Penson Worldwide Overview
- Year Founded
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1995
- Status
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Out of Business
- Employees
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815
- Latest Deal Type
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Out of Business
Penson Worldwide General Information
Description
Provider of equities brokerage services intended to hold and monitor multi-currency cash and internationally traded security holdings. The company's equities brokerage services include execution, clearing, settlement, market analysis, investment consultancy, and execution of equities-related transactions, enabling global financial services industries such as corporations, hedge funds, and investment managers to invest in stocks that help them to make maximum benefit.
Contact Information
Website
www.penson.comCorporate Office
- 1700 Pacific Avenue
- Suite 1400
- Dallas, TX 75201
- United States
Corporate Office
- 1700 Pacific Avenue
- Suite 1400
- Dallas, TX 75201
- United States
Penson Worldwide Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 9. Out of Business | 05-Jul-2024 | Completed | Out of Business | |||
| 8. Bankruptcy: Admin/Reorg | 11-Jan-2013 | Completed | Bankruptcy: Admin/Reorg | |||
| 7. Debt Refinancing | 22-Apr-2010 | Completed | Profitable | |||
| 6. Leveraged Recapitalization | 15-Jun-2006 | Completed | Profitable | |||
| 5. IPO | 17-May-2006 | Completed | Profitable | |||
| 4. Later Stage VC (Series B) | 30-Sep-2005 | Completed | Generating Revenue | |||
| 3. Later Stage VC (Series A) | 31-Aug-2004 | Completed | Product Development | |||
| 2. Later Stage VC | 30-Dec-2003 | $9.2M | $10.2M | Completed | Product Development | |
| 1. Later Stage VC | 28-Feb-2003 | $960K | $960K | Completed | Product Development |
Penson Worldwide Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate ($) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Series B | ||||||||
| Series A |
Penson Worldwide Patents
Penson Worldwide Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| US-20100325031-A1 | Method and system for trading financial assets | Inactive | 18-Jun-2009 | ||
| CA-2691336-A1 | Order routing system and method incorporating dark pools | Inactive | 18-Jun-2007 | ||
| EP-2195771-A2 | Order routing system and method incorporating dark pools | Inactive | 18-Jun-2007 | ||
| EP-2195771-A4 | Order routing system and method incorporating dark pools | Inactive | 18-Jun-2007 | ||
| US-20090024512-A1 | Order routing system and method incorporating dark pools | Active | 18-Jun-2007 | G06Q40/00 |
Penson Worldwide Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Penson Worldwide Investments & Acquisitions (6)
Penson Worldwide’s most recent deal was a Joint Venture with Apex Fintech Solutions. The deal was made on 31-May-2012.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Apex Fintech Solutions | 31-May-2012 | Joint Venture | Financial Software | ||
| Ridge Clearing & Outsourcing Solutions (Clearing Business) | 25-Jun-2010 | Merger/Acquisition | BPO/Outsource Services | ||
| Knight Futures | 16-Feb-2007 | Merger/Acquisition | Other Commercial Services | ||
| Schonfeld Securities (Clearing Business) | 21-Nov-2006 | Merger/Acquisition | Other Financial Services | ||
| Computer Clearing Services | 01-Jan-2006 | Merger/Acquisition | Brokerage |
Penson Worldwide Affiliates
Subsidiaries (1)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Computer Clearing Services | Glendale, CA |
Penson Worldwide FAQs
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When was Penson Worldwide founded?
Penson Worldwide was founded in 1995.
-
Where is Penson Worldwide headquartered?
Penson Worldwide is headquartered in Dallas, TX.
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What is the size of Penson Worldwide?
Penson Worldwide has 815 total employees.
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What industry is Penson Worldwide in?
Penson Worldwide’s primary industry is Brokerage.
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Is Penson Worldwide a private or public company?
Penson Worldwide is a Private company.
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What is Penson Worldwide’s current revenue?
The current revenue for Penson Worldwide is .
-
How much funding has Penson Worldwide raised over time?
Penson Worldwide has raised $344M.
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