LinkedIn · Jul 2026
Company update describing an analyst tab redesign, new analyst estimates, DCF upgrades that use those estimates, forward historical metrics, and in-app notifications for movers and portfolio earnings.
Web-app | investment education and analysis tools for retail investors
Company research
Public company, workplace, funding, and market signals
Updated Jul 29, 2026
Overview
Freemium fintech SaaS for retail investors that combines stock research, proprietary Stock Scores, DCF valuation, screening, portfolio tracking, and read-only brokerage syncing across 170,000+ stocks/ETFs and 70+ global exchanges.
Primary product
Stock research and portfolio tracking platform
Founded
2021
Headquarters
New York, New York, United States
Team size
1-10
Work style
Remote
Industry
Software Development
Sub-industry
Fintech / stock research software
Offices
New York, New York, United States
Remote / distributed across India, United States, and France
Business model
freemium
subscription SaaS
B2C fintech SaaS
Funding
Stage
seed
Total raised
$1.7M
Latest round
Seed VC · Jun 2022
Latest amount
$1.2M
Jun 2022 · Team Ignite Ventures
Mar 2022
People & investors
Work & culture
Remote, product-obsessed, investor-aligned team that describes itself as engineers, designers, and investment nerds. Public messaging emphasizes using the product internally, shipping fast, data quality, no trading on user data, and no selling user data.
Work style
Remote
Product & market
Pricing
Freemium subscription SaaS with Free, Pro, and Unlimited tiers.
Differentiators
- —Proprietary 1-5 Stock Scores with multiple fundamental categories
- —Up to 35 years of historical financial and dividend data
- —Read-only brokerage syncing through SnapTrade
- —Integrated DCF calculator with multiple valuation metrics
- —85+ screener filters across a large global stock universe
- —Learn Mode and inline educational explanations
- —No trade execution and explicit no-selling-data positioning
Technology
React
TypeScript
Vite
Expo
Python
AWS Lambda
AWS Fargate
SnapTrade
Finnhub
Fiscal.ai
Stripe
RevenueCat
PostHog
Sentry
Customer.io
CookieYes
Customers
retail investors
beginner investors
experienced investors
value investors
dividend investors
international investors
Competitors
Seeking Alpha
The Motley Fool
Simply Wall St
Koyfin
Bloomberg Terminal
Scale & contact
Estimated revenue
≈$1.4M ARR (GetLatka estimate, 2025 update)
Latest news
LinkedIn · Jun 2026
Product update announcing a faster, cleaner General Tab and a new Updates Tab that consolidates stock news and filings.
Stock Unlock newsletter · Feb 2026
Newsletter announcing mobile DCF, insider transactions graph on web, and ETF Scores on ETF pages.
The College Investor · Feb 2026
Independent review covering the product’s stock research, portfolio tracking, 170,000+ securities coverage, 30+ brokerages, and freemium pricing.
Stock Unlock newsletter · Dec 2025
Newsletter discussing acquisitions and capital allocation while teasing the coming stock screener and valuation page.
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