SageTrader

San Francisco, United States Founded: 2012 • Age: 14 yrs
Back-office reconciliation solutions are offered for brokers and clearing firms.
Annual revenue - Latest available
Total funding $2.1M 1 rounds
Employees - Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 7 Brand Intelligence

About SageTrader

SageTrader is a company based in San Francisco (United States) founded in 2012. SageTrader has raised $2.1 million across 1 funding round. SageTrader offers products and services including DAS Trading Platform, SageSor Route, and SagePost Route. SageTrader operates in a competitive market with competitors including Appital, Luma Financial Technologies, Covalent Capital, Integrated Trade Processing and X Series PRO, among others.

  • Headquarter San Francisco, United States
  • Sectors
    Financial Services
    Technology
  • Phone
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  • Website
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  • Social
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  • Legal Name Sagetrader, Llc
Operational Areas
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $2.1 M (USD)

    in 1 rounds

  • Latest Funding Round
    $2.1 M (USD), Seed

    Mar 14, 2014

  • Investors
    Not available
  • Employee Count
    Not available
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Products & Services of SageTrader

SageTrader offers a comprehensive portfolio of products and services, including DAS Trading Platform, SageSor Route, and SagePost Route.

Product name locked
Category locked
Primary

Advanced interface for real-time trading data and opportunities.

Product name locked
Category locked
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Custom route for accessing ECN rebates and cost savings.

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System for efficient trade routing and exchange access.

People of SageTrader

Headcount 10-50
Employee Profiles 2
Employee Profiles
People
Sean Malloy
Executive Vice President, Global Head of Strategy/Board Member
People
Michael Forsythe
Chief Executive Officer

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Teams

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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.

Investments & Acquisitions by SageTrader

Investments
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Investment portfolio details for SageTrader

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  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - SageTrader

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Detailed financials for SageTrader

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  • Profit trends
  • Statement rows
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Sagetrader Comparisons

SageTrader Primary company
Description
Back-office reconciliation solutions are offered for brokers...
Location
San Francisco, United States
Founded Year
2012
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for SageTrader

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Competitors of SageTrader

SageTrader operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Appital, Luma Financial Technologies, Covalent Capital, Integrated Trade Processing and X Series PRO, among others.

Company Name Domain Founded year HQ Location Description
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Equity capital and order management solutions for capital investors
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Order management solutions are provided for brokers and dealers.
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Order management and allocation solutions for investors, banks, and issuers
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Delivers trading technology services for financial operations.
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Provides automated software for efficient trade and order management.
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Detailed competitors of SageTrader

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  • Domains and locations
  • Full company profiles
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Latest news on Sagetrader

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Complete news archive for SageTrader

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  • Full article archive
  • Source and publication date
  • Older coverage
  • 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 current CEO of SageTrader.

SageTrader is a funded company, having raised a total of $2.1M across 1 funding round to date.

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, Appital and Covalent Capital.

SageTrader offers DAS Trading Platform, SageSor Route, and SagePost Route.

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