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ViewTrade Securities
ViewTrade Securities provides the trading and custody infrastructure that lets banks and brokers in 20+ countries offer access to US equities.
ViewTrade Securities
ViewTrade Securities was co-founded by Barry Bernstein and operates under CEO Anthony Petrilli, headquartered in Princeton, New Jersey. The firm functions as a technology-driven broker-dealer and custodian, purpose-built to enable international financial institutions to provide their clients with access to US and global markets. ViewTrade is not a retail-facing platform; it provides the regulatory, operational, and execution infrastructure that powers the investing experiences offered by banks, wealth managers, and fintech companies abroad. The firm's core strategy centers on providing fractional share trading, multi-currency settlement, and global custody to financial institutions in developing and developed markets. Asset classes supported include US equities, ETFs, options, and fixed income. ViewTrade's technology allows partners in markets including India, Latin America, and Southeast Asia to onboard retail investors into US securities. The firm serves as the execution and custody engine behind the international brokerage offerings of platforms such as Groww in India, enabling local investors to trade US stocks through a domestic interface. ViewTrade operates from its headquarters in Princeton with additional offices in Chicago and Amsterdam, reflecting a transatlantic operational structure to serve clients across time zones. The firm has steadily expanded its partner network, integrating with regional banks and neo-brokers through a APIs and white-label solutions. In September 2024, ViewTrade launched a suite of fixed-income trading capabilities, expanding its infrastructure offering beyond equities to include US Treasury and corporate bonds for its international client base (per the firm, September 2024). The structural differentiator for ViewTrade is its role as pure cross-border infrastructure. Rather than competing with the retail brokers it enables, ViewTrade operates as the licensed, regulated intermediary that absorbs the complexity of multi-jurisdictional compliance, tax withholding, and currency conversion. This arms-dealer model allows a Brazilian investment platform to offer a Tesla fractional share to a local customer while ViewTrade handles the execution, custody, and regulatory reporting behind the scenes.
General information
Firm type
Asset Manager
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Princeton
Corporate office
Princeton, NJ, United States
Additional offices
Amsterdam, Netherlands · Chicago, IL, United States
Principals
Anthony Petrilli
CEO
Barry Bernstein
Co-Founder
Sector focus
Frequently asked questions
Who runs investment decisions at ViewTrade Securities?
ViewTrade does not operate as an investment manager making discretionary allocation decisions. The firm is led by CEO Anthony Petrilli, who oversees the business strategy and technology buildout. Co-founder Barry Bernstein remains involved in the firm's strategic direction. Investment decisions are made by the end-clients of the banks and brokers that use ViewTrade's infrastructure.
How does ViewTrade Securities source its institutional clients?
ViewTrade sources clients through direct business development in target regions, particularly in India, Southeast Asia, and Latin America, where it partners with banks, wealth managers, and neo-brokers seeking US market access. The firm often integrates with local fintech platforms that have existing retail distribution but lack the regulatory licensing and back-office infrastructure to support cross-border securities trading.
What is the relationship between ViewTrade and the retail brokers using its technology?
ViewTrade operates as a business-to-business provider. It supplies the broker-dealer license, custody, execution, and settlement services that power the international investing features of retail-facing platforms. The end investor has a relationship with their local broker or app; ViewTrade remains the invisible infrastructure handling trade execution, asset custody, and regulatory compliance on the US side.
Does ViewTrade Securities participate in fund commitments or direct deals?
No. ViewTrade is a technology-enabled broker-dealer, not a fund or investment firm. It does not make fund commitments or direct investments. Its business revenue comes from transaction-based fees, custody charges, and technology licensing paid by its institutional partners.
Which regions does ViewTrade Securities serve?
ViewTrade serves financial institutions in more than 20 countries with notable concentration in India, where it powers US stock trading for platforms like Groww, as well as growing presences in Latin America and Southeast Asia. Its Amsterdam office supports European operations and regulatory coverage.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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