Small Exchange

Chicago, United States Founded: 2017 • Age: 9 yrs
Business brokerage services are facilitated for small enterprises.
Annual revenue - Latest available
Total funding $29.1M 4 rounds
Employees - Tracked headcount
Investors 7 Known backers
Products 2 Services tracked
Competitors 5 Brand Intelligence

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
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name The Small Exchange, Inc.
Operational Areas
Financial Services → Capital Markets & Trading Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $29.09 M (USD)

    in 4 rounds

  • Latest Funding Round
    $5.09 M (USD), Series A

    Jan 11, 2021

  • Investors
    Tastytrade

    & 6 more

  • Employee Count
    Not available
  • Acquired by

    & 1 more

    (Oct 16, 2025)

Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Products & Services of Small Exchange

Small Exchange offers a comprehensive portfolio of products and services, including Small Futures Products and Options Trading.

Product name locked
Category locked
Primary

Futures contracts designed for accessible trading and risk management.

Product name locked
Category locked
Locked

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.

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.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Venture capital and funds of fund firm focused on multiple sectors
Locked Locked Locked
Investment firm focused on finance and technology opportunities.
Locked Locked Locked
Provider of online brokerage services and trading platforms
Locked Locked Locked
Premium access

Investor details for Small Exchange

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Small Exchange

Investments
Premium access

Investment portfolio details for Small Exchange

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

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

Verified entity values are shown only after access is granted.

Financial Statements - Small Exchange

Premium access

Detailed financials for Small Exchange

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

Verified entity values are shown only after access is granted.

Small Exchange Comparisons

Small Exchange Primary company
Description
Business brokerage services are facilitated for small enterp...
Location
Chicago, United States
Founded Year
2017
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
Premium access

Peer comparison for Small Exchange

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

Verified entity values are shown only after access is granted.

+
Add Comparison
Available on Premium

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.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Private and financial market data analytics solutions are provided.
Locked Locked Locked
Futures and options exchange services are provided worldwide.
Locked Locked Locked
Automated platform for trading standardized options on equities and ETFs worldwide.
Locked Locked Locked
Operates as a futures and options exchange for financial trading.
Premium access

Detailed competitors of Small Exchange

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Small Exchange

Premium access

Complete news archive for Small Exchange

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

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.

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.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available