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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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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 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.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|
CEO
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 serves 150K customers.
Sharesight employs approximately 44 people as of 2026. It serves 150K customers that rely on its solutions.
Sharesight generates an estimated $1.7M in annual revenue.
Sharesight was founded by Doug morris.
The CEO of Sharesight is Doug morris.
Sharesight is bootstrapped and has not raised outside funding.
Sharesight has 44 employees.
Sharesight is headquartered in Sydney, New South Wales, Australia.
Sharesight operates across multiple industries. Browse revenue, funding, and growth data for Sharesight in each sector below.
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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2024 Revenue
$1.7M(Est.)
Customers
150K
Funding
$0
Avg ACV
$11
Team
44
Founded
2007
| Year | Milestone | Source |
|---|---|---|
| 2024 | Sharesight Hit $1.7m revenue in October 2024 | Estimated |
| 2023 | Sharesight Hit $837.4k revenue in December 2023 | Estimated |
| 2021 | Sharesight Hit $775.4k revenue in April 2021 | |
| 2007 | Launched with $0 revenue |
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 44 employees (October 2024) | |
| 2023 | Reached 44 employees (December 2023) | |
| 2022 | Reached 49 employees (December 2022) | |
| 2021 | Reached 49 employees (December 2021) | |
| 2021 | Reached 39 employees (April 2021) |
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