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How Sharesight CEO Doug morris grew Sharesight to $1.7M revenue and 150K customers in 2024.

Developer of a cloud-based portfolio management application designed to assist investors and accountants. The company's cloud-based portfolio management application helps investors, accountants and financial advisers by synchronizing with brokers to track trades, dividends and corporate actions automatically, enabling clients to get online access to all the data required for their tax returns, including foreign investment calculations.

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Sharesight Revenue

In 2024, Sharesight's revenue reached $1.7M. The company previously reported $837.4K in 2023. Since its launch in 2007, Sharesight has shown consistent revenue growth.

Sharesight Revenue GrowthReported revenue / ARR by year$0$400K$800K$1M$2M$2M2007200920112013201520172019202120232024$0$775K$2MSource: GetLatka.com
YearMilestoneQuote
2024Sharesight Hit $1.7m revenue in October 2024
2023Sharesight Hit $837.4k revenue in December 2023
2021Sharesight Hit $775.4k revenue in April 2021
2007Launched with $0 revenue

Sharesight Valuation, Funding Rounds

Sharesight is a bootstrapped Investment Portfolio Management Software startup. Founded in 2007, Sharesight has grown to $1.7M in revenue without raising any venture capital or outside funding.

As a self-funded Investment Portfolio Management Software SaaS company, Sharesight has built its business with no outside investment.

Sharesight Capital Raised & ValuationCumulative capital raised and post-money valuation by roundCapital raised (cum.)Valuation$0$120072007 cumulative: $0 • 2007 Founded: $02007 Founded: $0 valuationSource: GetLatka.com
YearRoundAmountValuation% SoldQuote

Sharesight Employees & Team Size

Sharesight employs approximately 44 people as of 2026.

Sharesight has 44 total employees in different roles and functions. They have 150K customers that rely on the company's solutions.

Sharesight Team GrowthReported headcount over time013253850632007200920112013201520172019202120232024004444Source: GetLatka.com
YearMilestone
2024Reached 44 employees (October 2024)
2023Reached 44 employees (December 2023)
2022Reached 49 employees (December 2022)
2021Reached 49 employees (December 2021)
2021Reached 39 employees (April 2021)

Founder / CEO

Doug morris

Doug is the Chief Executive Officer of Sharesight and a leading voice in the Australasian FinTech and SaaS industries. He began his career with Morningstar, Inc. (NASDAQ: MORN) in Chicago, IL, where he served in a project management role within the investment management business. Doug then joined the Business Development Group and relocated to Sydney where he focused on growing adviser and institutional business lines. Doug then served as Product Manager for Morningstar Adviser Research Center, a platform serving financial advisers and then Global Product & Marketing Manager, Equity & Credit Research, overseeing international research distribution. Doug joined Sharesight as General Manager in 2013, before being named CEO in May 2015.

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Customers

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Frequently Asked Questions about Sharesight

What is Sharesight's revenue?

Sharesight generates $1.7M in revenue.

Who founded Sharesight?

Sharesight was founded by Doug morris.

Who is the CEO of Sharesight?

The CEO of Sharesight is Doug morris.

How much funding does Sharesight have?

Sharesight raised $0.

How many employees does Sharesight have?

Sharesight has 44 employees.

Where is Sharesight headquarters?

Sharesight is headquartered in Sydney, New South Wales, Australia.

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Compare Sharesight to the industry

Sharesight operates across multiple industries. Browse revenue, funding, and growth data for Sharesight in each sector below.

Source Attribution

Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.

Company data last updated .

Sharesight Revenue 2024: $1.7M ARR (Bootstrapped)