Key facts
- It has raised $20K; the latest was Early Stage VC in Jul 2025.
- Notable investors include Virginia Innovation Partnership Corporation, 434.
- Status: Privately Held (backing).
- ·The complete investor list — 2 names
- ·Watchlist + deal alerts for BrokerBotics
- ·The full record, as it builds
Funding rounds
No funding rounds for BrokerBotics are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About BrokerBotics
Developer of an artificial intelligence-driven platform designed to support investment research through personalized portfolio analysis. The company offers a customizable dashboard, automated data insights, and brokerage account integration, enabling individual investors and financial professionals to monitor portfolios and identify relevant trends.
- Sector
- Information Technology
- HQ
- Charlottesville, VA, United States
- Founded
- 2023
- Employees
- 4
- Website
- brokerbotics.com/
- Ownership
- Privately Held (backing)
BrokerBotics doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in BrokerBotics shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on BrokerBotics in its N-PORT filings yet. We sweep new filings monthly.