About Small Exchange
Small Exchange is a company based in Chicago (United States) founded in 2017.. Small Exchange has raised $29.09 million across 4 funding rounds from investors including Tastytrade, Interactive Brokers and Citadel Securities. Small Exchange offers products and services including Small Futures Products and Options Trading. Small Exchange operates in a competitive market with competitors including Intercontinental Exchange, Chicago Board Options Exchange, BOX Options and OneChicago, among others.
- Headquarter Chicago, United States
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
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- Legal Name The Small Exchange, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$29.09 M (USD)
in 4 rounds
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Latest Funding Round
$5.09 M (USD), Series A
Jan 11, 2021
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Investors
Tastytrade
& 6 more
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Employee Count
Employee Count
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Acquired by
& 1 more
(Oct 16, 2025)
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Products & Services of Small Exchange
Small Exchange offers a comprehensive portfolio of products and services, including Small Futures Products and Options Trading. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Futures contracts designed for accessible trading and risk management.
Simplified options for beginner-level speculative trading.
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 Total Funding
- Total Rounds 4
- Last Round Series A — $5.1M
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First Round
First Round
(03 Jan 2019)
- Investors Count 6
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan, 2021 | Amount | Series A - Small Exchange | Valuation |
investors |
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| Jun, 2020 | Amount | Series A - Small Exchange | Valuation | Interactive Brokers , Phillip Capital |
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| May, 2019 | Amount | Series A - Small Exchange | Valuation | Citadel Securities , Jump Capital |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Venture capital and funds of fund firm focused on multiple sectors
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Founded Year | Domain | Location | |
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Investment firm focused on finance and technology opportunities.
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Founded Year | Domain | Location | |
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Provider of online brokerage services and trading platforms
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Small Exchange
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Small Exchange
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Small Exchange Comparisons
Competitors of Small Exchange
Small Exchange 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 Intercontinental Exchange, Chicago Board Options Exchange, BOX Options and OneChicago, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Private and financial market data analytics solutions are provided.
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| domain | founded_year | HQ Location |
Futures and options exchange services are provided worldwide.
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| domain | founded_year | HQ Location |
Automated platform for trading standardized options on equities and ETFs worldwide.
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| domain | founded_year | HQ Location |
Operates as a futures and options exchange for financial trading.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Small Exchange
Frequently Asked Questions about Small Exchange
When was Small Exchange founded?
Small Exchange was founded in 2017 and raised its 1st funding round 2 years after it was founded.
Where is Small Exchange located?
Small Exchange is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Who is the current CEO of Small Exchange?
Donald Roberts is the current CEO of Small Exchange.
Is Small Exchange a funded company?
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 03, 2019.
What does Small Exchange do?
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.
Who are the top competitors of Small Exchange?
Small Exchange's top competitors include Intercontinental Exchange, Chicago Board Options Exchange and BOX Options.
What products or services does Small Exchange offer?
Small Exchange offers Small Futures Products and Options Trading.
Who are Small Exchange's investors?
Small Exchange has 7 investors. Key investors include Tastytrade, Interactive Brokers, Citadel Securities, CRYPTO, and Phillip Capital.
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