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QuotedData

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uuid0008ssv

Namestring
QuotedData
Legal namestring
QuotedData
Websiteurl
quoteddata.com
Company typeenum
Private
Founded yearint
2013
Descriptiontext

QuotedData is a UK-based financial research and data platform founded in 2013, headquartered in the City of London, that provides equity research, daily-updated fact sheets, peer-group analysis tools, and news coverage focused on investment trusts, ETFs, closed-ended funds, real estate companies, and REITs. The platform is web-based (quoteddata.com) and delivers content through multiple channels including a sector-organized research library, free email research notes, weekly video interview series ('In The HotSeat' and 'Active ETF Intelligence'), RSS feeds, and educational guides. Coverage spans UK, European, North American, and Asia-Pacific investment vehicles, with sector breakdowns including global equity income, property, infrastructure, debt, technology, and specialist funds. USA residents are restricted from accessing data due to data protection policies. CEO Edward Marten leads an 11–50 employee organization operating as a privately held, independent company with no disclosed parent, external investors, or funding rounds.

The business model is freemium: equity research notes are delivered free to registered users (classified as private or professional investors during sign-up), with the website content accessible to registered users. The platform monetizes indirectly through its annual Investors' Choice Awards ceremony held in London, which recognizes investment companies and fund groups across 14 categories and serves as the primary commercial and brand-building event. QuotedData serves two primary customer segments: private individual investors seeking free equity research on investment companies and ETFs, and professional investors requiring structured data and analysis for due diligence and market intelligence. The investment company / fund group ecosystem is engaged as a secondary segment through awards participation, sponsorship, and research coverage. Revenue figures are not publicly disclosed, and the company appears to operate on a bootstrapped basis with no external funding.

Short descriptiontext

QuotedData is a UK-based financial research and data platform founded in 2013 providing free equity research, daily-updated fact sheets, and peer analysis tools on investment trusts, ETFs, REITs, and closed-ended funds for private and professional investors.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersCity Of London, United Kingdom
HQ citystring
City Of London
HQ countrystring
United Kingdom
HQ regionstring
Europe
Markets served

Serves global market

Keyword5 values
investment trust research, closed-ended fund analysis, ETF market intelligence, REIT equity research, investment data feeds
Industry1 code
1Industry & Sector Research (Syndicated/Custom)
CodeBPAHALAEPrimaryYes
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Funds, Trusts, and Other Financial Vehicles525
SIC code2 codes
  • Investment Advice6282
  • Finance Services6199
Product category
Investment Research
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Pricing details1 tier
1Free equity research registration
ModelFreemiumBilling cadenceMonthly
Notes

Free email-based equity research notes; registration required for access

quoteddata.com
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Brand1 record
1Active ETF Intelligence
Description

Weekly live show covering developments in the European active ETF market, launched in March 2026.

quoteddata.com
Core offering1 text field

QuotedData operates a web-based financial research and data platform that publishes equity research notes, daily-updated fact sheets, peer group analysis tools, and data tables on investment trusts (closed-ended funds), ETFs, real estate companies/REITs, open-ended funds, VCTs, and equities. Content is distributed via a research portal, email newsletter subscription, data feeds, video series (In The HotSeat and ETF Intelligence), and the annual Investors' Choice Awards ceremony held in London.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

QuotedData is a financial research and data platform providing equity research on investment trusts, ETFs, real estate companies, open-ended funds, VCTs, and equities across multiple sectors. The platform operates through its core research portal offering daily updated fact sheets, peer group analysis tools, and data feeds organized by geography and sector. Content is delivered through multiple channels including the main research platform, video series (In The HotSeat, ETF Intelligence), and email subscriptions. The platform hosts the annual Investors' Choice Awards ceremony recognizing excellence in the investment trust sector.

Product and service6 records
1QuotedData Research Platform
2Investment Companies / Investment Trusts Data
CategoryInvestment Data
Description

Structured data tables and fact sheets on closed-ended investment companies and investment trusts, organised by geography and sector, used for fund selection, peer comparison, and due diligence.

3Exchange Traded Funds (ETFs) Coverage
CategoryInvestment Research
Description

Dedicated research and data tables on ETFs (including active and thematic ETFs), supporting the European Active ETF Intelligence show.

4Real Estate Companies & REITs Coverage
CategoryInvestment Research
Description

Research and data coverage of real estate investment companies and REITs across multiple property types and geographies.

5Data Feeds
CategoryInvestment Data
Description

Daily-updated structured fact sheets and peer group analysis tools providing quantitative data tables for investment companies across multiple sectors and geographies.

6Free Equity Research Email Registration
CategoryResearch Distribution
Description

Free registration service that delivers QuotedData's equity research notes directly to investor inboxes, requiring classification of investor type and investment preferences.

Recent move3 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature3 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

QuotedData

Investment Researchquoteddata.com

QuotedData is a UK-based financial research and data platform founded in 2013 providing free equity research, daily-updated fact sheets, and peer analysis tools on investment trusts, ETFs, REITs, and closed-ended funds for private and professional investors.

What QuotedData does

QuotedData is a UK-based financial research and data platform founded in 2013, headquartered in the City of London, that provides equity research, daily-updated fact sheets, peer-group analysis tools, and news coverage focused on investment trusts, ETFs, closed-ended funds, real estate companies, and REITs. The platform is web-based (quoteddata.com) and delivers content through multiple channels including a sector-organized research library, free email research notes, weekly video interview series ('In The HotSeat' and 'Active ETF Intelligence'), RSS feeds, and educational guides. Coverage spans UK, European, North American, and Asia-Pacific investment vehicles, with sector breakdowns including global equity income, property, infrastructure, debt, technology, and specialist funds. USA residents are restricted from accessing data due to data protection policies. CEO Edward Marten leads an 11–50 employee organization operating as a privately held, independent company with no disclosed parent, external investors, or funding rounds.

The business model is freemium: equity research notes are delivered free to registered users (classified as private or professional investors during sign-up), with the website content accessible to registered users. The platform monetizes indirectly through its annual Investors' Choice Awards ceremony held in London, which recognizes investment companies and fund groups across 14 categories and serves as the primary commercial and brand-building event. QuotedData serves two primary customer segments: private individual investors seeking free equity research on investment companies and ETFs, and professional investors requiring structured data and analysis for due diligence and market intelligence. The investment company / fund group ecosystem is engaged as a secondary segment through awards participation, sponsorship, and research coverage. Revenue figures are not publicly disclosed, and the company appears to operate on a bootstrapped basis with no external funding.

QuotedData firmographics

Firmographics
Name
QuotedData
Legal name
QuotedData
Website
https://quoteddata.com
Company type
Private
Founded year
2013
Operating status
Operating
Headcount range
1–10 employees
Short description
QuotedData is a UK-based financial research and data platform founded in 2013 providing free equity research, daily-updated fact sheets, and peer analysis tools on investment trusts, ETFs, REITs, and closed-ended funds for private and professional investors.
Ownership category
akta.pro rank

QuotedData industry classification

Industry
Product category
Investment Research
NAICS
Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)
SIC
Investment Advice (6282), Finance Services (6199)
akta.pro primary industry
Industry & Sector Research (Syndicated/Custom) (BPAHALAE)

Keywords

  • Investment trust research
  • Closed-ended fund analysis
  • ETF market intelligence
  • REIT equity research
  • Investment data feeds

Where QuotedData is headquartered

Location

Headquarters

HQ city
City Of London
HQ country
United Kingdom
HQ region
Europe

Markets served

QuotedData business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Pricing tiers

ModelBillingPrice
FreemiumMonthlyFree equity research registration

Distribution channels2 records

Marketing channels7 records

QuotedData product offering

Product offering

Core offering

QuotedData operates a web-based financial research and data platform that publishes equity research notes, daily-updated fact sheets, peer group analysis tools, and data tables on investment trusts (closed-ended funds), ETFs, real estate companies/REITs, open-ended funds, VCTs, and equities. Content is distributed via a research portal, email newsletter subscription, data feeds, video series (In The HotSeat and ETF Intelligence), and the annual Investors' Choice Awards ceremony held in London.

Product overview

QuotedData is a financial research and data platform providing equity research on investment trusts, ETFs, real estate companies, open-ended funds, VCTs, and equities across multiple sectors. The platform operates through its core research portal offering daily updated fact sheets, peer group analysis tools, and data feeds organized by geography and sector. Content is delivered through multiple channels including the main research platform, video series (In The HotSeat, ETF Intelligence), and email subscriptions. The platform hosts the annual Investors' Choice Awards ceremony recognizing excellence in the investment trust sector.

Differentiator

Problem solved

Functional benefit

Brands

  • Active ETF Intelligence: Weekly live show covering developments in the European active ETF market, launched in March 2026.

Products and services

  • QuotedData Research Platform
  • Investment Companies / Investment Trusts Data Structured data tables and fact sheets on closed-ended investment companies and investment trusts, organised by geography and sector, used for fund selection, peer comparison, and due diligence.
  • Exchange Traded Funds (ETFs) Coverage Dedicated research and data tables on ETFs (including active and thematic ETFs), supporting the European Active ETF Intelligence show.
  • Real Estate Companies & REITs Coverage Research and data coverage of real estate investment companies and REITs across multiple property types and geographies.
  • Data Feeds Daily-updated structured fact sheets and peer group analysis tools providing quantitative data tables for investment companies across multiple sectors and geographies.
  • Free Equity Research Email Registration Free registration service that delivers QuotedData's equity research notes directly to investor inboxes, requiring classification of investor type and investment preferences.

Companies that use QuotedData

Customer profile

Segments3 records

Ideal customer profiles3 records

QuotedData technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature3 records

QuotedData partnerships and signals

Strategic signal

Recent moves3 records

Expansion highlights4 records

QuotedData competitors and assessment

Company assessment

Market position

Strengths4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

QuotedData social profiles

Digital presence

QuotedData financial estimates

Financial estimate

Revenue estimate

Valuation estimate

QuotedData leadership team

Management profile

Number of profiles

Profiles1 record

QuotedData funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

QuotedData M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about QuotedData

What does QuotedData do?

QuotedData operates a web-based financial research and data platform that publishes equity research notes, daily-updated fact sheets, peer group analysis tools, and data tables on investment trusts (closed-ended funds), ETFs, real estate companies/REITs, open-ended funds, VCTs, and equities. Content is distributed via a research portal, email newsletter subscription, data feeds, video series (In The HotSeat and ETF Intelligence), and the annual Investors' Choice Awards ceremony held in London.

Is QuotedData a public or private company?

QuotedData is a private company. It is classified as unknown and is currently operating.

When was QuotedData founded?

QuotedData was founded in 2013. It employs 1 to 10 people.

Where is QuotedData based?

QuotedData is headquartered in City Of London, United Kingdom, in the Europe region.

Does QuotedData have an API?

No public API is recorded for QuotedData.

What industry is QuotedData in?

QuotedData's product category is Investment Research. Its primary akta.pro industry code is BPAHALAE, Industry & Sector Research (Syndicated/Custom). Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
InvestegateJoin AGT's Joe Bauernfreund and Ross McGarry liveAGT's Joe Bauernfreund and Ross McGarry will host a live panel on 14 October to discuss undervalued, well-run businesses. The session covers Exor and Amore Pacific, with 15 minutes of Q&A. The event is hosted by Gavin Lumsden of QuotedData.QuotedDataWhich funds deserve your vote? Investors’ Choice Awards return for 2026The third annual QuotedData Investors' Choice Awards launched, inviting private investors to vote on investment companies and ETFs. The awards are decided by investor votes after a panel of professional investors creates shortlists, with a £5,000 prize for the best predictor.Portfolio AdviserJames Carthew to step down from QuotedDataJames Carthew, head of investment companies at QuotedData, will step down at the end of September, continuing as a contributing editor. He has over 40 years in the industry and has been a director and co-founder at QuotedData for 14 years. CEO Edward Marten said the transition is planned and includes hiring a compliance officer and part-time finance director.HedgeweekSaba presses Gore Street shareholders to back wind-upUS activist hedge fund Saba Capital is urging shareholders of the £244m Gore Street Energy Storage Fund to back proposals to wind up the trust, according to a QuotedData report. Saba, holding about 17%, said the sale of two Irish battery storage assets to GS EU failed to address valuation concerns, and cited a 27% NAV fall over a year and a 35% share discount.InvestegateInitiation note from QuotedDataShaires Holdings Ltd has launched a retail offer to raise capital and construct an initial portfolio of private technology companies, specifically focusing on late-stage AI businesses. The company's model allows existing shareholders of private firms to exchange their holdings for newly issued listed shares, providing liquidity without cash sales. Significant execution risk remains as the firm attempts to establish itself as a trusted liquidity partner in the private market.InvestegateQuotedData's In The HotSeatPantheon International PLC announced that Charlotte Morris will appear as a special guest on QuotedData's 'In The HotSeat' webinar scheduled for August 14, 2026. The event is part of a weekly series discussing investment company news and will allow attendees to watch live, ask questions, and access recordings afterward.QuotedDataSmashing three-year returns earn managers of “no charge” Ashoka WhiteOak Emerging Markets their first £1.2m feeAshoka WhiteOak Emerging Markets managers earned their first £1.17m performance fee after three years, as the trust's 26.4% return fell short of the MSCI Emerging Markets index's 26.8%. The fee is paid mostly in new shares, with half held for three years. The trust's net assets rose to £77.4m, and it may reach £100m by next year.QuotedDataFrom trackers to toolkits: thematic funds are the next chapter in ETFsThematic funds have emerged as a significant evolution in the ETF market, moving beyond simple trackers to serve as investment toolkits that allow investors to access various long-term trends. The Vanguard S&P 500 ETF (VOO) recently became the first ETF to surpass the $1 trillion mark, highlighting the investment innovations within this space. As ETFs continue to diversify, QuotedData aims to enhance its coverage by including thematic ETFs to better inform investors about their complexities and risks.Portfolio Adviser‘We’re as confused as everyone else’: Saba pushes for IEM board to resignSaba Capital claims to hold about 29.9% of Impax Environmental Markets after its exit tender, and has called for the board's resignation. The activist argues the tendered 77.83% of shares shows little demand for the current state, and plans to requisition a general meeting to replace the board.QuotedDataActive ETF Intelligence – our new show on active ETFsQuotedData is launching a new weekly live show called Active ETF Intelligence on 4 March, focused on covering developments in the European active ETF market. The article previews key topics including the spectrum of active management approaches, JPMorgan's dominance with $43.1bn in assets representing roughly 45% of the European market, and recent regulatory changes allowing quarterly rather than daily portfolio disclosure by the Central Bank of Ireland and Luxembourg. The piece also explores whether European active ETFs can sustain growth given structural differences from the US market, where active ETFs have reached $1.6 trillion in assets.