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SmartBrain

SmartBrain

Private

Last Round

Secondary

Jul 21, 2025

Total Funding Raised

$10M

Company Overview

SmartBrain is a fintech company that provides a portfolio management and investment consolidation platform for financial advisors, asset managers, and family offices.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Financial Data, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

wealthtechportfolio consolidationinvestment data aggregationwealth management softwareopen financeAPIwhite-label reportingportfolio managementfinancial advisor toolsvertical SaaSinvestment reportingdata parsingfintech platformrobo-advisor infrastructure

Historical Pricing

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Caplight Momentum Score

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SmartBrain Comparables

Compare SmartBrain with similar companies based on industry and business-model similarity.

SmartBrain comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Gorila
86%
Quantum Finance
84%
Investtools
82%

SmartBrain Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SecondaryJul 21, 2025
Series AFeb 16, 2022

Key People

Founding team and executive leadership

Carlos Deguchi

Chief Financial Officer

Executive Team

SmartBrain Investors

Notable investors and investment history

SmartBrain investors
InvestorRounds
InovabraSeries A
inovabra venturesSecondary, Series A

SmartBrain Filings

SEC and related filings with document metadata.

Data table
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SmartBrain Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersSão Paulo
Employee Range109
Year Founded2004
Last FundingJul 21, 2025

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