Tradier
PrivateLast Round
Series B
Apr 13, 2023
Total Funding Raised
$27.7M
Company Overview
Tradier operates in FinTech and is based in Charlotte, North Carolina. Its latest recorded funding round was a Series B round in April 2023.
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
API Management, Investment Platforms, Financial Data
Business Model
B2B2C
Customer Profile
Payment Processing Fee, Subscription SaaS, Freemium
AI Layer
Infrastructure
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% |
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Tradier Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Apr 13, 2023 | ||||
| Series A | Apr 23, 2014 |
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Key People
Founding team and executive leadership
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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.
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Recent news
Latest coverage and updates
- launchesNov 2, 2026
Tradier Inc. introduces Options Center and a multi-leg Trade Builder in New York on Nov 2nd '26, giving account holders tools to research options, model strategies, connect compatible AI tools, and access additional futures products.
- has_issues_withOct 30, 2026
Tradier Inc. faces an investigation into data privacy claims after an Aug 28th '26 cyberattack on third-party vendor Etna Software exposes information potentially affecting 9,404 Texas residents and 1,580 Massachusetts residents, while Tradier Inc. says its internal network remains secure and begins notifying affected customers.
- has_issues_withOct 30, 2026
Edelson Lechtzin LLP investigates data privacy claims arising from a data breach affecting Tradier Inc. in North Carolina; the breach is limited to third-party vendor Etna Software Corporation’s systems and data, while Tradier says its internal network remains secure.
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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.
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Frequently 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, so its shares have no public market price. Caplight tracks Tradier's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
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.
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 Strategic Capital, 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 in Tradier's shares on secondary markets.