What NexTrade Holdings Inc. does

NexTrade Holdings Inc. is a privately held firm founded in 1995 that provides investment and risk management services, based on available firmographic data. The company operates with a small team of 1-10 employees and is structured as a private for-profit entity with no public ticker and no public-disclosure obligations. Its primary web property at nextrade.com returns only a verification/loading screen, providing no additional visibility into product offerings, technology stack, or service specifics.

No specific products, services, pricing models, or underlying technology have been documented in the available data sources. The company has not disclosed information about its technology architecture, proprietary features, platforms, or APIs. There are no records of integrations, certifications, AI capabilities, or product launches. The only documented executive in the available record is Joe Schaible, Chief Operating Officer. Without further sourcing, the precise mechanisms through which NexTrade delivers investment and risk management services remain undefined.

The company's revenue model, pricing structure, and go-to-market approach are not documented. There is no information on customer segments, named customers, geographic markets, distribution channels, or marketing channels. No funding rounds, M&A activity, regulatory actions, partnerships, or strategic structural moves are recorded in the available data. NexTrade Holdings Inc. presents as a small, privately held financial services firm with minimal public disclosure of its operational specifics.

Name

NexTrade Holdings Inc.

Website

https://nextrade.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

NexTrade Holdings Inc. is a privately held firm founded in 1995 providing investment and risk management services. With 1-10 employees, the company has not publicly disclosed detailed products, customer segments, pricing, or revenue information in available data sources.

Ownership category

akta.pro rank

Product category

Investment and Risk Management Services

NAICS

Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Risk Management Consulting (Enterprise & Operational Risk) (FSAEADAG), Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)

Keywords

• Investment management services
• Risk management services
• Portfolio advisory
• Financial risk consulting
• Investment advisory services

GTM type

B2B

Offering type

Services

Cost components

Personnel

Core offering

NexTrade Holdings Inc. provides investment and risk management services. Founded in 1995 and operating with a small team of 1-10 employees, the firm offers services in investment management and risk management to its clients. The company is privately held and for-profit.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment and risk management services Investment management and risk management services provided to clients of NexTrade Holdings Inc., a privately held firm founded in 1995.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Edward Jones: National financial advisory firm providing investment planning, portfolio management, and risk-aware solutions to mass-affluent and HNW clients. Comparable to NexTrade in advisory service model, though far larger and with a branch-based delivery model.
• Stifel Financial: Full-service wealth management and investment bank providing private client advisory, institutional risk solutions, and asset management. Comparable to NexTrade across both investment management and risk advisory capabilities, with broader product breadth.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of RIAs and financial advisors with investment, risk, and compliance infrastructure. Comparable to NexTrade as a relevant peer for any small RIA seeking scale, technology, or custody relationships.
• Charles Schwab: Large incumbent brokerage and wealth management platform offering investment advisory and risk-aware portfolio solutions to retail and institutional clients. Comparable to NexTrade as a benchmark competitor for investment and risk management services, though at vastly greater scale.
• Raymond James Financial: Diversified financial services firm with a substantial wealth management and investment advisory arm serving individuals and institutions. Comparable to NexTrade in offering combined investment and risk management services, but with national scale and a registered advisor network.

Direct peers

• Creative Planning: Large independent RIA offering comprehensive wealth management, investment advisory, and risk-mitigated portfolio strategies. Directly comparable to NexTrade in service mix, but operating nationally with hundreds of advisors.
• Fisher Investments: Independent investment management firm specializing in discretionary portfolio management and risk-aware strategies for institutional and HNW clients. Comparable to NexTrade in the investment management and risk dimension, though with a global institutional footprint.
• Carson Group: Wealth management firm serving financial advisors and their clients with investment, retirement, and risk-mitigated portfolio solutions. Comparable to NexTrade as a peer RIA, with similar integrated investment-plus-risk positioning.
• Hightower Advisors: RIA platform supporting independent financial advisors with investment, risk, and practice management resources. Directly comparable to NexTrade as a peer RIA in the wealth and risk advisory space, with a focus on advisor autonomy.
• Mariner Wealth Advisors: National RIA providing wealth planning, investment management, and risk-mitigated portfolio solutions to HNW and institutional clients. Comparable to NexTrade in delivering combined investment and risk services through an advisory model, but at meaningfully greater scale.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat1 record

Key risks5 records

Key highlights3 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 NexTrade Holdings Inc.