QuantumStreet AI
QuantumStreet AI (Equbot Inc.) is a San Francisco fintech that provides AI-powered portfolio management and market intelligence exclusively to institutional investors, with $7–8B in strategies deployed globally via its IBM watsonx-powered QuantumEdge and ICP platforms.
- Company typePrivate
- Founded2015
- HeadquartersSan Francisco, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What QuantumStreet AI does
QuantumStreet AI (legally Equbot Inc., a Delaware corporation headquartered at 450 Townsend Street, San Francisco) is a fintech founded in 2015 at UC Berkeley that builds AI-powered portfolio management and market intelligence tools exclusively for institutional investors. The company operates two complementary offerings: ICP (Indices and Custom Portfolios), which partners with institutions to design and deploy fully transparent AI-powered indexes and custom portfolios, and QuantumEdge, an AI-enhanced portfolio intelligence platform providing probabilistic forecasting, confidence scoring, multi-factor analytics, portfolio diagnostics, and event-driven insights. The underlying technology combines deep learning, machine learning, proprietary knowledge graphs, and natural language processing to analyze both structured financial data and unstructured sources (news, earnings transcripts, regulatory filings, social content, alternative data) across 30 languages, processing more than one million news articles per day against 50,000+ global securities.
The core technical differentiator is an adaptive AI engine that continuously re-weights signals across fundamentals, sentiment, technicals, and macro factors as market regimes shift, paired with SHAP-based Glass-Box attribution that decomposes every forecast into its underlying drivers for fiduciary-grade explainability. The platform is built on IBM watsonx infrastructure — QuantumStreet AI is an IBM platinum partner since 2015 — and includes a proprietary Trust Framework that assigns credibility scores to incoming data sources to filter unreliable signals. Across its history, QuantumStreet AI's strategies have underpinned $7–8 billion in client-deployed indexes and portfolios across five continents.
The company monetizes through enterprise SaaS subscriptions to QuantumEdge and through licensing/co-deployment of AI-powered indexes under ICP. Pricing is quote-based and not publicly disclosed; engagements are bespoke and tailored to each institutional client. Distribution runs via direct enterprise sales to asset managers, pension funds, insurers, endowments, investment banks, wealth managers, and hedge funds, with co-selling and co-marketing support from IBM through its global Innovation Studios. Recent product launches include the Long-Short Global Equity Strategy (March 2026) and the AI-Enhanced Thematic Rotation Index (May 2026), with geographic expansion signaled by a September 2024 partnership with Star Union Dai-ichi Life to bring IBM watsonx-powered offerings to India.
QuantumStreet AI firmographics
Firmographics- Name
- QuantumStreet AI
- Legal name
- Equbot Inc.
- Website
- https://quantumstreetai.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- QuantumStreet AI (Equbot Inc.) is a San Francisco fintech that provides AI-powered portfolio management and market intelligence exclusively to institutional investors, with $7–8B in strategies deployed globally via its IBM watsonx-powered QuantumEdge and ICP platforms.
- Ownership category
- akta.pro rank
QuantumStreet AI industry classification
Industry- Product category
- AI-powered portfolio management software
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Services Personalization (Banking, Investing, Insurance) (HDAAAGAH)
- akta.pro secondary industries
- Quant Equity Stat Arb (Market-Neutral, Pairs, Factor/Alpha Models) (FSAHAEAA), Responsible AI, Security & Privacy Platforms (Safety, Guardrails, PII) (HDAEANAG)
Keywords
Where QuantumStreet AI is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
QuantumStreet AI business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- Platform/SaaS Subscriptions for Investment Solutions: QuantumStreet AI licenses its AI-powered platform (QuantumEdge and ICP) to institutional investors including asset managers, pension funds, insurers, and investment banks on a subscription basis. Clients receive direct platform access with full transparency into index logic, signals, and forecast drivers. The company operates as a B2B fintech providing AI-driven investment tools as a service.
- AI-Powered Index Licensing and Co-Deployment: QuantumStreet AI partners with institutions to design and deploy fully transparent, AI-powered indexes and custom portfolios. With $7B+ deployed across five continents, the company generates revenue through licensing of its AI index methodology and co-creation of strategies with banks, asset managers, and allocators. IBM jointly supports go-to-market for new product launches.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise institutional subscription — custom engagement |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
QuantumStreet AI product offering
Product offeringCore offering
QuantumStreet AI provides institutional investors with AI-powered portfolio management and market intelligence through two complementary services: ICP (Indices and Custom Portfolios) for co-designing transparent AI-powered indexes, and QuantumEdge, an AI-enhanced portfolio intelligence platform delivering forward-looking forecasts with explainability. The platform ingests 50,000+ securities and 700,000+ global data sources in 30 languages, producing confidence-scored 1-month and 3-month forecasts via an adaptive AI engine combining deep learning, knowledge graphs, and NLP.
Product overview
QuantumStreet AI offers a unified platform combining two complementary services: ICP (Indices and Custom Portfolios) for AI-powered index and portfolio design, and QuantumEdge for AI-enhanced portfolio intelligence. The product suite includes multiple investment strategies launched in 2026, including the Long-Short Global Equity Strategy (March 2026), Thematic Rotation Index (May 2026), Multi-Asset Long-Short Index, Long-Short Sector Rotation, and Long-Short Leverage Sector Rotation strategies. Built on proprietary adaptive AI technology leveraging IBM watsonx, the platform provides institutional investors with transparent, explainable forecasting and portfolio construction capabilities.
Differentiator
Problem solved
Functional benefit
Brands
- QuantumEdge: AI-Enhanced Portfolio Intelligence platform for professional investors providing forward-looking, explainable view of markets through probabilistic modelling, confidence scoring, and multi-factor analytics.
- ICP
Products and services
- ICP (Indices and Custom Portfolios) AI-powered index and custom portfolio design service for institutional investors. Partners with institutions to design and deploy fully transparent, AI-powered indexes and custom portfolios, integrating client-defined concepts with multi-domain AI intelligence spanning news, macroeconomic trends, fundamentals, quantitative factors, and technical signals.
- QuantumEdge AI-enhanced portfolio intelligence platform providing professional investors with forward-looking, explainable market views through probabilistic modelling, confidence scoring, and multi-factor analytics. Includes portfolio upload and diagnostics, advanced screening tools, and event-driven insights for institutional investment teams.
- Long-Short Global Equity Strategy Long-short 130/30 global equity strategy benchmarked against the MSCI World Index, integrating structured financial data with unstructured sources (global news, earnings transcripts, regulatory filings) for enhanced global equity exposure and improved risk-return characteristics.
- Thematic Rotation Index Long-only thematic rotation strategy within the S&P 500 universe that identifies themes from companies' 10-K filings and rotates exposure based on aggregate trading dollar volume across underlying companies for each theme, using generative AI to curate themes on demand.
- Multi-Asset Long-Short Index Multi-asset long-short strategy for institutional investors, delivering multi-asset exposure with adaptive AI-driven signals; reported 5.05% return in Q1 2026, outperforming its benchmark by 5.54%.
- Long-Short Sector Rotation Sector rotation strategy using a long-short approach to capture relative sector performance; reported outperformance of 3.19% versus the S&P 500 in Q1 2026.
- Long-Short Leverage Sector Rotation Leveraged sector rotation strategy using a long-short approach to amplify relative sector performance; reported outperformance of 4.32% versus the S&P 500 in Q1 2026.
- QuantumStreet APIs and SDKs REST API standards-based client libraries providing secure, on-demand access to insights from global news, alternative data, and market metrics for research, alpha generation, and risk management. Offers structured JSON and CSV formats with comprehensive tutorials for integration across mobile and web platforms.
Quantifiable outcome
- Thematic Rotation Index backtested annualized return of 14.73% vs S&P 500's 9.28% from Feb 2008 through Dec 2025
- +7 more outcomes
Companies that use QuantumStreet AI
Customer profileSegments5 records
Ideal customer profiles5 records
QuantumStreet AI technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability8 records
Feature9 records
QuantumStreet AI partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- IBM (watsonx)coreQuantumStreet AI is an IBM platinum partner company. The company was founded with support from an early IBM innovation grant and maintains ongoing collaboration with IBM watsonx. IBM watsonx provides AI infrastructure, enriched data pipelines (watsonx.data enrichment enhances context and accuracy of unstructured information before it reaches the signal engine), and enterprise-grade reliability, scalability, and compliance. IBM and QuantumStreet AI jointly support clients in designing and deploying AI-powered indexes, with IBM co-selling and co-marketing the solutions globally through IBM Innovation Studios across five continents.
Scale indicators8 records
Recent moves6 records
Expansion highlights5 records
QuantumStreet AI competitors and assessment
Company assessmentDirect peers
- AlphaSense: AI-powered market intelligence and search platform for institutional investors, asset managers, and corporates. Directly comparable to QuantumEdge as an enterprise-grade AI intelligence layer applied to investment decision workflows, with overlapping NLP-driven analysis of unstructured financial content.
- Two Sigma Investments: Large systematic investment manager using AI, ML, and alternative data to drive alpha across global equities and other strategies. Directly comparable to QuantumStreet's quant equity offerings and adaptive AI approach, with significantly greater scale and proprietary infrastructure.
- RavenPack: AI-driven alternative data and analytics platform that processes unstructured news and filings for institutional investors. Overlaps with QuantumStreet's news processing and sentiment-based signal generation, serving the same quant and asset management buyer base.
- WorldQuant: Quantitative investment platform that develops and deploys systematic alpha strategies globally, including through its BRAIN platform of external research consultants. Comparable business model of monetizing AI/quant signal research for institutional capital deployment.
- Sentieo (now part of AlphaSense): AI-driven financial research and document search platform for institutional investors (merged into AlphaSense). Direct overlap with QuantumEdge on applying NLP and ML to filings, transcripts, and broker research for investment professionals.
Broad incumbents
- Kensho (S&P Global): AI and machine learning solutions provider for financial services, owned by S&P Global. Comparable in applying NLP and ML to financial data for institutional decision support, but operates as part of a much larger data/analytics incumbent with broader enterprise reach.
- Bloomberg (Bloomberg Terminal with AI features): Dominant financial data, analytics, and news platform increasingly embedding AI-driven analytics and explainable forecasting into its Terminal and Enterprise offerings. Comparable target audience (asset managers, investment banks) but serves as a much broader incumbent platform across the investment workflow.
- BlackRock (Aladdin): Largest asset manager globally, whose Aladdin platform provides risk analytics, portfolio management, and increasingly AI-driven forecasting for institutional clients. Comparable end-user base and overlap with index/portfolio construction use cases, but as part of a massively larger investment and technology franchise.
Emerging players
- Dataminr: Real-time AI event detection platform that ingests public data signals to surface early-breaking events for financial, corporate, and public-sector clients. Comparable in applying AI to unstructured real-time signals for institutional decision-makers, with partial overlap in news-driven forecasting.
- YipitData: Alternative data provider serving institutional investors with web-scraped consumer and market data analytics. Adjacent as an alternative-data supplier that complements or competes with parts of QuantumStreet's data ingestion layer for quant strategies.
Market position
Weaknesses1 record
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
QuantumStreet AI social profiles
Digital presenceQuantumStreet AI financial estimates
Financial estimateRevenue estimate
Valuation estimate
QuantumStreet AI leadership team
Management profileNumber of profiles
Profiles8 records
QuantumStreet AI funding detail
Funding detailFunding overview
Funding rounds1 record
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
QuantumStreet AI M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about QuantumStreet AI
What does QuantumStreet AI do?
QuantumStreet AI provides institutional investors with AI-powered portfolio management and market intelligence through two complementary services: ICP (Indices and Custom Portfolios) for co-designing transparent AI-powered indexes, and QuantumEdge, an AI-enhanced portfolio intelligence platform delivering forward-looking forecasts with explainability. The platform ingests 50,000+ securities and 700,000+ global data sources in 30 languages, producing confidence-scored 1-month and 3-month forecasts via an adaptive AI engine combining deep learning, knowledge graphs, and NLP.
Is QuantumStreet AI a public or private company?
QuantumStreet AI is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was QuantumStreet AI founded?
QuantumStreet AI was founded in 2015. It employs 51 to 100 people.
Where is QuantumStreet AI based?
QuantumStreet AI is headquartered in San Francisco, United States, in the North America region.
How does QuantumStreet AI make money?
Two revenue lines are on record. Platform/SaaS Subscriptions for Investment Solutions are the primary driver. The others are AI-Powered Index Licensing and Co-Deployment.
Who are QuantumStreet AI's main competitors?
Direct peers on record are AlphaSense, Two Sigma Investments, RavenPack, WorldQuant and Sentieo (now part of AlphaSense). Broad incumbents are Kensho (S&P Global), Bloomberg (Bloomberg Terminal with AI features) and BlackRock (Aladdin). Emerging players are Dataminr and YipitData.
Does QuantumStreet AI have an API?
Yes. QuantumStreet APIs and SDKs provide secure, on-demand access to comprehensive insights from global news, alternative data, and market metrics for research, alpha generation, and risk management. The APIs offer structured JSON and CSV formats and adhere to REST API standards. Client libraries are available to optimize performance and reliability while reducing infrastructure costs. Comprehensive tutorials and examples are provided to guide integration across mobile and web platforms.
What industry is QuantumStreet AI in?
QuantumStreet AI's product category is AI-powered portfolio management software. Its primary akta.pro industry code is HDAAAGAH, Financial Services Personalization (Banking, Investing, Insurance), with a secondary code of FSAHAEAA, Quant Equity Stat Arb (Market-Neutral, Pairs, Factor/Alpha Models). Its NAICS code is 523940 and its SIC code is 6282.