Finbox

What Finbox does

Finbox is a cloud-based investment research platform operated by Fusion Media Limited and headquartered in Tel Aviv, Israel. The platform provides individual investors and investment professionals with tools to screen, analyze, and value publicly traded companies across more than 130 global exchanges, covering over 100,000 stocks and 900 million data points licensed from S&P Global Market Intelligence. Its core product suite consists of six modules: a Stock Screener supporting 1,000+ metrics, a Data Explorer with 10 years of historical financials and proprietary fair value estimates, a Chart Editor, customizable Watchlists with mobile access, pre-built valuation models (DCF, Dividend Discount, Comparable Company Analysis), and themed Stock Ideas portfolios modeled after billionaire and hedge fund investors. The platform distributes exclusively through self-serve product-led growth, with signup via Google, LinkedIn, or email and no sales-led motion.

Finbox operates a freemium, tiered subscription model with monthly and annual billing (annual billing offers up to 60% discount). Tiers range from a free US-only Starter tier to a Professional plan at $66/month covering all six global regions, with intermediate Executive ($25/month) and Starter ($10/month) options. A $20/month Data Boost add-on unlocks export functionality on lower tiers, and the Professional plan includes Data Boost automatically. Payments are processed in USD via Stripe or PayPal, and the company offers a 10-day free trial. The primary customer segment is individual/retail investors, with a secondary segment of investment professionals (analysts, financial advisors), served on a horizontal segmentation basis through direct website and mobile web channels.

Finbox was founded in 2015/2016 by former investment bankers Andy Pai and Matt Hogan together with engineer Brian Dentino, evolving from a Google Drive folder of shared financial models into a full-featured research platform. The company has remained bootstrapped with no disclosed external venture funding, maintains 1-10 employees, and claims millions of users globally. No public listing exists, and no mergers, acquisitions, or material leadership changes have been disclosed.

Name

Finbox

Legal name

Fusion Media Limited

Website

https://finbox.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Finbox is a cloud-based investment research platform serving individual and professional investors with stock screening, historical financials, valuation models, and watchlists across 130+ global exchanges, powered by S&P Global Market Intelligence data and delivered via a self-serve freemium subscription model.

Ownership category

akta.pro rank

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

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

Revenue model

1. Subscription Plans: Tiered subscription model with monthly and annual billing options. Plans range from free/Starter ($10/month) to Professional ($66/month). Annual billing offers up to 60% discount. Revenue is recurring from monthly/annual subscriptions.
2. Freemium Model: Entry-level free tier with basic features including access to whitelisted metrics, unlimited watchlists, and limited screener filters. Premium features unlocked through paid upgrades.
3. Data Boost Add-on: Optional add-on service ($20/month per region) allowing users to export stock screener results, watchlist holdings, and famous investor portfolio data. Professional plan includes Data Boost automatically.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Finbox is a cloud-based investment research platform that provides individual investors and investment professionals with tools to screen, analyze, and value publicly traded companies. The platform offers a stock screener, 10 years of historical financial data, pre-built valuation models (DCF, Dividend Discount, Comparable Company Analysis), watchlists, charting, and curated investment ideas from famous investors, all powered by licensed data from S&P Global Market Intelligence.

Product overview

Finbox is an intelligent investment toolbox offering a modular platform of tools for stock analysis and research. The core product suite consists of a Stock Screener supporting 1,000+ metrics, Stock Ideas (themed portfolios modeled after famous investors and hedge funds), a Metrics Explorer for historical financials and ratios, a Chart Editor for visualization, Watchlists for portfolio tracking, and pre-built Financial Models (DCF, Dividend Discount, Comparable Company Analysis). The platform covers over 100,000 stocks on 130+ exchanges and licenses data from S&P Global Market Intelligence. Pricing tiers (Starter at $10/month, Professional at $66/month) gate access to different geographic regions and features.

Differentiator

Problem solved

Functional benefit

Products and services

• Stock Screener A stock screening tool that supports over 1,000 metrics for filtering stocks by fundamental and valuation criteria including market cap, dividend yield, P/E ratios, sector, and trading region across 130+ global exchanges. Used by individual investors and investment professionals to find promising companies.
• Stock Ideas A curated collection of investment themes and portfolios modeled after famous investors (billionaires, hedge funds) that lets users discover and track stocks based on institutional investor strategies.
• Metrics Explorer (Data Explorer) A fundamental data exploration tool providing instant access to 10 years of historical financials and valuation ratios (Price/Book, Free Cash Flow Yield, EV/EBITDA) along with Finbox's proprietary fair value estimates and forecasts.
• Chart Editor A charting tool for creating and customizing financial charts with multiple time series, cross-sectional views, and export options for stocks and ETFs.
• Watchlists

Quantifiable outcome

• Users save significant time by accessing structured data rather than manually compiling information from multiple sources

Named customers1 record

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

Feature5 records

Partnerships

One partnership is on record.

• S&P Global Market IntelligencecoreTechnology or IntegrationFinbox licenses data directly from S&P Global Market Intelligence, described as the gold standard in fundamentals and forecast data. This partnership enables Finbox to provide institutional-grade financial data to individual investors, covering over 60,000 companies globally with 900+ million data points across 130+ exchanges.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• TipRanks: Investment research aggregator offering analyst forecasts, smart score ratings, screeners, and 'whale' investor tracking for retail investors — directly comparable to Finbox's 'investment ideas' and screening features.
• Simply Wall St: Visual investment research platform that turns fundamental data and valuation models into easy-to-understand 'snowflake' analyses for retail investors — competes for the same individual investor subscription dollar with similar freemium pricing.
• Koyfin: Cloud-based investment research and data platform offering fundamentals, screeners, valuation models, and watchlists with a freemium-to-paid model — a near-direct competitor in product scope, target user, and SaaS pricing structure.
• Seeking Alpha: Crowd-sourced and analyst-driven investment research platform with stock screening, ratings, and premium subscriptions targeted at the same self-directed retail and prosumer investor base that Finbox serves.
• GuruFocus: Value-investing focused research platform providing fundamental data, screeners, valuation models, and historical financials via subscription — directly competes with Finbox on data depth and DCF/GF Value style tooling.
• Atom Finance: Premium investment research platform offering institutional-quality fundamentals, news, and analytics to individual investors via subscription — overlapping with Finbox's target segment of affluent self-directed investors.

Broad incumbents

• Morningstar: Long-established investment research and data powerhouse serving both retail (Morningstar.com, Premium subscription) and institutional clients (Morningstar Direct) — a much larger incumbent that overlaps with Finbox's fundamentals and valuation products.
• Yahoo Finance: Default free destination for retail investor fundamentals, screeners, watchlists, and news — competes primarily on price (free) and brand, setting the floor that subscription tools like Finbox must justify.
• Zacks Investment Research: Long-running investment research provider offering stock screeners, ranking systems, and equity research via subscription — overlapping with Finbox's screening and idea-generation features for retail investors.

Emerging players

• Trefis: Equity research platform offering interactive valuation models, forecasts, and stock breakdowns for individual investors — a smaller, model-centric competitor with comparable product surface to Finbox's DCF and comparable company modules.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/finboxio
• Facebookfacebook.com/finboxio
• LinkedInlinkedin.com/company/finbox-inc
• Instagraminstagram.com/official_finbox

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds1 record

Investors1 record

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 Finbox