Lacey Shrum
Founder at Smart Kx
Based in United States
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Seniority
C-Team
Department
General Business & Management
Location
United States
Industry
Financial Services
Company size
7
Contact information
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l•••••••@smartkx.io
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Background
About Lacey Shrum
Hi, I’m Lacey Shrum — attorney, former CCO, and founder of Smart Kx. Every RIA I worked with was stressed about fee billing. Calculating and collecting fees is hard enough, documenting and analyzing them adds another layer of complexity. I built Smart Kx to fix that. Most RIAs don’t actually know their revenue numbers or how to change them. Smart Kx helps you take control: report on revenue, analyze your fees, and confidently execute changes. It’s automated, compliant, and built from real user feedback. Besides being the expert on RIA fees. I like to talk about geopolitics, monetary policy and history; I've testified as an expert witness in cryptocurrencies x2. Follow me for fee discussions, dry humor and the occasional parenting hack. If your billing processes are manual, inconsistent, or expensive to maintain… we can help. Our goal is to make sure firms know their revenue, charge what they’re worth, and do it in a way that scales.
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