As of August 2026, Latka tracks 4 brokerage trading platforms companies with $5M–$10M in annual revenue. They have combined revenues of $25.3M and employ 267 people. They have raised $40.2M and serve 100 customers combined.
Every company below sells brokerage trading platforms to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.
Brokerage trading platforms are specialized software applications that facilitate the buying and selling of financial securities, such as stocks, bonds, and options, on behalf of traders and investors. These platforms serve as intermediaries in the trading process, providing users with essential tools for executing trades, analyzing market trends, and managing investment portfolios. They typically offer features such as real-time market data, technical analysis tools, and order execution capabilities to enhance the trading experience. The primary users of brokerage trading platforms are individual retail investors, institutional investors, and professional traders. These platforms vary in complexity, accommodating users from beginner traders seeking user-friendly interfaces to advanced traders who require sophisticated analytics and customizable features. Common workflows include creating and managing trade orders, monitoring portfolio performance, and accessing research tools to inform trading decisions. Additionally, security measures and regulatory compliance features are critical components of these platforms, ensuring that user data and transactions are protected.
Sorting: Highest -> Lowest
Showing 4 of 4 companies ranked by annual revenue.
Chicago, Illinois, United States
Developer of a workflow management and data analytics platform intended to enhance productivity in the public capital markets. The company's SaaS-based platform incorporates client feedback into an integrated roadmap, enabling banks, asset managers and broker dealers to gather insights on data and analyze it properly.
Stamford, Connecticut, United States
An intelligent trading system for institutional investors, specializing in multi-asset order and execution management systems.
London, England, United Kingdom
Developer of an algorithmic trading skills platform intended to discover and implement newer trading ideas. The company's platform develop high quality trading strategies and bridge the gap between data science and finance, enabling clients to translate analytical skills of talented people into trading profits.
United States
WealthOS is an API first, enterprise, core wealth management platform built to accelerate digital adoption and innovation within the wealth management industry. By leveraging the latest advances in cloud-native technologies, WealthOS will offer the wealth management industry the upgraded technology infrastructure that's powering digital innovation in the financial services industry. We plan to offer an extensive feature set coupled with pre-built integration to a market place of specialist service providers, allowing wealth managers to do more things on a single platform. Our modular architecture allows you to use WealthOS fully to launch your entire digital value proposition, or in parts to complement an existing proposition. Our API first platform allows you to simply plug, and play. WealthOS dramatically reduces time to market for wealth management products and features while also reducing the total cost of ownership.
Latka tracks 4 brokerage trading platforms companies with $5M–$10M in annual revenue. Together they generate $25.3M in annual revenue and employ 267 people.
Capital Markets Gateway is the largest, with $7M in annual revenue, founded in 2015.
The average brokerage trading platforms company in this list makes $6.3M a year, across 4 companies with reported revenue. They serve 100 customers combined.
Ranked by annual revenue, the leaders are Capital Markets Gateway, Adroit Trading Technologies, Auquan and WealthOS.
The 4 brokerage trading platforms companies with $5M–$10M in annual revenue tracked here have raised $40.2M in disclosed funding between them.
- Provides a platform for executing trades in multiple asset classes, including stocks, bonds, and options. - Offers real-time market data and analytical tools for informed decision-making. - Facilitates both manual and algorithmic trading strategies. - Includes features for managing investment portfolios and tracking performance. - Complies with relevant financial regulations and security protocols. - Not limited to providing only basic order execution; must also offer advanced trading functionalities and analytics.
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