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A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

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Jun 2026

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Smart RIA Technologies | The Grid by Zolidar

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Smart RIA Technologies

Last updated at 2024-11-15

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About

Smart-RIA offers the Registered Investment Advisor (RIA) and Broker/Dealer walth management industries best-in-class technical solutions which make their work easier, more profitable, and compliant with federal regulations.

Services and Fees

Finance: Commercial Banking, Lending, Underwriting

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Organization type

Capital Provider

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How do I figure out which path fits my company?What are the motivations of third party buyers?What are the different types of employee ownership?

Details

Funding source: Other

Contact

620 Mabry Hood Rd, Suite 102, Knoxville, TN, USA

Associated people

Current

M
Mac Bartine
CEO

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