SMARTRIA

smartria-logo

SmartRIA makes software that simplifies compliance for the financial services industry. We excel at making the complex and often frustrating world of regulatory compliance simple to manage and easy to understand. Our unique roles for compliance consultants and distributed management of large corporations make our solution able to handle any compliance problem for any sized company. Since our launch in 2016, we have built the most complete, easiest-to-use compliance software platform for the Registered Investment Advisor industry. We have since moved on to compliance in other financial services verticals in the US, and have expanded to wealth management compliance in the UK.

#People #Financial #Website #More

SMARTRIA

Social Links:

Industry:
Financial Services FinTech Information Technology SaaS Software

Founded:
2016-01-01

Address:
Knoxville, Tennessee, United States

Country:
United States

Website Url:
http://www.smart-ria.com

Total Employee:
11+

Status:
Active

Email Addresses:
[email protected]

Total Funding:
1.7 M USD

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Font API Apple Mobile Web Clips Icon WordPress Font Awesome Domain Not Resolving Wordpress Plugins Sitelinks Search Box Yoast WordPress SEO Plugin


Current Employees Featured

roger-kiger_image

Roger Kiger
Roger Kiger Founder @ SmartRIA
Founder
2011-01-01

not_available_image

Adrian Carr
Adrian Carr CTO @ SmartRIA
CTO
2018-11-15

not_available_image

McClain Bartine
McClain Bartine CEO and 2nd Founder @ SmartRIA
CEO and 2nd Founder
2015-10-15

not_available_image

Adrian Carr
Adrian Carr CTO @ SmartRIA
CTO
2018-11-15

Founder


not_available_image

McClain Bartine

roger-kiger_image

Roger Kiger

Investors List

connetic-ventures_image

Connetic Ventures

Connetic Ventures investment in Seed Round - SmartRIA

connetic-ventures_image

Connetic Ventures

Connetic Ventures investment in Seed Round - SmartRIA

hessel-pole_image

Hessel Pole

Hessel Pole investment in Seed Round - SmartRIA

ara-jabrayan_image

Ara Jabrayan

Ara Jabrayan investment in Seed Round - SmartRIA

wendy-chan_image

Wendy Chan

Wendy Chan investment in Seed Round - SmartRIA

Official Site Inspections

http://www.smart-ria.com Semrush global rank: 3.03 M Semrush visits lastest month: 5.34 K

  • Host name: 172.67.70.47
  • IP address: 172.67.70.47
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

Loading ...

More informations about "SmartRIA"

SmartRIA - Crunchbase Company Profile & Funding

SmartRIA Platform: A compliance management tool designed for RIAs, compliance consultants, officers, operations teams, investment advisors, and wealth managers to streamline โ€ฆSee details»

Smartria® - LinkedIn

Smartria is a powerful, easy-to-use cloud-based software solution designed to meet the specialized needs of compliance consultants, investment advisors, and CCOs.See details»

Smart RIA Compliance Software

RIA Compliance Group has formed a strategic alliance with Smart RIA, a leader in the field of compliance software for RIAs. With its proprietary Advisor Alert technology, Smart RIA offers โ€ฆSee details»

Smart RIA - Company Profile - Tracxn

Smart RIA. has raised a total funding of $125K over 4 rounds. Its first funding round was on Feb 18, 2016. What are the most recent funding rounds of Smart RIA? Its latest funding round was โ€ฆSee details»

Smart RIA - Craft

Smart RIA is a company that provides a cloud-based compliance management platform for enterprise registered investment advisors (RIAs) and networks. It offers employee onboarding โ€ฆSee details»

SmartRIA Compliance Platform - Chalice Network

Create a culture of compliance with SmartRIA Pro, a compliance software platform for wealth managers that solves the most compliance problems in a single platform, while delivering an award-winning customer experience โ€ฆSee details»

About Smartria - Smartria

Learn about Smartria & our compliance software for RIAs & financial services. Our mission is to be the best company in the world at simplifying compliance.See details»

SmartRIA Pro Platform - Schwab Advisor Services

[email protected]. Social Media Facebook Twitter LinkedIn. More info about us Category Compliance, Document and Form Management, Practice Management, Reporting Integration โ€ฆSee details»

SmartRIA: All-in-One Platform for Federal and State โ€ฆ

Aug 20, 2019 SmartRIA is an all-in-one RIA management platform that combines back-office efficiencies with federal and state compliance. I talked to Mac Bartine, a technology leader hired to manage and grow SmartRIA. We โ€ฆSee details»

Learn more about the team of RIA experts โ€ฆ

Meet the team of experts behind Smartria; the most advanced, secure, and comprehensive RIA compliance software on the market. Our Team Leadership Patrick Hunt, CEOPatrick Hunt โ€ฆSee details»

Resources - Smartria

Apr 17, 2025 Smartria Resources Weโ€™ve put these resources together to help you navigate our app, learn more about the compliance tools we provide and get support. We update it โ€ฆSee details»

Compliance Management Solutions | Simplify SEC & RIA Compliance

Smartria offers a comprehensive compliance management solution designed for RIAs and investment firms of all sizes. Automate reporting, manage risk, and stay ahead of regulatory โ€ฆSee details»

Smartria Proโ„ข Platform - RIA Compliance Solutions

The process of onboarding and offboarding employees comes with certain challenges for the compliance team. Leveraging Smartriaโ€™s automated onboarding helps instill a culture of โ€ฆSee details»

Contact Support - Smartria

Contact Support Our team is here to help you succeed. We have several ways you can contact our team. Just choose what works best for you. Log in to the App to Chat with our Team Give โ€ฆSee details»

Multi-Factor Authentication - help.smart-ria.com

Troubleshooting Multi-Factor Authentication . VIP Access. If you are using VIP Access, the initial code you see is not the correct MFA code. You need to swipe your phone to the right to get โ€ฆSee details»

Smart Ria - Wealth Watch Advisors

All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific โ€ฆSee details»

Smart RIA Reviews Apr 2025: Pricing & Features - SoftwareWorld

Smart RIA offers features such as due diligence checklists, performance tracking, and compliance monitoring to ensure that vendors meet regulatory requirements. Its user-friendly interface โ€ฆSee details»

SmartRIA Data Governance - Schwab Advisor Services

Https://www.smart-ria.com. Email [email protected]. Social Media Facebook Twitter LinkedIn. More info about us Category Compliance, Cybersecurity, Practice Management โ€ฆSee details»

Smart RIA Pricing, Features, and Reviews (Mar 2025)

Smart RIA is a comprehensive compliance management tool designed for financial advisors, offering real-time monitoring, automated workflows, and robust reporting. It simplifies โ€ฆSee details»

Smart Organization to Simplify Workflows | Hospital Careers

1 day ago Intelligent and Smart Organization . Efficient hospital systems are not the result of chance. Theyโ€™re built through intentional strategies that address the physical, procedural, and โ€ฆSee details»

linkstock.net © 2022. All rights reserved