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pc:sma5d

smallcase

Asset Management
smallcase is a wealth-tech company that operates an investment platform allowing individuals to invest in curated model portfolios of stocks and ETFs. The platform focuses on providing transparent, diversified, long-term wealth-building solutions for retail investors and supports tools for portfolio management and expansion into new asset classes and markets.

Leadership & Board

Currently, no data available

Latest Estimated Valuation

Estimated Valuation―
Estimated Valuation―
Total Amount Raised$50M
Total Amount Raised$50M
Total Funding Rounds1
Total Funding Rounds1
Latest Funding Amount$50M
Latest Funding Amount$50M
Latest Funding RoundSeries D
Latest Funding RoundSeries D
Post-Money Valuation―
Post-Money Valuation―

Funding Round

Funding Date
Funding Round
Amount Raised
Post-Money Valuation
Jul 06, 2026
Series D
$50.00M
―

Investors

Investor Name
Funding Round
Elev8 Venture Partners
Series D
State Street Global Advisors
Series D
Niveshaay AIF
Series D
Faering Capital
Series D
Arkam Ventures
Series D

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