Smartdata Wealth

Omaha, United States

Smartdata Wealth allows prospects and clients to connect their brokerage or bank accounts or upload investment, life, or annuity statements.

$1.5M raised

Feb 2025

Seed

Finance Financial Services FinTech

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Frequently Asked Questions about Smartdata Wealth

How much funding has Smartdata Wealth raised?

Smartdata Wealth has raised $1.5M in total funding. The most recent round was Seed. The last funding was announced in February 2025.

Where is Smartdata Wealth headquartered?

Smartdata Wealth is headquartered in Omaha, United States.

What does Smartdata Wealth do?

Smartdata Wealth allows prospects and clients to connect their brokerage or bank accounts or upload investment, life, or annuity statements.

What stage is Smartdata Wealth at?

Smartdata Wealth is at the Seed stage.

Cite this page

Free to use in articles, research, and reference works. Stable URL — will not change. Data on this page last updated February 26, 2025.

MLA

"Smartdata Wealth — Funding & Investors." VCBacked, February 26, 2025, https://www.vcbacked.co/company/smartdata-wealth. Accessed July 2, 2026.

APA

VCBacked. (2025). Smartdata Wealth — Funding & Investors. Retrieved July 2, 2026, from https://www.vcbacked.co/company/smartdata-wealth

Wikipedia (cite web)

{{cite web |title=Smartdata Wealth — Funding & Investors |url=https://www.vcbacked.co/company/smartdata-wealth |website=VCBacked |access-date=July 2, 2026}}

Profile data sourced and verified per the VCBacked methodology. Last funding round dated February 26, 2025.

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