Key facts
- SmartWiz’s last known valuation is $18.0M (Aug 2023).
- It has raised $4.0M; the latest was Early Stage VC ($2.3M) in Dec 2024.
- Notable investors include Techstars, Google for Startups, Sovereign's Capital, Innovate Alabama, Black Ambition — 12 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 12 names
- ·Watchlist + deal alerts for SmartWiz
- ·The full record, as it builds
Funding rounds
No funding rounds for SmartWiz are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About SmartWiz
Developer of a digital platform intended to streamline tax preparation processes for professionals. The company's platform automates workflow management, eliminates manual data entry, and enhances client interactions through features like a white-label client portal, artificial intelligence-generated emails, and integrations with popular tax software, enabling tax professionals to improve efficiency and client satisfaction.
- Sector
- Information Technology
- HQ
- Birmingham, AL, United States
- Founded
- 2021
- Employees
- 21
- Website
- smartwiz.ai/
- Ownership
- Privately Held (backing)
SmartWiz 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 SmartWiz 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 SmartWiz in its N-PORT filings yet. We sweep new filings monthly.