We’re proud to share that Smartria has been selected as the exclusive compliance platform within the Wealth Engineering Expert Sourcing Consortium—a highly regarded ecosystem serving 2,150+ top-tier wealth management firms across the country.
Read the official press release here.
This strategic partnership expands our visibility and reach, and more importantly, validates our mission: to make sophisticated compliance simple, scalable, and audit-ready.
“Our team is ready to provide white glove services to Wealth Engineering firms looking to streamline compliance, reduce risk, and modernize their operating infrastructure.”
— Patrick Hunt, CEO, Smartria
🧩 Why This Matters
Wealth Engineering is transforming how high-performing firms scale—from AUM-centric models to truly holistic, tech-enabled service platforms. With Smartria embedded in their advisor ecosystem, we’re helping firms:
- Simplify oversight and regulatory obligations
- Improve audit preparedness
- Automate workflows that were once manual, error-prone, and costly
- Reduce the operational burden of compliance—without sacrificing defensibility
As part of this consortium, Smartria’s full suite—including compliance task management, marketing review workflows, trade surveillance, and vendor oversight—is now more accessible than ever to firms pursuing scale and modernization at the same time.
🔍 What’s Next
If you’re a member of the Wealth Engineering network (or aspire to operate like one), this is a great moment to:
✅ Evaluate your current compliance workflows
✅ See how Smartria fits into a scalable ops stack
✅ Learn from what top-performing firms are doing to stay exam-ready while growing faster
