Latka logo

Top 3 Investment & Trading Firms Companies Under $1M Revenue (November 2026)

As of November 2026, Latka tracks 3 investment & trading firms companies under $1M in annual revenue. They have combined revenues of $1.5M and employ 13 people. They serve 20K 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.

What Investment & Trading Firms Companies do

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.

Companies
3
Revenue
$1.5M
Funding
-
Employees
13

Filters

Sorting: Highest -> Lowest

Filters

Top Investment & Trading Firms Companies Under $1M Revenue

Showing 3 of 3 companies ranked by annual revenue.

1Growth Stack Inc logo
Growth Stack Inc

Reno, Nevada, United States

Comprehensive AI enhanced marketing solutions

Revenue
$870.1K
Customers
20K
Year founded
2018
Team size
7
2OffDeal logo
OffDeal

New York, New York, United States

AI-native investment bank for small businesses

Revenue
$440K
Year founded
2023
Team size
4
3alphaAI Capital logo
alphaAI Capital

San Francisco, CA, United States

alphaAI Capital dynamically manages your portfolio using AI, shifting between aggressive and defensive modes as market conditions change. Access fully-automated leveraged ETF, crypto ETF, and tax-aware strategies tailored to your risk profile.

Revenue
$220K
Year founded
2021
Team size
2

Frequently asked questions about Investment & Trading Firms Companies Under $1M Revenue

How many investment & trading firms companies under $1M in annual revenue are there?

Latka tracks 3 investment & trading firms companies under $1M in annual revenue. Together they generate $1.5M in annual revenue and employ 13 people.

Which investment & trading firms company under $1M in annual revenue is the largest?

Growth Stack Inc is the largest, with $870.1K in annual revenue, founded in 2018.

How much revenue does a typical investment & trading firms company under $1M in annual revenue make?

The average investment & trading firms company in this list makes $510K a year, across 3 companies with reported revenue. They serve 20K customers combined.

Who are the leading Investment & Trading Firms companies under $1M in annual revenue?

Ranked by annual revenue, the leaders are Growth Stack Inc, OffDeal and alphaAI Capital.

Related Venture Capital categories

Inclusion Criteria

- Must earn mainly from managing, trading or placing capital - Early-stage venture funds belong in Venture Capital; investing software belongs in Finance Software