SMA Hub logo — company profile

SMA Hub

Founded 2013 United States Lake Oswego, United States 3 employees Debt Financing Total: $5.70M Finance, Financial Services

General Information

Company Name SMA Hub
Founded Year 2013
Location United States Lake Oswego, United States
Employees 3
Industries Finance, Financial Services
Funding Stage Debt Financing
Social

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About SMA Hub

SMA Hub is a leading wholesale distributor for Secondary Market Annuities, also known as Factored Structured Settlements. Founded in 2013 by veterans of the SMA industry, the company serves as the premier adviser’s resource for exclusive secondary market annuities. SMA Hub offers certainty to advisers, quick closing for their clients, and high returns.

The company's unique process ensures the protection of client confidentiality and alleviates them from confusing, complex, and time-consuming paperwork associated with traditional SMA sales. The traditional way of selling SMAs is often plagued by delays and potential fallout due to failure to receive court approval and meet due diligence. In contrast, the SMA Hub In Stock SMA has already received court approval and has successfully undergone stringent due diligence, making it immediately available off the shelf to clients.

SMA Hub's dedication to serving advisers and processing cases to protect end purchasers is evident in their approach. The company offers proven payment streams to advisers and clients by streamlining the purchase process, providing In Stock, Off the shelf SMAs, utilizing a professional payment servicing provider, and thoroughly reviewing each payment stream.

For advisers interested in the process and becoming a registered agent or FMO, they can reach out to SMA Hub through their office number, 971-245-3425, or via e-mail at [email protected]. More information can be found on their website www.smahub.com, as well as on their Facebook page www.facebook.com/SMA-Hub-Inc/1377250609162163 and Twitter account twitter.com/SMAHub.

The last recorded investment for SMA Hub was a $2.00M Debt Financing investment on 13 February 2016.

Business keywords: secondary market annuities, factored structured settlements, wholesale distributor, investment planning, financial firm, intermediary, investment advisory, secure investments, institutional clients, insurance-backed assets, structured settlement reassignments, fixed annuity investments, long-term fixed income, asset warehousing

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Debt Financing $2.00M -
13 Feb 2016
Angel Round $3.70M -
03 Sep 2013

SMA Hub Alternatives & Competitors

SMA Hub vs
Just SA
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SMA Hub vs
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Conservative Financial Solutions assists clients with retirement, financial and estate planning.

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FAQ About SMA Hub

SMA Hub is the leading wholesale distributor for Secondary Market Annuities aka Factored Structured Settlements. SMA Hub was founded in 2013 by veterans of the SMA industry. The Hub is the premier adviser’s resource for exclusive secondary market annuities. We offer certainty to advisers, quick clo...
SMA Hub was founded in 2013.
SMA Hub is headquartered in Lake Oswego, United States.
SMA Hub operates in Finance and Financial Services. Its work centres on secondary market annuities, factored structured settlements, wholesale distributor and investment planning.
SMA Hub has approximately 3 employees.
SMA Hub has completed 2 funding rounds, raising a total of $5.70M. The latest funding stage is Debt Financing.
Top alternatives and competitors to SMA Hub include Just SA, Sachs Financial, Conservative Financial Solutions, Rio Bravo Investimentos, Daybreak Financial Partners. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
SMA Hub and Just SA are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for SMA Hub, https://bouncewatch.com/company/sma-hub, updated 10 October 2024. When citing, please name BounceWatch and link this page.

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