Smart
PrivateLast Round
Debt
Nov 17, 2025
Est. Valuation
$371M
Total Funding Raised
$514.52M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Smart is a financial technology company that provides a global retirement and savings technology platform designed to help governments and financial institutions deliver digital, cost-efficient retirement solutions.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Platform-as-a-Service
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Smart Comparables
Compare Smart with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Heywood Pension Technologies | 86% | |
| Vestwell | 76% | |
| Congruent Solutions | 67% |
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Smart Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | Nov 17, 2025 | ||||
| Debt | Aug 13, 2025 | ||||
| Series E | May 15, 2023 | ||||
| Buyout/LBO | Feb 23, 2023 | ||||
| Debt | Jul 14, 2022 | ||||
Series D | Jun 28, 2021 |
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Key People
Founding team and executive leadership
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Smart Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Cathay Capital | Buyout/LBO, Seed |
| Barclays PLC | Series D, Series C, Corporate Funding, Series E |
| Idinvest Partners | Buyout/LBO |
| Fidelity International Strategic Ventures | Series E |
| Legal & General Investment Management | Corporate Funding, Series A |
| Legal & General Group | Series A, Series D, Series C |
| Capital Croissance | Buyout/LBO |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 14, 2026
Arena Flowers identified as a sister company.
- Apr 2, 2026
James Lawrence promoted to Chief Investment Officer.
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Smart Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Smart's valuation, stock price, and market status.
Is Smart a public or private company?
Smart is a private company.
What is the current stock price of Smart?
Smart is a private company, so its shares have no public market price. Caplight tracks Smart's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Smart worth (valuation)?
Smart's valuation is estimated at $371.0M based on funding round data.
Can I buy Smart stock?
Smart shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Smart's last funding round?
Smart's most recent funding round was Debt on November 17, 2025.
Who are the main investors in Smart?
Key investors in Smart include Cathay Capital, Legal & General Investment Management, Capital Croissance, CIBC Innovation Banking, Bridgepoint.
Will Smart IPO soon?
No public IPO plans have been announced for Smart.
How can I track Smart secondary market activity?
Caplight tracks bids, offers, and trades in Smart's shares on secondary markets.