Smart
PrivateLast Round
Debt
8/13/2025
Total Funding Raised
$402.5M
Momentum Score
25 /100
Company Overview
Smart (Financial Software) is a financial technology company that offers an automated enrollment pension platform designed to enhance savings and financial well-being by enabling clients to manage pension funds, beneficiaries, and access various financial literacy resources.
Sector
Media, Entertainment & Gaming
Verticals
Digital Advertising, Marketing, Digital Publishing, Streaming Platforms, Retail Technology
Business Model
B2B
Customer Profile
Marketplace Commission, Revenue Share, Services & Consulting, Data as a Service, Usage-Based SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Smart Comps
Public and private peers based on sector, stage, and business model.
Smart Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | 8/13/2025 | ||||
| Series E | 5/15/2023 | ||||
| Debt | 7/14/2022 | ||||
| Series D | 6/28/2021 | ||||
| Series C | 5/26/2020 | ||||
Strategic | 2/4/2019 |
Key People
Founding team and executive leadership
Smart Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Barclays PLC | Series D, Series C, Series E |
| Fidelity International Strategic Ventures | Series E |
| Legal & General Investment Management | Series C |
| Legal & General Group | Series D |
| CIBC Innovation Banking | Debt |
| Natixis Investment Managers | Series D, Series C, Series E |
| Chrysalis Investments | Series E, Series D |
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.
