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DriveWealth

DriveWealth

Private
New York City, New YorkFinTechhttps://www.drivewealth.com/

Last Round

Series D

Aug 20, 2021

Est. Valuation

$2.85B

Total Funding Raised

$535.9M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

DriveWealth is a financial technology company that provides embedded finance and API-driven brokerage infrastructure for real-time fractional trading in the U.S. equities market.

Sector

FinTech

Verticals

Investment Platforms, Wealth Management, Digital Banking

Business Model

B2B2C

Customer Profile

Payment Processing Fee, Usage-Based SaaS, Services & Consulting, Revenue Share

AI Layer

Application

Keywords

brokerage-as-a-serviceembedded financefractional tradingAPI platformembedded investingfintech infrastructurewhite-label brokeragedigital tradingclearing and executioninvestment APIfixed-income investingB2B2Cwealthtechpayment for order flowPFOF

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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DriveWealth Comparables

Compare DriveWealth with similar companies based on industry and business-model similarity.

DriveWealth comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Alpaca Securities
92%
Apex Fintech Solutions
85%
Alpaca
83%

DriveWealth Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series DAug 20, 2021
Series COct 27, 2020
Series BApr 4, 2018
Series AApr 28, 2015
SeedMar 24, 2012

Key People

Founding team and executive leadership

David Grant

Chief Executive Officer, Asia

Executive Team

Aaron Sokasian

Chief Technology Officer

Executive Team

Marcus Anthony

Chief Financial Officer

Executive Team

Anthony Ilario

Head of Operations COO

Executive Team

DriveWealth Investors

Notable investors and investment history

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 11, 2026

    Launched Acciones (Stocks) with Banco Ualá for Mexican investors.

  • Mar 11, 2026

    Partnered with Banco Ualá to enable U.S. equity investments in Mexico.

DriveWealth Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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DriveWealth Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about DriveWealth's valuation, stock price, and market status.

Firmographic Details

HeadquartersNew York City, New York
Employee Range371
Year Founded2012
Last FundingAug 20, 2021

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