COMPANY PROFILE

StockCross Financial Services

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Privately-owned brokerage firm

Beverly Hills, United StatesFounded 1971Fintech

Valuation $50–100M Last recorded · 2017

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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At a glance

Status: Operational
Founded: 1971
Headquarters: Beverly Hills, United States
Employees: 45
Open positions: None listed
Dealroom signal: 0.0/100
Industry: Fintech
Sub-industry: Financial Management Solutions, Wealth Management
Sector: Fintech, Trading, Wealth Management, Retirement
Client focus: b2b
Links: LinkedIn X

Knowledge graph

Founder mafia, market maps, research and news connected to this company by Dealroom

Funding history

1 recorded event

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
LATE VC✓Equity / VC	Dec 2017	$12M	$48M	TZero	—

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Growth signals

StockCross Financial Services website traffic

Latest recorded traffic for StockCross Financial Services is 0 monthly website visits, down 100% over the last three months. StockCross Financial Services's team declined 11.8% over the past year.

Latest monthly visits0 3-month web change-100% 1-year team growth-11.8%

Monthly website visitsOct 2017–Mar 2020

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Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

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SPSchwab Intelligent PortfoliosSchwab Intelligent Portfolios – Online Robo Advisor	San Francisco, United States	Operational	—	$19M	—
WEWealthfrontSoftware-based financial advisory and investment management provider	Palo Alto, United States	Operational
JSJanney Montgomery ScottCompany that work as financial advisors, and helps out with some taxes as well	Philadelphia, United States	Acquired
QUQuantifeedProvider of digital wealth management solutions to financial institutions in Asia	Central and Western District, Hong Kong	Operational
AAArray AnalyticsSocial trading, networked investing, community researching	United States	Operational
FUFutureAdvisorGet personalized investing advice and data-driven recommendations for your investment goals from FutureAdvisor	San Francisco, United States	Acquired
BEBettermentInvesting Made Better	New York City, United States	Operational
SESeedAsiaSeedAsia is a platform offering global qualified investors the opportunity to invest into Chinese & Southeast Asian tech startups	Huangpu, China	Closed

Showing 8 of the closest matchesCompare every metric →

Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

0 profiles shownExplore the complete relationship graph →

Investors

1 investor on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Series B and later1 investor entered at this stage

TZTZero

Talent

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Team profiled 3 named & role-tagged

Founders /100 quality score

Key operators 1 quality /100

Potential founders likely future founders

Startup mafia alumni-founded startups

Talent movements in · out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country

Workforce by country

1 countries with
team presence

🇺🇸 United States100%

1 country shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about StockCross Financial Services on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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