walsh, with headquarters in Parsippany, NJ, was founded in 1990 with a single goal in mind: to become the nation's premier provider of investment services to and advocate for individual investors and their financial advisors. As such, our disciplined, and often unique, investment strategies have helped thousands of investors meet their investment objectives. The SmartTrust® platform of Unit Investment Trusts (UITs) are one such example of our innovative investment strategies. Working with financial advisors throughout the country, the SmartTrust product lineup has grown significantly since the first SmartTrust was launched in 2003 to now include a wide-array of Trust offerings including Taxable Income, Tax-Free Income, Taxable Equity & Income, Tax-Free Equity & Income and Equity Oriented/Theme Based portfolios. We are constantly strengthening our business by building long-term relationships through our integrity, trustworthiness, high quality products and commitment to exceptional customer service.
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The SmartTrust® annual revenue was $24.9 million in 2026.
Matthew Wolcott is the COO of SmartTrust®.
13 people are employed at SmartTrust®.
SmartTrust® is based in Parsippany, New Jersey.
The NAICS codes for SmartTrust® are [525990, 525, 52599, 52, 5259].
The SIC codes for SmartTrust® are [67, 672].