Weiss Ratings

What Weiss Ratings does

Weiss Ratings is an independent financial ratings and investment research company founded in 1969 by Dr. Martin Weiss and headquartered in Jupiter (Palm Beach Gardens area), Florida. The firm generates unbiased ratings and analysis on more than 65,500 financial instruments spanning stocks, ETFs, mutual funds, cryptocurrencies, banks, credit unions, and insurance companies, using ten separate proprietary mathematical models overseen by Ratings Director Gavin Magor. Its core product architecture combines a broad ratings database with AI-enhanced analytics — notably the proprietary AI Performance Booster and Bull/Bear Timing Model for equities, and the Crypto Timing Model for digital assets — delivered through a tiered product portfolio that includes Weiss Ratings Plus, Weiss Ultimate Portfolio, Weiss Crypto Investor, Weiss Crypto Daily, Weiss Crypto Portfolio, Weekend Windfalls, Safe Money Report, Weiss Income Multiplier, Data Services, and Weiss Partners Circle.

The company operates a product-led, subscription-based business model with multiple price tiers targeting individual retail investors as its primary segment and financial advisors as a secondary segment. Distribution is primarily direct-to-consumer via the Weiss Ratings website, mobile applications on iOS and Android, email newsletters, social media, and annual investment summits, supplemented by phone-based sales (877-934-7778) for premium offerings. The firm remains privately held and founder-controlled, with no disclosed external institutional investors, no funding rounds, and no M&A activity in the source data, suggesting it has grown organically over more than five decades.

Weiss Ratings positions itself as an alternative to Wall Street-affiliated research, emphasizing independence and the absence of conflicts of interest. Its technology stack is described as proprietary, with the AI Performance Booster claimed to deliver materially better stock-selection results and the Bull/Bear Timing Model claimed to have beaten the S&P 500 by more than 4-to-1 over two decades — claims that are self-reported and lack third-party validation in the available data. The firm has 11-50 employees and serves a global online audience, with no geographic restrictions on its digital subscription products.

Name

Weiss Ratings

Legal name

Weiss Ratings

Website

https://weissratings.com

Company type

Private

Founded year

1969

Operating status

Operating

Headcount range

11–50 employees

Short description

Weiss Ratings is an independent financial ratings and investment research firm that provides subscription-based ratings and analysis on 65,500+ stocks, ETFs, mutual funds, cryptocurrencies, banks, and insurance companies to individual investors and financial professionals worldwide.

Ownership category

akta.pro rank

Headquarters

HQ city

Palm Beach Gardens

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

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

Revenue model

1. Subscription Services: Weiss Ratings generates revenue primarily through subscription-based access to their ratings platform, real-time alerts, and premium research products. The company offers multiple subscription tiers including Weiss Ratings Plus, Weiss Ultimate Portfolio, Weiss Crypto Investor, and various other premium services.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Weiss Ratings provides independent, unbiased ratings and analysis on over 65,500+ financial instruments including stocks, ETFs, mutual funds, cryptocurrencies, banks, credit unions, and insurance companies. The company delivers subscription-based access to its ratings database, real-time alerts, premium research publications, and AI-enhanced portfolio services powered by proprietary algorithms.

Product overview

Weiss Ratings is a financial ratings and investment intelligence company offering a comprehensive platform of rating services and investment products. The portfolio consists of a core ratings infrastructure covering 65,500+ stocks, funds, cryptocurrencies, banks, and insurance companies, enhanced by AI-powered analytics through their proprietary AI Performance Booster technology. The product ecosystem includes premium subscription services (Weiss Ratings Plus, Weiss Ultimate Portfolio), specialized crypto services (Weiss Crypto Investor, Weiss Crypto Daily, Weiss Crypto Portfolio), income-focused products (Weekend Windfalls, Safe Money Report, Weiss Income Multiplier), and analytical tools (Heat Maps, Weiss Investor Signals). The company operates under a platform-plus-modules architecture where the core ratings database is enhanced by AI models and timing systems to power various subscription tiers and specialized investment services.

Differentiator

Problem solved

Functional benefit

Products and services

• Weiss Ratings Plus Premium subscription service providing advanced stock screener tools, real-time ratings, instant alerts, and exclusive analysis for investors.
• Weiss Ultimate Portfolio VIP technology-driven portfolio combining Weiss Stock Ratings with proprietary AI Performance Booster and Bull/Bear Timing Model for long-term wealth building.
• Weiss Crypto Investor Monthly cryptocurrency investment newsletter using Weiss crypto ratings and timing models for long-term crypto investment strategies.
• Weiss Crypto Daily Daily cryptocurrency market analysis and news publication covering Bitcoin, Ethereum, altcoins and crypto market trends.
• Weiss Crypto Portfolio Crypto trading service offering medium-term and long-term portfolio recommendations based on Weiss crypto ratings and timing models.
• Weiss Ratings Daily Daily research and news publication covering stock market analysis, sector insights, and investment recommendations.
• Weekend Windfalls Income-focused investment service helping investors generate extra cash through dividend stocks and income strategies, managed by Mike Larson, Juan Villaverde and Mandeep Rai.
• Safe Money Report Conservative investment strategy service focused on safe investments with consistent dividends and asset protection in down markets.
• Weiss Income Multiplier Income-focused investment product utilizing Weiss ratings for dividend and income-generating investments.
• Weiss Partners Circle Premium investment service covering startup investments and alternative investment opportunities.
• Next Crypto Superstars Subscription service identifying high-potential cryptocurrency investments.
• Stocks & Funds Ratings Comprehensive ratings and analysis service for stocks, ETFs, and mutual funds covering 53,000+ investments.
• Crypto Ratings Cryptocurrency ratings service covering Bitcoin, Ethereum, altcoins and crypto exchanges.
• Banking Ratings Bank and credit union ratings and analysis including bank failures tracking.
• Insurance Ratings Insurance company ratings covering health, life, annuity, and property & casualty insurance.
• Premium Research In-depth premium research and analysis reports for subscribers.
• Instant News Alerts Real-time news alerts and notifications for rated securities and market events.
• Weiss Investor Signals Investment trading signals service based on Weiss ratings methodology.
• Data Services Comprehensive financial data subscription service providing access to Weiss ratings database.

Quantifiable outcome

• Weiss Stock Ratings reportedly outperformed all major Wall Street firms including Merrill Lynch, Goldman Sachs, Standard & Poor's
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature4 records

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Emerging players

• Stock Rover: Subscription screening and portfolio analytics platform for self-directed retail investors. Comparable to parts of the Weiss Ratings Plus offering (advanced screener, ratings, portfolio tools) for the retail-investor segment.
• TipRanks: Data-driven investment research platform aggregating analyst ratings, insider transactions, and quant signals for retail investors. Comparable to Weiss's data-driven rating approach, though newer and primarily platform-based rather than advisory.

Direct peers

• Seeking Alpha: Subscription investment research platform with premium tiers providing quantitative ratings (Quant Rating) and analyst content. Directly comparable to Weiss's premium ratings-plus-analysis subscription model.
• Argus Research: Independent investment research firm providing fundamental equity research, ratings, and portfolio recommendations. Closely aligned with Weiss's stated value proposition of independent, conflict-free research for retail and advisor clients.
• Cabot Wealth Network: Subscription-based investment advisory publishing multiple newsletters for retail investors across equities, options, and crypto. Comparable to Weiss's multi-product subscription portfolio and retail-investor GTM approach.
• Zacks Investment Research: Subscription-based stock rating service using proprietary ranking models (Zacks Rank) targeting retail investors. Closely parallels Weiss's quantitative stock-rating approach and subscription monetization model.
• The Motley Fool: Subscription investment advisory and research service for retail investors with multiple premium tiers. Comparable to Weiss's tiered subscription structure and individual-investor GTM motion.
• ValueLine: Long-running subscription investment research and stock ranking service targeting individual investors. Highly comparable to Weiss in delivery model (subscription research + proprietary ranking system) and target audience (retail investors and advisors).

Broad incumbents

• Moody's Ratings: Major global credit rating agency rating banks, insurers, and structured products. Overlaps with Weiss's bank and insurance rating lines, but Moody's is a regulated NRSRO serving institutional clients at vastly larger scale.
• Morningstar: Large incumbent in investment research and ratings across mutual funds, ETFs, stocks, and portfolio analytics. Overlaps directly with Weiss's stock/fund ratings and data subscription offerings but serves a much broader institutional and retail audience.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/weissratings
• YouTubeyoutube.com/@weissratingscom
• Facebookfacebook.com/weissratings
• LinkedInlinkedin.com/company/weiss-ratings
• Instagraminstagram.com/weissratings

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Weiss Ratings