Tradier
PrivateLast Round
Series B
Apr 13, 2023
Total Funding Raised
$27.7M
Company Overview
Tradier is a financial services and technology company that provides a cloud-based brokerage platform aimed at enhancing trade execution with features like trading access, real-time market data, and streamlined account management, all while ensuring transparent pricing and low fees for investors, advisers, and traders.
Sector
FinTech
Verticals
Investment Platforms, Financial Data, Wealth Management, API Management, Personal Finance
Business Model
B2B2C
Customer Profile
Payment Processing Fee, Subscription SaaS, Freemium
AI Layer
Infrastructure
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Tradier Comps
Public and private peers based on sector, stage, and business model.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
Tradier Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Apr 13, 2023 | ||||
| Series A | Apr 23, 2014 |
Key People
Founding team and executive leadership
Tradier Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| KF Ventures | Series B |
| PEAK6 Strategic Capital | Series B |
| F-Prime Capital | Series B |
| PEAK6 Investments | Series B |
| KF Business Ventures | Series B |
| F-Prime Capital | Series B |
| Lerer Hippeau | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Dec 22, 2025
Announced the launch of its MCP Server.
- May 22, 2025
Added Echotra, a financial technology startup, as a customer.
Tradier Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Tradier's valuation, stock price, and market status.