Smartleaf
PrivateMomentum
Top 25%
of companies Caplight tracks
Company Overview
Smartleaf is a financial technology company that provides an automated portfolio rebalancing platform designed for wealth advisory firms to deliver personalized, tax-optimized investment management at scale.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Vertical SaaS, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Smartleaf Comparables
Compare Smartleaf with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Alphathena | 83% | |
| Blaze Portfolio Systems | 82% | |
| Vestmark | 82% |
Smartleaf Funding Rounds
Historical fundraising activity
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 29, 2026
Monthly visitors grew 147% MoM, reaching 6.2K.
- Mar 2, 2026
Monthly visitors increased 54% MoM.
Smartleaf 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.
Request accessFrequently Asked Questions
Common questions about Smartleaf's valuation, stock price, and market status.
Is Smartleaf a public or private company?
Smartleaf is a private company.
What is the current stock price of Smartleaf?
Smartleaf is a private company with no public stock price. No recent secondary market data is available.
How much is Smartleaf worth (valuation)?
Valuation information for Smartleaf is not publicly available.
Can I buy Smartleaf stock?
Smartleaf shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Smartleaf's last funding round?
Funding round information for Smartleaf is not publicly available.
Who are the main investors in Smartleaf?
Investor information for Smartleaf is not publicly disclosed.
Will Smartleaf IPO soon?
No public IPO plans have been announced for Smartleaf.
How can I track Smartleaf secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Smartleaf's secondary market activity and sign up for updates.