SmartRIA

Knoxville, TN · Founded 2011 · Privately Held (backing)

Developer of a cloud-based compliance software designed for the wealth management and financial services industries. SmartRIA is based in Knoxville, TN and was founded in 2011. It has raised $3.7 million.

Last price · $/share
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Implied valuation
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Total raised
$3.7M
Last round
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SmartRIA key facts

  • Developer of a cloud-based compliance software designed for the wealth management and financial services industries.
  • 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).
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SmartRIA funding rounds

No rounds on record

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.

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SmartRIA investors

10 investors are on record for SmartRIA, including Connetic Ventures, RevTech Labs Capital, Golden Angels Investors and Ritholtz Wealth Management.

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
Ownership
Privately Held (backing)

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Valuation — not yet priced

SmartRIA doesn't have a valuation on record yet — one is published once a priced round, a reported valuation, fund marks, or secondary prints surface in our sources. The rest of the record below builds toward it.

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