ShareOwner Overview

  • Year Founded
  • 1987

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

ShareOwner General Information

Description

Provider of investment education and investing service to retail investors. The company provides an online investment plan that enables users to create and order an entire portfolio and provides automatic dividend reinvestment for all stocks and exchange-traded funds available through the portfolio building service.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Financial Software
Other Industries
Other Financial Services
Brokerage
Acquirer
Corporate Office
  • 170 University Avenue
  • Suite 704
  • Toronto, Ontario M5H 3B3
  • Canada

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ShareOwner Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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ShareOwner Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of investment education and investing service to retail investors. The company provides an online investment pl
Financial Software
Toronto, Canada
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New York, NY
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Radnor, PA
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ShareOwner Competitors (9)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Betterment Venture Capital-Backed New York, NY 000 00000 000000000 00000
eMoney Advisor Corporate Backed or Acquired Radnor, PA 000 000000&0
The Charles Schwab Private Debt Financed Westlake, TX 00000 000.00 000000000 00 000.00
AutoWealth Venture Capital-Backed Singapore, Singapore 00 00.00 00000000000 00.00
Investment Metrics Private Equity-Backed Norwalk, CT 000 000.00 000000000000 000.00
You’re viewing 5 of 9 competitors. Get the full list »

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