Smart, one of the largest global recordkeepers doing business in the U.K., Ireland, Australia and Dubai, launched today in the U.S. to offer its cloud-based retirement plan solutions to employers of all sizes. Smart US will be headquartered in Nashville, Tenn. and based on its current business, becomes the second-largest recordkeeper operating in the country by number of plans served.
Smart is a global savings and investments technology provider. Its mission is to transform retirement, savings, and financial well-being, across all generations, around the world.
Smart partners with financial institutions (including broker-dealers, RIAs, retirement providers, insurers, asset managers, banks) and financial advisers to deliver retirement savings and income solutions that are digital, customized, and cost-efficient.
Smart, founded in the UK, operates in the USA, Europe, Australia, and the Middle East with over a million savers and over $5 billion in assets. Smart saw over 2,000% growth in assets on its platform since 2018.
Legal & General, J.P. Morgan, Fidelity International Strategic Ventures, Link Group, Barclays, Natixis Investment Managers, Chrysalis Investments, DWS Group and Aquiline Capital Partners are all investors to date in Smart.
For more information, please visit www.smartretire.com.
VP of Promotions Marketing – US