About Smart Investor
Smart Investor is a company based in Roseville (United States) founded in 2001 was acquired by Edelman Financial Engines in August 2022.. Smart Investor offers products and services including Financial Planning, Investment Management, Retirement Planning, and Tax Planning. Smart Investor operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Roseville, United States
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Edelman Financial Engines, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Edelman Financial Engines
(Aug 02, 2022)
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Products & Services of Smart Investor
Smart Investor offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Retirement Planning, and Tax Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Service for creating personalized financial strategies and goals.
Manages client portfolios to optimize returns and reduce risks.
Assists with retirement savings and income strategies.
Provides guidance on tax-efficient financial decisions.
Funding Insights of Smart Investor
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Smart Investor
Smart Investor has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Edelman Financial Engines. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Diversified investment management services are provided to clients.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Smart Investor
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Smart Investor
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Smart Investor Comparisons
Competitors of Smart Investor
Smart Investor operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Financial services are provided to consumers and corporations worldwide.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Smart Investor
When was Smart Investor founded?
Smart Investor was founded in 2001.
Where is Smart Investor located?
Smart Investor is headquartered in Roseville, United States. It is registered at Roseville, California, United States.
What does Smart Investor do?
Smart Investor was founded in 2001 and is located in Roseville, United States. Operations are centered in the financial services sector, where financial planning, investment advisory, and portfolio management are handled for clients. Services are delivered through established processes to support individual and institutional investment needs. The company maintains a domain at smart-investor.cc for its online presence, focusing on core financial management activities without broader diversification.
Who are the top competitors of Smart Investor?
Smart Investor's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Smart Investor offer?
Smart Investor offers Financial Planning, Investment Management, Retirement Planning, and Tax Planning.
Who are Smart Investor's investors?
Smart Investor has 1 investor. Key investors include Edelman Financial Engines.