Who Owns Trade Ideas?
Updated onExplore the ownership hierarchy of Trade Ideas. See parent companies, holding structures, and ultimate controllers.
Ownership Chain
Trade Ideas
AI-driven stock scanner and trade-alert platform with advanced backtesting, automated strategies and institutional-grade scanning.
Starts at $0 / per month / month
Trade Ideas appears to be independent with no known parent company.
Trade Ideas
AI-driven stock scanner and trade-alert platform with advanced backtesting, automated strategies and institutional-grade scanning.
Starts at $0 / per month / month
Trade Ideas appears to be independent with no known parent company.
Major Shareholders
Trade Ideas
Major Shareholders
| Name | Type | Ownership | As of |
|---|---|---|---|
Mirkin Living Trust Dated August 17, 2010 Listed as the Manager (governing person) of Trade Ideas LLC in California Secretary of State-derived records, with Daniel Mirkin as registered agent at the same address, indicating the trust holds a controlling or at least major ownership role in the LLC. Exact equity and voting stakes are not publicly disclosed. | Family | — | Jul 2025 |
Daniel (Dan) Mirkin CEO and co‑founder of Trade Ideas and registered agent for Trade Ideas LLC; the company emphasizes that it has grown organically "without outside investment," implying that Mirkin retains a significant ownership interest, likely held through the Mirkin Living Trust, though no public filings state his exact percentage. | Founder | — | — |
David M. Aferiat Co‑founder and Managing Partner of Trade Ideas, LLC, described as a key principal in Dun & Bradstreet and professional profiles. Public data and interviews indicate he helped start the company and continues as a managing partner, so he likely holds a substantial equity stake, but no percentages are disclosed and there is no evidence of outside institutional ownership diluting founders. | Founder | — | — |
Philip Smolen Technical co‑founder of Trade Ideas and long‑time CTO / software architect according to company materials and Crunchbase. As one of the original founders in a privately held, organically funded LLC, he is reasonably inferred to be a major equity holder, but no public source reports his specific ownership share. | Founder | — | — |
Brad Williams COO and Managing Partner of Trade Ideas; multiple profiles and reviews describe him as a managing partner, and at least one source lists him alongside Dan Mirkin and Philip Smolen as a creator/founder of Trade Ideas. This suggests a significant ownership stake, but the LLC’s private status means exact equity and voting percentages are not publicly available. | Founder | — | — |
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