Key facts
- It has raised $1.5M; the latest was Seed Round ($1.5M) in Feb 2025.
- Status: Privately Held (backing).
- ·Watchlist + deal alerts for Smartdata
- ·The full record, as it builds
Funding rounds
No funding rounds for Smartdata are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Smartdata
Developer of a data collection platform designed to streamline financial data aggregation for financial advisors. The company's platform leverages artificial intelligence to offer features such as instant access to critical client information, automated data-intensive tasks, and comprehensive portfolio management tools, enabling financial professionals to onboard clients, provide financial analysis, enhance efficiency, and focus on client relationships and reduce administrative burdens.
- Sector
- Information Technology
- HQ
- Omaha, NE, United States
- Founded
- 2023
- Employees
- 4
- Website
- smartdatawealth.com/
- Ownership
- Privately Held (backing)
Smartdata doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Smartdata shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Smartdata in its N-PORT filings yet. We sweep new filings monthly.