Key facts
- It has raised $3.7M; the latest was Accelerator/Incubator ($1.9M) in Jan 2025.
- Notable investors include Connetic Ventures, RevTech Labs Capital, Golden Angels Investors, Ritholtz Wealth Management, Dynasty Financial Partners — 10 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 10 names
- ·Watchlist + deal alerts for SmartRIA
- ·The full record, as it builds
Funding rounds
No funding rounds for SmartRIA are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About SmartRIA
Developer of a cloud-based compliance software designed for the wealth management and financial services industries. The company's software offers navigation and sophisticated tools to integrate secure document storage and organize compliance and practice management with compliance alerts that help to complete the task on time, enabling consultants and investment advisors to conduct the processes effectively with less time and money.
- Sector
- Information Technology
- HQ
- Knoxville, TN, United States
- Founded
- 2011
- Employees
- 16
- Website
- smart-ria.com/
- Ownership
- Privately Held (backing)
SmartRIA 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 SmartRIA 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 SmartRIA in its N-PORT filings yet. We sweep new filings monthly.