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SmartWiz Logo
SmartWiz Growth Score
46
CB Rank
18699
Heat Score
32
SmartWiz is a vertical AI platform that eliminates the grunt work for busy tax professionals and CPAs.
Founded
obfuscation
PrivateSeed Birmingham, Alabama, United States1-10 smartwiz.ai
Accounting
Artificial Intelligence (AI)
FinTech
Software
Overview

SmartWiz
Total Funding
obfuscation
Growth Score
46
Heat Score
32

Total Funding
obfuscation
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Seed raised
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Growth Score46
-3 pts
in past quarter
Heat Score 32
-27 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About SmartWiz

CB Rank
18699
SmartWiz is a vertical AI platform that eliminates the grunt work for busy tax professionals and CPAs.
Founded
obfuscation
PrivateSeed Birmingham, Alabama, United States1-10 smartwiz.ai
Accounting
Artificial Intelligence (AI)
FinTech
Software

Funding Rounds

Seed
OBF
in
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Seed
OBF
in
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Pre-Seed
OBF
in
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Key People

Details

Legal Name WEELTH GROUP, INC
Also Known As TaxxWiz
Operating Status Active
Company Type For Profit
Founders  Olumuyiwa Aladebumoye, Tevin Harrell
About the Company
SmartWiz is an AI-enabled IRS that simplifies the tax preparation process. SmartWiz links technology and tax professionals to provide their customers with the quality finance experience possible.
Diversity Spotlight 
Black Founded
Black Led
Predictions & Insights

Growth Insight

See this Growth Insight
SmartWiz is
Lorem
 to be growing
Top Contributing Factors
Recently Raised Funding

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Runway Speculation

Products & Services

SmartWiz Platform
A cloud-based tax preparation software platform that automates data entry and manages tax return processing for tax professionals.
SmartSync Browser Extension
A browser extension that transfers client information seamlessly into the SmartWiz tax software, eliminating manual data entry.

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Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 5
Unlock company funding data, including rounds, dates, amounts, and investors.
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Number of Investors  
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Lead Investors  
Funding Type  
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Seed Round - SmartWiz Logo
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Funding Rounds

Total Funding Amount 
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Number of Funding Rounds 5
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Seed Round - SmartWiz Logo
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Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 5

Employee Profiles

News

News and Press

News•Oct 22, 2025
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News•Oct 12, 2025
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News•Feb 6, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

472
-88.54%
 in past month

Active Website Tech Count

22SmartWiz is actively using 22 technologies for its website, according to BuiltWith. These include HSTS, DNSSEC, and  Cloudflare CDN.
Sub-Organizations
Frequently Asked Questions

Where is SmartWiz's headquarters? SmartWiz is located in Birmingham, Alabama, United States.Who invested in SmartWiz? SmartWiz has 8 investors including Level Up Ventures and  Las Olas Venture Capital.When was the last funding round for SmartWiz? SmartWiz closed its last funding round on
obfuscation
from a Seed round.Who are SmartWiz's competitors? Alternatives and possible competitors to SmartWiz may include Thomson Reuters, Intuit, and  Wolters Kluwer.How much funding has SmartWiz raised to date? SmartWiz has raised
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.
Who We Are
What We Do
Helpful Links
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