Josh Smith — Contact Email, Phone & Team

Overview

Josh Smith is a financial professional and entrepreneur with extensive experience in investment management and technology. He co-founded Solovis, a multi-asset class portfolio management and reporting platform, and served as its CEO until its acquisition by Nasdaq in 2020. Prior to Solovis, Smith was an investment banker at RBC Capital Markets and an investment associate for Investure, a $10 billion outsourced CIO in Virginia. He holds a BS in Business Management with a focus on Finance and Marketing from Georgia Tech. After leaving Solovis, Smith co-founded VRGL, a company specializing in financial technology solutions. He also serves as a board member for Stix Golf Co and Zippy, leading Series Seed investments. Additionally, he is the Managing Director at F.D.R. LLC, a private investment firm. Smith's career reflects a commitment to innovation and leadership in the financial technology sector. Throughout his career, Smith has demonstrated a strong focus on enhancing operational efficiencies and empowering investment professionals to make informed decisions. His leadership roles have consistently centered on leveraging technology to transform investment management practices, underscoring his dedication to advancing the industry through strategic innovation and growth.

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Frequently asked questions about Josh Smith

What sectors does Josh Smith invest in?

Josh Smith invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Texas, United States. Josh Smith is listed as a private investment firm in the ConnectSafely investor database.