As of October 2026, Latka tracks 16 investment & trading firms companies. They have combined revenues of $432.8M and employ 2.2K people. They have raised $69.5M and serve 20.3K customers combined.
Every company below 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.
Investment and trading firms manage or trade capital: infrastructure and private-markets asset managers, quantitative trading firms and market makers, broker-dealer networks and insurance-linked capital markets.
Sorting: Highest -> Lowest
Showing 10 of 16 companies ranked by annual revenue.
San Francisco, California, United States
Founded in 2001, Alpine Investors is a private equity firm based in San Francisco, California. The firm seeks to invest in the media, software, healthcare, and consulting services sectors.
London, England, United Kingdom
XTX Markets is a leading algorithmic trading firm which uses state-of-the-art machine learning technology to produce price forecasts and serves as a liquidity provider, partnering with exchanges and e-trading venues globally.
Foster City, California, United States
IEQ Capital is a registered investment advisor that offers wealth management services including estate planning, tax strategy, financial planning, and a network of professional services. The company focuses on transforming traditional wealth management by creating customized investment solutions.
New York, New York, United States
About PAG PAG is a leading alternative investment firm focused on APAC with three core strategies: Credit & Markets, Private Equity, and Real Assets. We manage capital on behalf of nearly 300 institutional fund investors, including some of the most sophisticated global asset allocators. PAG has more than 300 investment professionals in 15 key offices globally and manages approximately USD55 billion in assets. Firm History PAG is a leading diversified alternative investment firm with three major businesses: Credit & Markets (CM), Real Assets (RA), and Private Equity (PE). The history of PAG dates back more than two decades. PAG RA originated from Secured Capital founded by JP Toppino in 1997. CM grew out of Pacific Alliance Group, founded by Chris Gradel in 2002. Weijian Shan founded PAG's PE business in 2010. In the same year, Messrs. Gradel, Shan and Toppino brought their respective successful strategies under the PAG brand, and each of the three founders continues to manage each of the three businesses.
San Francisco, California, United States
Evergreen is a private-equity backed holding company focused on acquiring services and software companies. Since 2017, owners and founders have trusted Evergreen to help them achieve their transaction goals and be a steward of their legacy. We are committed to acquiring and holding businesses indefinitely and empowering management teams with a proven playbook for growth.
Paris, France
Infranity is a specialist asset management company dedicated to investing in sustainable and resilient infrastructure assets and businesses. It specializes in infrastructure investments.
San Diego, California, United States
PracticeTek was established by investors and entrepreneurs who came together with a vision for the future of healthcare: high-quality care delivered seamlessly and on demand, without the burden and confusion of traditional systems. We are a collection of best-in-class software solutions that serve the retail healthcare market, including dental, orthodontic, chiropractic, optometry, and dermatology practices. Our solutions empower allied professionals to connect with their patients and grow their business. The result is better care, lower workloads for staff, and less overhead costs for providers — which means more resources for improving patient care. PracticeTek invests in middle-market, retail-healthcare SaaS companies. Established by industry veterans with decades of experience at the helm of successful software enterprises, PracticeTek provides opportunities for entrepreneurs to accelerate their personal wealth, continue to run and grow their business, while collaborating with other like-minded entrepreneurs to continue their legacy and impact the future of healthcare. PracticeTek is an investment firm with a mission: we partner with founders who are changing healthcare for all.
New York, New York, United States
Gauntlet is a simulation platform for risk management and protocol optimization. It develops solutions for risk management, publishes economic research on decentralized finance market risk, and builds safer, more efficient DeFi markets.
New York, New York, United States
Global AI Internet Freedom Fund (GAIIFF) is a micro private equity fund based in Virginia that acquires and grows Amazon merchant businesses. The fund uses a proprietary AI-powered analytics tool called ATM, built on AWS infrastructure, to source and diligence investment targets by providing free demand forecasting and pricing analytics to Amazon sellers across 17 global marketplaces. The fund closed on December 31, 2020, with a target raise of $20 million, which Simon Gillett stated was met. The fund operates on a two-and-twenty fee structure and has a three-year investment period. As of the April 2021 interview, the fund had deployed capital into one Amazon merchant, a brand called Territree, which focuses on industrial supplies with an ecological sustainability angle. Gillett brings roughly 20 years of AI experience and a 27% IRR from a prior business he exited as a franchise in the Loudoun, Virginia area. The ATM platform, developed beginning in Q1 2020, monitors several hundred thousand SKUs and analyzes nine-figure GMV annually across 50 to 500 connected merchants. The team totals four people, including one researcher, one developer, and two operations staff.
Latka tracks 16 investment & trading firms companies with reported revenue. Together they generate $432.8M in annual revenue and employ 2.2K people.
Alpine Investors is the largest, with $103.1M in annual revenue, founded in 2001.
The average investment & trading firms company in this list makes $27M a year, across 16 companies with reported revenue. They serve 20.3K customers combined.
Ranked by annual revenue, the leaders are Alpine Investors, XTX Markets, IEQ Capital, PAG and Evergreen.
The 16 investment & trading firms companies tracked here have raised $69.5M in disclosed funding between them.
- Must earn mainly from managing, trading or placing capital - Early-stage venture funds belong in Venture Capital; investing software belongs in Finance Software
