What is Smart USA?
Founded in 2020 and headquartered in Nashville, Tennessee, Smart USA operates a sophisticated platform designed to enhance retirement savings and overall financial wellbeing for both employers and their workforces. The company's innovative solutions aim to simplify complex financial planning, making it more accessible and effective for a broad user base within the corporate sector.
How much funding has Smart USA raised?
Smart USA has raised a total of $95M across 1 funding round:
Series E
$95M
Series E (2023): $95M with participation from Aquiline Capital Partners, Chrysalis Investment Advisors, and Fidelity Investments
Key Investors in Smart USA
Aquiline Capital Partners
Aquiline Capital Partners is a private investment firm established in 2005, focusing on businesses within the financial services sector, including financial technology, insurance, and investment management.
Chrysalis Investment Advisors
Chrysalis Investment Advisors is an independent investment management firm specializing in fixed and variable-income portfolios, offering financial planning and retirement solutions for individuals and institutions.
Fidelity Investments
Fidelity Investments is an international provider of financial services and investment resources, dedicated to assisting individuals and institutions in achieving their financial objectives.
What's next for Smart USA?
With substantial enterprise-level backing, Smart USA is strategically positioned for accelerated growth and market expansion. The recent major strategic investment signals confidence from key financial players, likely enabling the company to further develop its technology, broaden its service offerings, and deepen its market penetration in the competitive fintech and employee benefits space. Future developments may include enhanced personalization features and expanded partnerships to solidify its role as a leader in financial wellness solutions.
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