Sharesight

Private

WellingtonFinTechhttps://www.sharesight.com/

Company Overview

Sharesight is a fintech company that provides a cloud-based investment portfolio tracking application for investors, accountants, and financial advisers.

Sector

FinTech

Verticals

Investment Platforms, Wealth Management, Personal Finance, RegTech

Business Model

B2C

Customer Profile

Subscription SaaS, Freemium

AI Layer

Application

Keywords

portfolio trackerinvestment trackingstock portfolio trackertax reportingperformance trackingbroker integrationdividend trackingcapital gains tax calculatorportfolio aggregationDIY investor toolsfinancial advisor toolsfreemium SaaSFIF reportsAPIAI-augmented

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

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Sharesight Comparables

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Sharesight comparables — related companies by embedding similarity
Company	Similarity	Market Cap
Navexa	84%
Kubera	81%
Snowball Analytics	79%

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Sharesight Funding Rounds

Historical fundraising activity

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Key People

Founding team and executive leadership

Douglas Morris

Chief Executive Officer

Executive Team

Market signals

Structured signals derived from secondary market and firmographic data.

Nov 10, 2025
Monthly visitors grew 33% MoM, reaching 1.1 million.

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Sharesight Filings

SEC and related filings with document metadata.

Data table
Typed	Date	Amount Offered	Amount Sold	Filling	Pages	Download
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Sharesight Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersWellington

Employee Range43

Year Founded2007

Last Funding—

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