About Small Exchange
Small Exchange is a Financial Services company based in Chicago (United States) founded in 2017. It operates as a business brokerage services are facilitated for small enterprises. Small Exchange has raised $29.09 million across 4 funding rounds from investors including Tastytrade, Interactive Brokers and Citadel Securities. Its chief executive is Donald Roberts. The company has since been acquired. Small Exchange offers products and services including Small Futures Products and Options Trading. Its focus areas include Financial Exchanges and Futures & Options Exchanges. Its legal entity is The Small Exchange, Inc. Its competitors include Intercontinental Exchange, Chicago Board Options Exchange, BOX Options and OneChicago.
Company details
Small Exchange was founded in 2017 and is headquartered in Chicago, United States. As a business brokerage firm, operations focus on connecting buyers and sellers of small to mid-sized businesses. Services include valuation assessments, transaction structuring, and due diligence support. The firm serves clients primarily in the United States, emphasizing efficient deal facilitation in the mergers and acquisitions sector. Leadership is provided by CEO Donald Roberts.
- Total Equity Funding$29.09M (USD)
in 4 rounds
- Latest Funding Round$5.09M (USD), Series A
Jan 2021
- InvestorsTastytrade
& 6 more
Products & Services of Small Exchange
Small Exchange offers a comprehensive portfolio of products and services, including Small Futures Products and Options Trading.
Futures contracts designed for accessible trading and risk management.
Simplified options for beginner-level speculative trading.
Apps and channels of Small Exchange
its YouTube channel The Small Exchange has 5.87K subscribers and 30 videos.
Videos from Small Exchange
The most watched videos on Small Exchange's YouTube channel, The Small Exchange (5.87K subscribers). Click a video to play it here.
More on The Small Exchange.
Funding Insights of Small Exchange
Small Exchange has successfully raised a total of $29.09M across 4 strategic funding rounds. The most recent funding activity was a Series A round of $5.09 million completed in January 2021. 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 $29.09M
- Total Rounds 4
- Last Round Series A — $5.09M
- First Round $10M
(Jan 2019)
- Investors Count 6
All 4 funding rounds of Small Exchange 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 |
|---|---|---|---|---|---|
| Jan 2021 | $5.09M | Series A | – | – | – |
| Jun 2020 | $4M | Series A | – | Interactive Brokers, Phillip Capital | – |
| May 2019 | $10M | Series A | – | Citadel Securities, Jump Capital | – |
| Jan 2019 | $10M | Series A | – | PEAK6, Tastytrade | – |
7 investors in total: 7 institutional.
Investors in Small Exchange
Small Exchange has secured backing from 7 investors, including institutional and venture fund investors. Prominent investors backing the company include Tastytrade, Interactive Brokers and Citadel Securities.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital and funds of fund firm focused on multiple sectors | – | jumpcap.com | Chicago, United States | |
Investment firm focused on finance and technology opportunities. | – | peak6.com | - | |
Provider of online brokerage services and trading platforms | 1977 | interactivebrokers.com | Greenwich, United States | |
- | – | phillipcapital.com | - | |
Liquidity and execution services are provided to market participants. | 2002 | citadelsecurities.com | Miami, United States | |
Online platform publishing content focusing on investment | 2011 | tastytrade.com | Chicago, United States | |
App-based trading and deposit solutions for cryptocurrency are provided. | 2016 | crypto.com | Singapore, Singapore |
Investor details for Small Exchange
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Small Exchange
1 people are tracked at Small Exchange (1 in leadership).
| Name | Role | Group |
|---|---|---|
Donald Roberts | CEO | Leadership |
Complete people profiles for Small Exchange
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Timeline of Small Exchange
4 dated milestones of Small Exchange across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Small Exchange is founded.
- Funding First funding round of $10.0M.
- Funding Latest funding round, Series A, of $5.1M.
- Exit Acquired by CRYPTO.
Competitors of Small Exchange
Small Exchange has 4 listed competitors in our database. They include Intercontinental Exchange, Chicago Board Options Exchange, BOX Options and OneChicago, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ice.com | 1999 | Atlanta, United States | – | 13,222 | Private and financial market data analytics solutions are provided. | |
| cboe.com | 1973 | Chicago, United States | – | 1,647 | Futures and options exchange services are provided worldwide. | |
| boxoptions.com | 2002 | Boston, United States | – | – | Automated platform for trading standardized options on equities and ETFs worldwide. | |
| onechicago.com | 2001 | Chicago, United States | – | – | Operates as a futures and options exchange for financial trading. |
Detailed competitors of Small Exchange
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Web traffic of Small Exchange
The website of Small Exchange (smallexchange.com) receives about 2.5K visits a month.
- Monthly visits2.5K
▲ 47.7% vs previous month
Websites whose visitors overlap most with Small Exchange. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
daytrading.com | daytrading.com | 100% | – | #260,922 | – |
commodity.com | commodity.com | 100% | – | #410,897 | – |
Top companies in Financial Exchanges
10 companies that operate in the same segment as Small Exchange (Financial Exchanges), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Power trading services are facilitated via an automated platform. | 2007 | Delhi, Delhi, India | USD 30.02 M | USD 65.65 M | 179 | |
Stock trading, clearing, and securities listing services are operated globally. | 1971 | New York, New York, United States | – | USD 8.26 B | 9,160 | |
Private and financial market data analytics solutions are provided. | 1999 | Atlanta, Georgia, United States | – | USD 12.23 B | 12,920 | |
Equities and securities are traded on India's oldest stock exchange. | 1875 | Mumbai, Maharashtra, India | USD 42.77 M | USD 544.53 M | 1,520 | |
Stock exchange | 1792 | New York, New York, United States | – | – | 13,222 | |
Futures and options exchange services are provided worldwide. | 1973 | Chicago, Illinois, United States | – | USD 4.71 B | 1,690 | |
Financial stock exchange, data, and risk management services are provided. | 2007 | London, England, United Kingdom | – | USD 12.58 B | 26,250 | |
Stock exchange services including equities and derivatives are offered. | 1992 | Mumbai, Maharashtra, India | USD 483.36 M | USD 2.06 B | – | |
Trading, clearing, and settlement services for financial markets are facilitated. | 2011 | Moscow, Russia | – | – | 1,662 | |
Offsets and renewable energy marketplace | 2016 | San Francisco, California, United States | USD 712.17 M | – | 270 |
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Related news about Small Exchange
Complete news archive for Small Exchange
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Frequently Asked Questions about Small Exchange
Small Exchange was founded in 2017 and raised its 1st funding round 2 years after it was founded.
Small Exchange is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Donald Roberts is the current CEO of Small Exchange.
Small Exchange is a funded company, having raised a total of $29.09M across 4 funding rounds to date. The company's 1st funding round was a Series A of $10M, raised on Jan 2019.
Small Exchange was founded in 2017 and is headquartered in Chicago, United States. As a business brokerage firm, operations focus on connecting buyers and sellers of small to mid-sized businesses. Services include valuation assessments, transaction structuring, and due diligence support. The firm serves clients primarily in the United States, emphasizing efficient deal facilitation in the mergers and acquisitions sector. Leadership is provided by CEO Donald Roberts.
Small Exchange's top competitors include Intercontinental Exchange, Chicago Board Options Exchange and BOX Options.
Small Exchange offers Small Futures Products and Options Trading.
Small Exchange has 7 investors. Key investors include Tastytrade, Interactive Brokers, Citadel Securities, CRYPTO, and Phillip Capital.
Small Exchange operates through The Small Exchange, Inc..
Yes. Small Exchange was acquired by CRYPTO in December 2021.