What Bbae Holdings does

BBAE Holdings LLC is a privately held Dallas-based fintech founded in 2017 by Barry Freeman, operating a unified digital investing platform for self-directed retail investors globally. The company delivers its services through three core product pillars: MyMarket (self-directed brokerage for stocks, ETFs, options, and IPOs), MyAdvisor (digital wealth management using smart beta portfolios), and Discover (curated themes and pro-investor portfolio replication). Brokerage is conducted through wholly-owned FINRA/SIPC-member subsidiary Redbridge Securities LLC, while advisory services are provided through SEC-registered BBAE Advisors LLC, creating a vertically integrated regulatory architecture that enables bundled execution and managed-portfolio offerings under a single app experience.

The platform's technology stack centers on AI-augmented research and analytics tools layered atop traditional brokerage infrastructure. Proprietary features include FilingGenius (an AI chatbot for SEC filing analysis), InsiderEdge (analytics on corporate insider transactions sourced from SEC Form 4 filings with calculated win rates and returns), Town Square (a social copy-trading community), and the MarketGrader-powered smart beta portfolios (Core, Growth Compounding, and Growth and Income) built on a 24-factor GARP+Quality methodology with a 20+ year track record. Clearing and custody are handled by Apex Clearing Corporation; bank-account linking uses Plaid; and Real-Time Payments rails are integrated with Bank of America, Citibank, and US Bank. The platform is distributed exclusively through mobile apps on iOS and Android, a web trading interface, and content-marketing channels including a blog and email newsletter.

Revenue is generated through a multi-stream model: commission-free equity and ETF trading offset by platform fees on fractional shares (effective July 1, 2026); per-contract options fees ($0.99 standard, down to $0.4798 at volume); a flat 0.50% AUM fee on MyAdvisor managed portfolios; margin interest ranging from 6.63% to 8.08%; and API trading access with volume-based pricing. New-customer acquisition is driven by deposit bonuses up to $400, content marketing, and app-store presence. The company employs 11-50 people, serves 'thousands of investors globally,' and in February 2026 participated as a strategic investor in Monark Markets' $8.1M funding round and established a data partnership with Benzinga to integrate real-time news and WIIM insights into the platform.

Name

Bbae Holdings

Legal name

BBAE Holdings LLC

Website

https://bbae.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

BBAE Holdings operates a unified retail investing platform combining self-directed stock and options trading, automated smart beta portfolios (MyAdvisor), AI-powered research tools (InsiderEdge, FilingGenius), social copy trading, and pre-IPO access via Monark Markets, serving self-directed retail investors globally through its BBAE Pro mobile and web apps.

Ownership category

akta.pro rank

Product category

Online Brokerage and Digital Wealth Management

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (52315), Portfolio Management and Investment Advice (52394)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Agency Equity Execution (Cash Equities) (FSACAFAA)

akta.pro secondary industry

Algorithmic Trading & Execution Platforms (FSAFANAN)

Keywords

• Online brokerage services
• Self-directed investing
• Robo-advisory portfolios
• Smart beta portfolios
• Social copy trading

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Commission-based Trading: BBAE earns commissions on stock, ETF, and options trades. Commission structure includes $0/share for equities and ETFs, with platform fees for fractional shares (1% of transaction amount for less than 1 share, $0.0055/share for 1+ shares). Options commissions are $0.99/contract with discounted package rates as low as $0.4798/contract.
2. Advisory Fees (MyAdvisor): BBAE Advisors LLC provides investment advisory services through managed portfolios. The fee structure is a flat 0.50% per annum of assets under management (AUM), covering all brokerage transaction fees and rebalancing services.
3. Platform Fees: Fees for optional services including fractional share investing ($5.99/month), API trading access with volume-based pricing, and various account maintenance fees.
4. Margin Interest: Interest charged on borrowed funds for margin trading. Rates range from 8.08% for $0-$100K loan balance to 6.63% for $3M+ balances.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels5 records

Core offering

BBAE operates a self-directed digital investing platform that enables retail investors to trade stocks, ETFs, options, and IPOs, access pre-IPO private market investments through SPVs, and use managed smart beta portfolios. The platform combines proprietary research tools (InsiderEdge, FilingGenius AI), social copy trading (Town Square), and MarketGrader-powered managed portfolios (MyAdvisor) into a single iOS/Android mobile app and web interface.

Product overview

BBAE is a unified digital investing platform organized around three core services: MyMarket (self-directed trading with tools for stocks, options, ETFs, and IPOs), MyAdvisor (automated smart beta portfolio management), and Discover (curated themes and pro investor portfolios). The flagship BBAE Pro app integrates AI-powered features including InsiderEdge for insider trading analytics, FilingGenius for SEC filing insights, and Town Square for social copy trading. The platform offers access to public markets, Pre-IPO investments, and Automated Portfolios powered by MarketGrader's proprietary 24-factor smart beta methodology. Recent enhancements include Benzinga's real-time news and WIIM insights integration.

Differentiator

Problem solved

Functional benefit

Brands

• MyMarket: Self-directed brokerage platform offering trading tools, real-time market data, and educational resources for hands-on investors to buy and sell stocks, options, and ETFs.
• MyAdvisor
• InsiderEdge
• Town Square
• BBAE Dollars

Products and services

• BBAE Pro (Self-Directed Brokerage Platform) Primary digital investing platform offering actionable insights from pro investors, thematic portfolios, AI tools, and proprietary research for self-directed trading of stocks, ETFs, options, and IPOs.
• MyMarket Self-directed brokerage service providing trading tools, real-time market data, advanced options strategies, and IPO offerings for hands-on investors who manage their own portfolios.
• MyAdvisor Digital wealth management platform offering actively managed smart beta portfolios tailored to user financial goals and risk tolerance, powered by MarketGrader's 24-factor methodology for a flat 0.50% AUM fee.
• InsiderEdge Analytics tool leveraging SEC Form 4 filings to deliver daily updates on significant insider trades with win rates and return data.
• Town Square (Copy Trade) Social trading community where users can discover, follow, and replicate the strategies of successful investors, with the ability to copy trades directly into their portfolios.
• MarketGrader Core Portfolio Smart beta portfolio of 300 stocks using 24 fundamental factors to achieve better risk-adjusted returns than traditional index funds, serving as a core equity building block.
• MarketGrader Growth Compounding Portfolio Growth-oriented smart beta portfolio with more exposure to small and mid-sized companies, leaning more toward growth factors while maintaining the 24-factor analysis framework.
• MarketGrader Growth and Income Portfolio Income-focused smart beta portfolio of 100 stocks targeting 4.5%-5% annual dividend yield, combining dividend income with capital appreciation potential.
• Pre-IPO Investments (Alternative Investments)
• API Trading Access

Quantifiable outcome

• MarketGrader US Core Portfolio Index returned 792.7% (15-year) vs S&P 500 at 642.9%; 418.1% (10-year) vs 327.9%; 104.7% (5-year) vs 93.8%
• +4 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability6 records

Feature4 records

Partnerships

Five partnerships are on record, tiered core.

• BenzingacoreTechnology or Integration · 24 February 2026Benzinga, a Detroit-based financial news provider, established a data relationship with BBAE to integrate Benzinga's real-time news feed and proprietary Why Is It Moving (WIIM) insight tool into the BBAE platform. The integration provides investors immediate context behind stock price movements, strengthening BBAE's portfolio offerings and self-directed trading experience. This partnership enhances both companies' market positioning in the digital investing space.
• MarketGradercoreTechnology or IntegrationBBAE partners with MarketGrader, a firm with 20+ year history in smart beta investing, to power its managed portfolio offerings. MarketGrader's 24-factor GARP (growth-at-a-reasonable-price) + Quality methodology underpins the BBAE MarketGrader Core Portfolio, Growth Compounding Portfolio, and Growth and Income Portfolio. These portfolios are designed to outperform traditional benchmarks while maintaining similar risk profiles.
• Apex Clearing CorporationcoreTechnology or IntegrationApex Clearing Corporation serves as BBAE's clearing firm, processing trades and providing custody services. Apex handles trade settlement, margin lending, and regulatory compliance. BBAE's Alternative Investments page references Apex in the context of SpaceX IPO preparations, indicating Apex's role in supporting upcoming IPO participation and pre-IPO share processing.
• Redbridge Securities LLCcoreTechnology or IntegrationRedbridge Securities LLC, a FINRA and SIPC member, is BBAE's wholly-owned broker-dealer subsidiary that provides all securities and investment opportunities on the BBAE Platform exclusively on a self-directed basis. Redbridge handles order execution, custody, and regulatory compliance.
• BBAE Advisors LLCcoreTechnology or IntegrationBBAE Advisors LLC is an SEC-registered investment advisor and wholly-owned subsidiary of BBAE Holdings that provides all investment advisory services on the BBAE Platform, including the MyAdvisor managed portfolio service and smart beta portfolio offerings.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Robinhood Markets: Commission-free retail brokerage app offering stock, ETF, options, and crypto trading to self-directed investors. Closest direct competitor to BBAE's MyMarket offering, with comparable freemium GTM and similar target customer.
• Webull: Mobile-first retail brokerage providing commission-free stock, ETF, and options trading with advanced charting and extended-hours trading. Directly comparable to BBAE on execution, options strategies, and self-directed retail focus.
• eToro: Social/copy-trading investment platform enabling users to follow and replicate successful traders' portfolios. Directly comparable to BBAE's Town Square copy-trade feature and global retail investing positioning.
• Public.com: Social investing platform offering commission-free stock and ETF trading with community features, thematic portfolios, and alternative investments. Closely comparable to BBAE's blend of self-directed trading, social features, and alts access.
• M1 Finance: Hybrid brokerage combining self-directed trading with automated portfolio management (M1 Spend, M1 Invest). Comparable to BBAE's MyMarket + MyAdvisor dual product structure.
• Betterment: Leading robo-advisor offering automated portfolio management with AUM-based fees. Directly comparable to BBAE's MyAdvisor service as a competitor for advisory AUM.
• Wealthfront: Automated investing platform offering smart-beta and passive portfolio management with similar AUM-based fee structure. Direct competitor to BBAE's MyAdvisor smart beta offering.

Broad incumbents

• Interactive Brokers: Established global brokerage offering retail and institutional trading across multiple asset classes with advanced execution and API access. Comparable to BBAE on API trading tier and options/equity execution, but at vastly larger scale.
• SoFi Invest: Integrated retail investing platform offering self-directed trading, managed portfolios, and adjacent financial products (lending, banking). Comparable to BBAE's all-in-one digital investing model within a broader financial services offering.
• Schwab (Charles Schwab): Large incumbent brokerage and wealth manager offering self-directed trading plus extensive advisory services. Comparable to BBAE on the brokerage + advisory combination, though at vastly different scale and customer demographics.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bbae Holdings