Veteran Entrepreneur and Tech Executive Joins Recently Appointed CRO David Coyle to Capitalize on Smartria’s Accelerated Momentum

KNOXVILLE, Tenn. – Smartria, the leading provider of compliance software solutions for financial advisors, is excited to announce that Patrick Hunt is stepping into the role of CEO. Hunt takes the helm on the heels of industry veteran David Coyle joining the firm as Chief Revenue Officer earlier this quarter. 

“Appointing Patrick Hunt as our new CEO leaves no doubt that Smartria is positioned for accelerated growth in 2024 and beyond,” said Brandon Bruce, Smartria’s board chair.

“Leaders like Patrick, along with David Coyle and the rest of our executive team, ensure that Smartria is primed to capitalize on the momentum we’ve created this year as the top compliance software provider for financial advisors.”

Hunt joins Smartria from Lirio, the leading personalization engine for digital health, where he served in multiple leadership roles, most recently as Chief Evangelist. Among other key initiatives, Hunt led external communications and was directly responsible for Lirio’s recognition by top industry analysts and research firms as a market leader.

“Smartria leads the advisor compliance market with a solution that marries key investment advisor needs and uniquely anticipates emerging regulatory requirements, an accomplishment many other compliance software providers overlook,” explained Hunt. “I’ve spent my career building and growing user-centered solutions, and I’m honored to be working with such a high-performing, client-focused team.”

Ahead of the SEC’s impending cybersecurity rule, Smartria introduced its Cybersecurity Focus solution in partnership with CybersecureRIA to help advisors not only protect their clients and firms, but also mirror the SEC’s regulations to ensure compliance. 

Most recently, Smartria was named a finalist for both the 2023 Wealth Management Awards and 2023 ThinkAdvisor Luminary Awards. The cutting-edge platform has also built powerful strategic partnerships with such industry juggernauts as Dynasty Financial and MarketCounsel. 

About Smartria

Smartria is a leading compliance software platform for RIAs, hybrid RIAs and RIA networks. The firm’s software excels at making the complex and often frustrating world of regulatory compliance simple to manage and easy to understand. Smartria’s unique roles for compliance consultants and distributed management of large corporations make its solution able to handle any compliance problem for any sized company.

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Media Contact

Tina Powell on behalf of Smartria
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