Home›Companies›FinTech & Financial Services›Smartdata Wealth

Smartdata Wealth, Inc.

Updated Oct 27, 2026·Latest SEC filing Feb 26, 2025·Suggest an edit

About Smartdata Wealth

Smartdata Wealth is a private company based in Omaha, Nebraska, incorporated in 2024 in Delaware. It has reported $1,533,575 raised in one offering on Form D since February 2025.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Feb 11, 2025Feb 26, 2025$1,533,575of $5.5M target2$766KEquityRule 506(b)Form D ↗

First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.

Leadership Team

Executive officers and directors listed on Smartdata Wealth's Form D filed Feb 26, 2025.

JH
KM
RM
Ryan Morrison
Executive officer and director

Sources

  1. SECSmartdata Wealth, Inc. filing history