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Smart Kx Logo
Smart Kx CB Rank
256227
Heat Score
62
Smart Kx provides RIA software for billing and contract processes.
Founded
obfuscation
Private Dallas, Texas, United States1-10 smartkx.io
Billing
Information Technology
Software
Overview

Smart Kx
Heat Score
62

Growth Score
pts
in past quarter
Heat Score 62
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Smart Kx

CB Rank
256227
Smart Kx provides RIA software for billing and contract processes.
Founded
obfuscation
Private Dallas, Texas, United States1-10 smartkx.io
Billing
Information Technology
Software

Key People

  • Photo of Lacey Shrum
    Lacey Shrum: Founder
    Past Role: The Loyal Closet, Co-Founder and Builder of Business, Solutions Maker

Details

Legal Name Smart Kx LLC
Operating Status Active
Company Type For Profit
Founders  Lacey Shrum
Phone Number 512-537-3581
Contact Email sales@smartkx.io
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Automated Fee Billing Software
Software that automates the calculation and billing of assets under management (AUM) fees for Registered Investment Advisors (RIAs).
ADV Part 2A and Fee Disclosure Review Service
A service that validates and reviews fee disclosures and client agreements to ensure consistency and compliance with regulatory requirements.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 4

Employee Profiles

News

News and Press

News•Dec 8, 2025
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News•Nov 18, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$33.5KThis year, Smart Kx is projected to spend $33.5K on IT, according to Aberdeen.

Active Website Tech Count

15Smart Kx is actively using 15 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, nginx, and  IPv6.
Sub-Organizations
Frequently Asked Questions

Where is Smart Kx's headquarters? Smart Kx is located in Dallas, Texas, United States.Who are Smart Kx's competitors? Alternatives and possible competitors to Smart Kx may include Envestnet, Addepar, and  Advyzon.
Who We Are
What We Do
Helpful Links
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