Sharesight

Sydney, Australia Founded: 2007 • Age: 19 yrs
Cloud-based investment portfolios are tracked with automated tax reporting.

About Sharesight

Sharesight is a Technology company based in Sydney (Australia) founded in 2007. Cloud-based investment portfolios are tracked with automated tax reporting. Sharesight has raised $1.8 million across 1 funding round. Its chief executive, as recorded, is Douglas Morris. Its website sharesight.com draws about 1 million monthly visits. Sharesight offers products and services including Portfolio Tracking Software, Dividend Tracker, and Tax Reporting Feature. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Wealth Data Aggregation. Its legal entity is SHARESIGHT LIMITED.

Company details

Sharesight was founded in 2007 in Sydney, Australia, as a cloud-based platform in the financial technology sector. Investment portfolios for DIY investors and professionals are managed through automatic syncing with brokers to capture trades, dividends, and corporate actions. Performance and tax reports are generated using 20 years of historical data. Integration with Xero is enabled via an add-on for accounting purposes.

  • Headquarters Sydney, Australia
  • Sectors
    Technology
  • Website category Finance · Investing
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Website sharesight.com
  • Social LinkedIn X Facebook
  • Legal Name Sharesight Limited
Key Metrics
  • Total Equity Funding
    $1.8M (USD)

    in 1 rounds

  • Latest Funding Round
    $1.8M (USD), Series A

    Dec 2015

Products & Services of Sharesight

Sharesight offers a comprehensive portfolio of products and services, including Portfolio Tracking Software, Dividend Tracker, and Tax Reporting Feature.

Portfolio Tracking Software
Investment Tools

Software for monitoring stock and ETF performance accurately.

Dividend Tracker
Financial Tools

Tool to track and calculate investment dividends effectively.

Tax Reporting Feature
Financial Tools

Feature for generating tax reports on investment holdings.

Funding Insights of Sharesight

Sharesight has successfully raised a total of $1.8M through 1 strategic funding round. The most recent funding activity was a Series A round of $1.8 million completed in December 2015. 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 $1.8M
  • Total Rounds 1
  • Last Round Series A β€” $1.8M
  • First Round $1.8M

    (Dec 2015)

All 1 funding rounds of Sharesight with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Dec 2015$1.8MSeries A––
–

People of Sharesight

1 people are tracked at Sharesight (1 in leadership).

NameRoleGroup
Douglas Morris
CEOLeadership
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Timeline of Sharesight

2 dated milestones of Sharesight across 8 years, from founding to its latest funding, stage changes and deals.

  1. Founded Sharesight is founded.
  2. Funding First funding round of $1.8M.

Web traffic of Sharesight

The website of Sharesight (sharesight.com) receives about 1M visits a month and ranks #54,163 among all websites worldwide, #3,437 in Investing.

  • Monthly visits
    1M

    ▲ 16.7% vs previous month

  • Unique visitors
    195K

    per month

  • Global rank
    #54,163

    among all websites

  • Category rank
    #3,437

    Finance · Investing

Similar websites

Websites whose visitors overlap most with Sharesight. Affinity shows how closely the audiences match.

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cmcmarketsstockbroking.com.au
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100%
#51,450–
interactivebrokers.com.au
interactivebrokers.com.au
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hotcopper.com.au
100%
8.6M#8,865View details
dividendathlete.com
99%
#1,806,793View details
marketindex.com.au
98%
#25,485View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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  • Audience overlap
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Verified entity values are shown only after access is granted.

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Related news about Sharesight

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Frequently Asked Questions about Sharesight

Sharesight was founded in 2007 and raised its 1st funding round 8 years after it was founded.

Sharesight is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.

Douglas Morris is the CEO of Sharesight, as recorded in our data.

Sharesight is a funded company, having raised a total of $1.8M across 1 funding round to date. The company's 1st funding round was a Series A of $1.8M, raised on Dec 2015.

Sharesight was founded in 2007 in Sydney, Australia, as a cloud-based platform in the financial technology sector. Investment portfolios for DIY investors and professionals are managed through automatic syncing with brokers to capture trades, dividends, and corporate actions. Performance and tax reports are generated using 20 years of historical data. Integration with Xero is enabled via an add-on for accounting purposes.

Sharesight offers Portfolio Tracking Software, Dividend Tracker, and Tax Reporting Feature.

Sharesight operates through Sharesight Limited.

The website of Sharesight receives about 1 million visits a month and ranks #54,163 among all websites worldwide.

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