- B2C
- Early StageStartup in initial stages
Trade Exchange careers
The Trade Exchange platform acts as an operating system for Investment Specialists servicing a client base of self-directed investors. We power these specialists with technology specifically designed to help them acquire, retain and monetize customers. We provide essentially a white-labeled mobile and desktop platform that validates their performance, delivers otherwise inaccessible customer analytics as well as integrations with major execution venues that tie into their customers’ accounts, giving their customers the ability to instantly act on the ideas they approve.
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Trade Exchange Founder / CEO, husband, lifelong investor, entrepreneur, Rangers / Knicks / Tiger fan, golfer, runner on the weekends.
Valuation
$0
Funded over
1 round
Latest round
Pre-Seed (Aug 2020)
Felicis Ventures • Seattle • $235k – $275k • 3 days ago
Bullpen Capital • San Francisco • $128k – $167k • 4 days ago
Artisan Partners • Milwaukee • 1 week ago
Brightidea, Inc. • San Francisco • $150k – $300k • 1 week ago
Betterment • New York City • $125k – $145k • 2 weeks ago
