As of November 2026, Latka tracks 3 investment & trading firms companies with $1M–$5M in annual revenue. They have combined revenues of $10M and employ 50 people.
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 3 of 3 companies ranked by annual revenue.
Woodland Hills, California, United States
A financial services firm providing investment management services, including portfolio management, financial planning, income planning and tax planning
Canada
Developer of a SaaS platform intended for commercial real estate debt management and placement. The company's software applies advanced data analytics and machine learning to automate the debt management, CIM creation, direct placement, bid solicitation and bid management process, providing workflow efficiencies and cost savings for small and large property owners, REITs, property developers and pension funds.
Latka tracks 3 investment & trading firms companies with $1M–$5M in annual revenue. Together they generate $10M in annual revenue and employ 50 people.
Dash Investments is the largest, with $5M in annual revenue, founded in 2004.
The average investment & trading firms company in this list makes $3.3M a year, across 3 companies with reported revenue.
Ranked by annual revenue, the leaders are Dash Investments, Finneo and Lofty.
- Must earn mainly from managing, trading or placing capital - Early-stage venture funds belong in Venture Capital; investing software belongs in Finance Software
