CurrentDesk
CurrentDesk provides an integrated SaaS platform for forex and OTC brokerages, combining CRM, back office, client portal, and partner management with native MetaTrader 4/5 and 600+ payment provider integrations. The company has served broker clients globally since 2013 and is ISO 27001:2022 certified.
- Company typePrivate
- Founded2013
- HeadquartersTulsa, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What CurrentDesk does
CurrentDesk Ltd. is a private vertical SaaS provider, founded in 2013 and registered in the British Virgin Islands with operating presence in Tulsa, United States, that sells an integrated forex and OTC broker back-office platform. The platform is purpose-built for the operational and regulatory requirements of retail forex brokerages, OTC brokers, white-label operators, prop trading firms, and financial institutions offering forex, and combines four core modules — Forex CRM, Forex Back Office, Forex Trader Portal, and Partner Management — into a single dashboard. Native bridge integration with MetaTrader 4 and MetaTrader 5 servers enables real-time synchronization of trading accounts, positions, and revenue data, while integrations with SumSub (KYC), Praxis (600+ PSPs), ShiftTrader/Shift Crypto Exchange, and ancillary providers (Goldi for MT5 MAM, B2BINPAY, CoinBuy, Skrill, Neteller, Nuvei, CyberSource) extend the platform into payments, crypto rails, and social trading. CurrentDesk holds ISO 27001:2022 certification, achieved in August 2024, and supports white-label deployments for multi-brand brokerages.
The company's commercial model is a tiered monthly SaaS subscription: entry-level solutions for new brokerages priced around $500-$1,500 per month, mid-tier all-in-one platforms at $2,000-$5,000 per month, and enterprise deployments exceeding $10,000 per month, with additional professional services fees for custom development and audit support. Go-to-market is sales-led and direct, primarily through a website "Request Demo" funnel, with named enterprise customers including Equiti, Tier1FX, One Financial Markets, and AMP Global, and at least one client of nearly a decade. Leadership is concentrated: founder and Executive Director Ron Singer (also described as FinTech Founder with 18+ years bridging algorithmic systems and capital markets) heads the company alongside Head of Product Development David Perini, and headcount is reported at 1-10 employees. CurrentDesk is bootstrapped with no disclosed external funding rounds, has no parent or subsidiary structure, and operates sub-brands including CurrentBusiness (the CRM portal) and CurrentRisk (a risk management product referenced in customer terms).
CurrentDesk firmographics
Firmographics- Name
- CurrentDesk
- Legal name
- CurrentDesk Ltd.
- Website
- https://currentdesk.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- CurrentDesk provides an integrated SaaS platform for forex and OTC brokerages, combining CRM, back office, client portal, and partner management with native MetaTrader 4/5 and 600+ payment provider integrations. The company has served broker clients globally since 2013 and is ISO 27001:2022 certified.
- Ownership category
- akta.pro rank
Where CurrentDesk is headquartered
LocationHeadquarters
- HQ city
- Tulsa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CurrentDesk business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Infrastructure, Marketing or Sales
Revenue model
- SaaS Subscription: Monthly SaaS subscription model with tiered pricing based on features and client volume. Payment via cashier's check or wire transfer with monthly invoicing. First billing occurs approximately 30 days after account creation. No refunds for partial months.
- Professional Services: Additional fees may be charged for highly specialized customizations, custom feature development, and assistance with audits or data-related requests. Account restoration fees may apply after termination.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Entry-level solution for new brokerages |
| Subscription | Monthly | Mid-tier all-in-one platform |
| Subscription | Monthly | Enterprise solution with full customization |
| Other | One time/ perpetual license | Custom feature requests |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
CurrentDesk product offering
Product offeringCore offering
CurrentDesk sells an all-in-one SaaS platform for forex and OTC brokerages that combines a Forex CRM, a Forex Back Office for compliance and revenue tracking, a branded Forex Trader Portal, and a multi-tier Partner Management system in a single integrated dashboard. The platform connects natively to MetaTrader 4 and MetaTrader 5 trading servers and routes deposits and withdrawals through 600+ payment providers via the Praxis payment gateway. It is sold on a monthly subscription basis to brokers ranging from startup operations to global enterprises.
Product overview
CurrentDesk is an all-in-one forex broker software platform consisting of four integrated modules: Forex CRM (managing leads, sales, and client relationships), Forex Back Office (handling operational and compliance layer including KYC, revenue tracking, and treasury management), Forex Trader Portal (branded client interface for account management), and Partner Management (automating multi-tier IB commissions and partner relationships). The platform integrates natively with MetaTrader 4, MetaTrader 5, and ShiftTrader, connects to over 600 payment providers through a built-in gateway (Praxis), and includes additional modules such as MAM (Multi-Asset Manager) for MT4, Bonus Module for promotions, Social Trading integration, and Auto Dividends Payouts. The system is ISO 27001:2022 certified and supports white labeling for multi-brand operations.
Differentiator
Problem solved
Functional benefit
Brands
- CurrentBusiness: CRM portal used by brokerages for client management, reporting, and partner tracking.
- CurrentRisk
Products and services
- Forex CRM Advanced CRM system for managing leads, sales desks, and clients for forex and OTC brokerages; tracks prospects from marketing campaigns, referral links, and registration forms through onboarding and conversion to active traders.
- Forex Back Office Admin back office software for forex brokerages that manages KYC/AML compliance, treasury reconciliation, revenue tracking, user roles, regulatory reporting, and connects via API to MetaTrader servers and payment providers.
- Forex Trader Portal Branded trader room software giving brokerage clients real-time account access to manage funds, view balances, upload KYC documents, submit support requests, and monitor trading activity through an online-banking-style interface.
- Partner Management Multi-tier IB software for tracking referrals and managing partner relationships, with automated commission calculations, partner self-service portal for performance monitoring, and support for unlimited multi-tier hierarchies.
- CurrentBusiness MAM (Multi-Account Manager) Built-in Multi-Account Manager module for MetaTrader 4 enabling brokers to allocate trades across multiple client sub-accounts with fractional lot and pip precision; brokers using the module accept full liability for trading losses.
- White Label Solution White-label offering that allows brokerages managing multiple branded platforms to maintain consistent CurrentDesk infrastructure while customizing the front-end identity for each brand.
- Auto Dividends Payouts Dividend payout module that enables brokers to pay clients dividends on long positions and charge for short positions.
Quantifiable outcome
- New brokerages can be operational within one business day
- +3 more outcomes
Companies that use CurrentDesk
Customer profileNamed customers6 records
Segments5 records
Ideal customer profiles3 records
CurrentDesk technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration19 records
Feature11 records
CurrentDesk partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Shift MarketscoreIntegration with Shift Markets trading platform (ShiftTrader and Shift Crypto Exchange) enabling brokers to offer cryptocurrency trading capabilities alongside traditional forex. Allows clients to have multiple accounts under the same profile for independent trading, MAM, and social trading.
- SumSubcoreAutomated KYC verification partnership enabling instant client identity verification through AI-powered document verification and facial recognition. Integration allows brokers to verify and approve clients in minutes, reducing manual KYC workload while maintaining compliance.
- PraxiscorePayment orchestration platform providing intelligent routing, failover processing, and access to 600+ PSPs through one API. CurrentDesk integrates with Praxis to provide seamless deposit and withdrawal processing across multiple markets and currencies at no additional gateway cost.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
CurrentDesk competitors and assessment
Company assessmentDirect peers
- FX Back Office: FX Back Office provides specialized back-office, CRM, and reporting software for retail forex brokers. Its feature set overlaps directly with CurrentDesk's back-office and reporting modules.
- B2Broker: B2Broker provides a comprehensive broker technology ecosystem including B2Core (CRM), liquidity, MT4/MT5 solutions, and payment infrastructure for forex and crypto brokers. It is the most directly comparable all-in-one broker-tech platform to CurrentDesk.
- Match-Trade Technologies: Match-Trade provides forex CRM, back-office software, Match-Trader platform, and liquidity solutions to brokerages. It is a direct functional competitor with similar all-in-one positioning.
- UpTrader: UpTrader offers forex broker CRM, back-office, and partner management software with a focus on startup and growth-stage brokerages. Closely comparable to CurrentDesk's tiered pricing and customer profile.
- Tools For Brokers (TFB): TFB develops plugins and add-on tools for MT4/MT5 brokers including CRM, account management, and reporting extensions. It competes in the same broker-operations tooling category as CurrentDesk's back-office layer.
- Leverate: Leverate offers brokerage technology including CRM, trading platforms (Sirix), liquidity bridges, and back-office tools for forex brokers. Its integrated suite competes head-to-head with CurrentDesk in the broker-OS category.
Broad incumbents
- Spotware Systems (cTrader): Spotware provides the cTrader trading platform and ecosystem for forex/CFD brokers, including CRM and Open API integrations. It is a broader incumbent competing for the same broker customer relationships as CurrentDesk.
- MetaQuotes: MetaQuotes is the creator of MetaTrader 4 and MetaTrader 5 — the dominant retail forex trading platforms that CurrentDesk bridges into. As the upstream platform provider, it is a broader incumbent whose decisions directly shape CurrentDesk's integration moat.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
CurrentDesk social profiles
Digital presenceCurrentDesk compliance and trust
Trust signalCompliance1 record
CurrentDesk financial estimates
Financial estimateRevenue estimate
Valuation estimate
CurrentDesk leadership team
Management profileNumber of profiles
Profiles2 records
CurrentDesk funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CurrentDesk 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 CurrentDesk
What does CurrentDesk do?
CurrentDesk sells an all-in-one SaaS platform for forex and OTC brokerages that combines a Forex CRM, a Forex Back Office for compliance and revenue tracking, a branded Forex Trader Portal, and a multi-tier Partner Management system in a single integrated dashboard. The platform connects natively to MetaTrader 4 and MetaTrader 5 trading servers and routes deposits and withdrawals through 600+ payment providers via the Praxis payment gateway. It is sold on a monthly subscription basis to brokers ranging from startup operations to global enterprises.
Is CurrentDesk a public or private company?
CurrentDesk is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CurrentDesk founded?
CurrentDesk was founded in 2013. It employs 1 to 10 people.
Where is CurrentDesk based?
CurrentDesk is headquartered in Tulsa, United States, in the North America region.
How does CurrentDesk make money?
Two revenue lines are on record. SaaS Subscription is the primary driver. The others are professional Services.
Who are CurrentDesk's main competitors?
Direct peers on record are FX Back Office, B2Broker, Match-Trade Technologies, UpTrader, Tools For Brokers (TFB) and Leverate. Broad incumbents are Spotware Systems (cTrader) and MetaQuotes.
Does CurrentDesk have an API?
Yes. CurrentDesk offers a flexible API that enables brokerages to integrate custom payment service providers and external systems. The API supports custom (API) payment funding options, allowing brokers to connect to any payment provider of their choice. Traders are securely redirected from CurrentDesk to the external payment system to complete transactions, with payment status updating automatically in CurrentDesk. The API is described as developer-friendly and allows for the addition of new payment providers, trading platforms, and custom integrations. Developer documentation is at currentdesk.com/forex-crm.