Stonegate Capital Partners Initiates Coverage on Voleo Trading Systems, Inc. (TSXV:TRAD)

DALLAS, TX / ACCESSWIRE / January 28, 2020 / Voleo Trading Systems, Inc. (TSXV:TRAD): The full report can be accessed by clicking on the following link: http://stonegateinc.com/reports/TRAD.V%20Initiation.pdf

COMPANY DESCRIPTION

Voleo Trading Systems Inc. is a cutting-edge Fintech company that delivers to self-directed investors the only individual, team and investment club trading app on the market. As an inherently social platform, users of Voleo can collaborate, discuss, propose and vote on trade ideas, and follow influencers in the market on the Voleo Leaderboard using Voleo's patent-pending platform. Voleo operates as a discount brokerage in the US and is FINRA-licensed in all 50 states. The company offers a bespoke, as well as turn-key white-label solution for financial institutions around the world looking to enhance their brokerage offering and engage customers in a unique and gamified way. The company is headquartered in Vancouver, Canada.

SUMMARY

• Cutting Edge Technology – Voleo has developed a cutting edge, patent-pending, social trading technology for retail investors. The application is available on iOS, android, and web applications

• Registered Broker-Dealer – Voleo is registered in the U.S. as a brokerdealer with FINRA, SIPC, and SEC. In addition, the Company also has strategic collaborations with Nasdaq and TMX Group.

• Large Market Opportunity – The Company has a ready-built scalable business to consumer (B2C) platform in the United States. Additionally, the Company also has an international business to business pipeline where Voleo can white-label and create custom solutions for established financial institutions.

• Generational Investing Shift – Voleo is positioning itself to capture retail assets from younger investors by offering a differentiated product suite targeted specifically to Millennial and Generation Z individuals.

• Flexible Technology – The Company has created a flexible technology that will allow eventual expansion into additional asset classes in addition to public equity such as bonds and cryptocurrency.

• Global Recognition – Voleo has won several awards for its innovative technology and platform including the FinTech Breakthrough Awards for Best Trading App in 2019.

• Gaining Traction – The Voleo application had a soft launch in mid-2017 and commercial launch with the Company's first digital marketing campaign in the second half of 2019. The Company has since seen a 60% invitation to sign up conversion ratio along with over 50% of users contributing funds on a recurring basis. The Company has also been selected for a pilot program with a European Bank to power their branded, social investment hub.

• Breadth of Revenue Generation – Voleo has the ability to monetize their platform through several different streams including subscription fees, fees on premium research and data, implementation and service fees to institutions, advertising fees, and customer referrals. The Company also receives a share of interest on account balances.

• Valuation – We believe that TRAD offers a unique investment opportunity for the marketplace. Due to the early stage nature of the company and the lack of operating history, we have created a scenario analysis on page 7, which details Voleo's possible revenue ramp.

About Stonegate Capital Partners

Stonegate Capital Partners is a Dallas-based corporate advisory firm dedicated to serving the specialized needs of small-cap public companies. Since our inception, our mission has been to find innovative, undervalued public companies for our network of leading institutional investors who seek high-quality investment opportunities.

CONTACT:

214-987-4121
Shane Martin, CFA

SOURCE: Stonegate Capital Partners

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