Softlogic Stockbrokers

What Softlogic Stockbrokers does

Softlogic Stockbrokers (Pvt) Ltd is a Sri Lanka-based licensed trading member of the Colombo Stock Exchange, regulated by the Securities & Exchange Commission of Sri Lanka. Founded in 2010 and headquartered at One Galle Face Tower in Colombo, the firm serves retail investors, high net-worth individuals, institutional clients, and foreign investors with Inward Investment Account (IIA) support. It is a subsidiary of Softlogic Capital PLC, which oversees the Softlogic Group's financial services arm spanning insurance, leasing, finance, and stockbroking. The company employs 11-50 staff, including more than 20 investment advisors and an award-winning research team of 8 analysts.

Core products include equity and debt trading execution, an online and mobile trading platform, premium research reports, a Live Q&A and webinar advisory service, investor education, and CDS/IIA onboarding services. The technology stack integrates a proprietary online trading platform, TradingView charting and Screener tools, and StockGPT.lk — a specialized GPT for the Colombo Stock Exchange co-developed with Microsoft Asia. Distribution operates through branch offices across Sri Lanka, the self-serve online platform, a dedicated investment advisor model for HNI and institutional clients, and a Dialog Genie mobile app partnership targeting retail investors. Research is distributed globally via partnerships with Reuters (LSEG), Factset, Tellimer, and S&P Global.

Revenue is generated primarily through transaction-based commissions on equity and debt securities traded on the CSE, with secondary subscription-style revenue from periodic premium research report distribution. Pricing is not publicly disclosed and is handled through consultation with assigned investment advisors. The go-to-market blends sales-led advisor relationships with product-led online trading and event-driven Investor Forum engagement. Marketing spans webinars, social media, CSR financial literacy programs, and a research portal aimed at retail and institutional audience development.

Name

Softlogic Stockbrokers

Legal name

Softlogic Stockbrokers Pvt Ltd

Website

https://softlogicstockbrokers.lk

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Softlogic Stockbrokers is a Colombo-based, CSE-licensed brokerage serving Sri Lankan retail, HNI, institutional, and foreign investors with equity and debt trading execution, an online and mobile trading platform, award-winning equity research, and the StockGPT.lk AI advisory tool developed with Microsoft Asia.

Ownership category

akta.pro rank

Product category

Securities Brokerage

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231), Investment Banking and Securities Intermediation (52315), Portfolio Management and Investment Advice (523940)

SIC

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

akta.pro primary industry

Digital Brokerage & Self-Directed Investing Platforms (FSAGAEAC)

Keywords

• Equity brokerage services
• Stock market research
• Online share trading
• Investment advisory services
• Wealth management

Headquarters

HQ city

Colombo

HQ country

Sri Lanka

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Equity and Debt Trading Commissions: Revenue generated from executing stock trading transactions on behalf of clients on the Colombo Stock Exchange, serving as a licensed trading member of the CSE under regulation of SEC of Sri Lanka
2. Debt Securities Trading: Revenue from trading in fixed income instruments including interest-bearing debt instruments providing periodic interest payments and principal repayment at maturity
3. Research Report Distribution: Premium market research reports published and distributed periodically through the online trading platform, providing stock market research reports with commentaries and insights from market research experts

Pricing tiers

Go-to-market motion4 records

Distribution channels5 records

Marketing channels7 records

Core offering

Softlogic Stockbrokers operates as a licensed trading member of the Colombo Stock Exchange (CSE) under the regulation of the Securities & Exchange Commission of Sri Lanka, executing equity and debt securities trades on behalf of retail, high net-worth, and institutional clients. The firm provides an online and mobile trading platform with real-time market data, a dedicated investment advisor channel, and a premium research distribution arm publishing equity, sector, and economic analysis. Distinctive technology assets include StockGPT.lk (a specialized GPT for CSE built with Microsoft Asia), TradingView-integrated charting, and a Dialog Genie mobile investing partnership.

Product overview

Softlogic Stockbrokers offers a unified stock brokerage platform centered on its Online Trading Platform as the core digital interface, supported by Equity and Debt Trading services and Stock Market Research & Equity Analysis as foundational capabilities. The platform integrates Research Reports, Live Q&A/Webinars, and Education modules to provide comprehensive investment support. A distinctive AI innovation is StockGPT.lk (specialized GPT for CSE developed with Microsoft Asia). The company positions itself as a pioneer, being the 1st stockbroker in Sri Lanka to champion a fully online platform and the 1st and only company to partner with Dialog Genie for mobile investing.

Differentiator

Problem solved

Functional benefit

Brands

• StockGPT.lk: A specialized GPT for the Colombo Stock Exchange developed in partnership with Microsoft Asia
• Online Trading Platform

Products and services

• Equity and Debt Trading Licensed brokerage execution of equity and debt securities on the Colombo Stock Exchange for retail, HNI, institutional, and foreign investors, regulated by the Securities & Exchange Commission of Sri Lanka.
• Stock Market Research and Equity Analysis Award-winning market research division providing comprehensive stock market research reports on the Sri Lankan capital market through fundamental and technical analysis, including daily, weekly, and monthly research reports, company and sector analysis, and economic updates, distributed globally via Reuters (LSEG), Factset, Tellimer, and S&P Global.
• Online Trading Platform Self-serve online and mobile trading platform providing real-time market information, TradingView-integrated charting with Screener, mobile trading from any device, secure execution, and integrated access to research and StockGPT.lk.
• Premium Research Reports Subscription-based premium stock market research reports published periodically via the Research Portal, covering stock market data, equity trading analytics, company valuations, corporate earnings analysis, and market projections.
• Investor Registration Services Securities account initiation services including CDS account opening assistance for local investors, Inward Investment Account (IIA) setup for foreign investors through local commercial banks, and dedicated investment advisor assignment for personalized service.

Quantifiable outcome

• All Share Price Index (ASPI) expected to surpass LKR 6 trillion in market capitalisation by end of 2025
• +1 more outcomes

Named customers6 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

Integration2 records

AI capability2 records

Feature5 records

Partnerships

Seven partnerships are on record, tiered core and flagship.

• TradingViewcoreTechnology or IntegrationSoftlogic Stockbrokers has partnered with TradingView for its charting solution — a platform that empowers traders and investors with live market data and advanced analytical tools such as the Screener.
• Microsoft AsiaflagshipTechnology or IntegrationPartnership with Microsoft Asia to develop StockGPT.lk, a specialized GPT for the Colombo Stock Exchange designed to understand each client's financial situation and define clear investment objectives for sustainable financial growth.
• Reuters (LSEG)coreTechnology or IntegrationStrategic partnership based on the accuracy, reliability, and timeliness of Softlogic Stockbrokers' stock market research and analysis, distributing Sri Lankan equities to a global scale through Reuters platforms.
• FactsetcoreTechnology or IntegrationStrategic partnership providing global distribution of Sri Lankan equity research and analysis through Factset's financial data platforms.
• TellimercoreTechnology or IntegrationStrategic partnership for global distribution of Sri Lankan equities research and analysis through Tellimer's platforms.
• S&P GlobalcoreTechnology or IntegrationStrategic partnership providing access to S&P Global platforms for market intelligence and research distribution capabilities.
• Dialog GenieflagshipStrategic or Co-development PartnerFirst and only company to partner with Dialog Genie to enable investing in the CSE through the mobile app, targeting the new retail market segment with innovative technology solutions.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/SoftlogicStock1
• Facebookfacebook.com/softlogicstockbrokers
• LinkedInlinkedin.com/company/softlogic-stockbrokers-pvt-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Softlogic Stockbrokers