SmartWiz
PrivateLast Round
Seed
Dec 12, 2024
Total Funding Raised
$2.62M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
SmartWiz is a fintech company that provides an AI-powered software platform designed to automate and streamline tax preparation for tax professionals.
Sector
FinTech
Verticals
Accounting & Expense, Workflow Automation, Vertical SaaS, Document Management, NLP & Conversational AI
Business Model
B2B
Customer Profile
Usage-Based SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
SmartWiz Comparables
Compare SmartWiz with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Black Ore | 88% | |
| Filed | 84% | |
| Thomson Reuters Document Intelligence | 74% |
SmartWiz Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Dec 12, 2024 | ||||
| Grant | Jul 14, 2023 | ||||
| Accelerator | Mar 13, 2023 | ||||
| Grant | Aug 30, 2022 |
SmartWiz Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Front Porch Venture Partners | Seed |
| Knoll Ventures | Seed |
| Serac Ventures | Seed |
| TiE Atlanta Angels | Seed |
| Las Olas Venture Capital | Seed |
| Alabama Launchpad | Grant |
| Google for Startups | Grant |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 20, 2026
Open roles increased from 0 to 14, representing 78% of headcount.
- Oct 22, 2025
Expanding operations in Birmingham, Alabama, creating 66 new jobs.
SmartWiz 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 SmartWiz's valuation, stock price, and market status.
Is SmartWiz a public or private company?
SmartWiz is a private company.
What is the current stock price of SmartWiz?
SmartWiz is a private company, so its shares have no public market price. Caplight tracks SmartWiz's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is SmartWiz worth (valuation)?
Valuation information for SmartWiz is not publicly available.
Can I buy SmartWiz stock?
SmartWiz shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was SmartWiz's last funding round?
SmartWiz's most recent funding round was Seed on December 12, 2024.
Who are the main investors in SmartWiz?
Key investors in SmartWiz include Alabama Launchpad.
Will SmartWiz IPO soon?
No public IPO plans have been announced for SmartWiz.
How can I track SmartWiz secondary market activity?
Caplight tracks bids, offers, and trades in SmartWiz's shares on secondary markets.