What Globalink Securities does

Globalink Securities (legal entity GlobaLink Securities, Inc.) is a US-based, privately held online brokerage firm founded in 1992 and headquartered in Pasadena, California. It operates as an introducing broker, providing retail customers access to US securities markets through equities, ETFs, options, warrants, preferred stocks, bonds, mutual funds (including over 9,000 funds via a Fund Screener), structured products, offshore funds, variable annuities/universal life insurance, and CF Cash high-yield cash management. Account types span individual/joint, foreign, corporate, IRA, trust, education IRA, custodian, and margin accounts, with a $5,000 minimum opening balance and services available to non-US residents (excluding Canadian residents).

The firm's core technology is a multi-channel trading platform combining its own website interface with third-party platforms: Broker Insight and Orbis Trader for accounts clearing through Wedbush Securities Inc., and Interactive Brokers' Trader Workstation (TWS) and account management system for accounts clearing through Interactive Brokers LLC. Trade execution, comparison, allocation, clearance, and settlement are outsourced to these two clearing partners. The firm is a FINRA and SIPC member, and account protection is layered with an additional $25 million per account via Lloyd's of London (expandable to $100 million) through Wedbush Securities. Operations are supported by a four-branch network in Pasadena (HQ/OSJ), Fremont, Monrovia, and Fair Oaks, California, each managed by a designated branch supervisor.

Globalink generates revenue through brokerage commissions and fees on securities transactions, margin interest at up to 2.5% above prime rate (with administrative adjustments up to 2%), and account-related fees. Its go-to-market is direct-to-consumer: customers self-onboard through the globalinkusa.com website, place orders by phone or online, and are supported by customer-service personnel. There is no evidence of external funding, institutional ownership, or M&A activity, and no AI/ML-augmented capabilities are described. The firm appears to be a stable, founder/management-led introducing broker operating in the long tail of US retail brokerage, with its competitive position resting on regulatory standing, dual clearing relationships, and accessible multi-channel service rather than scale or proprietary technology.

Name

Globalink Securities

Legal name

GlobaLink Securities, Inc.

Website

https://globalinkusa.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

1–10 employees

Short description

Globalink Securities is a US-based online retail brokerage firm providing individual investors and non-US residents with access to US securities markets through stocks, options, bonds, ETFs, mutual funds, structured products, and insurance, clearing trades via Wedbush Securities and Interactive Brokers.

Ownership category

akta.pro rank

Product category

Retail Securities Brokerage

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Discount & Online Retail Brokerage (FSAEACAB)

akta.pro secondary industry

Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)

Keywords

• Retail securities brokerage
• Online investment trading
• Brokerage account services
• Financial market research
• Cash management services

Headquarters

HQ city

Pasadena

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure

Revenue model

1. Brokerage Commissions and Fees: The firm generates revenue through brokerage services, including commissions on securities transactions, margin interest charges, and account fees. Interest is charged on credit extended to customers at rates up to 2.5% above prime rate. Administrative fees may be charged in the form of interest rate adjustments.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Globalink Securities is a retail brokerage and introducing broker that provides online and telephone access to U.S. securities markets. Customers can trade stocks, ETFs, options, bonds, mutual funds, structured products, annuities, life insurance, and cash-management products through multiple account types, with execution, clearing, and settlement routed through Wedbush Securities and Interactive Brokers.

Product overview

Globalink Securities (also referred to as GlobaLink Securities) is an online brokerage firm that operates as an introducing broker, providing retail customers access to U.S. financial markets. The core offering is a unified brokerage platform through which clients can access multiple investment vehicles: equities (stocks/ETFs), fixed income (bonds, mutual funds), derivatives (options), structured products, and insurance products (variable annuities, universal life). The firm offers over 9,000 mutual funds and provides both standard and offshore investment options. Trading is executed through multiple platforms including the firm's website platform, Broker Insight, Orbis Trader (for Wedbush accounts), and Interactive Brokers' Trader Workstation (TWS) and account management system. Account types span individual, joint, foreign, corporate, retirement (IRA), trust, and custodian accounts. The minimum account opening requirement is $5,000. The firm routes orders through its clearing firms Wedbush Securities Inc and Interactive Brokers LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Stocks/ETFs Access to common and preferred stocks listed on NYSE and NYSE American, stocks traded on NASDAQ, and over-the-counter securities, together with ETFs that can be used to build customized portfolios.
• Options Option strategies for hedging investments or speculating and for pursuing different investment objectives.
• Warrant/Preferred Stock Warrants and preferred stocks available for investment and portfolio construction.
• Mutual Funds Access to more than 9,000 mutual funds, with a Fund Screener for narrowing the investment search.
• Bonds Fixed-income investments including corporate bonds, municipal bonds, Treasuries, CDs, and agency bonds for portfolio diversification.
• Offshore Fund An offshore mutual fund based outside U.S. jurisdiction and often used as a tax haven.
• Variable Annuities/Variable Universal Life (VA/VUL) Long-term, tax-deferred investment products designed to grow and protect retirement income and offer potential earnings, with the risk of loss.
• Structured Products Structured notes combining bonds with derivative instruments and linking returns to underlying assets such as stocks, commodities, or indices.
• CF Cash (Cash Management) A high-yield cash savings account for managing liquid assets.
• Universal Life Insurance Permanent life insurance providing financial protection and the potential to accumulate cash value, with flexibility in premium payments and the death benefit.
• Account Types Brokerage account structures for individual and joint accounts, foreign accounts, corporate accounts, IRAs, trust accounts, education IRAs, custodian accounts, and margin accounts; the standard online trading account has a $5,000 minimum deposit.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• Wedbush Securities Inc.coreTechnology or IntegrationPrimary clearing firm responsible for execution, comparison, allocation, clearance and settlement of securities transactions. Maintains customer accounts and delivers funds and securities. Located at 1000 Wilshire Blvd., Los Angeles, CA 90017. Provides backup account insurance of $25 million via Lloyd's of London.
• Interactive Brokers LLCcoreTechnology or IntegrationSecondary clearing firm for trade execution and account management. Located at One Pickwick Plaza, Greenwich, CT 06830. Provides alternative clearing and execution services.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Ally Invest: Self-directed online brokerage arm of Ally Financial, offering stocks, ETFs, options, and mutual funds. Overlaps on the discount-brokerage product set and competes for similar retail-investor self-directed demand.
• Interactive Brokers: Global electronic broker serving retail and professional clients with broad product coverage, including international accounts. Notably, it is also Globalink's clearing partner, illustrating the strategic overlap and potential supplier-customer tension.
• E*TRADE (Morgan Stanley): Online discount broker now owned by Morgan Stanley, offering equities, options, mutual funds, and fixed-income products. Has extensive research tools and a larger footprint of retail customers, directly competing for similar self-directed retail demand.
• Charles Schwab: Large incumbent offering discount/online retail brokerage plus wealth management. Overlaps heavily on product breadth (stocks, ETFs, mutual funds, options, bonds) but operates at vastly greater scale with proprietary platforms, mobile app, and deeper cash-management capabilities.

Emerging players

• SoFi Invest: Mobile-first retail brokerage bundled within a broader fintech platform. Competes for the same everyday-investor segment with a modern app experience that Globalink lacks.
• Webull: Mobile-first commission-free retail brokerage that, like Robinhood, has strong traction among younger self-directed investors. Competes aggressively on platform experience, the same dimension where Globalink is weakest.
• Public.com: Mobile-first investing platform with stocks, ETFs, and a social/community-investing angle. Competes for younger, self-directed retail clients that Globalink does not serve well on mobile.
• Robinhood: Mobile-first zero-commission retail brokerage targeting younger retail investors. Competes for the same mass-retail segment but with vastly different scale, technology, and product set (no bonds, mutual funds, or annuities).

Direct peers

• TradeStation: Online broker-dealer focused on active self-directed traders across equities, options, and futures. Comparable direct-to-consumer offering with similar introducing-broker-or-clearing model infrastructure and active-trader customer base.
• Firstrade: Online discount broker founded by an immigrant entrepreneur with long-standing focus on serving Asian-American retail investors and international (non-US) clients. Mirrors Globalink's customer targeting, foreign-account workflows, and discount-brokerage product mix, making it the closest comparable peer.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights7 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Globalink Securities