What Melius Research does

Melius Research is a boutique equity research firm headquartered in New York, founded in 2017, that provides fundamental equity research, stock ratings, price targets, and sector analysis to institutional investors. Its coverage is concentrated in technology, semiconductors, memory, hyperscalers, and AI-related companies, with an additional Energy and Power Research vertical. The firm's analytical brand is closely associated with its Head of Technology Research, Ben Reitzes, whose 'picks-and-shovels' AI/compute thesis and recurring media appearances in Bloomberg, CNBC, Yahoo Finance, and Investing.com have made the firm's research market-moving on AI-driven volatility events.

The firm offers no proprietary software, data product, or technology platform; its core deliverable is analyst-authored research reports and investment recommendations. Distribution occurs through professional financial terminals (Bloomberg and FactSet), direct institutional sales relationships, and sell-side channels, reaching hedge funds, asset managers, mutual funds, and institutional trading desks. Secondary visibility is built via earned media citations of its analysts' stock calls and sector framing.

Melius Research generates revenue through subscription-based access to premium institutional research, a recurring model with disclosed seat-based economics but no publicly available pricing. The firm employs 11-50 people and is led by Founder and Chairman/CEO Scott Davis, with Technology Research led by Ben Reitzes (Partner) and Rob Wertheimer, and Energy and Power Research led by Managing Director James West. The firm is privately held, with no disclosed funding rounds, parent company, or ownership structure in the source data.

Name

Melius Research

Legal name

Melius Research

Website

https://meliusresearch.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Melius Research is a New York-based boutique equity research firm, founded in 2017, that provides subscription-based fundamental research, stock ratings, and sector analysis to institutional investors, with primary coverage of technology, semiconductor, and AI-related companies.

Ownership category

akta.pro rank

Product category

Equity Research Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Equity Research (FSACAGAA)

Keywords

• Equity research services
• Institutional research
• Sector analysis
• Stock research reports
• Investment research

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Institutional Equity Research Subscriptions: Melius Research generates revenue by selling premium equity research subscriptions to institutional investors, hedge funds, and asset managers. Research coverage includes stock ratings, price targets, earnings estimates, and sector analysis for technology and other sectors.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Melius Research is a boutique equity research firm that sells premium fundamental research, stock ratings, price targets, earnings estimates, and sector analysis to institutional investors. Coverage is concentrated on technology, semiconductor, AI-related companies, hyperscalers, and energy and power sectors. Research is distributed through Bloomberg Terminal, FactSet, and direct institutional subscriptions.

Product overview

Melius Research is a financial research and analyst firm that provides equity research, stock ratings, price targets, and investment analysis focused primarily on technology, semiconductor, and AI-related sectors. The firm covers publicly traded companies including semiconductor manufacturers, hyperscalers, and enterprise technology companies, offering investment insights to institutional investors and financial market participants. Based on the source material, Melius Research does not appear to offer a software product, platform, or technology service—it provides financial analyst services and research reports rather than a technology product offering.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Ben Reitzes was promoted to Partner reflecting his influence in the AI landscape
• +1 more outcomes

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Direct peers

• Gordon Haskett Research Advisors: Boutique independent research provider focused on actionable, opinionated coverage for institutional clients—comparable to Melius in size, subscription model, and differentiated-research positioning.
• Wolfe Research: Boutique sell-side equity research and capital markets firm with strong tech, media, and telecom coverage sold via institutional subscriptions—closely mirrors Melius's business model of paid institutional equity research with concentrated sector expertise.
• Wedbush Securities: Independent, employee-owned boutique broker-dealer known for high-profile technology research (notably Dan Ives on Apple and AI), serving institutional clients with a similar subscription-style research distribution—directly comparable in boutique tech-research positioning to Melius.
• New Street Research: Independent boutique equity research firm covering TMT and select adjacent sectors for institutional investors via paid subscription—a near-exact model match to Melius.

Broad incumbents

• Citi Research: Full-service global research arm with extensive technology and AI coverage—relevant incumbent competitor given Melius's tech and AI research focus.
• Jefferies Equity Research: Mid-tier bulge-adjacent sell-side research franchise with comprehensive tech and AI coverage—an incumbent competitor in the institutional equity research market where Melius operates.
• Barclays Research: Bulge-bracket research franchise covering global equities including tech and AI—competes for institutional research budgets and represents the bundled alternative to Melius's standalone subscription offering.
• Bernstein (Societe Generale): Larger, established sell-side and investment-style research provider covering a wide range of sectors including technology—competes with Melius for institutional research budgets but with materially broader coverage and global footprint.
• Goldman Sachs Global Investment Research: Global bulge-bracket research franchise offering institutionally distributed equity research across all major sectors—represents the bundled, full-service competitor against which Melius's boutique subscription model must differentiate.
• Morgan Stanley Research: Bulge-bracket equity research operation providing institutional coverage across sectors including technology—competes with Melius for institutional wallet share, especially in semis and AI.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/MeliusResearch
• LinkedInlinkedin.com/company/melius-research

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

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 Melius Research