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 2021, Sharesight revenue run rate hit $775.4K in revenue.
Sharesight has 150K customers.
Sharesight has an annual churn rate of 0.00%
Churn vs Expansion
Sharesight has 39 employees.
Total Team Size
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 was founded in 2007.
The CEO of Sharesight is Doug morris
Sharesight has 39 employees.
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30,318 companies | Updated Fri Dec 03 2021
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