Smartria
PrivateLast Round
Strategic
Mar 30, 2023
Total Funding Raised
$3.5M
Company Overview
Smartria operates in Enterprise Software and is based in Knoxville, Tennessee. Its latest recorded funding round was a Strategic round in March 2023.
Smartria is a fintech company that provides a cloud-based compliance software platform for the wealth management and financial services industries.
Sector
Enterprise Software
Verticals
Compliance & Risk, RegTech, Wealth Management, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Smartria Comparables
Compare Smartria with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| COMPLY | 84% | |
| Greenboard | 81% | |
| Hadrius | 80% |
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Smartria Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Strategic | Mar 30, 2023 | ||||
| Strategic | Jun 22, 2022 | ||||
| Strategic | Dec 7, 2021 | ||||
| Seed | Feb 24, 2017 | ||||
| Seed | Feb 18, 2016 |
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Key People
Founding team and executive leadership
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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
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Smartria 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.
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Frequently Asked Questions
Common questions about Smartria's valuation, stock price, and market status.
Is Smartria a public or private company?
Smartria is a private company.
What is the current stock price of Smartria?
Smartria is a private company, so its shares have no public market price. Caplight tracks Smartria's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Smartria worth (valuation)?
Valuation information for Smartria is not publicly available.
Can I buy Smartria stock?
Smartria shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Smartria's last funding round?
Smartria's most recent funding round was Strategic on March 30, 2023.
Who are the main investors in Smartria?
Key investors in Smartria include The Compound Capital Fund I, LP, MarketCounsel.
Will Smartria IPO soon?
No public IPO plans have been announced for Smartria.
How can I track Smartria secondary market activity?
Caplight tracks bids, offers, and trades in Smartria's shares on secondary markets.