About Smart
Smart is a Technology company based in United States founded in 2020. It operates as a retirement financial planning solutions are delivered via a specialized platform. It operates on a Managed Services model. Smart has raised $225.43 million across 1 funding round. Smart has completed 2 acquisitions, including ProManage and Stadion. Its chief executive is Duane Bernt. Smart offers products and services including Managed Accounts and Financial Wellness Solutions. Its focus areas include Financials, Investment Management and Retirement Planning. Its legal entity is Smart Pension Ltd. Its competitors include The Tifin Group, Ascensus, Learnvest, Farther and Capitalize and 5 more; 9 of its 10 listed competitors have raised funding.
Company details
Smart is involved in providing managed accounts for retirement plans and custom financial wellness solutions. Operations are conducted in the United States through subsidiaries like Stadion Money Management, LLC and ProManage, LLC, under the parent entity Smart USA Co. The focus is placed on supporting retirement plan advisors, sponsors, and participants within the financial services sector.
- Headquarters Delaware, United States
- SectorsTechnology
- Email••••••••
- Website smartretire.com
- Social LinkedIn
- Legal Name Smart Pension Ltd.
- Total Equity Funding$225.43M (USD)
in 1 rounds
- Latest Funding Round$225.43M (USD), Series D
Jan 2022
- Investments & AcquisitionsProManage
& 1 more
Products & Services of Smart
Smart offers a comprehensive portfolio of products and services, including Managed Accounts and Financial Wellness Solutions.
Managed accounts are provided for retirement plan participants.
Custom solutions are offered to enhance financial wellness.
Funding Insights of Smart
Smart has successfully raised a total of $225.43M through 1 strategic funding round. The most recent funding activity was a Series D round of $225.43 million completed in January 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $225.43M
- Total Rounds 1
- Last Round Series D — $225.43M
- First Round $225.43M
(Jan 2022)
All 1 funding rounds of Smart with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2022 | $225.43M | Series D | – | – | – |
People of Smart
3 people are tracked at Smart (2 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Duane Bernt | CEO | Leadership |
Todd Lacey | Chief Revenue Officer | Leadership |
Ilavazhagan Ilagnayeru | Project Manager | Team |
Complete people profiles for Smart
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Investments & Acquisitions by Smart
Smart has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include ProManage and Stadion.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial planning and investment management services are offered. | promanageplan.com | Chicago, United States | 1998 | May 2023 | •••• | |
Diversified investment management services are provided to clients. | stadionmoney.com | Watkinsville, United States | 1993 | Jan 2022 | •••• |
Complete acquisition details for Smart
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Competitors of Smart
Smart has 10 listed competitors in our database, 9 of them funded. They include The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | – | AI-enabled financial planning and advisory solutions are provided for individuals. | |
| ascensus.com | 1980 | Dresher, United States | – | 5,112 | Retirement, health, and college savings services are administered nationwide. | |
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise | |
| farther.com | 2019 | New York, United States | $272M | – | App-based financial planning and management platform for individuals | |
| hicapitalize.com | 2019 | New York, United States | $33.5M | – | Financial planning and advisory platform | |
| pocketnest.com | 2017 | Michigan, United States | $9M | – | An app-based platform is provided for individual wealth management. | |
| harnesswealth.com | 2018 | New York, United States | $35.95M | – | Data-driven wealth management platform | |
| earnedwealth.com | 2021 | New York, United States | $224M | – | Financial advisory and wealth management are provided to healthcare professionals. | |
| newretirement.com | 2005 | San Francisco, United States | $20M | 16 | Operates a digital hub for comprehensive retirement planning services. | |
| finlocker.com | 2015 | St. Louis, United States | $43.48M | 23 | Online financial management platform for individuals and businesses |
Detailed competitors of Smart
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Web traffic of Smart
The website of Smart (smartretire.com) receives about 1.4K visits a month.
- Monthly visits1.4K
▲ 103.3% vs previous month
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Smart (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
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Related news about Smart
Complete news archive for Smart
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Frequently Asked Questions about Smart
Smart was founded in 2020 and raised its 1st funding round 2 years after it was founded.
Smart is headquartered in United States. It is registered at Delaware, United States.
Duane Bernt is the current CEO of Smart.
Smart is a funded company, having raised a total of $225.43M across 1 funding round to date. The company's 1st funding round was a Series D of $225.43M, raised on Jan 2022.
Smart is involved in providing managed accounts for retirement plans and custom financial wellness solutions. Operations are conducted in the United States through subsidiaries like Stadion Money Management, LLC and ProManage, LLC, under the parent entity Smart USA Co. The focus is placed on supporting retirement plan advisors, sponsors, and participants within the financial services sector.
Smart's top competitors include The Tifin Group, Ascensus and Farther.
Smart offers Managed Accounts and Financial Wellness Solutions.
Smart operates through Smart Pension Ltd..