Philstocks Financial
- Company typePrivate
- Founded2001
- HeadquartersPasig, Philippines
- Headcount11–50
- GTM typeB2C
- OfferingServices
Philstocks Financial firmographics
Firmographics- Name
- Philstocks Financial
- Legal name
- Philstocks Financial, Inc.
- Website
- https://philstocks.ph
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Philstocks Financial industry classification
Industry- Product category
- Retail Securities Brokerage
- NAICS
- Securities and Commodity Contracts Intermediation and Brokerage (5231), 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
- Execution-Only / Self-Directed Investing Platforms (FSAAAAAI)
- akta.pro secondary industry
- Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)
Keywords
Where Philstocks Financial is headquartered
LocationHeadquarters
- HQ city
- Pasig
- HQ country
- Philippines
- HQ region
- Asia
Offices1 record
Markets served
Philstocks Financial business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Stock Trading Commissions: Philstocks earns revenue through commission fees charged on stock purchase and sale transactions executed through its platform. Commission rates are 0.25% of transaction value with a minimum of Php 20 per trade. Additional fees include Value-Added Tax on Commission, Sales Tax, Philippine Central Depository fees, Securities Clearing Corporation of the Philippines fees, and Stock and Transfer Agent fees.
- Broker-Assisted Trading Services: Personalized trading assistance and portfolio management services provided through licensed agents and in-house salesmen, with commission rates per Customer Account Information Form (CAIF).
- Stock Certificate Lodgement Processing: Conversion of paper stock certificates to online trading accounts, with associated clearing and processing fees. FREE conversion to online trading account offered.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Online Trading Commission |
| Transaction based/ take rate | Pay-as-you-go | Broker-Assisted Trading |
| Transaction based/ take rate | Pay-as-you-go | Stock Certificate Lodgement |
| One time/ perpetual license | Pay-as-you-go | Account Activation |
Go-to-market motion1 record
Distribution channels5 records
Marketing channels8 records
Philstocks Financial product offering
Product offeringCore offering
Philstocks Financial operates a proprietary online stock brokerage platform that enables individual investors in the Philippines to buy and sell PSE-listed securities through a web interface and mobile applications, with optional broker-assisted execution. The firm also provides stock certificate lodgement and conversion, market research publications, and a suite of free educational seminars and multimedia content aimed at lowering barriers to retail stock market participation.
Product overview
Philstocks Financial offers a unified online stock trading platform with multiple service delivery channels. The core offering consists of an Online Trading Platform and Philstocks Mobile app, complemented by broker-assisted trading and stock certificate lodgement services. Research products include Daily Notes, Weekly Notes, Trading Guide, Company Coverage, Morning Brew video show, WINvesting Series, Philstocks Guro, and KamuSTOCKS educational content. Educational services are delivered through WINvesting Seminars (Stocks and Beyond for beginners, WINvesting PRO for advanced traders).
Differentiator
Problem solved
Functional benefit
Brands
- WINvesting: Educational seminar series on stock market investing, including Stocks and Beyond and WINvesting PRO programs.
- Philstocks Mobile
- Philstocks Guro
- KamuSTOCKS
- Morning Brew
Products and services
- Online Trading Platform A robust web-based proprietary online trading platform with a one-screen-do-it-all interface providing real-time market data, trade execution, and portfolio management for individual retail investors, traders, and licensed agents in the Philippines.
- Philstocks Mobile A world-class, feature-packed mobile trading application for iOS and Android that enables traders on-the-go to execute trades, monitor portfolios, and access real-time market data.
- Broker-Assisted Trading Personalized trading experience with dedicated licensed agent support and portfolio management services for clients who prefer guided execution over self-directed online trading.
- Stock Certificate Lodgement Service for converting paper stock certificates into electronic format with free conversion to an online trading account, facilitating the liquidation of legacy paper holdings.
- WINvesting Seminars Educational seminar program comprising Stocks and Beyond (beginner investment basics, free and open to all) and WINvesting PRO (advanced Fundamental Analysis, Technical Analysis, Trading Psychology, and Essential Components of Trading sessions, free for clients).
Quantifiable outcome
- Industry-lowest commission rate of 0.25% or Php 20 minimum per trade
- +2 more outcomes
Companies that use Philstocks Financial
Customer profileSegments2 records
Ideal customer profiles2 records
Philstocks Financial technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Philstocks Financial partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
Philstocks Financial competitors and assessment
Company assessmentDirect peers
- AAA Southeast Equities: Philippine retail and institutional brokerage offering online and broker-assisted trading. Comparable as a domestic full-service competitor with similar customer profile and PSE member-broker regulatory standing.
- COL Financial Group: Philippines' largest online retail stock brokerage. Directly comparable to Philstocks in target customer (retail Philippine investors), product offering (online and mobile stock trading, research, broker-assisted services), and regulatory positioning as a PSE-member broker.
- BPI Trade: Bank-affiliated online trading platform of Bank of the Philippine Islands. Directly comparable as a domestic online brokerage targeting retail Filipino investors with web and mobile trading, research, and broker-assisted execution.
- Sun Life Securities: Affiliated with Sun Life of Canada, provides online trading and broker-assisted execution to Philippine retail clients. Comparable as a regulated PSE-member broker targeting mass-affluent and retail investors.
- Maybank Securities Philippines: Affiliated with Maybank Group, offers online stock trading and broker-assisted services to Philippine retail investors. Comparable as a bank-affiliated domestic competitor with similar customer base and regulatory standing.
- First Metro Securities: Philippine retail and institutional brokerage affiliated with the Metrobank Group. Directly comparable as a PSE-member broker offering online trading, broker-assisted execution, and research to retail investors in the Philippines.
- AB Capital Securities: Philippine retail and institutional brokerage offering online trading and equity research. Comparable as a domestic full-service broker serving retail clients with both self-directed and broker-assisted channels.
Emerging players
- Tiger Brokers (UP Fintech Holding): Digital brokerage serving Asian retail investors with mobile-first multi-market trading. Comparable as a technology-driven self-directed online broker pursuing the same digitally native retail segment that Philstocks targets.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Philstocks Financial social profiles
Digital presencePhilstocks Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Philstocks Financial leadership team
Management profileNumber of profiles
Profiles9 records
Philstocks Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Philstocks Financial 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 Philstocks Financial
What does Philstocks Financial do?
Philstocks Financial operates a proprietary online stock brokerage platform that enables individual investors in the Philippines to buy and sell PSE-listed securities through a web interface and mobile applications, with optional broker-assisted execution. The firm also provides stock certificate lodgement and conversion, market research publications, and a suite of free educational seminars and multimedia content aimed at lowering barriers to retail stock market participation.
Is Philstocks Financial a public or private company?
Philstocks Financial is a private company. It is classified as family owned and is currently operating.
When was Philstocks Financial founded?
Philstocks Financial was founded in 2001. It employs 11 to 50 people.
Where is Philstocks Financial based?
Philstocks Financial is headquartered in Pasig, Philippines, in the Asia region.
How does Philstocks Financial make money?
Three revenue lines are on record. Stock Trading Commissions are the primary driver. The others are broker-Assisted Trading Services and stock Certificate Lodgement Processing.
Who are Philstocks Financial's main competitors?
Direct peers on record are AAA Southeast Equities, COL Financial Group, BPI Trade, Sun Life Securities, Maybank Securities Philippines, First Metro Securities and AB Capital Securities. Tiger Brokers (UP Fintech Holding) is listed as an emerging player.
Does Philstocks Financial have an API?
No public API is recorded for Philstocks Financial.
What industry is Philstocks Financial in?
Philstocks Financial's product category is Retail Securities Brokerage. Its primary akta.pro industry code is FSAAAAAI, Execution-Only / Self-Directed Investing Platforms, with a secondary code of FSAAAAAA, Full-Service Retail Brokerage & Wealth Platforms. Its NAICS code is 5231 and its SIC code is 6211.