About Smartdata Wealth
Smartdata Wealth is a company based in Omaha (United States) founded in 2024 by Ryan Morrison.. Smartdata Wealth has raised $1.53 million across 1 funding round. Smartdata Wealth offers products and services including SmartPortfolio, SmartTax, and Smartdata API. Smartdata Wealth operates in a competitive market with competitors including Codat, Rutter, LiveFlow, Wealthica and Railz, among others.
- Headquarter Omaha, United States
- Founders Ryan Morrison
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Sectors
Technology
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Email
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Phone
*********
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Website
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Social
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- Legal Name Smartdata Wealth Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$1.53 M (USD)
in 1 rounds
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Latest Funding Round
$1.53 M (USD), Seed
Feb 11, 2025
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Investors
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Employee Count
Employee Count
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Products & Services of Smartdata Wealth
Smartdata Wealth offers a comprehensive portfolio of products and services, including SmartPortfolio, SmartTax, and Smartdata API. 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.
Platform aggregates client investment data for efficient financial analysis.
Tool retrieves and secures tax transcripts for advisors and clients.
API enables secure data connections for financial account access.
Funding Insights of Smartdata Wealth
Smartdata Wealth has successfully raised a total of $1.53M through 1 strategic funding round. The most recent funding activity was a Seed round of $1.53 million completed in February 2025. 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 Total Funding
- Total Rounds 1
- Last Round Seed — $1.5M
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First Round
First Round
(11 Feb 2025)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb, 2025 | Amount | Seed - Smartdata Wealth | Valuation |
investors |
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| 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 |
Investments & Acquisitions by Smartdata Wealth
| 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 - Smartdata Wealth
| 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 |
Smartdata Wealth Comparisons
Competitors of Smartdata Wealth
Smartdata Wealth 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 Codat, Rutter, LiveFlow, Wealthica and Railz, 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 |
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| domain | founded_year | HQ Location |
Developer of cloud-based financial analysis and forecasting solutions for small and medium businesses
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| domain | founded_year | HQ Location |
Finance and accounting management is facilitated via an API platform.
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| domain | founded_year | HQ Location |
LiveFlow is recognized as a leading platform for multi-entity finance automation.
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| domain | founded_year | HQ Location |
Portfolio performance is tracked via aggregation from Canadian financial institutions.
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| domain | founded_year | HQ Location |
Accounting data services are delivered to businesses via cloud platforms.
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| domain | founded_year | HQ Location |
Accounting data is connected, controlled, and analyzed for businesses.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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 Smartdata Wealth
When was Smartdata Wealth founded?
Smartdata Wealth was founded in 2024 and raised its 1st funding round 1 year after it was founded.
Where is Smartdata Wealth located?
Smartdata Wealth is headquartered in Omaha, United States. It is registered at Omaha, Nebraska, United States.
Who is the current CEO of Smartdata Wealth?
Ryan Morrison is the current CEO of Smartdata Wealth. They have also founded this company.
Is Smartdata Wealth a funded company?
Smartdata Wealth is a funded company, having raised a total of $1.53M across 1 funding round to date. The company's 1st funding round was a Seed of $1.53M, raised on Feb 11, 2025.
What does Smartdata Wealth do?
Smartdata Wealth was founded in 2024 and is headquartered in Omaha, United States. The company operates in the financial technology sector, offering a platform that aggregates client portfolio and tax data through direct API connections to various financial accounts. Onboarding processes are streamlined by reducing manual entry, while tools for secure data management and financial analysis are included. Operations focus on supporting advisory firms in the United States.
Who are the top competitors of Smartdata Wealth?
What products or services does Smartdata Wealth offer?
Smartdata Wealth offers SmartPortfolio, SmartTax, and Smartdata API.