ClickIPO
ClickIPO (DBA Click Capital Markets) is a Scottsdale-based, regulated financial services firm founded in 2011 that provides retail investors with access to IPO offerings and capital markets securities, operating with a sub-10-person team.
- Company typePrivate
- Founded2011
- HeadquartersScottsdale, United States
- Headcount1–10
- GTM typeB2C
- OfferingSoftware
What ClickIPO does
ClickIPO, operating under the Doing-Business-As name Click Capital Markets, is a Scottsdale, Arizona-based financial services firm founded in 2011 that provides retail investors with access to initial public offerings and capital markets securities. The company's stated focus is on IPO investing — a niche historically dominated by institutional allocators and high-net-worth brokers — packaged into a platform accessible to a broader retail audience. The platform operates under a regulated capital markets framework, evidenced by a combined Chief Compliance Officer / Chief Financial Officer role overseeing the firm's regulatory and financial controls.
The business has raised approximately $8.2 million in disclosed funding across four rounds between April 2017 and November 2020, with the 2017 round backed by named investors Desert Angels, E and I Ventures, and TAG Capital. Headcount is stated at 1–10 employees, and the leadership team consists of four individuals: Scott Coyle (CEO & Founder), Sukanta Ganguly (CTO & Co-Founder), Gordon Price (Chief Compliance Officer & CFO), and Marcus Freeland (Director of Digital Marketing). No subsequent funding rounds, acquisitions, partnerships, or material product launches have been recorded in the source data.
The source material is sparse on product architecture, pricing mechanics, customer segments, geographic footprint, and revenue model. The public website (click.markets) is active but contains no detailed feature documentation in the scraped content. No AI/ML capabilities, third-party integrations, or technology stack details are disclosed. Consequently, while the regulatory wrapper and IPO-access positioning suggest a broker-dealer or capital-markets intermediary model, the underlying revenue mechanics — whether transactional fees, subscription, payment-for-order-flow, or commission on allocated shares — cannot be confirmed from the available evidence.
ClickIPO firmographics
Firmographics- Name
- ClickIPO
- Website
- https://clickipo.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- ClickIPO (DBA Click Capital Markets) is a Scottsdale-based, regulated financial services firm founded in 2011 that provides retail investors with access to IPO offerings and capital markets securities, operating with a sub-10-person team.
- Ownership category
- akta.pro rank
ClickIPO industry classification
Industry- Product category
- Retail IPO Investing Platform
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)
- akta.pro primary industry
- IPO & Public Markets Advisory (BPAHADAH)
Keywords
Where ClickIPO is headquartered
LocationHeadquarters
- HQ city
- Scottsdale
- HQ country
- United States
- HQ region
- North America
Markets served
ClickIPO business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
ClickIPO product offering
Product offeringCore offering
ClickIPO (branded as Click Capital Markets) operates an online platform that provides individual investors with access to initial public offerings (IPOs) and securities offerings. The platform aggregates IPO allocation opportunities and delivers them through a software interface, allowing retail participation in capital markets transactions traditionally limited to institutional investors.
Product overview
ClickIPO (branded as Click Capital Markets) is a platform for IPO investing and capital markets access. The source material provides insufficient detail to enumerate specific named products, modules, or sub-offerings. The available source content consists only of the company name and a placeholder favicon element with no descriptive product pages, feature lists, or portfolio architecture documented in the scraped data.
Differentiator
Problem solved
Functional benefit
Products and services
- ClickIPO Platform (branded as Click Capital Markets) Online platform that gives individual investors access to initial public offerings (IPOs) and securities offerings, branded as Click Capital Markets and accessible via click.markets.
Companies that use ClickIPO
Customer profileIdeal customer profiles1 record
ClickIPO technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
ClickIPO partnerships and signals
Strategic signalRecent moves5 records
Expansion highlights3 records
ClickIPO competitors and assessment
Company assessmentBroad incumbents
- Robinhood: Large retail brokerage offering commission-free trading plus IPO access to retail investors. Comparable as a direct competitor for retail capital markets participation, though much broader in scope.
- SoFi: Digital financial services platform offering retail brokerage with IPO access alongside lending and banking. Comparable target customer (retail investors seeking IPO exposure) but materially broader product set.
- Charles Schwab: Incumbent brokerage offering IPO access to retail and institutional clients. Comparable core activity (retail IPO intermediation) but vastly larger scale and full-service model.
- Morgan Stanley (E*TRADE): Large incumbent retail brokerage providing IPO access to retail customers within a full-service platform. Comparable retail IPO intermediation but at far greater scale and as part of a wider offering.
Direct peers
- Public.com: Retail investing platform with explicit IPO and primary-market offering access, plus a community-driven UX. Closest direct comparable given overlapping IPO-investing value proposition and retail audience.
- Webull: Mobile-first retail brokerage offering IPO subscription features to retail investors. Directly comparable in retail IPO offering and digital-first positioning.
Emerging players
- Forge Global: Marketplace for private shares and pre-IPO secondary transactions, increasingly expanding into primary issuance. Comparable in capital-markets access focus and fintech-platform model, with adjacent rather than identical audience.
- EquityZen: Platform providing accredited investors access to pre-IPO shares. Comparable in primary-market access theme for retail/accredited investors, though focused on pre-IPO rather than IPO offerings.
- Stash: Retail investment app offering brokerage and educational content for newer investors. Comparable retail investor base and digital wealth theme, though IPO-specific positioning is narrower at ClickIPO.
Others
- First Trust IPOX-100 (IPO ETF sponsor): ETF sponsor offering index-based exposure to recent IPOs. Comparable thematic exposure to IPO performance for retail investors, though delivered via ETF product rather than a primary-market intermediation platform.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights5 records
Customer concentration
ClickIPO social profiles
Digital presenceClickIPO financial estimates
Financial estimateRevenue estimate
Valuation estimate
ClickIPO leadership team
Management profileNumber of profiles
Profiles4 records
ClickIPO funding detail
Funding detailFunding overview
Funding rounds4 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ClickIPO 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 ClickIPO
What does ClickIPO do?
ClickIPO (branded as Click Capital Markets) operates an online platform that provides individual investors with access to initial public offerings (IPOs) and securities offerings. The platform aggregates IPO allocation opportunities and delivers them through a software interface, allowing retail participation in capital markets transactions traditionally limited to institutional investors.
Is ClickIPO a public or private company?
ClickIPO is a private company. It is classified as venture growth investor backed and is currently operating.
When was ClickIPO founded?
ClickIPO was founded in 2011. It employs 1 to 10 people.
Where is ClickIPO based?
ClickIPO is headquartered in Scottsdale, United States, in the North America region.
Who are ClickIPO's main competitors?
Broad incumbents on record are Robinhood, SoFi, Charles Schwab and Morgan Stanley (E*TRADE). Direct peers are Public.com and Webull. Emerging players are Forge Global, EquityZen and Stash. First Trust IPOX-100 (IPO ETF sponsor) is listed as an others.
Does ClickIPO have an API?
No public API is recorded for ClickIPO.
What industry is ClickIPO in?
ClickIPO's product category is Retail IPO Investing Platform. Its primary akta.pro industry code is BPAHADAH, IPO & Public Markets Advisory. Its NAICS code is 523940 and its SIC code is 6211.