Fundz

Smartria Taps Industry Growth and User Experience Expert Patrick Hunt as New Chief Executive Officer

PRIVATENov 07, 2023

Position

Chief Executive Officer

Company

Smartria

Patrick Hunt
patrick@smart-ria.com
KnoxvilleInformation TechnologySoftwareSaaSEnterprise SoftwareLegal Tech

Description

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.

Quick answer

Smartria Taps Industry Growth and User Experience Expert Patrick Hunt as New Chief Executive Officer (November 7, 2023). Smartria is based in Knoxville, Tennessee, United States.

Who is the new Chief Executive Officer at Smartria?
Smartria named Patrick Hunt Chief Executive Officer, announced November 7, 2023.
What did Smartria announce on November 7, 2023?
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.
What does Smartria do?
Smartria is a powerful, easy-to-use cloud-based software solution designed to meet the specialized needs of compliance consultants, investment advisors, and CCOs.
Where is Smartria based?
Smartria is based in Knoxville, Tennessee, United States.
Which similar companies made leadership changes around the same time?
Leapsome (November 9, 2023), Atlassian (November 10, 2023), LaunchDarkly (November 2, 2023) and HireRoad (November 2, 2023) also announced leadership changes within 45 days of Smartria.

Source: Fundz verified event record.

Other recent leadership changes in SaaS and Enterprise Software

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Smartria, and when

A new leader at Smartria brings new priorities and often new vendors. The first weeks are when they listen.

  • An alert the day Smartria raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Smartria, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Smartria. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Smartria

Location

Knoxville, Tennessee, United States

About

Smartria is a powerful, easy-to-use cloud-based software solution designed to meet the specialized needs of compliance consultants, investment advisors, and CCOs. There’s no need to completely change the way you perform state and federal compliance tasks. Smartria simply lets you conduct your own processes more effectively – saving time and money, keeping you better organized, more productive, and able to form stronger client relationships – through one centralized platform. Even better, Smartria is mobile-friendly, allowing you to use its wide variety of features whether you’re at home, on the road, or at lunch meeting. Anywhere you’ve got Wi-Fi, you’ve got access.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Smartria changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Patrick
Likely contact at this company
••••••••@••••••••

See Patrick's verified email →

Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for Smartria's next move

Learn about Strategic plan

Smartria changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.