Union Square Advisors Serves as Exclusive Financial Advisor to Tradier in its $24.6M Series B Financing

in its $24.6M financing from
Financial Software

Demonstrates Union Square Advisors’ extensive platform in providing comprehensive capital markets advice to high-growth FinTech companies

On April 13, 2023, Union Square Advisors announced it served as the exclusive financial advisor to Tradier, a leading global retail brokerage firm serving active traders through API-powered platforms and partnerships, in its $24.6 million Series B funding round led by PEAK6 Strategic Capital.

With participation from existing investors F-Prime Capital and KF Business Ventures, the new funding will accelerate Tradier’s growth by giving traders and partners access to advanced features, live content and more custom services.

In 2023, Tradier is expanding its product offerings to include a market-first platform and content hub, portfolio margin, an expanded API offering, global debit funding, futures and crypto to service this growing market segment.

“Tradier’s mission is to create a network where traders can choose their own platforms to meet their evolving needs while being empowered by great educational content and low fees. Our embedded brokerage model powers us with intelligent data to better understand retail behaviors across over 150 connected platforms every day. We have an extremely loyal partner base and active trader community,” said Dan Raju, CEO, Chairman, and Co-Founder of Tradier. “Our agile team has been able to capitalize on the market changes and service them with technical innovation and dedication.”

“PEAK6 Strategic Capital has an extensive history of investing in Fintech and is very happy to partner with Tradier. We are impressed with Tradier’s simple, yet scalable business model and unique mix of products and services,” said Jay Coppoletta, Chief Corporate Development Officer at PEAK6.

“Union Square Advisors is incredibly pleased to partner with the Tradier team as the company continues to accelerate its next phase of growth,” said Andrew Atherton, Partner at Union Square Advisors. “Today’s announcement represents another successful transaction for us in the Financial Technology sector and an important capital raise during a challenging market.”

For more information, read the full press release here.

About Union Square Advisors

Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing and debt capital markets advisory services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private equity, venture capital and family offices. Our expertise spans many aspects of the technology landscape, including Enterprise Software and Infrastructure, FinTech, Healthcare IT, Internet+Digital Media, eCommerce, Consumer Software, AIoT & Industrial Technology and other key segments. Since inception, Union Square Advisors has advised on more than 165 strategic transactions, valued in excess of $115B. For more information, please visit https://www.usadvisors.com.


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