SnapTrade
PrivateLast Round
Seed
Oct 17, 2022
Total Funding Raised
$2.2M
Company Overview
SnapTrade is a financial technology company that provides a unified API enabling developers to connect their applications with users' retail brokerage accounts. This allows fintech apps to access real-time data such as balances, holdings, and transaction history, as well as execute trades directly through the user's existing brokerage account. The company, whose corporate name is Passiv, initially developed a B2C portfolio management app of the same name before pivoting in 2021 to a B2B model with SnapTrade. The platform is designed to lower the barrier for creating new wealthtech products by providing the essential infrastructure for brokerage integration.
Sector
FinTech
Verticals
Financial Data, Data Integration, API Management, Wealth Management, Investment Platforms
Business Model
B2B2C
Customer Profile
Usage-Based SaaS, Freemium, Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
SnapTrade Comps
Public and private peers based on sector, stage, and business model.
SnapTrade Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Oct 17, 2022 |
Key People
Founding team and executive leadership
SnapTrade Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Uncorrelated Ventures | Seed |
| Mistral Venture Partners | Seed |
| New Brunswick Innovation Foundation | Seed |
| Y Combinator | Seed |
| East Valley Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Dec 16, 2025
Partnered with online investment platform Webull.
- Aug 8, 2025
Added Islamicly Group, a startup, as a customer.
SnapTrade Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about SnapTrade's valuation, stock price, and market status.
