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Smart Portfolios Logo
Smart Portfolios CB Rank
1424437
Heat Score
52
Smart Portfolios specializes in asset allocation and risk management solutions for hedge funds, mutual funds and investment advisory firms.
Founded
obfuscation
Private Seattle, Washington, United States1-10 www.smartportfolios.com/
Advice
Asset Management
Finance
Financial Services
Hedge Funds
Overview

Smart Portfolios
Heat Score
52

Growth Score
pts
in past quarter
Heat Score 52
-8 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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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 Portfolios

CB Rank
1424437
Smart Portfolios specializes in asset allocation and risk management solutions for hedge funds, mutual funds and investment advisory firms.
Founded
obfuscation
Private Seattle, Washington, United States1-10 www.smartportfolios.com/
Advice
Asset Management
Finance
Financial Services
Hedge Funds

Details

Legal Name Smart Portfolios, LLC
Operating Status Active
Company Type For Profit
Phone Number +1-877-686-3636
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Dynamic Portfolio Optimization™ (DPO)
An asset allocation system applying Extreme Value Theory and advanced data models to assess and project risk-adjusted returns for portfolio optimization.
Smart Portfolios Allocation Strategies
Risk-managed portfolio solutions using DPO to maximize risk-adjusted returns with global ETFs across multiple asset classes.

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 Contacts 6
News
Technology
View Tech Report

Monthly Web Visits

404
9.78%
 in past month

IT Spend

$236.3KThis year, Smart Portfolios is projected to spend $236.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
FinTech Logo
FinTech
83
Kingdee Logo
Kingdee
83
AI Forex Trading Logo
AI Forex Trading
83

Actively Used Products

13Smart Portfolios uses 13 technology products and services including HTML5, F5 NGINX, and  Apache Server, according to G2 Stack.

Active Website Tech Count

7Smart Portfolios is actively using 7 technologies for its website, according to BuiltWith. These include HSTS, DNSSEC, and  CommonCrawl Top 10m.

Total IP

2Smart Portfolios has registered 2 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Smart Portfolios's headquarters? Smart Portfolios is located in Seattle, Washington, United States.Who are Smart Portfolios's competitors? Alternatives and possible competitors to Smart Portfolios may include Nuveen, BlackRock, and  J.P. Morgan Asset Management.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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