Smart RIA Competitors and Similar CompaniesClear all

Smart RIA's competitors and similar companies include Harvest, Jiguang, Treinta and Biz2Credit.

	Smart RIA Smart RIA is a company that provides a cloud-based compliance management platform for enterprise registered investment advisors (RIAs) and networks.	Harvest Harvest is a technology company that provides software development solutions for the wealth and finance industry.	Jiguang Jiguang (also known as Aurora Mobile, 极光) is a technology company developing a mobile big data solutions platform.	Treinta Treinta technology is a company that develops a finance platform for small businesses, merchants, and entrepreneurs.	Biz2Credit Biz2Credit is a company that develops an online financing platform.
Founding Date	Founding Date 2011	Founding Date 1989	Founding Date 2011	Founding Date 2020	Founding Date 2007
Type	Type Private	Type Private	Type Public	Type Private	Type Private
Tags	Tags Technology cloud compliance cybersecurity enterprise software fintech monitoring platform	Tags Technology enterprise software fintech platform	Tags Technology enterprise software fintech platform	Tags Technology enterprise software fintech platform	Tags Technology enterprise software fintech platform
Locations	Locations Knoxville, US HQ	Locations HQ	Locations Shenzhen Shi, CN HQ	Locations Bogotá, CO HQ	Locations New York, US HQ
Employees	Employees 15	Employees 3741% increase	Employees 393	Employees 286	Employees 5672% decrease
Financial
Revenue (est.)	Revenue (est.) N/A	Revenue (est.) N/A	Revenue (est.) ¥374.8m (FY, 2025)	Revenue (est.) N/A	Revenue (est.) $435.1m (Y, 2021)
Funding
Latest funding round	Latest funding round N/A	Latest funding round N/A	Latest funding round N/A	Latest funding round $ 46m (about 4 years ago)	Latest funding round $ 52m (almost 7 years ago)
Total funding raised	Total funding raised $ 700k	Total funding raised N/A	Total funding raised $ 60.6m	Total funding raised $ 60.8m	Total funding raised $ 302m