SmartWiz

Private

Birmingham, AlabamaFinTechhttps://smartwiz.ai/

Last Round

Seed

Dec 12, 2024

Total Funding Raised

$2.62M

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, Document Management, NLP & Conversational AI

Business Model

B2B

Customer Profile

Usage-Based SaaS, Services & Consulting

AI Layer

Application

Keywords

tax automationAI tax softwaretax preparation softwareAI tax assistanttax workflow automationtax prep copilotdocument extractionintelligent document processingIDPclient portalusage-based SaaSaccounting automationbrowser extensiontax practice managementvibe coding

Historical Pricing

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SmartWiz Comparables

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SmartWiz comparables — related companies by embedding similarity
Company	Similarity	Market Cap
Black Ore	88%
Filed	84%
Solomon Labs	84%

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SmartWiz Funding Rounds

Historical fundraising activity

Data table
Round	Date	Amount Raised	Valuation	Investors	Sources
Seed	Dec 12, 2024
Grant	Jul 14, 2023
Accelerator	Mar 13, 2023
Grant	Aug 30, 2022

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Key People

Founding team and executive leadership

Tevin Harrell

Chief Executive Officer

Executive Team

SmartWiz Investors

Notable investors and investment history

SmartWiz investors
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

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SmartWiz Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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SmartWiz Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersBirmingham, Alabama

Employee Range18

Year Founded2021

Last FundingDec 12, 2024

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