What it sells
Web-app | investment education and analysis tools for retail investors
Business model breakdown
Buyer: who owns the budget?
Individual retail investors (beginner to experienced, dividend, ETF and international investors).
Trigger: what makes them buy now?
UnverifiedRetail investors wanting professional-grade stock scores, screening and portfolio tracking without a brokerage terminal.
Workflow: what inputs become what output?
Sync brokerage accounts (30+ via SnapTrade) for portfolio tracking, then research with stock scores, 85+ filter screener, DCF calculator and comparisons over 35 years of financials.
Economics: what it saves and how it charges
Freemium subscription to investor tools ("Get Started for Free"); coverage of 170,000+ stocks and ETFs across 70+ exchanges.
Distribution: how it reaches customers
Self-serve web app with SEO/blog content and use-case landing pages.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Winter 2022 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.