Smartria
PrivateLast Round
Strategic
Mar 30, 2023
Total Funding Raised
$3.5M
Momentum
Top 50%
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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Smartria Comparables
Compare Smartria with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| COMPLY | 84% | |
| Greenboard | 81% | |
| Hadrius | 80% | |
Smartria Funding Rounds
Historical fundraising activity
| 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 |
Smartria Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Ritholtz Wealth Management | Strategic |
| The Compound Capital Fund I, LP | Strategic |
| MarketCounsel | Strategic |
| AngelList Advisors | Strategic |
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
Smartria 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 Smartria's valuation, stock price, and market status.