ORTEX
ORTEX is a London-based equity analytics platform that uses machine learning to deliver near real-time short interest estimates, alpha trading signals, and stock scoring across 70,000+ global securities, serving retail investors, hedge funds, and trading platforms via freemium SaaS, API, and distribution partnerships.
- Company typePrivate
- Founded2017
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What ORTEX does
ORTEX is a London-headquartered equity analytics platform founded in 2017 that aggregates securities lending and short interest data from over 700,000 pools of liquidity — including Agent Lenders, Prime Brokers, and Broker-Dealers — and applies proprietary machine learning models to deliver near real-time short interest estimates, alpha trading signals, and stock scoring across 70,000+ securities in the US, Europe, and Asia-Pacific. Core products include Estimated Short Interest with confidence limits, the ORTEX Short Score (0–100), five families of Alpha Trading Signals (Short Squeeze, EPS, RSI, MACD, Company Events), Index Rebalance Predictions, a Screener covering 50,000+ stocks with 262 data points, Stock Scores driven by 100+ factors, Portfolio tracking with brokerage sync, and ORTEX AI for natural-language data querying. Distribution is multi-channel: a freemium SaaS product accessible via web, iOS/Android, REST API, Python SDK, and Excel Add-In, plus a formal distribution partnership with Benzinga (announced April 2026) that has extended reach into Korean, fintech-infrastructure, and collegiate markets. Customer segments are split across retail investors, institutional investors/hedge funds, and trading platforms/brokerages, with revenue generated through tiered subscriptions and programmatic data access fees.
ORTEX firmographics
Firmographics- Name
- ORTEX
- Legal name
- Ortex Technologies Limited
- Website
- https://public.ortex.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- ORTEX is a London-based equity analytics platform that uses machine learning to deliver near real-time short interest estimates, alpha trading signals, and stock scoring across 70,000+ global securities, serving retail investors, hedge funds, and trading platforms via freemium SaaS, API, and distribution partnerships.
- Ownership category
- akta.pro rank
ORTEX industry classification
Industry- Product category
- Equity Analytics Platform
- NAICS
- Portfolio Management and Investment Advice (523940), Software Publishers (5132)
- SIC
- Finance Services (6199), Investment Advice (6282)
- akta.pro primary industry
- Alternative Data & Credit Scoring (Cashflow, Telco, Utility, Open Banking) (FSAGAHAC)
Keywords
Where ORTEX is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices3 records
Markets served
ORTEX business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Operations, Marketing or Sales
Revenue model
- Subscription SaaS - Tiered Access: ORTEX operates a three-tier subscription model: Free (limited data access), Basic (Live Short Interest, API access, analyst estimates, trading signals, screening), and Advanced (full platform including ORTEX AI, insider data, options data, stock scores, dividend forecasting, IPO data, corporate actions, and index rebalance data). Revenue is generated through recurring subscription fees billed monthly or annually.
- API and Data Access Fees: ORTEX generates revenue through programmatic API access, Python SDK, and Excel add-in distribution. Institutional clients and trading platforms pay for direct data access to short interest, securities lending, fundamentals, stock scores, options, events, and US government trades datasets.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free tier with limited data access |
| Subscription | Monthly | Basic tier — Live Short Interest, API, analyst estimates, trading signals |
| Subscription | Monthly | Advanced tier — Full platform access including AI and all data sets |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
ORTEX product offering
Product offeringCore offering
ORTEX is a global equities analytics platform that aggregates securities lending data from over 700,000 pools of liquidity and applies machine learning to deliver near real-time short interest estimates, proprietary alpha trading signals, and comprehensive market analytics across 70,000+ securities. The company sells its insights through a subscription web/mobile platform and institutional APIs, targeting both professional/retail traders and institutional clients.
Product overview
ORTEX is a global equities analytics platform offering a comprehensive suite of financial market data and analytical tools. The core platform centers on real-time short interest analytics powered by machine learning, combined with Alpha Trading Signals (Short Squeeze, EPS, RSI, MACD, Company Events) that identify alpha-generating opportunities. Additional core capabilities include the Screener (50,000+ stocks, 262 data points), Stock Scores (100+ factor composite ranking model), Portfolio tracking with brokerage sync, and Index Rebalance Predictions. The platform is accessible via web application, mobile app (iOS/Android), API (REST), Python SDK, and Excel Add-in. Advanced tier features include ORTEX AI for natural language data querying and Market Intelligence for AI-generated market analysis. Data coverage spans 70,000+ securities across US, Europe, and Asia-Pacific markets.
Differentiator
Problem solved
Functional benefit
Brands
- ORTEX AI: AI-powered market intelligence feature allowing users to ask questions about financial data.
- ORTEX Market Intelligence
- ORTEX Alpha Signals
- ORTEX Stock Scores
Products and services
- ORTEX Platform Subscription web-based equity analytics application providing securities lending analytics, short interest estimates, alpha signals, screeners, and portfolio tools for self-directed traders and institutional users across 70,000+ securities.
- ORTEX Mobile App Native iOS and Android application delivering ORTEX short interest data, alpha signals, and stock analytics to self-directed traders on mobile devices.
- ORTEX APIs REST API products that license ORTEX securities lending, short interest, and alpha signal data to institutional clients, trading platforms, and brokerages for integration into internal systems and third-party products.
Quantifiable outcome
- ORTEX's 5-star EPS trading signals returned 2230% over 4 years (2017-2020) for a portfolio strategy investing 25% of capital per trade in top-rated signals, compared to the FTSEuroFirst 300 increasing 18.8% over the same period.
- +4 more outcomes
Companies that use ORTEX
Customer profileSegments3 records
Ideal customer profiles3 records
ORTEX technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability7 records
Feature7 records
ORTEX partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered minor and core.
- NexusminorBenzinga established a data relationship with Nexus to provide financial news and market data for an AI-driven financial literacy platform serving collegiate athletes in the Name, Image, and Likeness (NIL) landscape. This relationship involves ORTEX data distributed through Benzinga.
- MarketReaderminorBenzinga established data relationships with MarketReader to distribute ORTEX financial news, video content, and structured market data through this platform.
- Apex Fintech SolutionsminorBenzinga established data relationships with Apex Fintech Solutions to distribute ORTEX financial news, video content, and structured market data across Apex's platform ecosystem.
- Mirae Asset SecuritiesminorBenzinga established data relationships with Mirae Asset Securities (Korean market) to distribute ORTEX financial data including a Korean translation engine and dataset for AI training applications.
- BloomminorBenzinga established a data relationship with Bloom to distribute ORTEX financial news, video content, and structured market data through Bloom's platform.
- Earnings HubminorBenzinga established data relationships with Earnings Hub to distribute ORTEX financial data for earnings-related analytics and market intelligence.
- RapunzlminorBenzinga established data relationships with Rapunzl to distribute ORTEX financial news, video content, and structured market data to retail investors through Rapunzl's platform.
- FoxRunnerminorBenzinga established data relationships with FoxRunner to distribute ORTEX financial news and structured market data through FoxRunner's platform.
- BenzingacoreORTEX partnered with Benzinga to become an official distribution provider for short interest and securities lending data. The ORTEX dataset covering more than 70,000 securities across US, Europe, and Asia-Pacific is integrated into Benzinga's financial data marketplace and API ecosystem, serving trading platforms, brokerages, and institutional clients with high-frequency short interest data including cost to borrow and days to cover.
- NasdaqcoreORTEX lists Nasdaq as one of its exchange partners, with Nasdaq's logo displayed in the 'Our partners' section of the ORTEX website. The partnership indicates data integration or collaboration with Nasdaq's market infrastructure and data services.
- NYSE (New York Stock Exchange)coreORTEX lists NYSE as one of its exchange partners, with NYSE's logo displayed in the 'Our partners' section of the ORTEX website. NYSE provides official short interest reporting data that ORTEX uses as reference points for its proprietary estimates.
- ICE (Intercontinental Exchange)coreORTEX lists ICE as one of its exchange partners, with ICE's logo displayed in the 'Our partners' section. ICE operates regulated exchanges and clearing houses globally.
- CBOE (Cboe Global Markets)coreORTEX lists CBOE as one of its exchange partners. CBOE is a major options exchange and market infrastructure company, and ORTEX provides options data including option chains, Greeks, and put/call sentiment indicators.
- FactSetcoreORTEX lists FactSet as one of its data partners in the 'Our partners' section. FactSet provides financial information and analytics software, and the partnership likely involves data integration or distribution.
- OPRA (Options Price Reporting Authority)coreORTEX lists OPRA as one of its partners in the 'Our partners' section. OPRA is the Options Price Reporting Authority, which disseminates options quotes and trades, and ORTEX provides real-time options data.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
ORTEX competitors and assessment
Company assessmentDirect peers
- S3 Partners: S3 Partners is a specialist provider of real-time short interest, securities lending and equity analytics for institutional and sophisticated investors. It is the most directly comparable specialist competitor to ORTEX in the intraday short interest niche.
- YCharts: YCharts is a SaaS equity analytics platform serving advisors and retail investors with fundamentals, screening, and valuation tools on a subscription basis. It mirrors ORTEX's freemium-to-paid horizontal analytics positioning for end-user investors.
- Hedgeye Risk Management: Hedgeye produces proprietary research, factor-based signals and quantitative market analytics sold via subscription to active investors. It is comparable to ORTEX in the trading-signal and alpha-idea segment, though ORTEX is more data-infrastructure oriented.
- Trade-Ideas: Trade-Ideas is an AI-driven stock scanning and trading signal platform for retail and active traders, offering real-time alerts and backtesting. Comparable to ORTEX's Alpha Trading Signals and Screener offerings from a retail end-user perspective.
Broad incumbents
- Bloomberg: Bloomberg Terminal bundles short interest, fundamentals, analytics and news into a comprehensive institutional platform. It is a broad incumbent whose analytics overlap with ORTEX's institutional/API offerings, though ORTEX differentiates on intraday frequency and accessibility for non-terminal users.
- FactSet: FactSet is a global financial data and analytics platform with deep institutional penetration and overlapping coverage of fundamentals, estimates, ownership and short interest. Notably, FactSet is also a listed data partner of ORTEX, making it both a partner and broad incumbent competitor.
- S&P Global Market Intelligence: S&P Global Market Intelligence delivers securities finance, fundamentals and analytics to institutional clients, including short interest and securities lending data via its Markit franchise. It competes with ORTEX in securities lending and fundamentals, while serving a much broader enterprise stack.
- LSEG (Refinitiv): LSEG, post-Refinitiv acquisition, operates a global financial data and analytics platform including short interest, securities lending and market data infrastructure. It is a broad incumbent whose scale and data licensing footprint compete with ORTEX in institutional distribution.
Emerging players
- AlphaSense: AlphaSense is an AI-driven market intelligence and document search platform for corporate and financial professionals. It overlaps with ORTEX's ORTEX AI / Market Intelligence natural-language data products, though AlphaSense focuses on document/expert-content search rather than structured market data.
- YipitData: YipitData is an alternative data provider offering web-scraped and panel-based datasets to institutional investors. It is comparable to ORTEX as a fellow alternative-data vendor serving institutional workflows, though ORTEX specializes in securities lending and short interest rather than consumer/transactional panels.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
ORTEX social profiles
Digital presenceORTEX financial estimates
Financial estimateRevenue estimate
Valuation estimate
ORTEX leadership team
Management profileNumber of profiles
Profiles1 record
ORTEX funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ORTEX 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 ORTEX
What does ORTEX do?
ORTEX is a global equities analytics platform that aggregates securities lending data from over 700,000 pools of liquidity and applies machine learning to deliver near real-time short interest estimates, proprietary alpha trading signals, and comprehensive market analytics across 70,000+ securities. The company sells its insights through a subscription web/mobile platform and institutional APIs, targeting both professional/retail traders and institutional clients.
Is ORTEX a public or private company?
ORTEX is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ORTEX founded?
ORTEX was founded in 2017. It employs 11 to 50 people.
Where is ORTEX based?
ORTEX is headquartered in London, United Kingdom, in the Europe region.
How does ORTEX make money?
Two revenue lines are on record. Subscription SaaS - Tiered Access are the primary driver. The others are API and Data Access Fees.
Who are ORTEX's main competitors?
Direct peers on record are S3 Partners, YCharts, Hedgeye Risk Management and Trade-Ideas. Broad incumbents are Bloomberg, FactSet, S&P Global Market Intelligence and LSEG (Refinitiv). Emerging players are AlphaSense and YipitData.
Does ORTEX have an API?
Yes. ORTEX APIs, Python SDK and Excel add-in provide direct access to market-moving data including: Short Interest & Borrowing Data (daily updated global short interest, regulatory disclosures for US/Europe/Canada/Australia/Japan/Hong Kong, cost to borrow, short availability, fails-to-deliver); Shares & Fundamentals (shares outstanding, free float, financial statements including balance sheet/income statement/cash flow, key ratios for valuation/margin/leverage/efficiency); Stock Scores (composite ranking model driven by 100+ factors including value/momentum/quality/growth/volatility/sentiment signals, updated continuously); Options Data (option chains with open interest/volume/implied volatility, Greeks including delta/gamma/theta/vega/rho, option expiries, put/call sentiment indicators); Events & Pricing (earnings calendar, macro events, stock splits, daily OHLCV); and US Government Trades (track trades made by US senators, representatives and officials with disclosures, transaction values, tickers and classifications). Developer documentation is at docs.ORTEX.com.
What industry is ORTEX in?
ORTEX's product category is Equity Analytics Platform. Its primary akta.pro industry code is FSAGAHAC, Alternative Data & Credit Scoring (Cashflow, Telco, Utility, Open Banking). Its NAICS code is 523940 and its SIC code is 6199.