Philstocks Financial

Retail Securities Brokeragephilstocks.ph

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

Online stock brokerage
Retail securities trading
Online trading platform
Broker-assisted trading
Stock market research

Where Philstocks Financial is headquartered

Location

Headquarters

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 offering

Core 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 profile

Segments2 records

Ideal customer profiles2 records

Philstocks Financial technology and API

Technology

Technology 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 signal

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Philstocks Financial competitors and assessment

Company assessment

Direct 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 financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Philstocks Financial leadership team

Management profile

Number of profiles

Profiles9 records

Philstocks Financial funding detail

Funding detail

Funding 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 investment

M&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?

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.