Momentum Securities ad Novi Sad

What Momentum Securities ad Novi Sad does

Momentum Securities ad Novi Sad is a Serbian broker-dealer company founded in 2007 and registered with BRABD under supervision of the Serbian Securities Commission. The firm holds memberships in the Belgrade Stock Exchange, the Central Securities Depository and Clearing House, and the Investor Protection Fund, which together authorize it to execute securities transactions on the domestic market. Internationally, Momentum accesses global exchanges (North America, Europe, Asia, Oceania) through a partnership with Erste Group Bank AG (Vienna), with order routing executed via the FIX protocol. The firm maintains two offices in Serbia — headquarters in Novi Sad (Futoška 1A) and a Belgrade office (Bulevar Mihajla Pupina 10G) — and operates with a team of approximately 9-10 staff across brokerage, custody and back-office, corporate affairs, and compliance functions.

The core product is the proprietary E-Client Trader online platform, accessible exclusively to contracted clients, which enables real-time order placement, transaction monitoring, and account balance visibility. The platform is supplemented by a content-driven research and marketing apparatus: weekly Belex and global market reports, deep-dive company analyses (e.g., Naftna industrija Srbije, Messer Tehnogas takeover), and a Serbian-language blog covering AI, tariffs, and market structure. The firm also participates as an authorized counterparty on the Treasury Department Auction Platform for government securities.

Momentum serves three primary customer segments — private companies, state-owned enterprises, and individual investors — with a transaction-fee revenue model on brokerage services (NACE 6612). Pricing is tariff-based and not publicly disclosed. The customer base spans ~4,000 client contracts and includes recognizable Serbian corporates such as OTP Bank, DDOR, Galenika Fitofarmacija, Nectar, Mirotin Group, and Dunav pension fund. Management owns 55.7% of outstanding shares (646 of 1,160), with no disclosed institutional or PE backing, and registered share capital of RSD 17,400,000 (~EUR 148k).

Name

Momentum Securities ad Novi Sad

Legal name

Broker-dealer company Momentum Securities ad Novi Sad

Website

https://momentum.rs

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Momentum Securities is a Serbian broker-dealer founded in 2007 that provides securities trading on the Belgrade Stock Exchange and international markets via Erste Group Bank, serving private companies, state-owned enterprises, and individual investors through its proprietary E-Client Trader platform.

Ownership category

akta.pro rank

Product category

Securities Brokerage

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Equity Market Making & Liquidity Provision (Cash Equities) (FSACAFAJ)

Keywords

• Securities brokerage services
• Online trading platform
• Stock exchange intermediation
• Investment advisory services
• Foreign market access

Headquarters

HQ city

Novi Sad

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Brokerage Services with Securities: Core revenue from brokerage services with securities and stock exchange goods (NACE code 6612). Provides services in investment and trade in domestic and foreign financial markets.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Momentum Securities is a licensed Serbian broker-dealer offering securities brokerage and investment services on the Belgrade Stock Exchange and foreign capital markets. The firm executes buy and sell orders on behalf of corporate and individual clients, provides custody and back-office support, and delivers market research, analyses, and weekly reports. Its proprietary E-Client Trader platform enables clients to place real-time orders, monitor executions, and view account balances.

Product overview

Momentum Securities is a broker-dealer providing investment and trading services across domestic (Belgrade Stock Exchange) and foreign capital markets (North America, Europe, Asia, Australia). The core offering is the E-Client Trader proprietary online platform, complemented by brokerage services, market research, analysis, and reports covering Serbian and global markets. The firm does not operate a platform-plus-modules architecture; its services are delivered through a single digital platform plus advisory and brokerage support.

Differentiator

Problem solved

Functional benefit

Brands

• E-Client Trader: An online platform developed by Momentum Securities to provide clients with simple, fast, and secure securities brokerage services. It enables real-time trading orders, overview of orders and transactions, and insight into securities and money account balances.

Products and services

• E-Client Trader Proprietary online securities brokerage platform that allows clients to place real-time trading orders with Momentum Securities brokers, monitor order history and executed transactions, view securities and cash account balances, and access market information on tradable instruments. Access is restricted to signed Momentum Securities clients and uses HTTPS encryption with server-generated token authentication.
• Domestic Securities Brokerage (Belgrade Stock Exchange) Brokerage services for buying and selling securities listed on the Belgrade Stock Exchange. Provided directly by Momentum Securities as a member of the Belgrade Stock Exchange and the Central Securities Depository and Clearing House, with personalized support from the firm's professional team available every working day from 09:00am to 10:00pm.
• Foreign Market Brokerage (via Erste Group Bank AG) Brokerage services for securities trading on foreign capital markets, including North America, Europe, Asia, and Australia. Access is enabled through Momentum Securities' partnership with Erste Group Bank AG in Vienna, with real-time order routing using the FIX protocol.
• Market Research, Analyses, and Reports Content offerings including weekly Belex and global market reports, in-depth analyses of Serbian listed companies (e.g., corporate bonds, Naftna industrija Srbije), and blog commentary on financial markets. Provides clients with research to support investment decisions.

Quantifiable outcome

• EUR 100+ million in assets managed on behalf of clients
• +1 more outcomes

Named customers13 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

Five partnerships are on record, tiered core and minor.

• Erste Group Bank AGcoreTechnology or IntegrationVienna-based financial institution providing international market access. Momentum Securities accesses foreign markets through Erste Group Bank, communicating via FIX protocol for real-time trading.
• Belgrade Stock ExchangecoreOthersDirect membership in Belgrade Stock Exchange enabling domestic market trading. Company is a member responsible for supervision of broker-dealer companies in Serbia.
• Central Securities Depository and Clearing HousecoreOthersMember of Central Securities Depository and Clearing House, responsible for supervision of broker-dealer companies in Serbia.
• Investor Protection FundcoreOthersMember of the Investor Protection Fund (IPF) of The Deposit Insurance Agency (DIA), providing additional client protection.
• Treasury Department Auction PlatformminorOthersAuthorized participant of Treasury Department Auction Platform for government securities trading.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Sinteza Invest Group: Serbian/regional broker-dealer operating in domestic securities brokerage. Listed as a prior employer of Momentum's brokerage leadership, making it a directly comparable local peer in product and target customer.
• Interactive Brokers: Global online broker offering multi-market access via FIX and proprietary platforms. Highly comparable business model to Momentum — client-driven multi-market execution supported by proprietary trading technology.
• Saxo Bank: International broker providing clients access to global capital markets through a single platform. Directly comparable to Momentum's model of intermediating Serbian clients into foreign markets via a partner bank.
• DEGIRO: European low-cost online broker offering multi-market securities access to retail and professional clients. Comparable to Momentum in providing technology-enabled brokerage with cross-border market reach.
• Wise Broker: Serbian broker-dealer also active on Belgrade Stock Exchange. Momentum's Head of Brokerage previously worked at Wise Broker, indicating comparable domestic-broking activity and overlapping client segments.
• Ilirika Investments: Regional broker-dealer operating across the Western Balkans. Comparable to Momentum in offering brokerage services to retail and institutional clients on regional exchanges with similar small-market dynamics.
• AC-Broker: Serbian broker-dealer active on domestic securities markets. Directly comparable in scale, regulatory regime, and customer base — both serve Serbian private and institutional clients on the Belgrade Stock Exchange.

Broad incumbents

• Hargreaves Lansdown: UK investment platform serving retail and institutional clients with securities execution, research, and custody. Comparable in model (platform-driven brokerage plus research) though operating at significantly larger scale.
• Erste Group Bank AG: Major regional bank and Momentum's international-access partner. Comparable as a securities-services provider in the same geography, but operates a much broader banking and brokerage franchise rather than specializing as a pure broker-dealer.
• Robinhood: Retail brokerage platform offering simplified digital trading and market data. Comparable to Momentum in providing proprietary digital brokerage infrastructure, though Robinhood serves a much larger and US-centric retail base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/momentum-securities

Compliance5 records

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 Momentum Securities ad Novi Sad