“Chrysalis is a late-stage private equity fund. … Where they invest in private companies who are probably within the next three, four or five years a candidate to go public, which I think, obviously, is in line with our ambitions,” Smart U.S. CEO Jodan Ledford said.
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 close to a million savers entrusting over $3 billion** in assets on the platform. Smart supports its clients with a 650 strong global team and saw over 2,000%* growth in assets on its platform since 2018.
Legal & General, J.P. Morgan, the Link Group, Barclays, Natixis Investment Managers, Chrysalis Investments, and DWS Group are all investors to date in Smart.
For more information, please visit www.smartretire.com.
Caliber Corporate Advisers for Smart