Sofia International Securities

What Sofia International Securities does

Sofia International Securities AD ("SIS") is a Sofia-headquartered, Bulgaria-licensed investment intermediary founded in 1997 that provides brokerage, corporate finance, trust management, and financial analysis services to individual investors, private companies, public companies, and institutional investors on the Bulgarian Stock Exchange (BSE) and selected international capital markets. The firm operates under a global investment-intermediary license from the Bulgarian Financial Supervision Commission (КФН) and was recognized by the BSE as the No. 1 Corporate Deals Initiator on the Bulgarian market for 2024. Its service mix spans retail brokerage delivered through the proprietary SIS BGTrader platform, IPO/SPO and bond structuring for private and public issuers, M&A advisory, tender offers, discretionary trust management for retail savings, and recurring issuer research (weekly bulletins, quarterly reviews of names such as Sopharma, Fibank, and Doverie Holding).

The firm monetizes through four primary revenue streams: transaction-fee-based brokerage commissions on Bulgarian and international trades, professional-services fees for corporate finance mandates (IPO/SPO structuring, bond issuance, M&A), managed-services fees on trust management/AUM, and professional-services revenue from financial analyses and research distribution. Go-to-market is sales-led and direct: services are delivered through the SIS BGTrader platform for retail clients and through direct client relationships managed by the firm's professional team for corporate and institutional mandates, supported by a content-marketing engine (multilingual website, weekly bulletin, quarterly issuer reviews, macro analyses). The firm is privately held, employs 11–50 people, and does not publicly disclose revenue, ownership, or headcount detail; recent disclosed activity through 2026 includes execution of multiple warrant tranches, a convertible bond issue for Boleron AD, and a tender offer for Momina Krepost AD.

Name

Sofia International Securities

Legal name

Sofia International Securities AD (ИП СОФИЯ ИНТЕРНЕШЪНЪЛ СЕКЮРИТИЗ АД)

Website

https://sis.bg

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

Sofia International Securities AD is a Sofia-based, Bulgarian Financial Supervision Commission-licensed investment intermediary providing brokerage, corporate finance, trust management, and research to individual, corporate, and institutional clients on the Bulgarian Stock Exchange.

Ownership category

akta.pro rank

Product category

Investment Brokerage

NAICS

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

SIC

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

akta.pro primary industry

Independent Broker-Dealer / Registered Representative Networks (FSAEACAG)

akta.pro secondary industry

Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness) (FSACAAAI)

Keywords

• Securities brokerage services
• Corporate finance advisory
• Trust management services
• Capital markets analysis
• Stock exchange intermediation

Headquarters

HQ city

Sofia

HQ country

Bulgaria

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Brokerage Services: Brokerage services providing access to trading financial instruments on the Bulgarian Stock Exchange and international capital markets.
2. Corporate Finance: Consultations related to capital structure and strategic development, IPO/SPO structuring, and M&A transactions.
3. Trust Management: Asset management services for individual clients with professional care for savings, providing institutional-investor-level attention to retail clients.
4. Financial Analyses: Current information, objective research, and independent perspectives on trends and events driving capital markets.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Sofia International Securities is a licensed Bulgarian investment intermediary providing brokerage services, corporate finance advisory, trust management, and financial analyses to individual investors, private and public companies, and institutional investors. Trading on the Bulgarian Stock Exchange and selected international capital markets is enabled through its proprietary SIS BGTrader platform, complemented by direct corporate finance and asset management mandates.

Product overview

Sofia International Securities operates as an investment broker offering a unified platform of financial services. The core offerings include brokerage services through the SIS BGTrader platform for trading on Bulgarian and international markets, corporate finance advisory for capital structure and M&A transactions, trust management for individual clients, and financial analyses including weekly market bulletins. The company serves individual investors, private companies, public companies, and institutional investors.

Differentiator

Problem solved

Functional benefit

Brands

• SIS BGTrader: Trading platform provided by Sofia International Securities for trading financial instruments on the Bulgarian Stock Exchange and international capital markets.

Products and services

• SIS BGTrader An online trading platform provided by Sofia International Securities that enables clients to trade financial instruments on the Bulgarian Stock Exchange and on international capital markets. It is targeted at individual investors, corporate clients, and institutional users intermediated by SIS.
• Brokerage Services (Брокерски услуги) Brokerage services providing access to trading of financial instruments on the Bulgarian Stock Exchange and international capital markets, with access to a wide variety of listed products. The service is for individual investors, corporate clients, and institutional investors seeking professional execution and intermediation.
• Corporate Finance (Корпоративни финанси) Advisory services covering capital structure and strategic business development, including equity and bond issuance structuring and M&A transaction facilitation. Targeted at private companies and public companies seeking IPO/SPO support, bond issuance, and M&A execution on the Bulgarian capital markets.
• Trust Management (Доверително управление) Professional asset management services that provide institutional-investor-level care for the savings of individual clients. Targeted at individual investors seeking discretionary portfolio management with institutional-quality attention and risk oversight.
• Financial Analyses (Финансови анализи) In-depth financial analysis providing current information, objective research, and independent perspectives on trends and events driving capital markets. Includes quarterly and annual reviews of Bulgarian listed companies (e.g., Sopharma, Fibank, Doverie Holding, Shelly Group) plus macro analyses. Targeted at individual investors, corporate finance clients, and institutional investors requiring independent research to support investment and corporate decisions.

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Wood & Company Financial Services: Wood & Company is a larger regional broker with deep CEE equity research and execution capabilities, competing for Bulgarian ECM, brokerage, and corporate finance mandates at a broader scale than SIS.
• First Investment Bank (Fibank) Brokerage: Fibank is a major Bulgarian bank with an in-house brokerage and ECM advisory franchise — both a client and a competitor of SIS, providing comparable Bulgarian capital market services through a much larger banking distribution platform.
• Eurobank Bulgaria (Postbank): Eurobank Bulgaria operates a brokerage and investment services arm through its banking group, offering Bulgarian retail and corporate clients trading and advisory services in direct competition with SIS, but with materially larger balance sheet and distribution.

Direct peers

• Capman (Bulgaria): Capman is a Bulgarian investment intermediary providing brokerage and corporate finance services on the Bulgarian Stock Exchange, competing with SIS for IPO/SPO mandates and trading flow from local clients.
• ABG Investment Brokerage: ABG is a Bulgarian investment intermediary providing brokerage and advisory services on the Bulgarian capital market, another domestically licensed КФН competitor with comparable product offerings.
• First Financial Brokerage House (FFBH): FFBH is a Bulgarian investment intermediary offering trading and investment services on the BSE, operating in the same regulatory framework under КФН supervision and targeting the same individual and institutional segments as SIS.
• Elana Trading: Elana Trading is a Bulgarian investment intermediary offering brokerage, corporate finance, and asset management services on the BSE — the closest domestic direct competitor to SIS, with overlapping client base of individual, corporate, and institutional investors.
• Benchmark Capital Bulgaria: Benchmark Capital is a Bulgarian investment intermediary active in brokerage, ECM advisory, and research on the BSE, competing head-to-head with SIS for retail, corporate, and institutional mandates in the same domestic market.

Regional players

• Concorde Securities (Hungary): Concorde Securities is a Hungarian investment firm providing brokerage, corporate finance, and asset management across CEE, comparable in service mix to SIS but operating primarily in Hungary and the wider CEE region rather than Bulgaria specifically.
• Alpha Finance (Greece): Alpha Finance is a Greek investment firm offering brokerage, corporate finance, and asset management in SEE/CEE — comparable to SIS in business model, serving a different but adjacent regional market with similar product structure.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/InvestSIS
• Facebookfacebook.com/Sisbg
• LinkedInlinkedin.com/company/sofia-international-securities

Revenue estimate

Valuation estimate

Number of profiles

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 Sofia International Securities