What we do

We are focused on delivering solutions that will help close the coverage gap, drive personalized outcomes and deliver retirement income for millions of participants

To remove barriers to plan adoption, we offer fiduciary services harnessing a technology-forward process.

We transform retirement savings

We enable employers, advisors and participants to take full advantage of retirement savings options. Our customizable technology provides a frictionless approach to partnering with financial institutions.

Learn more about our Fiduciary Services.

Why choose Smart?

We’re proud of making a real difference in people’s retirement options.

Smart partners with financial institutions and advisors to deliver retirement savings and income solutions that are digital, customized, and cost-efficient.

How can we work together?

Smart is a flexible technology-based alternative to legacy retirement systems.

We build integrated solutions designed to help participant outcomes and reduce plan sponsor burdens.

We’re growing quickly

Smart is a global enterprise. Our founders guide our user-centered work to service the needs of employers, plan participants and advisors.

We work with many of the world’s largest financial institutions and governments.

We know technology delivers results

Smart is one of the fastest-growing financial technology companies in the world.

Everyone who works for Smart focuses on finding the right solutions, rather than working backwards to fit ‘legacy’ technology.

Innovation is our beacon

We get creative. We believe the best retirement solutions are ones designed with real people’s input. Everything we do is with the user experience in mind.

We own our technology platform

This gives us full control of our technology roadmap. It means we can grow and adapt to changing regulations, and your evolving needs.

We expand our products, we don’t reinvent them

As we grow, we develop our platform in a modular, configurable way. This lets you benefit from all the emerging technology we’re seeing.

We are built to integrate with people and products

Smart’s innovative platform connects directly to your systems and applications, so we can deliver best-in-class solutions.

We are quick to adapt and always happy to help

Our business builds great products quickly, which we can then adapt to your needs, and allow you to deliver faster results.

We take a fresh approach

Our products are purpose built for pooled defined contribution plans. No legacy means simpler, quicker and more flexible development.

Contact us

Want to get in touch with our team? Let’s make sure you talk to the right people.