About SageTrader
SageTrader is a Financial Services company based in San Francisco (United States) founded in 2012. Back-office reconciliation solutions are offered for brokers and clearing firms. It operates in the Financial Services and Technology sectors. SageTrader has raised $2.1 million across 1 funding round. Its chief executive, as recorded, is Dan Weingarten. SageTrader offers products and services including DAS Trading Platform, SageSor Route, and SagePost Route. Its focus areas include FinTech, Investment Tech, Capital Market IT and Trade Management. Its legal entity is SageTrader, LLC. Its competitors include Luma Financial Technologies, Integrated Trade Processing and X Series PRO; 2 of its 3 listed competitors have raised funding.
Company details
SageTrader was founded in 2012 in San Francisco, United States, focusing on fintech for financial services. Back-office reconciliation tools are provided to brokers, clearing firms, and currency operations across asset classes. Multiple accounts are managed, post-trade allocations processed, fees monitored, and consolidated reports generated for various clearing entities. Operations emphasize efficiency in trade reconciliation and reporting.
- Headquarters San Francisco, United States
- SectorsFinancial ServicesTechnology
- Phone•••• ••••
- Website sagetrader.com
- Social LinkedIn Instagram YouTube
- Legal Name Sagetrader, Llc
- Total Equity Funding$2.1M (USD)
in 1 rounds
- Latest Funding Round$2.1M (USD), Seed
Mar 2014
Products & Services of SageTrader
SageTrader offers a comprehensive portfolio of products and services, including DAS Trading Platform, SageSor Route, and SagePost Route.
Advanced interface for real-time trading data and opportunities.
Custom route for accessing ECN rebates and cost savings.
System for efficient trade routing and exchange access.
Apps and channels of SageTrader
its YouTube channel sagetraderusa has 17 subscribers.
Funding Insights of SageTrader
SageTrader has successfully raised a total of $2.1M through 1 strategic funding round. The most recent funding activity was a Seed round of $2.1 million completed in March 2014. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $2.1M
- Total Rounds 1
- Last Round Seed — $2.1M
- First Round $2.1M
(Mar 2014)
All 1 funding rounds of SageTrader with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2014 | $2.1M | Seed | – | – | – |
People of SageTrader
3 people are tracked at SageTrader (3 in leadership).
| Name | Role | Group |
|---|---|---|
Dan Weingarten | CEO | Leadership |
Sean Malloy | Executive Vice President, Global Head of Strategy/Board Member | Leadership |
Michael Forsythe | Chief Executive Officer | Leadership |
Complete people profiles for SageTrader
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Verified entity values are shown only after access is granted.
Timeline of SageTrader
2 dated milestones of SageTrader across 2 years, from founding to its latest funding, stage changes and deals.
- Founded SageTrader is founded.
- Funding First funding round of $2.1M.
Competitors of SageTrader
SageTrader has 3 listed competitors in our database, 2 of them funded. They include Luma Financial Technologies, Integrated Trade Processing and X Series PRO.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| lumafintech.com | 2018 | Cincinnati, United States | $70.03M | Order management solutions are provided for brokers and dealers. | ||
| itpcorporation.com | 1999 | New York, United States | $9M | Delivers trading technology services for financial operations. | ||
| xseries.io | 2019 | Phoenix, United States | Provides automated software for efficient trade and order management. |
Detailed competitors of SageTrader
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of SageTrader
The website of SageTrader (sagetrader.com) receives about 3.7K visits a month.
- Monthly visits3.7K
▲ 85.6% vs previous month
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as SageTrader (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Sagetrader
Complete news archive for SageTrader
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- Brand-specific news history
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Frequently Asked Questions about SageTrader
SageTrader was founded in 2012 and raised its 1st funding round 2 years after it was founded.
SageTrader is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Dan Weingarten is the CEO of SageTrader, as recorded in our data.
SageTrader is a funded company, having raised a total of $2.1M across 1 funding round to date. The company's 1st funding round was a Seed of $2.1M, raised on Mar 2014.
SageTrader was founded in 2012 in San Francisco, United States, focusing on fintech for financial services. Back-office reconciliation tools are provided to brokers, clearing firms, and currency operations across asset classes. Multiple accounts are managed, post-trade allocations processed, fees monitored, and consolidated reports generated for various clearing entities. Operations emphasize efficiency in trade reconciliation and reporting.
SageTrader's top competitors include Luma Financial Technologies, Integrated Trade Processing and X Series PRO.
SageTrader offers DAS Trading Platform, SageSor Route, and SagePost Route.
SageTrader operates through Sagetrader, Llc.