Company profile: SnapTrade
1.1 - Company Overview
Company description
- Provider of an API that connects fintech apps to users' retail brokerage accounts, offering real-time account data, historical transactions, and trading. Services include embedded trading in stocks, ETFs, crypto, and options; portfolio analysis, tracking, and tax reporting; holdings validation and sharing; and integrations with 20+ brokerages reaching 125M+ account holders.
Products and services
- SnapTrade API: Enterprise-grade API connecting fintech apps to users' retail brokerage accounts, delivering real-time account data, historical transactions, and trading across integrations with 20+ brokerages
- Brokerage Integrations: Multi-broker connectivity to over 20 retail brokerages, enabling access to more than 125 million account holders and consolidating account data retrieval across diverse brokerage platforms
- Embedded Trading: Multi-asset in-app trading embedded into fintech experiences, letting users trade stocks, ETFs, crypto, and options directly through their existing brokerage accounts
Key contacts
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Financial details
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1.2 - Competitors and similar companies to SnapTrade
OpenFinance
HQ: United States
Website
- Description: Provider of a leading secondary market trading platform for digital securities and digital alternative assets, offering access to liquidity and investment opportunities in the $8.8 trillion alternative asset market, backed by industry veterans and key partnerships.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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View full OpenFinance company profile →
StarMine
HQ: United States
Website
- Description: Provider of securities analytics, equity research management, and quantitative modeling tools for stock brokers and mutual funds to generate alpha and process equity information. Products include StarMine Professional, offering insights from analyst activity and fundamental data for earnings and company fundamentals research.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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TownSquare Capital
HQ: United States
Website
- Description: Provider of portfolio management, trading, audit, and wealth management advisory services through a full-service investment and trading platform serving independent wealth advisers, institutions, high-net-worth individuals, family offices, accounting firms, and banks.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full TownSquare Capital company profile →
Passfolio
HQ: United States
Website
- Description: Provider of commission-free US stock and crypto trading for the world, focused on democratizing investment opportunities and expanding economic opportunity to billions of people in emerging markets, aiming for a modern financial system that works for everyone.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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View full Passfolio company profile →
Finstep
HQ: Germany
Website
- Description: Provider of a mobile app delivering financial education for GenZ (ages 12–18) via animated short videos, games, and quizzes on topics like earning money, taxes, and financing education, plus expense tracking and categorization, goal tracking, a points-based rewards system with challenges, and a bi-weekly podcast with expert interviews.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Finstep company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for SnapTrade
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to SnapTrade
2.2 - Growth funds investing in similar companies to SnapTrade
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4 - Top valuation comps for SnapTrade
4.2 - Public trading comparable groups for SnapTrade
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