BetaSmartz
B2B Wealth & Investment Management Financial Technology
7 employees · est. 2016 · Hong Kong S.a.r.
Fragasso Financial Advisors
We guide. For life.® Investment advice offered by investment advisor representatives through Fragasso Financial Advisors
42 employees · est. 1972 · Pittsburgh, United States
Fragasso Financial Advisors is the older company (2016 vs 1972); Fragasso Financial Advisors is the larger of the two.
Side-by-Side Comparison
| Metric | BetaSmartz | Fragasso Financial Advisors |
|---|---|---|
| Founded | ||
| Founded | 2016 | 1972 older |
| Headquarters | ||
| Headquarters | Hong Kong S.a.r. | Pittsburgh, United States |
| Employees | ||
| Employees | 7 | 42 larger |
| Industry | ||
| Industry | B2B, Big Data, Finance | Finance, Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Series A | Not tracked yet |
| Total Funding | ||
| Total Funding | $5.00M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 2 | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | B2B FinTech, Wealth & Asset Management, White-labelled Digital Investment, Operations & Administration Platforms, Data Consolidation, Process Automation, Digital Engagement, User Experience, Hybrid Investment Management, SaaS Platform, Automation & Digitization, Robo Advisory, Financial Planning | Investment Management, Financial Planning, Retirement Planning, Estate Planning, Long-term Care Planning, Nonprofit Asset Management, Retirement Plan Advisors, Fee-based Investment Management, Pittsburgh-based Firm, Employee-owned Firm, Registered Investment Advisor, SIPC Member, SEC Registered |
| Website | ||
| Website | betasmartz.com | fragassoadvisors.com |
About BetaSmartz
BetaSmartz is a B2B Wealth & Investment Management Financial Technology company founded in 2015 and based in Hong Kong S.a.r. The company specializes in providing investment and client management cloud-based software and solutions for the financial sector. Their philosophy revolves around enabling a...
About Fragasso Financial Advisors
Fragasso Financial Advisors is a Pittsburgh PA-based, employee-owned financial planning and investment management firm. With a founding year of 1972, the company primarily focuses on fee-based investment management and serves a diverse client base including individuals, families, business owners, co...
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Compiled from the BounceWatch company index. We last looked at BetaSmartz on 11 Sep 2024, and Fragasso Financial Advisors on 13 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
