Asset Manager

Updated:

Smart Beta Fix

Smart Beta Fix operates Moniic, a Mexico City-based cashflow automation platform that offers credit facilitation alongside treasury tools.

Smart Beta Fix

The firm operates its platform, Moniic, from Paseo de la Reforma in Mexico City. Its public-facing material positions the product as a real-time financial control panel for small and medium enterprises, emphasizing cashflow optimization and automated reconciliation of accounts. The website does not disclose founding principals, a launch date, or the entity's legal structure, leaving its corporate history opaque. Moniic's core capability is automating accounts receivable and payable reconciliation, which its marketing claims saves corporate treasury teams 40% of their time. The platform also provides real-time cash balance visibility and a conduit for business credit, suggesting a blend of SaaS and credit facilitation rather than direct balance-sheet investment. The product is targeted at Mexican businesses, and the site provides no evidence of a multi-region or multi-asset-class deployment strategy. No named portfolio companies or specific co-investors are disclosed. The firm's website lists a single office in Mexico City and provides no information on team size, total capital deployed, or adjacent philanthropic or investment vehicles. The platform is presented as a free trial product, with no public record of fund closes, capital raises, or institutional partnerships available as of the site's last capture. Smart Beta Fix's structural profile is that of a software-first operating company, not a fund manager. It monetizes through the Moniic platform rather than through management fees on committed capital, which distinguishes its economic model from a typical single or multi-family office. Without disclosed principals, a regulatory license, or an investment track record, its allocator relevance remains unconfirmed.

Website
sbfix.io

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Latin America

Country

Mexico

City

Mexico City

Corporate office

Paseo de la Reforma #180 C.P 06600 Ciudad de México, México

Sector focus

FinTech

Frequently asked questions

What does Smart Beta Fix actually do?

The firm operates a software platform called Moniic that provides cashflow management, automated reconciliation of accounts receivable and payable, and a pathway to business credit. It is marketed to businesses in Mexico as a tool to accelerate growth and optimize treasury operations. The platform does not offer traditional asset management or direct investment services based on available public materials.

Who runs investment decisions at Smart Beta Fix?

The firm's website does not name any founders, investment committee members, or principals. Without disclosed leadership or a stated investment mandate, it is not possible to identify who, if anyone, makes capital allocation decisions. The platform's public posture is purely commercial, offering a SaaS product with credit facilitation features.

Is Smart Beta Fix structured as a family office or does it operate more like a venture firm?

It operates as a software company offering a platform called Moniic, not as a family office or a venture firm. The business model centers on SaaS subscriptions or credit facilitation fees rather than on managing private capital for a family or external limited partners. No fund structures, LP commitments, or direct investment portfolios are disclosed.

Does Smart Beta Fix participate in fund commitments or only direct deals?

The public materials describe no participation in fund commitments or direct investment deals. The firm's website presents Moniic as a treasury and credit product for operating businesses, making no mention of deploying capital into third-party funds or companies. Any investment activity is unsubstantiated.

What investment stages does Smart Beta Fix typically target?

There is no evidence of a staged investment approach. The company's website promotes credit access for small and medium enterprises using the Moniic platform, but it does not articulate an investment stage framework equivalent to seed, growth, or buyout strategies. The offering appears operational rather than allocative.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo