About SmartBrain
SmartBrain is a company based in Sao Paulo (Brazil) founded in 2004 by Cassio Bariani and Henrique Spinosa. SmartBrain has raised $10 million across 1 funding round from investors including inovabra. SmartBrain offers products and services including Advisor Enterprise, Prospect, Advisor PRO, and AppConnect. SmartBrain operates in a competitive market with competitors including Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
- Total Equity Funding$10M (USD)
in 1 rounds
- Latest Funding Round$10M (USD), Series A
Feb 2022
- Investors
Products & Services of SmartBrain
SmartBrain offers a comprehensive portfolio of products and services, including Advisor Enterprise, Prospect, Advisor PRO, and AppConnect.
Customized platform for wealth managers and family offices
For client acquisition with investment suggestions
For independent consultants and financial planners
App for client portfolio performance reports
Apps and channels of SmartBrain
its YouTube channel Smartbrain has 408 subscribers and 30 videos.
Videos from SmartBrain
The most watched videos on SmartBrain's YouTube channel, Smartbrain (408 subscribers). Click a video to play it here.
More on Smartbrain.
Funding Insights of SmartBrain
SmartBrain has successfully raised a total of $10M through 1 strategic funding round. The most recent funding activity was a Series A round of $10 million completed in February 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 $10M
- Total Rounds 1
- Last Round Series A — $10M
- First Round $10M
(Feb 2022)
- Investors Count 1
All 1 funding rounds of SmartBrain 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 |
|---|---|---|---|---|---|
| Feb 2022 | $10M | Series A | – | inovabra | – |
1 investors in total: 1 institutional.
Investors in SmartBrain
SmartBrain has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include inovabra.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital backed by Bradesco and startup accelerator focused on multiple sectors | – | inovabra.com.br | Sao Paulo, Brazil |
Investor details for SmartBrain
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of SmartBrain
2 people are tracked at SmartBrain (2 in leadership).
| Name | Role | Group |
|---|---|---|
Cassio Bariani | Co-Founder & CEO | Leadership |
Henrique Spinosa | Co-Founder & COO | Leadership |
Complete people profiles for SmartBrain
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of SmartBrain
2 dated milestones of SmartBrain across 18 years, from founding to its latest funding, stage changes and deals.
- Founded SmartBrain is founded.
- Funding First funding round of $10.0M.
Competitors of SmartBrain
SmartBrain 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 Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| geowealth.com | 2010 | Chicago, United States | $75M | – | Integrated wealth management solutions are offered for advisors and institutions. | |
| nucleusfinancial.com | 2006 | Edinburgh, United Kingdom | – | 761 | Portfolio management solutions are offered to financial advisors. | |
| xalts.io | 2022 | Hong Kong, China | $6M | – | Wealth management solutions are delivered via an online platform. | |
| snaptrade.com | 2014 | Fredericton, Canada | $7M | – | Provider of API enabling brokerage account connectivity for data and trading | |
| fintso.com | 2019 | Mumbai, India | $5.77M | 37 | Digital wealth tools are provided to empower financial advisors. | |
| qplix.com | 2012 | Munich, Germany | $26.35M | 51 | Wealth management software for asset managers | |
| smartxadvisory.com | 2010 | West Palm Beach, United States | $39.74M | – | Performance monitoring and account valuation solution | |
| caisgroup.com | 2009 | New York, United States | $734M | – | Financial planning and advisory solutions are offered to wealth managers. | |
| mprofit.in | 2007 | Mumbai, India | $2M | 68 | Multi-asset investment portfolios are tracked and consolidated by the platform. |
Detailed competitors of SmartBrain
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of SmartBrain
The website of SmartBrain (smartbrain.com.br) receives about 10K visits a month.
- Monthly visits10K
▼ 50% vs previous month
Websites whose visitors overlap most with SmartBrain. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
quantumfinance.com.br | quantumfinance.com.br | 100% | – | #1,251,572 | – |
melver.com.br | melver.com.br | 95% | – | #428,379 | – |
| kinvo.com.br | 90% | 107.2K | #201,965 | View details | |
| maisretorno.com | 88% | 438.1K | #105,645 | View details | |
| trademap.com.br | 82% | – | #615,230 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 16 similar websites and full traffic analytics for SmartBrain
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 16 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Similar companies to SmartBrain
10 companies that operate in the same segment as SmartBrain (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 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
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 | – | – | |
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 | – | – | |
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 | – | – |
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Frequently Asked Questions about SmartBrain
SmartBrain was founded in 2004 and raised its 1st funding round 18 years after it was founded.
SmartBrain is headquartered in Sao Paulo, Brazil.
Cassio Bariani is the current CEO of SmartBrain. They have also founded this company.
SmartBrain is a funded company, having raised a total of $10M across 1 funding round to date. The company's 1st funding round was a Series A of $10M, raised on Feb 2022.
Portfolio management solutions for asset managers. It features a smart brain simulator to evaluate, analyze and invest in new assets, compare the pricing of multiple assets for customizing portfolios, and access wealth-generating information and details for investment advisors. It also uses big data technology to showcase market trends for making investments.
SmartBrain's top competitors include Altruist, Nucleus Financial and QPLIX.
SmartBrain offers Advisor Enterprise, Prospect, Advisor PRO, and AppConnect.
SmartBrain has 1 investor. Key investors include inovabra.