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Trading.TV, Inc.
Atlas Financial delivers next-generation wealth and asset management services, including personalized financial planning, portfolio management, tax strategy, and alternative investments. The company serves families and individuals of significant means, providing tailored advisory services and access to private markets and emerging fund managers.
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Trading.TV, Inc. at a glance
Trading.TV, Inc. is a financial services company headquartered in United States. It has raised at least $13.6M across the 4 funding rounds on record. Its most recent funding round raised $7.5M in December 2021.
Trading.TV, Inc. funding rounds
At least $13.6M raised across the 4 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $7.5M | — | |
| SEC Form D filing | $3M | — | |
| SEC Form D filing | $555,838 | — | |
| SEC Form D filing | $2.5M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Trading.TV, Inc. competitors
A few of Trading.TV, Inc.'s closest competitors — see the full list of competitors and alternatives →
Atlas Financial Services, Inc. provides wealth and asset management, financial planning, tax strategy, and family office services for high-net-worth clients. The company constructs tailored portfolios that combine traditional public investments with alternative assets.
Atlas Capital Advisors LLC is an independent, fee-only registered investment advisor that provides wealth management and financial planning services. Operating as a fiduciary, the firm serves individuals, families, trusts, foundations, and businesses by designing and managing tax-sensitive, evidence-based investment portfolios.
Quad Asset Management provides comprehensive wealth management and financial planning services to individuals, families, and corporate executives. Its offerings include investment management, tax planning and preparation, retirement planning, estate and legacy planning, family office services, and employee benefits.
Cypress Holdings Group operates a multi-family office and alternative investment management firm that serves ultra-high-net-worth families and limited partners. The company provides wealth management services, including investment advisory, risk management, and estate planning, alongside institutional access to private market investments.
Alt-Alpha Capital operates as an asset manager that offers separately managed accounts through a registered investment adviser platform alongside a private hedge fund vehicle. The company serves high-net-worth families and institutional allocators by providing personalized portfolio management and concentrated, opportunistic investment strategies across public markets, structured products, real estate, and private equity.
Edge Rock Partners LLC is an independent wealth management firm that provides financial planning and advisory services to individuals, families, and business owners. The company offers custom portfolio management, tax planning, income design, legacy planning, and private investment access.
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More on Trading.TV, Inc. in Xcout Intel
- 4 funding rounds with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access