Smart, a leading global retirement technology provider, continues on its path to disrupt the global retirement market as the Smart USA team introduces six new seasoned hires.
Smart entered the US in October 2020 as a direct response to the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). Its recordkeeping technology and retirement income solutions are purpose-built for Pooled Employer Plans (PEPs). Since then, the company has achieved milestones such as naming its first US Board of Directors and receiving an investment round of $228M led by Chrysalis Investments, which furthered Smart's goal of rolling out its proven PEP technology platform across the US.
Now the US team is proud to add six new professionals to its bench of expertise, joining the likes of Director of Retirement Solutions Catherine Reilly, Director of Corporate Strategy Grant Chamberlain, US General Counsel Lawrence Griffin and Chief Operating Officer Rob Stanley. These new hires, with backgrounds across retirement, technology and marketing, include:
Jodan Ledford, CEO of Smart USA, commented:
"We are thrilled to bring aboard these talented individuals, who bring a variety of diverse skills and experiences across the financial services industry. They will be instrumental in helping us to advance and evolve our technology, client service, and internal culture as we continue to grow. On behalf of Smart, I wish them the warmest welcome. With their help, I am excited to broaden our reach and set the bar higher for ourselves in increasing access to retirement savings for millions of Americans."
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.
Caliber Corporate Advisers for Smart