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 Comparables
Compare Tradier with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Alpaca | 83% | |
| AtomicVest, Inc. | 77% | |
| DriveWealth | 76% |
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.
Recent news
Latest coverage and updates
- launchesJun 17, 2026
Tradier Inc. launched Tradier Education on Jun 17th '26.
- attends_eventJun 15, 2026
Tradier Inc. attended event Options Industry Conference on Jun 15th '26.
Tradier Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Tradier's valuation, stock price, and market status.
Is Tradier a public or private company?
Tradier is a private company.
What is the current stock price of Tradier?
Tradier is a private company with no public stock price. No recent secondary market data is available.
How much is Tradier worth (valuation)?
Valuation information for Tradier is not publicly available.
Can I buy Tradier stock?
Tradier shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Tradier's last funding round?
Tradier's most recent funding round was Series B on April 13, 2023.
Who are the main investors in Tradier?
Key investors in Tradier include PEAK6 Investments.
Will Tradier IPO soon?
No public IPO plans have been announced for Tradier.
How can I track Tradier secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Tradier's secondary market activity and sign up for updates.