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Smart RIA

Smart-RIA is a cloud-based Client Relationship Management system that offers automated compliance software. Read more

Mac Bartine's photo - CEO of Smart RIA

CEO

Mac Bartine

CEO Approval Rating

84/100

Founded:

2016

Status:

PrivateIndependent Company

Est. Annual Revenue
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SMART RIA TOP COMPETITORS OR ALTERNATIVES

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RIA in a Box is the biggest rival of Smart RIA. RIA in a Box is headquartered in New York, New York, and was founded in 2005. RIA in a Box is in the Business Support Services field. RIA in a Box generates ∞% the revenue of Smart RIA.

Advisor Guidance is Smart RIA's #2 competitor. Advisor Guidance is a Private company that was founded in New Castle, New Hampshire in 2002. Advisor Guidance is in the Investment Management & Fund Operators industry. Advisor Guidance has NaN fewer employees vs. Smart RIA.

Registered Advisor Services has been one of Smart RIA's top competitors. Registered Advisor Services's headquarters is in Dover, New Hampshire, and was founded in 2011. Registered Advisor Services competes in the Diversified Financial Services field. Registered Advisor Services generates ∞% of Smart RIA's revenue.

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Growth Score - 1/1

Is 0 a good estimate for Smart RIA's Employee count?

Smart RIA Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
ComplianceHero

Sep 2019

Source »
undisclosed
ComplianceHero provides compliance automation solutions for businesses.

These are all the companies that Smart RIA has acquired. Smart RIA's latest acquisition was ComplianceHero in Sep 2019. ComplianceHero provides compliance automation solutions for businesses.

Smart RIA Funding History

Since Smart RIA was founded in 2016, it has participated in 1 round of funding. In total Smart RIA has raised $25.0K. Smart RIA's funding round was on Jan 2016 for a total of $25.0K

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Equity
Jan 2016
$25K
-

Since Smart RIA was founded in 2016, it has participated in 1 round of funding. In total Smart RIA has raised $25.0K. Smart RIA's funding round was on Jan 2016 for a total of $25.0K

Smart RIA Investments

No recent investments found related to Smart RIA

These are all the companies that Smart RIA has invested in. Smart RIA's latest investment was ComplianceHero in Sep 2019. ComplianceHero provides compliance automation solutions for businesses.

Smart RIA News

Smart RIA Blogs

August 4, 2020Smart RIA Blog

5 Ways to Proactively Prepare for an Audit

An upcoming audit often causes sleepless nights for even the most capable professionals. With an incr... See more »
July 28, 2020Smart RIA Blog

Why You Should Invest in Compliance Software

Compliance. It’s tedious, complex, and confusing, especially with regulatory changes and at least yea... See more »
July 3, 2020Smart RIA Blog

SEC Risk Alert Gives Advice to Private Fund Advisers

On June 23, 2020, the SEC published a Risk Alert, which summarized compliance issues discovered durin... See more »
April 14, 2020Smart RIA Blog

7 Easy Steps to RIAs Working Remotely Without Cybersecurity Risk

When we’re all still stuck at home due to the COVID 19 pandemic, the last thing we need to add to our... See more »
March 17, 2020Smart RIA Blog

SmartRIA Coronavirus Update

Hello, friends. I hope this coronavirus update from SmartRIA finds you healthy and safe at home. I&#8... See more »
February 28, 2020Smart RIA Blog

How A Culture Of Compliance Can Help Your Firm

As a financial advisor, you know that maintaining federal regulations and client expectations are par... See more »
February 13, 2020Smart RIA Blog

The Complete Guide to RIA Compliance

As a registered investment advisor, whether new or well-established, you probably hear the word “comp... See more »

Smart RIA Press Releases

Social Media

Smart RIA Headquarters

620 Mabry Hood Rd Ste 102 Suite 102

Knoxville, Tennessee37932

1-865-675-2550

Driving Directions »

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Smart RIA Summary

ABOUT

Overview

Smart-RIA is a cloud-based Client Relationship Management system that offers automated compliance software. Smart RIA was founded in 2016. Smart RIA's headquarters is located in Knoxville, Tennessee, USA 37932. It has raised 25.0K in 1 round. The late...

CEO

Smart RIA's CEO, Mac Bartine, currently has an approval rating of 84%. Smart RIA's primary competitors are RIA in a Box, Advisor Guidance & Registered Advisor Services.

Frequently Asked Questions about Smart RIA

  1. When was Smart RIA founded?

    Smart RIA was founded in 2016
  2. Who is Smart RIA's CEO?

    Smart RIA's CEO is Mac Bartine
  3. How much revenue does Smart RIA generate?

    Smart RIA generates $ < 1M in revenue
  4. How much funding does Smart RIA have?

    Smart RIA has historically raised $25K in funding
  1. Where is Smart RIA's headquarters?

    Smart RIA's headquarters is in Knoxville Tennessee, USA
  2. How many employees does Smart RIA have?

    Smart RIA has 0 employees
  3. Who are Smart RIA's competitors?

    Smart RIA's top competitors are RIA in a Box, Advisor Guidance, Registered Advisor Services