Trade Algo
OperatingTA Fintech, Inc.
Software & AI · AI · New York, DE · Founded 2021
Powering the personal wealth movement
Financials
FY2019–FY2025 · from SEC filings · hover any figure for its sourceFigures as reported by the issuer in the filing shown on hover. Each year’s pill shows the assurance level of its filed statements — audited, reviewed (CPA review, less than an audit), or unaudited, as the filing’s own report or certification states it. A dashed pill marked * is inferred instead: the SEC minimum for an offering that size, which the issuer may have exceeded. No pill means we couldn’t tell. Headcount is the filing’s point-in-time count, not a year-end average. Manually corrected figures are marked “Corrected”.
Valuation over rounds
Pre-money — the valuation set before each round’s money came inBlue bars are the pre-money valuation the company stated for a priced round. Dotted grey bars are our estimate for rounds that didn't state one: the round's share price × the shares outstanding in its filings. Same measure as blue, but rougher.
Share price over rounds
“Today's shares” restates every price in the share terms current now, so a price before a split or an LLC→corporation conversion is divided by that event's ratio (each event is cited on the round page). Disclosed sales come from the issuer's own filings (prior-offering lines, audited-statement notes) and are amount ÷ securities sold. A down round is a firm point more than 25 % below the previous firm point of the same share class on a comparable basis; the comparison ignores unverified and year-only lines.
Cap table
Share counts as of Oct 11, 2024| Class | Outstanding | Votes / share | Share of total | Last price |
|---|---|---|---|---|
| Common Stock | 148,465,034 | 1 | 100.0% | $1.00Jul 2023 |
Principal holders% as the filing states it, Apr 30, 2026
- Carlos Cruz107,425,507 common stock55.3%of votes
Sold to the crowd
- Reg CF · Mar 20223,525,320 shares at $0.25 in today's terms · sold as 881,330 shares at $1.00; since then a 4-for-1 split (Mar 2023)$881.3K· 392 investors
- Reg CF · Jun 20222,433,212 shares at $1.00 in today's terms · sold as 608,303 shares at $4.00; since then a 4-for-1 split (Mar 2023)$2.4M· 1,138 investors
- Reg CF · Jul 20234,972,049 shares at $1.00$5M
From the company's SEC filings: share counts per class, each class's voting and conversion terms, and the holders of 20% or more that Form C requires (officers and 10%+ holders on Form 1-A). Filings name only large holders, so most owners — including crowd investors — are not listed, and a holder's percentage may be of its own class rather than of the whole company. Prices and crowd share counts are in today's share terms — adjusted for splits and conversions since they were sold. Hover a figure for its filing.
Fundraising history
Team
3 people
Jon Stone is a serial entrepreneur who has founded multiple profitable companies and pioneered new technologies that enhance market transparency and efficiency. With a degree from ASU and a deep interest in leadership and management philosophy he is an ardent student of Jack Welch. He is currently enrolled in MIT Sloan School of Management blockchain technology courses under cryptoeconomics expert Professor Christian Cataliniwhile and learning to apply blockchain into modern-day business challenges within the analytics industry.
Names and titles as disclosed on StartEngine, SEC Form 1-A, SEC Form C. Bios and photos come from the platform campaign page and may be out of date.
Reg CF annual-report compliance
Filed 5 of 5 annual reports (FY2021–FY2025)
Reg CF issuers must file a Form C-AR each year until a Rule 202(b) termination trigger is met.
SEC filings
View all 37 filings on EDGAR- Form C-ARApr 30, 20260001920223-26-000001EDGAR
- Form DNov 24, 20250001920223-25-000005EDGAR
- Form C-ARApr 29, 20250001062993-25-008158EDGAR
- Form C-WNov 21, 20240001062993-24-019431EDGAR
- Form COct 17, 20240001062993-24-017753EDGAR
- Form 1-A/AOct 11, 20240001920223-24-000017EDGAR
- Form C-AR/AOct 9, 20240001920223-24-000015EDGAR
- Form D/AOct 9, 20240001920223-24-000013EDGAR
About this data. Figures are compiled from public sources — SEC EDGAR filings (Form C, C-AR, 1-A, 1-K) and funding-platform pages — and may be delayed, incomplete, or restated by the issuer. Financial statements are as reported by the issuer; each year is labeled with its assurance level (audited / reviewed / unaudited). A valuation cap is the conversion ceiling of a SAFE or convertible note, not an agreed company valuation; post-money figures are computed as pre-money plus amount raised and are not a traded price. Crowdonomics is not a broker-dealer, funding portal, or investment adviser; nothing here is investment advice or an offer to sell securities. Verify all figures against the linked EDGAR filings.