SnapTrade
- Company typePrivate
- Founded2017
- HeadquartersFredericton, Canada
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
SnapTrade firmographics
Firmographics- Name
- SnapTrade
- Legal name
- Passiv Inc.
- Website
- https://snaptrade.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
SnapTrade industry classification
Industry- Product category
- Fintech Infrastructure API
- SIC
- Security & Commodity Brokers, Dealers, Exchanges & Services (6200)
- akta.pro primary industry
- Digital Brokerage & Self-Directed Investing Platforms (FSAGAEAC)
Keywords
Where SnapTrade is headquartered
LocationHeadquarters
- HQ city
- Fredericton
- HQ country
- Canada
- HQ region
- North America
Markets served
SnapTrade business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- API Subscription (Pay-as-You-Go): Usage-based monthly billing calculated by number of Connected Users. Real-time plan includes read access and trade execution. Daily plan includes cached data refreshed once per day without trade execution. Manual Sync available as optional add-on.
- Free Plan: Free tier providing read-only access for up to 5 brokerage connections with single Connected User, for testing and personal use only.
- Custom Enterprise Plans: Volume-based discounts, higher rate limits, cached-data configuration, dedicated Slack support, integration assistance, and priority support for established businesses. Governed by separately negotiated agreements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free Plan for testing and personal use |
| Usage-based | Monthly | Pay-as-You-Go Real-time plan |
| Usage-based | Pay-as-you-go | Pay-as-You-Go Daily plan |
| Subscription | Multi-year contract | Custom Enterprise Plan |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
SnapTrade product offering
Product offeringCore offering
SnapTrade operates a unified API that connects fintech applications to 20+ retail brokerages and cryptocurrency exchanges, providing access to 400M+ investor accounts. The platform normalizes investment data across institutions and enables embedded trade execution for stocks, ETFs, crypto, and options directly from third-party apps.
Product overview
SnapTrade is a fintech infrastructure platform offering a unified API for connecting to retail brokerage accounts and cryptocurrency exchanges. The core product is the SnapTrade API, which provides developers with SDKs in 7 programming languages (Python, TypeScript, Java, C#, Ruby, PHP, Go), a CLI tool, and an MCP server for AI agent integration. The platform connects to 40+ brokerages including Robinhood, Fidelity, Schwab, E*TRADE, Interactive Brokers, Webull, and crypto exchanges like Coinbase and Kraken. SnapTrade's Connection Portal handles user authentication and account linking. The platform supports both read-only data access and trade execution capabilities, with compliance policies governing read-enabled and trade-enabled applications. Pricing tiers include a Free plan for testing, Pay-as-You-Go plans (Real-time and Daily versions), and Custom enterprise plans.
Differentiator
Problem solved
Functional benefit
Products and services
- SnapTrade API Unified REST API for fintech developers to connect to 20+ retail brokerages and cryptocurrency exchanges (Fidelity, Robinhood, Charles Schwab, E*TRADE, Interactive Brokers, Coinbase, Kraken, Webull, etc.), retrieve normalized investment data including balances, holdings, orders, and transactions, and execute trades for stocks, ETFs, crypto, and options.
- SnapTrade SDKs
Quantifiable outcome
- Over 95% connection success rates with long-lived connections
- +2 more outcomes
Companies that use SnapTrade
Customer profileNamed customers17 records
Segments5 records
Ideal customer profiles2 records
SnapTrade technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration37 records
AI capability3 records
Feature7 records
SnapTrade partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- WebullcoreSnapTrade partnered with Webull to integrate its API, enabling real-time trading and portfolio management for users of third-party apps. The collaboration aims to expand trading capabilities and democratize access to advanced investment tools in the U.S. and Canada.
- ZiggmacoreSnapTrade powers Ziggma's wealth consolidation feature enabling users to aggregate all investment data from brokerage accounts into a single dashboard. Through SnapTrade's API, Ziggma users access 20+ retail brokerages including Fidelity, Robinhood, and Webull for unified portfolio tracking and analytics.
- Urvin FinancecoreSnapTrade's API enables Urvin Finance to fetch portfolio data and market data, allowing users to accurately view and track holdings, access communities based on investing profiles, and receive educational content. Portfolio holdings serve as authentication credentials to unlock specific communities.
- InvesstcoreSnapTrade's API integration enables Invesst users to seamlessly access and analyze portfolio data across 20+ investment accounts in one platform. This provides unified account overview, real-time position tracking, integrated trading capabilities, and AI-powered portfolio analysis.
Scale indicators3 records
SnapTrade competitors and assessment
Company assessmentBroad incumbents
- Plaid: Plaid is the dominant financial data connectivity platform connecting bank accounts, investments, and other financial data to fintech apps. SnapTrade competes more narrowly on the investment-account and trade-execution layer, where Plaid also has presence but with broader bank-first positioning.
- Yodlee (Envestnet): Yodlee, owned by Envestnet, is an established financial data aggregation platform used by large financial institutions. SnapTrade explicitly positions against Yodlee as a more developer-friendly, investment-focused alternative with deeper retail brokerage specialization.
- Finicity (Mastercard): Finicity, acquired by Mastercard, provides financial data aggregation and credit decisioning APIs. It competes in the same connectivity infrastructure category as SnapTrade but with a broader financial-services focus and Mastercard's distribution muscle.
- MX Technologies: MX Technologies provides open finance connectivity, data enrichment, and financial insights APIs. It competes with SnapTrade in financial data aggregation with a stronger emphasis on bank-account data and money management use cases.
Direct peers
- Alpaca: Alpaca is a brokerage API platform offering embedded trading and market data APIs for stocks and crypto. While SnapTrade aggregates user-held brokerage accounts, Alpaca provides its own brokerage infrastructure — they are adjacent rather than directly overlapping but compete for fintech developer mindshare in the trading API category.
- Wealthica: Wealthica is a Canadian portfolio aggregator connecting Canadian and U.S. brokerage accounts, with roots in Canada similar to SnapTrade. Both target the retail investor use case of unifying multi-brokerage portfolio data, and they compete for fintech and consumer-portfolio applications in Canada.
- Flinks: Flinks is a Canadian fintech data connectivity platform aggregating bank, investment, and lending accounts. It competes with SnapTrade in the Canadian fintech API infrastructure market, with broader bank-data coverage.
- Akoya: Akoya is a data-access network backed by major financial institutions, providing secure connectivity to consumer financial data. It competes with SnapTrade on the data-aggregation layer, with stronger institutional backing but more constrained consumer-app focus.
Regional players
- Tink: Tink, owned by Visa, is a European open banking connectivity platform. It competes with SnapTrade in financial data aggregation with strong PSD2 banking focus but limited U.S./Canada retail brokerage connectivity, making it more of a regional peer.
Others
- Passiv: Passiv is the consumer portfolio management app founded in 2017 whose brokerage integration challenges spawned SnapTrade. SnapTrade (legally Passiv Inc.) shares an origin story and product lineage with Passiv, though SnapTrade now serves B2B while Passiv serves end investors directly.
Market position
Strengths4 records
Weaknesses4 records
Key risks6 records
Key highlights7 records
Customer concentration
SnapTrade social profiles
Digital presenceSnapTrade compliance and trust
Trust signalCompliance2 records
SnapTrade financial estimates
Financial estimateRevenue estimate
Valuation estimate
SnapTrade leadership team
Management profileNumber of profiles
Profiles4 records
SnapTrade funding detail
Funding detailFunding overview
Funding rounds3 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SnapTrade M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SnapTrade
What does SnapTrade do?
SnapTrade operates a unified API that connects fintech applications to 20+ retail brokerages and cryptocurrency exchanges, providing access to 400M+ investor accounts. The platform normalizes investment data across institutions and enables embedded trade execution for stocks, ETFs, crypto, and options directly from third-party apps.
Is SnapTrade a public or private company?
SnapTrade is a private company. It is classified as venture growth investor backed and is currently operating.
When was SnapTrade founded?
SnapTrade was founded in 2017. It employs 11 to 50 people.
Where is SnapTrade based?
SnapTrade is headquartered in Fredericton, Canada, in the North America region.
How does SnapTrade make money?
Three revenue lines are on record. API Subscription (Pay-as-You-Go) is the primary driver. The others are free Plan and custom Enterprise Plans.
Who are SnapTrade's main competitors?
Broad incumbents on record are Plaid, Yodlee (Envestnet), Finicity (Mastercard) and MX Technologies. Direct peers are Alpaca, Wealthica, Flinks and Akoya. Tink is listed as a regional player. Passiv is listed as an others.
Does SnapTrade have an API?
Yes. SnapTrade API enables fintech teams, developers, and individual investors to connect brokerage accounts, retrieve normalized investment data, and place trades. The API supports real-time read-only data access and trade execution for supported brokerages. Key features include account balances, holdings, orders, transactions, and trading capabilities across stocks, ETFs, crypto, and options. Available via REST API with SDKs in Python, TypeScript, Java, C#, Ruby, PHP, and Go. Also available via command-line interface (npm package) and MCP server for AI agent integration. Developer documentation is at docs.snaptrade.com/docs/getting-started.
What industry is SnapTrade in?
SnapTrade's product category is Fintech Infrastructure API. Its primary akta.pro industry code is FSAGAEAC, Digital Brokerage & Self-Directed Investing Platforms. Its SIC code is 6200.