Smartria

Private

Knoxville, TennesseeFinTechhttps://smart-ria.com/

Last Round

Strategic

Mar 30, 2023

Total Funding Raised

$3.5M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Smartria is a fintech company that provides a cloud-based compliance software platform for the wealth management and financial services industries.

Sector

FinTech

Verticals

Compliance & Risk, RegTech, Wealth Management, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

compliance management softwareRegTechregistered investment adviserRIAcompliance platformwealth management softwareworkflow automationaudit trailSEC complianceregulatory compliancecompliance automationcompliance techSaaS compliancefinancial operationscompliance assistant

Historical Pricing

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Caplight Momentum Score

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Smartria Comps

Public and private peers based on sector, stage, and business model.

Smartria comps — public and private peers by sector, stage, and business model
Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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Smartria Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Strategic	Mar 30, 2023
Strategic	Jun 22, 2022
Strategic	Dec 7, 2021
Seed	Feb 24, 2017
Seed	Feb 18, 2016

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Key People

Founding team and executive leadership

Patrick Hunt

CEO

Executive Team

Smartria Investors

Notable investors and investment history

Smartria investors
Investor	Rounds
Ritholtz Wealth Management	Strategic
The Compound Capital Fund I, LP	Strategic
MarketCounsel	Strategic
AngelList Advisors	Strategic

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Market signals

Structured signals derived from secondary market and firmographic data.

Mar 5, 2026
Clayton Webster appointed to new strategic leadership role.
Sep 29, 2025
Added Flywheelsites as a customer

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Smartria Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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Smartria Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Smartria's valuation, stock price, and market status.

Firmographic Details

HeadquartersKnoxville, Tennessee

Employee Range15

Year Founded2011

Last FundingMar 30, 2023

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