# 34 Financial

34 Financial is a RIA based in Atlanta, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Assets under management:** Undisclosed
- **Website:** https://34financial.com

## Regulatory record

- **CRD number:** 329383
- **SEC file number:** 801-135314
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329383

## About

34 FINANCIAL, LLC is an SEC-registered investment adviser in Atlanta, GA, registered since 2026. The firm manages approximately $101 million in regulatory assets. It has 4 employees and 4 investment advisers.

## Sectors

- Enterprise Software
- FinTech
- Data & Analytics

## People

- Robert F. Smith — Principal

## Questions

### Does 34 Financial invest only in enterprise software?

Enterprise software and data-centric technology companies form the core of the portfolio, reflecting Smith's deep domain expertise. However, the office also allocates to real estate, private credit, and select opportunities outside the tech sector. The unifying thread across most investments is recurring revenue and high customer retention.

### Where does Robert F. Smith's wealth come from?

Smith's wealth is almost exclusively derived from Vista Equity Partners, the private equity firm he founded in 2000. Vista specializes in acquiring and operating enterprise software companies, growing from a small fund into one of the world's largest technology investors with over $100 billion in assets under management (per Forbes, 2024). Smith's ownership stake in the management company and his carried interest across multiple fund vintages form the capital base 34 Financial deploys.

## Related profiles

- [George, Morgan & Sneed](https://altss.com/profile/george-morgan-and-sneed-pc)
- [WYZE Wealth Advisors](https://altss.com/profile/wyze-wealth-advisors-llc)

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Last updated: 2026-07-06T01:24:10.448Z

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