Smartria
PrivateLast Round
Strategic
Mar 30, 2023
Total Funding Raised
$250,000
Momentum Score
50 /100
Company Overview
Smartria is a technology company that provides a cloud-based compliance software platform for the wealth management and financial services industries. It specifically serves Registered Investment Advisors (RIAs), compliance consultants, and Chief Compliance Officers (CCOs). The company's mission is to simplify and streamline compliance processes through a suite of tools that includes secure document storage, compliance alerts, workflow management, trade monitoring, and audit preparation. The platform is designed to help firms efficiently manage regulatory requirements and reduce compliance-related risks.
Sector
FinTech
Verticals
RegTech, Compliance & Risk, Vertical SaaS, Wealth Management, Document Management
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Smartria Comps
Public and private peers based on sector, stage, and business model.
Smartria Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Strategic | Mar 30, 2023 | ||||
| Strategic | Jun 29, 2022 | ||||
| Strategic | Dec 7, 2021 | ||||
| Seed | Feb 24, 2017 |
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.
