About SmartWiz
SmartWiz is a company based in Birmingham (United States) founded in 2023 by Bre Johnson, Justin Robinson, Olumuyiwa Aladebumoye, and Jordan Ward.. SmartWiz has raised $700 thousand across 2 funding rounds from investors including Google. SmartWiz offers products and services including Client Portal, SmartSync, and Automated Tools. SmartWiz operates in a competitive market with competitors including HubSync, K1x, SurePrep, TaxModel and Taxjoy, among others.
- Headquarter Birmingham, United States
- Founders Bre Johnson, Justin Robinson, Olumuyiwa Aladebumoye, Jordan Ward
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Sectors
Technology
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$700 K (USD)
in 2 rounds
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Latest Funding Round
$700 K (USD), Seed
Jul 29, 2024
- Investors
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Employee Count
Employee Count
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Products & Services of SmartWiz
SmartWiz offers a comprehensive portfolio of products and services, including Client Portal, SmartSync, and Automated Tools. 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 for gathering and organizing client information easily
Extension for seamless transfer of client data to tax software
Tools for managing tax business and client communication
Funding Insights of SmartWiz
SmartWiz has successfully raised a total of $700K across 2 strategic funding rounds. The most recent funding activity was a Seed round of $700 thousand completed in July 2024. 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 2
- Last Round Seed — $700,000
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First Round
First Round
(14 Jul 2023)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2024 | Amount | Seed - SmartWiz | Valuation |
investors |
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| Jul, 2023 | Amount | Grant - SmartWiz | Valuation |
investors |
| 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 |
Investors in SmartWiz
SmartWiz has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Google. 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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A technology company offering products and services, including search engine, cloud computing, advertising, email, productivity software, and more
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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 SmartWiz
| 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 - SmartWiz
| 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 |
Smartwiz Comparisons
Competitors of SmartWiz
SmartWiz 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 HubSync, K1x, SurePrep, TaxModel and Taxjoy, 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 |
Software-based taxation solutions platform for tax professionals
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| domain | founded_year | HQ Location |
Provider of AI-powered automation software for K-1, K-3, and 990 tax reporting
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| domain | founded_year | HQ Location |
Provider of tax automation software
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| domain | founded_year | HQ Location |
Tax workflow solutions for professionals
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| domain | founded_year | HQ Location |
Offers practice management software tailored for tax professionals.
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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 SmartWiz
When was SmartWiz founded?
SmartWiz was founded in 2023.
Where is SmartWiz located?
SmartWiz is headquartered in Birmingham, United States. It is registered at Birmingham, Alabama, United States.
Is SmartWiz a funded company?
SmartWiz is a funded company, having raised a total of $700K across 2 funding rounds to date. The company's 1st funding round was a Grant of $150K, raised on Jul 14, 2023.
What does SmartWiz do?
SmartWiz was founded in 2023 in Birmingham, United States, as a provider of tax software tailored for tax professionals. Client tax preparation, calculations, document management, communication tools, and data handling are supported through the platform. Financial management solutions are also integrated. Operations focus on streamlining tax-related workflows within the fintech sector.
Who are the top competitors of SmartWiz?
What products or services does SmartWiz offer?
SmartWiz offers Client Portal, SmartSync, and Automated Tools.
Who are SmartWiz's investors?
SmartWiz has 1 investor. Key investors include Google.