What Quantbase does

Quantbase is a New York City-based, SEC-registered investment adviser founded in 2021 by Thomas Stewart (CEO), Som Mohapatra (CIO), and Allen Calderwood (CTO). The company operates as a wholly-owned subsidiary of Surmount AI Inc and runs a self-serve, data-driven investment platform that offers US retail investors access to 28+ automated, expert-built portfolios across assets including US equities, ETFs, cryptocurrencies, NFTs, prediction markets, and art. Core strategies are quantitative and factor-based, spanning social media sentiment (Twitter, Reddit, Wikipedia), congressional and lobbying signal tracking, crisis detection via high-yield spreads, algorithmic moving-average allocation, and exposure to thematic baskets such as AI and quantum computing.

The platform is built around three technology layers: a strategy marketplace where users select portfolios aligned to stated theses and holdings; an automated execution layer that handles rebalancing, position management, and defensive measures; and a custody and brokerage layer provided through Alpaca Securities LLC (an SEC-registered broker-dealer and FINRA/SIPC member) that holds client assets, executes trades, and provides FDIC-insured cash balances up to $250,000 and SIPC-insured securities up to $500,000. Alternative data is sourced primarily through a partnership with Quiver (QuiverQuant), which supplies lobbying disclosures, congressional trading data, and social sentiment feeds powering multiple flagship strategies. Co-developed strategies come from partners including Statis Fund (Volatis, AI Exposure, Quantum Exposure) and RoundlyX (Global Arms Race and Conflict Fund).

Quantbase's revenue model combines a $0/month platform access fee with AUM-based investment management fees and a referral program that offers 25% fee discounts when referred users fund accounts with a $100 minimum. Distribution operates through two motions: a product-led, self-serve web platform for retail investors, and a "Become a Host" partner program that allows hedge funds, investment advisors, and content creators to launch model portfolios to retail followers through SMA structures, with Quantbase retaining a revenue share. The platform is currently restricted to US residents, with international expansion gated on reaching approximately 5,000 interested clients in a target country. The company has raised approximately $27.8M in cumulative funding across a 2022 pre-seed, a 2023 YC-led round, and a September 2025 round of approximately $26.8M.

Name

Quantbase

Legal name

Quantbase, LLC

Website

https://getquantbase.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Quantbase is a New York-based, SEC-registered investment adviser operating a self-serve platform that gives US retail investors access to 28+ automated, data-driven portfolios spanning equities, ETFs, crypto, and alternative assets, with an embedded partner program for hedge funds and advisors.

Ownership category

akta.pro rank

Product category

Robo-Advisory and Quantitative Investment Platform

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Quant Research & Systematic Strategies (FSACAGAF)

Keywords

• Algorithmic investment platform
• Quantitative trading strategies
• Robo-advisory services
• Alternative data investing
• Automated portfolio management

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Platform Subscription: Monthly flat fee for platform access ($0/month). Charged monthly with applicable investment management fees on top.
2. Investment Management Fees: Fees charged on assets under management for investment advisory services. Partners can set their own per-user fees while Quantbase takes a cut of revenue generated from retail audience.
3. Referral Program Revenue Share: Quantbase earns revenue when referred users fund accounts ($100 minimum). Referring clients receive 25% off fees.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Quantbase operates a self-serve, web-based investment platform that lets US retail investors browse and invest in a marketplace of 28+ automated, data-driven portfolio strategies built on alternative data sources (social media sentiment, congressional trading disclosures, federal lobbying data, high-yield spread signals, and AI/quantum equity baskets). The platform handles onboarding, suitability assessment, automated rebalancing, and defensive position management, while trade execution and asset custody are carried out by broker-dealer partner Alpaca Securities LLC under Quantbase's SEC-registered investment adviser status.

Product overview

Quantbase is a data-driven investment platform providing retail investors access to expert-built automated portfolios. The core Quantbase Platform enables users to set investment preferences, browse and select from 28+ strategies, and invest with portfolios that manage positions, rebalancing, and defensive measures. The platform offers a marketplace of strategies including proprietary Quantbase strategies (Crisis Flagship, Leverage Flagship, Social Media Flagship), Quiver congressional and lobbying trackers, Innotis AI and Quantum exposure funds, and partner strategies from RoundlyX, Statis Fund, and individual investors. The Become a Host partner program allows hedge funds and content creators to launch model portfolios to retail investors through a white-labeled SMA structure. Pricing is a flat $0/month with access to all strategies.

Differentiator

Problem solved

Functional benefit

Products and services

• Quantbase Platform Self-serve web platform enabling US retail investors to set investment preferences, complete a suitability assessment, browse and select from 28+ data-driven strategies, and invest with automated portfolio rebalancing and defensive position management.
• Quantbase Strategies Marketplace Curated marketplace of automated, data-driven investment strategies (proprietary Quantbase funds plus partner-built funds) that investors can browse, compare by thesis and holdings, and subscribe to within the Quantbase platform.
• Quantbase Social Media Flagship Proprietary 50-stock diversified portfolio that selects US-traded companies based on social media sentiment and engagement signals from Twitter follower counts, Reddit (including WallStreetBets) mentions and sentiment, and Wikipedia pageview trends.
• Quantbase Crisis Flagship Crisis-hedging fund that detects bear-market conditions via the high-yield credit spread and then allocates to stocks that historically perform well in downturns using seven factor criteria, targeting 24-month returns through market crises.
• Quantbase Leverage Flagship Quantitative fund that seeks leveraged S&P 500 exposure in market upturns and bond exposure in downturns, rotating between them algorithmically based on market signals from long-run leveraged-strategy research.
• Quiver Congress Buys Strategy that automatically mirrors the top 10 most purchased stocks by members of Congress and their families, weighted by reported purchase size over a trailing window of STOCK Act financial disclosures and rebalanced weekly.
• Quiver Nancy Pelosi Tracker Strategy that mirrors the publicly disclosed common-stock portfolio of Representative Nancy Pelosi and her family, rebalanced as new STOCK Act trades or annual reports are filed.
• Quiver Lobbying Spending Growth Equal-weighted strategy taking positions in the 10 publicly traded companies with the largest quarter-over-quarter growth in U.S. federal lobbying expenditures, based on Lobbying Disclosure Act data mapped to stock tickers.
• Quiver Top Lobbying Spenders Equal-weighted strategy taking positions in the 10 publicly traded companies with the highest U.S. federal lobbying spending over the most recent quarter, using lobbying disclosure data.
• Innotis Strategy - AI Exposure Fund Equally weighted basket of the top 5 publicly traded companies working on AI, algorithmically rebalanced weekly and rotated among equities, bond ETFs, inverse ETFs, and commodity ETFs to capture AI momentum while limiting drawdowns.
• Innotis Strategy - Quantum Exposure Fund Equally weighted basket of the top 5 publicly traded companies working on quantum computing or infrastructure, algorithmically rebalanced weekly to capture the quantum computing thematic while managing drawdowns.
• Dividend Growth Strategy Dividend-oriented strategy investing in the top 24 stocks ranked by highest dividend yield and 5-year dividend-yield growth rate, inspired by investor Austin Hankwitz.
• Volatis Strategy Algorithmic moving-average strategy built with Statis Fund, investing in large-cap ETFs and reallocating across them based on indicators designed to maximize bullish gains, capture high-volatility upside, and reduce drawdowns.
• RoundlyX Global Arms Race and Conflict Fund Annually rebalancing strategy of US defense, energy, and commodity securities targeting companies and commodities positioned to benefit from a structurally more adversarial global environment.
• Become a Host (Partner Program) Program for investment managers, hedge funds, and content creators to launch co-branded model portfolios to retail investors on Quantbase, with Quantbase handling compliance, custody, account maintenance, and reporting through an SMA structure while partners earn recurring per-user fees.

Quantifiable outcome

• Signing up takes 5 minutes
• +3 more outcomes

Named customers6 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability9 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Alpaca Securities LLCcoreTechnology or IntegrationSEC-registered broker-dealer and member FINRA/SIPC. Alpaca serves as Quantbase's brokerage partner, holding client assets and executing trades. All cash balances are FDIC-insured and investments are SIPC-insured through Alpaca.
• Quiver (QuiverQuant)coreStrategic or Co-development PartnerAlternative quant data platform providing proprietary data for Quantbase strategies including social media sentiment, lobbying, and congressional trading data. Multiple strategies are powered by Quiver data.
• Statis FundcoreStrategic or Co-development PartnerEmerging hedge fund that co-created several Quantbase strategies including the Volatis Strategy, AI Exposure Fund, and Quantum Exposure Fund. Provides algorithmic moving-average strategies and alternative data expertise.
• RoundlyXminorStrategic or Co-development PartnerVenture-backed firm making round-ups into digital and real assets easy. Co-created the RoundlyX Global Arms Race and Conflict Fund on Quantbase platform.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Titan: Titan is a retail-facing investment app that runs quantitative, multi-factor thematic strategies (flagship, crypto, venture, offshore). It is the closest direct competitor to Quantbase because both sell expert-built, actively managed quant portfolios to retail with similar positioning around data-driven investing.
• Composer: Composer is a no-code, algo-driven investing platform that lets users build, backtest, and invest in automated trading strategies. Like Quantbase, it targets retail investors with quant literacy and exposes systematic/algorithmic strategies as investable products.
• Public.com: Public.com is a retail brokerage with a strong thematic and alt-investing emphasis (crypto, treasury bonds, thematic portfolios). It overlaps Quantbase in retail investors seeking alternative and thematic exposures, though Public owns the full brokerage stack rather than partnering with Alpaca.
• Fundrise: Fundrise brings institutional and alternative asset classes (real estate, venture, private credit) to retail investors through themed portfolios. It is comparable to Quantbase as a retail platform for previously gated alternative strategies, though Fundrise focuses on private assets while Quantbase focuses on quant equities/crypto.
• M1 Finance: M1 Finance is a self-directed and automated retail investing platform offering portfolio 'pies' with dynamic rebalancing and expert-built portfolios. It overlaps Quantbase in delivering expert-built, automated portfolios to retail, though M1 is broader in asset classes and less quant-themed.

Broad incumbents

• ARK Invest: ARK Invest is a large, established thematic ETF issuer (innovation, AI, genomics, crypto). It competes indirectly with Quantbase because both sell thematic, narrative-driven portfolios to retail and advisor channels, but ARK operates at ETF scale with institutional brand recognition.
• Wealthfront: Wealthfront is an established robo-advisor offering automated, factor-aware portfolio management for retail and HNW clients. It competes with Quantbase for retail dollars seeking automated portfolio management, but is a much broader wealth-management platform without thematic alt-data strategies.

Others

• Alpaca: Alpaca is Quantbase's brokerage and custody partner providing SEC-registered, FINRA/SIPC execution. It is comparable as an enabling infrastructure provider for fintech apps that offer quant-style and algorithmic investing products to retail.
• QuiverQuant: QuiverQuant is a retail-facing alt-data platform for congressional trading, lobbying, and social-sentiment datasets, and is both a data partner and minor investor in Quantbase. It is comparable as a supplier of the alternative-data layer that powers Quantbase's distinctive quant strategies.

Emerging players

• Range: Range is a newer retail platform offering curated, thematic portfolios with education and risk-management overlays. It is comparable to Quantbase in targeting retail investors with thematic, story-driven strategies, though Range emphasizes curated storytelling over quantitative alt-data signals.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/quantbase_

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds3 records

Investors5 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quantbase