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ShareOwner

ShareOwner?uq=w9if130k
1987 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

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

+1 (416) 000-0000

ShareOwner Valuation and Funding

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

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ShareOwner Executive Team (2)

Name Title Board
Seat
Contact
Info
Bruce Seago Chief Executive Officer
Helen Hsia Chief Compliance Officer & Vice President