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Perfectna, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Perfectna, Inc. is a California-based financial technology firm that offers a software-as-a-service trading platform for brokers to deploy under their own brands. Its white-label solution enables brokers to provide trading and investment services without building systems from scratch, and its Echo Trade platform is described as an investment portfolio marketplace. The company operates within the financial services industry and maintains a small team focused on delivering turnkey trading capabilities. 

Based in Carlsbad, Perfectna targets brokerage firms seeking to broaden their product offerings with turnkey trading solutions. Echo Trade allows investors to subscribe to investment strategies aligned with their goals and to replicate the trades of professional wealth managers. A notable recent development is a February 2023 partnership with Tradier to launch Echo Trade.

Find Perfectna, Inc. employees' phone numbers or email addresses

Perfectna, Inc. Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Perfectna, Inc.'s Leadership

  • Stylized image of a person
    D. P.
    Founder
    Phone icon
    Mobile Phone

Perfectna, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Engineering
  • Accounting
  • Administrative
  • Other
  • Analytics
  • Arts & Design

Contact profiles from Perfectna, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. P.
    Founder
    Phone icon
    Mobile Phone
    Oct 24, 2024

Frequently Asked Questions

What is Perfectna, Inc. known for?

Minus sign iconPlus sign iconPerfectna, Inc. was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in Carlsbad, California 92008 United States. Explore Perfectna, Inc.'s company overview page for more information.

What is Perfectna, Inc.'s most common email format?

Minus sign iconPlus sign iconPerfectna, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Perfectna, Inc. email formats with LeadIQ.

How many employees does Perfectna, Inc. have currently?

Minus sign iconPlus sign iconPerfectna, Inc. has approximately 5 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Perfectna, Inc.'s key employees and leadership?

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As of June 2026, Perfectna, Inc.'s key employees include:

  • Founder: D. P.

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