Smart

Smart is a global savings and investments technology platform provider, specializing in helping employers facilitate employee enrollment and manage retirement savings. Its flagship product, Keystone, is a cloud-native, global workplace retirement savings platform designed for modern financial ecosystems. Operating within the insurance and fintech sectors, Smart leverages technology to enhance user experience and financial wellbeing. The company's product suite includes financial technology solutions, investment technology, and comprehensive retirement planning tools, positioning it as a key player in the digital finance landscape.

Founded in 2014, Smart has established a significant operational footprint, with its headquarters located in London, United Kingdom. The company generates substantial revenue, reported at $105.0M, and employs a workforce ranging from 500-1,000 employees. This scale of operation underscores its capacity to manage complex financial services and technology infrastructure. With a single primary location, Smart focuses on delivering its global platform services efficiently from its European base.

Smart operates in a competitive market, with notable rivals including Smart Pension, Absolute Financial Management, and Vision Independent Financial Planning. The company has secured significant funding to fuel its growth and innovation, including a $95 million round in May 2023 from investors like Barclays and Aquiline Capital Partners, a $48 million round in July 2022, and an $81.4 million debt financing in August 2025. For detailed financial performance and investment metrics, users can Explore financial highlights.