What My IPO does

My IPO, operated by AOS, Inc., is a FINRA-registered broker-dealer and SIPC member that runs an online investment platform providing retail investors with access to securities offerings typically reserved for institutional participants. The platform facilitates participation in IPOs, Pre-IPOs, SPACs, Preferred Stock, and Follow-On offerings, delivered through a web interface with companion mobile applications available on iOS and Android. The entity previously operated as Cambria Capital, LLC dba My IPO and transitioned to AOS, Inc. dba My IPO effective January 2, 2025; the firm also does business as TradingBlock. My IPO is headquartered in Chicago at 311 S Wacker Dr., Ste 1775, with a secondary reference to Salt Lake City, and clears through Apex Clearing Corporation while operating under a software and trademark license with Cambria Asset Management.

The product surface is issuer- and offering-centric rather than sector-specialized: the listed deal pipeline spans Real Estate, Publishing, Healthcare, Clean Tech, Energy, and Biomanufacturing, indicating a breadth-first approach to deal sourcing. The front-end is delivered across web and mobile, with clearing, custody, and retirement account services provided through the Apex Clearing partnership. State-level compliance is reflected in stated geographic restrictions (e.g., exclusion of Maryland residents from certain offerings), consistent with standard broker-dealer jurisdictional gating.

Revenue is generated through three streams: (1) offering platform fees paid by issuing companies to list securities on the platform; (2) retail trading commissions of $10 per online trade and 1% of principal plus $10 per phone-assisted trade; and (3) $45 annual retirement account custodial fees. The customer segment is B2C retail investors seeking exposure to primary and secondary offerings that are otherwise difficult to access through conventional retail brokerage channels.

Name

My IPO

Legal name

AOS, Inc.

Website

https://myipo.com

Company type

Private

Operating status

Operating

Short description

My IPO, operated by AOS, Inc., is a FINRA-registered broker-dealer offering retail investors online and mobile access to IPOs, Pre-IPOs, SPACs, Preferred Stock, and Follow-On offerings, earning revenue from issuer listing fees, trading commissions, and retirement custodial fees.

Ownership category

akta.pro rank

Product category

Retail Online Brokerage / IPO Access Platform

NAICS

Investment Banking and Securities Intermediation (523150), Securities and Commodity Contracts Intermediation and Brokerage (5231)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Initial Public Offerings (IPOs) (FSACAAAA)

akta.pro secondary industry

IPO & Public Markets Advisory (BPAHADAH)

Keywords

• Retail IPO access
• Online investment platform
• Broker-dealer services
• Securities offering marketplace
• Alternative investment access

Headquarters

HQ city

Salt Lake City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Offering Platform Fees: My IPO charges companies fees to list their offerings on the platform. The platform is compensated directly by each company for which capital is raised, allowing no commissions to investors when purchasing offerings through the platform.
2. Trading Commissions: For publicly traded securities bought or sold in the open market, My IPO charges a $10 commission for online trades or 1% of trade value plus $10 for phone trades. Additional regulatory fees (SEC and TAF) are passed through to customers.
3. Retirement Account Custodial Fees: Annual custodial fee of $45.00 for retirement accounts is passed on to customers.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

My IPO is an online investment platform, operated by FINRA-registered broker-dealer AOS, Inc., that lets retail investors browse and invest in IPOs, Pre-IPOs, SPACs, Preferred Stock, and Follow-On public offerings. Investors open accounts directly on the website or mobile apps, place orders online or by phone, and have their assets cleared and custodied by Apex Clearing Corporation. The platform also supports retirement accounts (subject to a $45 annual custodial fee).

Product overview

My IPO is a single-platform investment marketplace operated by AOS, Inc. (also doing business as TradingBlock), a FINRA-registered broker-dealer and SIPC member. The platform provides retail investors access to selected IPOs and other offerings including IPOs, Pre-IPOs, SPACs, Preferred Stock, and Follow On public offerings. Users browse available offerings through the My IPO Platform and invest directly. The company connects investors to opportunities across sectors including Real Estate (REITs), Publishing, Healthcare, Clean Technology, Energy, Biomanufacturing, and others. Clearing and custody services are provided through Apex Clearing Corporation.

Differentiator

Problem solved

Functional benefit

Products and services

• My IPO Platform Core web and mobile application through which individual investors sign up, open brokerage accounts (including retirement accounts), browse curated offerings, place trades online or by phone, and view statements, trade confirmations, and tax forms handled via Apex Clearing Corporation.
• IPO and Offering Listings Curated marketplace of investment offerings — IPOs, Pre-IPOs, SPACs, Preferred Stock, and Follow-On public offerings — across sectors such as Real Estate, Publishing, Healthcare, Clean Technology, Energy, and Biomanufacturing, accessible directly to retail investors on the My IPO platform.

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Two partnerships are on record, tiered core.

• Apex Clearing CorporationcoreTechnology or IntegrationApex Clearing Corporation serves as the clearing agent and custodian of customer assets, providing back-office services including customer statements, trade confirmations, and tax forms. Apex is a member of FINRA and SIPC and has purchased additional excess SIPC insurance coverage up to $150 million aggregate limit.
• Cambria Asset Management, Inc.coreTechnology or IntegrationCambria Asset Management, Inc. is a privately-held company based in Salt Lake City, Utah. AOS, Inc. dba My IPO has a software and trademark license agreement with Cambria for the My IPO software and trademark. Cambria previously operated as the parent company referenced on the website.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Robinhood: Commission-free retail brokerage that has expanded into IPO and secondary offering access for retail investors, targeting the same self-directed retail segment with a mobile-first platform.
• Public.com: Retail investing app that emphasizes IPO and new-offering participation alongside fractional shares and thematic portfolios, directly comparable in democratizing primary-market access.
• eToro: Retail investment platform offering stock and IPO access across multiple markets with a social/community-driven interface aimed at self-directed individual investors.
• SoFi: Digital retail brokerage offering IPO allocations alongside active investing and retirement accounts, competing for the same retail investors seeking access to primary issuance through a unified platform.
• Webull: Mobile-first retail brokerage with commission-free trading and increasingly broader access to IPOs and new offerings for retail clients in a similar self-service digital experience.

Broad incumbents

• Fidelity Investments: Major incumbent retail brokerage with full-service primary-market access and retirement custodial capabilities, competing for the same retail customer wallet but at vastly greater scale.
• Charles Schwab: Large incumbent brokerage providing retail investors access to IPOs and follow-on offerings as part of a broader product suite including banking, advice, and retirement accounts.
• Interactive Brokers: Established brokerage providing retail and professional investors with IPO and new-issue participation as part of a deep, multi-asset trading platform.

Emerging players

• Forge Global: Marketplace for pre-IPO and private company shares; comparable because both platforms serve investors seeking exposure to offerings not readily available through traditional retail channels.
• EquityZen: Pre-IPO and private-company investment platform for individual accredited investors; comparable in providing retail-adjacent access to private and pre-public offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights1 record

Customer concentration

Compliance2 records

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 My IPO