What Smartkarma does

Smartkarma Innovations Pte Ltd is a Singapore-headquartered fintech founded in 2016 that operates an AI-augmented investment intelligence platform connecting institutional investors, corporates, and wealth platforms with a network of independent research providers. The platform centralizes millions of documents, including research reports, sell-side analysis, earnings calls, company filings, and news, using natural language processing, knowledge retrieval, and proprietary SmartScore factor models (Value, Dividend, Growth, Resilience, Momentum) to deliver real-time actionable insight. It covers 10.8k+ companies across US, EMEA, and APAC markets with 350+ independent research sources and a community of 65k+ users whose top subscribers represent $13T+ in AUM.

The company monetizes through subscription tiers: Smartkarma Pro at USD 10,950/year per user for institutional investors, Smartkarma Plus for aspirational individual investors, and SmartWealth API & MCP for wealth platforms with usage-aligned pricing that avoids per-seat fees. Additional revenue streams include premium data subscriptions, high-touch analyst access, and corporate research solutions. Distribution combines direct enterprise sales, self-serve digital onboarding, API distribution through 300+ financial institutions, and white-label partnerships with banks and professional associations such as CFA Institute, Maybank, and Singlife. The platform serves four primary segments: institutional investors and financial services, corporate IR and strategy teams (3,500+ IRO teams), private wealth intermediaries (206+ asset managers), and wealthtech platforms, with a recent expansion into Asian private markets via the December 2025 launch of pvtIQ and commodity data through the September 2024 Helixtap acquisition. Backed by Peak XV Partners, Jungle Ventures, and Wavemaker Ventures, the company operates with 11-50 employees and is headquartered in Singapore.

Name

Smartkarma

Legal name

Smartkarma Innovations Pte Ltd

Website

https://smartkarma.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Smartkarma is a Singapore-based AI-augmented investment intelligence platform serving institutional investors, corporates, and wealth platforms with subscription access to a network of 350+ independent research providers covering 10,8k+ global companies, monetized primarily through per-seat Pro subscriptions and API contracts.

Ownership category

akta.pro rank

Product category

Investment Intelligence Platform

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking) (FSAGAEAI)

Keywords

• Investment research platform
• Independent research network
• Financial data analytics
• Wealth management APIs
• Investor intelligence software

Headquarters

HQ city

Singapore

HQ country

Singapore

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Smartkarma Pro Platform Subscription: Annual subscription-based access to AI-augmented investment intelligence platform with real-time actionable insights. Priced at USD 10,950/year per user for professional and institutional investors. Includes access to independent insights, broker reports, real-time discussions, IR access, online events, and proprietary data subscriptions
2. SmartWealth API Subscriptions: Subscription-based API access for wealth platforms with cost-effective pricing aligned to platform usage. No per-user, per-seat, per-report, or per-document charges. Predictable costs scaling linearly with business growth. Designed for private banks, brokers, and wealthtech platforms
3. Premium & Data Subscriptions: High-touch analyst access and alternative datasets available as premium add-on subscriptions. Includes specialist datasets and analytics add-ons to complement research and analyst access
4. Freemium/Trial Model: Preview Pass provides complimentary access to unlock research summaries, follow analysts, receive personalized alerts, and access analytics. Free Digital IR Platform for corporate representatives. Upgrade pathway to paid plans for full-access
5. Insight Provider Monetization: Smartkarma takes a consumption-driven payment approach where Insight Providers are compensated based on the merit of their research. Revenue share model supporting former sell-side analysts, established independent research providers, brokers, exchanges, and company-sponsored research

Pricing tiers

Go-to-market motion3 records

Distribution channels8 records

Marketing channels10 records

Core offering

Smartkarma is an AI-augmented investment intelligence platform that centralizes millions of investment documents (independent research, sellside analysis, earnings calls, company filings, news) and delivers real-time, actionable insight to professional investors. The platform combines a subscription-based research portal (Pro at USD 10,950/year per user), an API/MCP product for wealth platforms (SmartWealth), a digital IR platform for corporates, and adjacent offerings such as private-market intelligence (pvtIQ) and a journalist Press Pass.

Product overview

Smartkarma operates as a unified platform-plus-modules architecture centered on AI-augmented investment intelligence. The core offerings include Smartkarma Pro Platform (for institutional investors at USD 10,950/year) and Smartkarma Plus Platform (for aspirational individual investors), both powered by AI to process millions of documents. Supporting modules include Daily Briefs, Weekly Newsletters, Earnings Alerts, TL;DR (WhatsApp/Telegram delivery), and Webinars. Investment Tools encompass Smart Score Screener, Market Overview, Holdco Monitor, FX & Rates, and Crypto tools. Enterprise solutions include SmartWealth API & MCP (API infrastructure for wealth platforms), Digital IR Platform (free for corporates), Research Solutions (premium add-on), and Press Pass (journalist access at USD 25/year). Recent additions include pvtIQ (launched December 2025 for Asian private markets) and the acquired Helixtap commodities data platform (September 2024).

Differentiator

Problem solved

Functional benefit

Brands

• Smartkarma Plus: AI-augmented investment intelligence platform for aspirational individual investors
• Smartkarma Pro
• SmartWealth API
• pvtIQ
• engageIR
• Smartkarma Originals
• Smartkarma Corporate Webinars

Products and services

• Smartkarma Pro Platform AI-augmented investment intelligence platform for professional and institutional investors providing real-time actionable insight, premium data analytics, and direct connectivity to top-ranked independent investment analysts. Priced at USD 10,950/year per user; requires accredited/professional investor verification.
• Smartkarma Plus Platform AI-augmented investment intelligence platform for aspirational individual investors, complementing modern trading solutions and democratizing access to institutional-quality research and analytics. Subscription pricing available on enquiry/signup.
• SmartWealth API & MCP API-first investment intelligence infrastructure for private wealth platforms, embedding credible, explainable investment intelligence into private banks, brokers, and wealthtech platforms via REST API or MCP. Delivers structured JSON with company identifiers, executive summaries, bull/bear case analysis, Porter's Five Forces, SWOT, ratings, SmartScores, and financial performance, covering 25,000+ US/EMEA and 10,000+ APAC companies. Subscription-based pricing aligned to platform usage, no per-seat fees.
• pvtIQ Private market intelligence platform providing data on Asian private markets, supporting capital-raising for high-growth enterprises across Asia. Operates as a standalone product accessible at pvtiq.com.
• Smartkarma Digital IR Platform State-of-the-art investor relations platform providing intelligence on peers, investor targeting to global shareholders, real-time discussions with shareholders, research coverage, webinars/NDRs, and thought-leadership distribution. Free for authorized corporate representatives.
• Smartkarma Research Solutions Premium data subscriptions for corporate IR & strategy customers, offering research coverage from leading independent or issuer-paid providers, global distribution across major financial platforms, and investor access. Pricing available on request to sales team.
• Smartkarma Press Pass Subscription service for accredited journalists providing access to Smartkarma insights, insight providers, and the AI-augmented platform for story sourcing, with pre-approval to excerpt and quote content for reporting. Priced at USD 25/year verification fee.
• Helixtap Commodities data and insights platform, including rubber demand analysis and supply chain insights for the EV market. Acquired by Smartkarma in September 2024 and retained as a brand within the group.

Quantifiable outcome

• Top 10 subscribers handle cumulative assets under management worth more than US$13 trillion
• +3 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability8 records

Feature6 records

Partnerships

Ten partnerships are on record, tiered core and minor.

• TreeferacoreTechnology or Integration · 24 February 2026Treefera's Market Intelligence products are now available through Smartkarma's global investment intelligence platform via distribution partnership. Treefera provides field- and plantation-level yield and production forecasts for agricultural and soft commodities using satellite data and AI-powered forecasts spanning corn, wheat, coffee, cocoa, sugar, and cattle, with expansion plans for soy, palm oil, rice, cotton, and natural rubber. Treefera's US corn yield forecast of 187.6 bushels per acre in December 2025 came within 1% of the USDA's final figure of 186.5 in January 2026, demonstrating forecasting precision.
• CFA InstitutecoreStrategic or Co-development PartnerSmartkarma empowers CFA Institute members with access to institutional-level investment insight and financial data on key global markets. The partnership provides CFA Institute Research Foundation with access to Smartkarma's valuable platform, with Bud Haslett (Director of Operations) noting that Smartkarma's focus on key markets and unique independent research network make them a great addition to the Investment Data Alliance.
• MaybankcoreGTM or Marketing PartnerSmartkarma provides Maybank's Trading Representatives and private investor clients access to institutional-quality research to stay on top of key ideas and market-moving deals through Maybank KE Research (MKES). Aditya Laroia (CEO, Maybank Investment Banking Group Singapore) states this partnership enables MKES to capture rising private investor interest in smaller-cap names, complementing MKES' award-winning ASEAN Research platform and differentiating their service from discount brokers.
• GROW with SinglifecoreGTM or Marketing PartnerSmartkarma provides institutional-quality research and bespoke content solutions for Singlife's Investment Platform, empowering Financial Advisors, Relationship Managers, and end-clients to analyse and act on investment insight. CEO Akhil Doegar notes the platform has been extremely useful as his go-to place for financial news and analysis.
• SGX (Singapore Exchange)minorStrategic or Co-development PartnerSGX is a trusted partner and user of Smartkarma's platform, featured in the customer logos section of the website alongside other major financial institutions.
• NZX (New Zealand Exchange)minorStrategic or Co-development PartnerNZX is a trusted partner and user of Smartkarma's platform, featured in the customer logos section of the website.
• ASEAN ExchangesminorStrategic or Co-development PartnerASEAN Exchanges network is a trusted partner and user of Smartkarma's platform, featured in the customer logos section of the website.
• ElevandiminorStrategic or Co-development PartnerElevandi is a trusted partner and user of Smartkarma's platform, featured in the customer logos section of the website.
• Quiddity AdvisorscoreStrategic or Co-development PartnerDavid Blennerhassett, analyst at Quiddity Advisors who publishes on Smartkarma, has been quoted in major financial press coverage including Bloomberg and Financial Post covering CK Hutchison port deals and Li Ka-shing exits, demonstrating Smartkarma's role in amplifying independent analyst research to mainstream financial media.
• Quiddity AdvisorscoreStrategic or Co-development PartnerTravis Lundy, independent special situations analyst at Quiddity Advisors publishing on Smartkarma, has been quoted in press coverage on Seven & i buyout offers and 7-Eleven takeover discussions, providing independent expert commentary amplified through Smartkarma platform.

Scale indicators15 records

Recent moves5 records

Expansion highlights6 records

Emerging players

• TipRanks: Transparent tracking and ranking of analysts, hedge fund managers and financial influencers. Overlaps with Smartkarma's independent research distribution and analyst credibility positioning across equities coverage.
• Seeking Alpha: Crowdsourced investment research platform with a Pro tier offering premium analyst-grade content. Targets similar independent-research-seeking investors and overlaps with Smartkarma's democratization narrative for retail/private wealth.

Direct peers

• AlphaSense: AI-powered market intelligence and search platform for enterprises, directly competing with Smartkarma's AI-augmented research offering. Both target institutional research workflows and emphasize AI-driven document summarization and analyst insight discovery.
• Tegus (by AlphaSense): Expert call transcripts platform acquired by AlphaSense, providing on-demand primary research and expert interviews. Directly substitutes for some Smartkarma Insight Provider use cases among fundamental investors.
• Third Bridge: Expert network and primary research provider serving institutional investors with specialist interviews and custom research. Overlaps with Smartkarma's independent insight provider network and analyst interaction model.
• Gerson Lehrman Group (GLG): Largest expert-network firm providing on-demand consultations with industry specialists. Competes with Smartkarma's always-on analyst network and insight-provision model for institutional investor diligence and idea-generation workflows.

Broad incumbents

• S&P Capital IQ Pro: S&P Global's financial data, research and analytics platform serving institutional investors. Overlaps with Smartkarma on company intelligence, fundamentals data and independent research distribution within the same institutional customer base.
• Refinitiv (LSEG Workspace): London Stock Exchange Group's data and analytics platform with deep institutional coverage. Competes with Smartkarma across research, fundamentals and analytics, particularly in EMEA markets.
• FactSet: Portfolio analytics and investment data platform deeply embedded in buy-side workflows. Competes with Smartkarma's quantitative tools (SmartScore, Holdco Monitor) and research aggregation, but with a much larger enterprise footprint.
• Bloomberg: Dominant institutional financial data, analytics and research terminal used by nearly every bulge bracket bank. Competes with Smartkarma on research distribution, data analytics and analyst-access workflows, though Bloomberg's offering is far broader and bundled.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/smartkarma
• YouTubeyoutube.com/@Smartkarma
• LinkedInlinkedin.com/company/smartkarma-innovations-pte-ltd
• Facebookfacebook.com/smartkarmahq

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

Funding overview

Funding rounds4 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Smartkarma