Sharesight logo
Founded 2007

Sharesight

2021 Revenue

$775.4K

YOY

Funding

$0.0

How Sharesight hit $775.4K in Revenue with 150K Customers in 2021.

About Sharesight

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.

Monthly Revenue

$64.6K

Total Expenses

$64.6K

=
Net Income

$0.0

Ebidta Margin

0.00%

+
YOY Growth

=
Rule of 40

0


Headquarters

WellingtonNew Zealand
$Funding$Revenue

Sharesight Revenue

In 2021, Sharesight revenue run rate hit $775.4K in revenue.

$775.4K

Sharesight Valuation and Funding History

Why are so many SaaS founders taking money from Founderpath.com instead of VC's?
Funding DateRoundAmountTotalValuation

Customers

Sharesight has 150K customers.

Lifetime Months

×
Monthly ARPU

=
Lifetime Dollars


Acquisition Cost

Average Annual Price

$0$0.0024681012

Churn

Sharesight has an annual churn rate of 0.00%

Churn vs Expansion

-100-500%50100
Gross Annual Dollar Churn

-0.00%

Annual Dollar Expansion

0.00%

Net Revenue Retention

0.00%

Team

Employees

Sharesight has 39 employees.

2021
DistributionQty

Total Team Size

39

Engineers

0

Sales

0

Marketing

0

CEO/Founder

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.


CEO Q&A

What's your age?

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Favorite online tool?

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Favorite book?

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Favorite CEO?

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Advice for 20 year old self

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Frequently Asked Questions about Sharesight

When was Sharesight founded?

Sharesight was founded in 2007.


Who is the CEO of Sharesight?

The CEO of Sharesight is Doug morris


How many employees does Sharesight have?

Sharesight has 39 employees.

How much revenue does Sharesight generate?

Sharesight generates $775.4K in revenue.


How much funding does Sharesight have?

Sharesight has raised $0.0.


Where is Sharesight headquarters?

Sharesight is headquartered at WellingtonNew Zealand

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