ViewTrade
ViewTrade is a B2B financial technology and brokerage infrastructure provider founded in 2000, offering API-based execution, market data and licensed brokerage services to 300+ fintech firms, brokerages, exchanges and asset managers across 30+ countries via its ViewTrade NextGen platform.
- Company typePrivate
- Founded2000
- HeadquartersNew Jersey, Trinidad & Tobago
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What ViewTrade does
ViewTrade is a private financial technology and brokerage infrastructure provider founded in 2000 and held under ViewTrade Holding Corporation. Through two wholly owned operating entities — ViewTrade Securities, Inc. (an SEC-registered, FINRA and SIPC member broker-dealer with access to NYSE Arca, NASDAQ, CBOE Edge and CBOE BATS) and ViewTrade Technology Corporation (formerly Orbis Systems, Inc.) — the company offers an API-first and turnkey integration platform branded ViewTrade NextGen that enables fintech firms, brokerages, exchanges, asset managers and wealth platforms to embed cross-border trade execution, market data and brokerage services into their own products.
The company serves roughly 300 client firms across more than 30 countries, operating exclusively as a B2B/B2B2C infrastructure layer and explicitly stating it does not compete with clients for retail customers. Its regulatory footprint extends beyond the US to include an IFSCA-licensed GIFT City broker-dealer (ViewTrade IFSC) supporting Indian retail access to US and global markets under RBI's Liberalised Remittance Scheme, and the regulatory connectivity to route orders into the Saudi Tadawul market via partner Yaqeen Capital. Recent partnerships anchor distribution through India's NSE IX Global Access Platform, India INX GA, Dhan, Samco Securities, HeirWealth, Signzy (KYC/AML) and Finequities (AI social trading).
ViewTrade earns revenue from a mix of transaction-based brokerage commissions (a disclosed reference rate of 0.25% with no custody or account-maintenance fees), multi-year licensing of its technology and API stack, and managed-services arrangements with institutional partners. Pricing to technology and brokerage infrastructure clients is quote-based rather than publicly disclosed, and the firm runs with a 51-100 employee headcount across US, India (GIFT City) and Australian operations.
ViewTrade firmographics
Firmographics- Name
- ViewTrade
- Legal name
- ViewTrade Holding Corporation
- Website
- https://vtinstitutional.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- ViewTrade is a B2B financial technology and brokerage infrastructure provider founded in 2000, offering API-based execution, market data and licensed brokerage services to 300+ fintech firms, brokerages, exchanges and asset managers across 30+ countries via its ViewTrade NextGen platform.
- Ownership category
- akta.pro rank
ViewTrade industry classification
Industry- Product category
- Brokerage Infrastructure Technology
- NAICS
- Securities and Commodity Contracts Intermediation and Brokerage (5231)
- SIC
- Security & Commodity Brokers, Dealers, Exchanges & Services (6200), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Lead Generation, Comparison & Marketplace Platforms (Financial Products) (FSAEAMAM)
- akta.pro secondary industry
- B2B Channel Partners & Referral Agencies (Cross-Industry Referral) (FSAEAMAN)
Keywords
Where ViewTrade is headquartered
LocationHeadquarters
- HQ city
- New Jersey
- HQ country
- Trinidad & Tobago
- HQ region
- Latin America
Offices3 records
Markets served
ViewTrade business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Infrastructure, Marketing or Sales, Others
Revenue model
- Brokerage and Transaction Fees: ViewTrade Securities, Inc. charges brokerage fees on executed trades (e.g., 0.25% as referenced in Dhan partnership) with no account maintenance or custody fees, generating revenue per transaction for the brokerage infrastructure it provides to partner platforms.
- Technology and API Licensing: B2B licensing of trading technology infrastructure, APIs, and market data services to fintech firms and financial institutions, enabling them to embed investment and trading capabilities via ViewTrade NextGen integration platform.
- Brokerage Services to Institutional Partners: Provision of brokerage infrastructure and execution services to institutional partners (e.g., Indian brokerages via GIFT City, NSE IX, Yaqeen Capital), supporting cross-border market access with regulatory compliance across multiple jurisdictions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Brokerage fee reference (via Dhan partnership): 0.25% per transaction |
| Other | Multi-year contract | B2B API and brokerage infrastructure pricing — not publicly disclosed |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels4 records
ViewTrade product offering
Product offeringCore offering
ViewTrade provides B2B technology infrastructure and brokerage services to fintech firms, financial institutions, brokerages, and asset managers. Through its ViewTrade NextGen unified integration platform, the company offers APIs, turnkey solutions, execution technology, market data, and licensed broker-dealer services (via ViewTrade Securities Inc.) that enable clients in 30+ countries to embed retail investment and trading capabilities across US, Saudi, and other international markets.
Product overview
ViewTrade is a financial technology company providing a dual offering of technology services and brokerage services to fintech firms and financial institutions. Founded in 2000, the company serves over 300 firms from fintech startups to leading financial institutions. The core products include ViewTrade Technology Corporation (providing API-based technology infrastructure and turnkey solutions for building investment experiences) and ViewTrade Securities, Inc. (providing registered broker-dealer services with access to major exchanges including NYSE Arca, NASDAQ, CBOE, and FINRA membership). The ViewTrade NextGen platform serves as a unified integration model enabling cross-border market access. The company focuses on enabling businesses to create retail investment experiences through modern technology combined with brokerage services, operating as a partner rather than competitor to client firms.
Differentiator
Problem solved
Functional benefit
Products and services
- ViewTrade NextGen
Quantifiable outcome
- 300+ firms served across fintech startups and financial institutions since 2000
- +2 more outcomes
Companies that use ViewTrade
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles4 records
ViewTrade technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
Feature3 records
ViewTrade partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- Dhan (Raise IFSC Private Limited)coreDhan partnered with ViewTrade as its brokerage partner to enable Indian investors to access US-listed stocks and ETFs through the GIFT City framework via its wholly-owned subsidiary Raise IFSC Private Limited (member of India INX under IFSCA regulation). ViewTrade provides brokerage infrastructure enabling access to Nasdaq and NYSE-listed securities at 0.25% brokerage with no custody fees.
- Samco SecuritiesminorSamco Securities, after receiving an IFSCA broker-dealer license, launched global investing services for Indian investors accessing US stocks and ETFs via GIFT City. ViewTrade serves as the underlying brokerage partner enabling access to over 700 global securities including S&P 500 and NASDAQ 100 constituents.
- HeirWealthcoreViewTrade and HeirWealth announced a strategic partnership to deliver a consolidated trade execution and wealth management reporting solution, combining ViewTrade's brokerage infrastructure with HeirWealth's wealth management reporting capabilities.
- NSE International Exchange (NSE IX)coreIndia INX GA (GIFT City arm of India's National Stock Exchange) partnered with ViewTrade IFSC to launch a 'super broker' app enabling retail investors and NRIs to trade across 30 international stock exchanges. US stocks are already live, with additional markets expected within 3–6 months. ViewTrade serves as the foreign broker for market access and execution, supporting fractional investing and dollar-denominated trading.
- India INX GAcoreIndia INX GA announced strategic partnership with ViewTrade IFSC to expand global investment access for Indian investors, offering seamless entry to international equities, ETFs, and diversified asset classes across major global markets. The collaboration combines ViewTrade IFSC's global execution technology and brokerage infrastructure with India INX GA's regulatory expertise and market positioning within the GIFT IFSC framework.
- Yaqeen CapitalcoreViewTrade Holding and Yaqeen Capital announced a strategic partnership to expand global market access, enabling ViewTrade's clients from more than 30 countries to access Saudi equities on Tadawul while providing Yaqeen Capital's clients (asset managers, investment advisory firms) with local expertise and execution capabilities through the ViewTrade NextGen unified integration model. The agreement supports Saudi Arabia's goal of positioning itself as a leading global hub for capital markets.
Scale indicators5 records
Recent moves7 records
Expansion highlights6 records
ViewTrade competitors and assessment
Company assessmentBroad incumbents
- Webull: Global digital brokerage with API infrastructure used by partner platforms and a B2B2C model increasingly used by fintechs. Comparable in cross-border retail investing infrastructure.
- Interactive Brokers: Large established global broker-dealer with broad cross-border capabilities, technology arm (IBKR Pro/IBC), and white-label offerings. Broader incumbent overlapping ViewTrade's cross-border retail execution niche.
- Devexperts: Trading technology vendor providing multi-asset brokerage and exchange platforms to brokers and fintechs. Comparable as B2B trading-technology infrastructure with white-label capabilities.
- Broadridge: Large fintech infrastructure provider spanning trading, post-trade, data and wealth. Adjacent infrastructure overlap with ViewTrade's B2B trading technology layer.
- Charles Schwab: Large incumbent US broker-dealer with extensive licensing, custody and API capabilities, increasingly serving as infrastructure for advisory platforms. Overlaps with ViewTrade's B2B brokerage infrastructure positioning.
Emerging players
- FalconX: Institutional digital-asset and cross-border brokerage for fintechs and trading firms. Comparable as B2B cross-border execution infrastructure across geographies and asset classes.
Direct peers
- DriveWealth: US-based B2B broker-as-a-service provider offering APIs and fractional trading infrastructure for fintechs globally. Closely aligned with ViewTrade's model of embedded brokerage-as-a-service for neobrokers and trading platforms.
- Apex Fintech Solutions: B2B clearing and technology platform powering consumer investing apps; acquired by PE in 2024 at a reported ~$650M. Direct peer in the white-label brokerage infrastructure space serving fintech platforms.
- Alpaca: API-first brokerage and trading infrastructure provider for developers, fintechs and wealth platforms. Similar API/embedded-investing model with commission-free US equity and crypto execution.
- Tradier: Brokerage API and white-label platform offering equities, options and multi-asset execution to fintech developers. Closely comparable as an API-first B2B brokerage infrastructure peer.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
ViewTrade social profiles
Digital presenceViewTrade compliance and trust
Trust signalCompliance2 records
ViewTrade financial estimates
Financial estimateRevenue estimate
Valuation estimate
ViewTrade leadership team
Management profileNumber of profiles
Profiles6 records
ViewTrade subsidiaries and ownership
Company hierarchySubsidiaries3 records
ViewTrade funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ViewTrade 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 ViewTrade
What does ViewTrade do?
ViewTrade provides B2B technology infrastructure and brokerage services to fintech firms, financial institutions, brokerages, and asset managers. Through its ViewTrade NextGen unified integration platform, the company offers APIs, turnkey solutions, execution technology, market data, and licensed broker-dealer services (via ViewTrade Securities Inc.) that enable clients in 30+ countries to embed retail investment and trading capabilities across US, Saudi, and other international markets.
Is ViewTrade a public or private company?
ViewTrade is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ViewTrade founded?
ViewTrade was founded in 2000. It employs 51 to 100 people.
Where is ViewTrade based?
ViewTrade is headquartered in New Jersey, Trinidad & Tobago, in the Latin America region.
How does ViewTrade make money?
Three revenue lines are on record. Brokerage and Transaction Fees are the primary driver. The others are technology and API Licensing and brokerage Services to Institutional Partners.
Who are ViewTrade's main competitors?
Broad incumbents on record are Webull, Interactive Brokers, Devexperts, Broadridge and Charles Schwab. FalconX is listed as an emerging player. Direct peers are DriveWealth, Apex Fintech Solutions, Alpaca and Tradier.
Does ViewTrade have an API?
Yes. ViewTrade provides API endpoints for building or embedding investment and financial services. Whether it's a single API endpoint or a full turnkey solution, ViewTrade provides technology and brokerage services to help businesses create retail investment experiences. The company offers APIs for various financial services including trade execution, market data, and brokerage operations.
What industry is ViewTrade in?
ViewTrade's product category is Brokerage Infrastructure Technology. Its primary akta.pro industry code is FSAEAMAM, Lead Generation, Comparison & Marketplace Platforms (Financial Products), with a secondary code of FSAEAMAN, B2B Channel Partners & Referral Agencies (Cross-Industry Referral). Its NAICS code is 5231 and its SIC code is 6200.