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amtd.com

Stage

Acquired

Investors Count

1

Deal Terms

1

Portfolio Exits

3

Investments

5

TD Ameritrade Funding, TD Ameritrade Valuation & TD Ameritrade Revenue

1 Fundings

TD Ameritrade's latest funding round was a Acq - P2P for on November 21, 2019.

TD Ameritrade's latest post-money valuation is from November 2019.

Sign up for a free trial to see TD Ameritrade's valuations in November 2019 and more.

Date

Round

Amount

Investors

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Revenue

Sources

11/21/2019

Acq - P2P

$99M

0

FY undefined

7

Date

11/21/2019

Round

Acq - P2P

Amount

Investors

Valuation

$99M

Revenue

0

FY undefined

Sources

7

TD Ameritrade Deal Terms

1 Deal Term

TD Ameritrade's deal structure is available for 1 funding round, including their Acq - P2P from November 21, 2019.

Round

Acq - P2P

Funding Date

$99M

Pre-Money Valuation

Post-Money Valuation

$99M

Amount Raised

Shares Authorized

Issuance Price

Dividend Rate

Liquidation Preferences

Liquidation Price

Participation

Conversion Price

Anti Dilution

General Voting

$99M

Board Voting

$99M

Par Value

Round

Funding Date

Pre-Money Valuation

Post-Money Valuation

Amount Raised

Shares Authorized

Issuance Price

Dividend Rate

Liquidation Preferences

Liquidation Price

Participation

Conversion Price

Anti Dilution

General Voting

Board Voting

Par Value

Acq - P2P

$99M

$99M

$99M

$99M

TD Ameritrade Investors

1 Investors

TD Ameritrade has 1 investors. Charles Schwab invested in TD Ameritrade's Acq - P2P funding round.

First funding

Last Funding

Investor

Rounds

Board Seats

Type

Location

11/21/2019

11/21/2019

1
Acq - P2P

Corporation

California

First funding

11/21/2019

Last Funding

11/21/2019

Investor

Rounds

1
Acq - P2P

Board Seats

Type

Corporation

Location

California

TD Ameritrade Acquisitions

2 Acquisitions

TD Ameritrade acquired 2 companies. Their latest acquisition was Scottrade on September 19, 2017.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

9/19/2017

$99M

Acquired

10

2/4/2016

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$99M

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10

Date

9/19/2017

2/4/2016

Investment Stage

Companies

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Valuation

$99M

$99M

Total Funding

Note

Acquired

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Sources

10

10

TD Ameritrade Investments

5 Investments

TD Ameritrade has made 5 investments. Their latest investment was in STEMedu as part of their Series D on June 6, 2021.

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TD Ameritrade Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

6/28/2021

Series D

STEMedu

Yes

6

5/10/2021

Series A

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$99M

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10

1/16/2019

Series B

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$99M

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10

1/7/2019

Seed

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$99M

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10

10/3/2018

Series A

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10

Date

6/28/2021

5/10/2021

1/16/2019

1/7/2019

10/3/2018

Round

Series D

Series A

Series B

Seed

Series A

Company

STEMedu

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Amount

$99M

$99M

$99M

New?

Yes

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Co-Investors

Sources

6

10

10

10

10

TD Ameritrade Portfolio Exits

3 Portfolio Exits

TD Ameritrade has 3 portfolio exits. Their latest portfolio exit was FairX on January 12, 2022.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

1/12/2022

Acquired

$99M

5

10/20/2021

Acquired

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$99M

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10

4/17/2019

Divestiture

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$99M

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10

Date

1/12/2022

10/20/2021

4/17/2019

Exit

Acquired

Acquired

Divestiture

Companies

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Valuation

$99M

$99M

$99M

Acquirer

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Sources

5

10

10

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