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Aaron Wormus
Aaron Wormus is the Chief Technology Officer (CTO) at SMArtX Advisory Solutions, based in West Palm Beach, Florida, United States.12 He has extensive experience in the wealth management and financial technology sectors. Wormus is involved in developing and expanding the SMArtX Advisory Solutions platform, which provides software to Turnkey Asset Management Programs (TAMPs).3 He actively participates in industry events such as the Tiburon CEO Summit, where he discusses wealth management trends and SMArtX's solutions.67
Professional Achievements
- Contributed to the expansion of SMArtX's manager marketplace, which recently added 16 new strategies from eight leading asset management firms.4
- Involved in the development of SMArtX BASE Portfolios, which focus on risk factors and return premiums.5
- Part of a team that serves clients in over 120 countries and has generated over 500,000 new leads.1
Personal Traits
Aaron Wormus is described as responsive and easy to work with, having received recommendations from 6 people on his LinkedIn profile.2 He is fluent in English2 and demonstrates a passion for the financial technology industry through his active participation in conferences and social media engagement.