Smartleaf
PrivateMomentum
Top 10%
of companies Caplight tracks
Company Overview
Smartleaf is a financial technology company that provides an automated portfolio rebalancing platform designed for wealth advisory firms to deliver personalized, tax-optimized investment management at scale.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Smartleaf Comparables
Compare Smartleaf with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Alphathena | 83% | |
| LPL Financial | 82% | |
| Vestmark | 82% |
Smartleaf Funding Rounds
Historical fundraising activity
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 12, 2026
Monthly visitors increased 30% MoM, reaching 8K.
- Jul 29, 2026
Monthly visitors grew 147% MoM, reaching 6.2K.
Smartleaf Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Smartleaf's valuation, stock price, and market status.
Is Smartleaf a public or private company?
Smartleaf is a private company.
What is the current stock price of Smartleaf?
Smartleaf is a private company, so its shares have no public market price. Caplight tracks Smartleaf's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Smartleaf worth (valuation)?
Valuation information for Smartleaf is not publicly available.
Can I buy Smartleaf stock?
Smartleaf shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Smartleaf's last funding round?
Funding round information for Smartleaf is not publicly available.
Who are the main investors in Smartleaf?
Investor information for Smartleaf is not publicly disclosed.
Will Smartleaf IPO soon?
No public IPO plans have been announced for Smartleaf.
How can I track Smartleaf secondary market activity?
Caplight tracks bids, offers, and trades in Smartleaf's shares on secondary markets.