Smart
PrivateLast Round
Debt
Nov 17, 2025
Est. Valuation
$371M
Total Funding Raised
$590.72M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Smart is a financial technology company that provides a global retirement and savings technology platform designed to help governments and financial institutions deliver digital, cost-efficient retirement solutions.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Platform-as-a-Service
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Smart Comparables
Compare Smart with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Heywood Pension Technologies | 86% | |
| Vestwell | 76% | |
| Congruent Solutions | 67% | |
Smart Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | Nov 17, 2025 | ||||
| Debt | Aug 13, 2025 | ||||
| Debt | Aug 13, 2023 | ||||
| Series E | May 15, 2023 | ||||
| Buyout/LBO | Feb 23, 2023 | ||||
Debt | Jul 14, 2022 |
Key People
Founding team and executive leadership
Smart Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Cathay Capital | Buyout/LBO, Seed |
| Barclays PLC | Series D, Series C, Corporate Funding, Series E |
| Idinvest Partners | Buyout/LBO |
| Fidelity International Strategic Ventures | Series E |
| Legal & General Investment Management | Corporate Funding, Series A |
| Legal & General Group | Series A, Series D, Series C |
| Capital Croissance | Buyout/LBO |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 14, 2026
Arena Flowers identified as a sister company.
- Apr 2, 2026
James Lawrence promoted to Chief Investment Officer.
Smart Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Smart's valuation, stock price, and market status.