86
62
Growth Score
-2 pts
Heat Score
21 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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858613
Smartria provides cloud-based compliance software for RIAs, hybrid RIAs, RIA networks, and compliance consultants.
About the Company
Smartria provides cloud-based compliance software for registered investment advisors, hybrid RIAs, RIA networks, and compliance consulting firms. The Smartria platform centralizes SEC and FINRA compliance tasks including compliance management, employee attestations, marketing reviews, trade monitoring, and vendor management. It supports workflows
for advisor onboarding, code of ethics tracking, regulatory filings, and audit preparation. The software serves small, growth, and enterprise advisory firms seeking to standardize and automate compliance operations.
