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Trading.TV, Inc. competitors & alternatives
The 12 closest competitors and alternatives to Trading.TV, Inc. among financial services companies — ranked by similarity to what Trading.TV, Inc. actually does, not by market-cap band.
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About 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.
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 →
Top 12 Trading.TV, Inc. competitors
Ranked by semantic similarity — how close each company is to Trading.TV, Inc. by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar financial services company
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.
Similar financial services company
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.
Similar financial services company
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.
Similar financial services company
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.
Similar financial services company
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.
Similar financial services company
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.
Similar financial services company
Liberty Group Financial Services, LLC provides personalized financial services, tax planning, estate management, and wealth management to help clients create tailored retirement strategies. The company serves individuals seeking assistance with retirement and financial planning.
Similar financial services company
Jetway Capital, LLC provides wealth management, private banking, and financial strategy services to individuals and business owners. The firm specializes in tax reduction strategies, alternative investments, self-directed retirement plans, estate planning, and passive income creation.
Similar financial services company
Fidelis Capital Partners, LLC is an independent wealth management and private banking firm that provides customized financial advisory services. The company serves individuals, executives, family wealth stewards, business owners, entrepreneurs, family offices, and institutional or non-profit investors. Its service offerings include wealth planning, investment management, tax planning, personal risk management, fiduciary planning, and business transition advisory.
Similar financial services company
Aevitas Capital provides financial advisory and wealth management services to individuals, families, and businesses. The company assists clients with building, protecting, preserving, and structuring wealth across generations through services that include mutual fund, SIF, and PMS distribution.
Similar financial services company
Curated Wealth Partners LLC operates as a multi-family office and investment advisor providing financial guidance and wealth management services to individuals and families. The firm handles administrative and investment complexities to help clients manage their financial assets and decision-making processes.
Similar financial services company
Unity Investment Partners provides investment, tax, and advisory services primarily for high-net-worth individuals, families, businesses, and family offices. The firm focuses on U.S. asset-backed private credit investments, alongside specialized tax planning and strategic business advisory services.
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