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.
In 2022, Sharesight revenue run rate hit $775.4K in revenue.
Sharesight hit $775.4K in revenue in 2021
Sharesight launched in 2007 with $0 revenue
Sharesight Funding History
Sharesight has 39 total employees They have 150000 customers
|Total team size||39|
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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Sharesight has 150K customers.
Average Annual Price
Sharesight has an annual churn rate of 0.00%.
Gross Annual Dollar Churn
Annual Dollar Expansion
Net Revenue Retention
Rule of 40
Sharesight Board of Directors
Frequently Asked Questions about Sharesight
When was Sharesight founded?
Sharesight was founded in 2007.
How much revenue does Sharesight generate?
Sharesight generates $775.4K in revenue.
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 39 employees.
Where is Sharesight headquarters?
Sharesight is headquartered in New Zealand