Estimize
Estimize is a crowdsourced financial estimates platform that aggregates earnings forecasts from 130,000+ global contributors and applies a proprietary Select Consensus algorithm to produce weighted consensus predictions for institutional and individual investors.
- Company typePrivate
- Founded2011
- HeadquartersHong Kong, Hong Kong SAR China
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Estimize does
Estimize operates a crowdsourced financial estimates platform that aggregates earnings per share, revenue, and key performance indicator forecasts from more than 130,000 contributors worldwide, spanning buy-side and sell-side professionals, independent investors, amateur analysts, and academics. Submissions are processed through the proprietary Select Consensus model and supporting Smart Consensus quality control system, which monitor contributor behavior, assess estimate validity, weight submissions to filter out erroneous data, and produce a consensus forecast that the company reports has beaten traditional sell-side consensus in 70% of firm-quarters. The platform has accumulated 10+ years of historical data and the methodology has been independently validated by more than a dozen academic papers from institutions including the Wharton School at the University of Pennsylvania, Temple University, the University of Kentucky, and George Washington University, alongside institutional research from Wolfe Research, McKinley Capital, and Deutsche Bank Markets Research.
Estimize firmographics
Firmographics- Name
- Estimize
- Legal name
- Estimize
- Website
- https://estimize.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Estimize is a crowdsourced financial estimates platform that aggregates earnings forecasts from 130,000+ global contributors and applies a proprietary Select Consensus algorithm to produce weighted consensus predictions for institutional and individual investors.
- Ownership category
- akta.pro rank
Where Estimize is headquartered
LocationHeadquarters
- HQ city
- Hong Kong
- HQ country
- Hong Kong SAR China
- HQ region
- Asia
Markets served
Estimize business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Contributor Access (Freemium): Contributors gain free access to Estimize data for each earnings release they estimate on, creating a give-to-get model that incentivizes participation
- Premium Individual Subscription: Full access to data and advanced tools for individuals without contributing estimates, priced at $99/month or $999/year
- Premium Plus Individual Subscription: Full access to data, advanced tools, and API access for individuals at $249/month
- Institutional Data License: Raw data feeds with scaled pricing for institutional clients including hedge funds, fintech companies, and academic institutions
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free access for contributors who estimate earnings releases |
| Subscription | Annual | Full access for individuals without contributing estimates |
| Subscription | Monthly | Full access with API for individuals requiring programmatic access |
| Subscription | Multi-year contract | Institutional-grade data feeds with custom pricing |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels4 records
Estimize product offering
Product offeringCore offering
Estimize operates a crowdsourced financial estimates platform that aggregates earnings (EPS, revenue) and macroeconomic estimates from over 130,000 contributors worldwide, including buy-side, sell-side, independent, and amateur analysts. The platform applies proprietary behavioral and statistical algorithms—most notably the Select Consensus model—to weight each estimate by validity and produce a consensus forecast that the company reports is closer to actual reported results 70% of the time than legacy sell-side consensus. Data is delivered via web subscriptions, an institutional API/FTP feed, and an embeddable earnings-prediction widget for third-party websites.
Product overview
Estimize is a single platform offering crowdsourced earnings and macroeconomic estimates. The core Estimize Platform collects opinions from over 130,000 contributors worldwide, uses proprietary behavioral and statistical algorithms (Select Consensus model) to weight estimates and filter outliers, and generates consensus forecasts. The platform is available through multiple tiers: Contributor (free with contribution), Premium ($99/month or $999/year) for full access, Premium Plus ($249/month) adding API access, and Institutional (custom pricing) for raw data feeds. Add-on offerings include the Estimize Widget for website embedding and direct API/FTP access for institutional clients. Data is distributed through partner platforms including FactSet, Interactive Brokers, ChartIQ, QuantConnect, and Wolfe Research.
Differentiator
Problem solved
Functional benefit
Products and services
- Estimize Platform Crowdsourced financial estimates platform that collects EPS, revenue, and key performance indicator forecasts from over 130,000 contributors worldwide and applies proprietary algorithms to generate a weighted consensus used by professional investors.
- API & FTP Data Access Institutional-grade raw data feeds and live API enabling systematic quantitative hedge funds, fintech developers, and academic researchers to access historical data files and real-time Estimize consensus data, with a 30-day evaluation trial.
- Estimize Widget Embeddable interactive widget that lets website visitors submit EPS and revenue predictions for U.S. equities and view crowd wisdom, free for qualified startups.
Quantifiable outcome
- 70% win rate - Estimize Consensus closer to actual results vs legacy sell-side only estimate data sets
- +3 more outcomes
Companies that use Estimize
Customer profileNamed customers6 records
Segments5 records
Ideal customer profiles4 records
Estimize technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability3 records
Feature4 records
Estimize partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- FactSetcoreFactSet provides access to Estimize data through their financial data platform, integrating crowd-sourced earnings estimates into their comprehensive financial analysis tools.
- Interactive BrokerscoreInteractive Brokers offers Estimize data through their trading platform, providing retail and institutional traders access to crowd-sourced earnings estimates.
- Wolfe ResearchcoreWolfe Research is both a distribution partner and research collaborator. They publish research validating Estimize data accuracy and integrate it as a complementary factor to traditional analysis. Their research shows Estimize forecasts are more accurate and timelier than sell-side and highly complementary to traditional factors.
- ExtractAlphacoreExtractAlpha is the parent company that owns and operates Estimize. They developed the proprietary algorithms and consensus models used by the platform.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Estimize competitors and assessment
Company assessmentDirect peers
- Sentieo (now part of AlphaSense): AI-powered research and financial intelligence platform for institutional investors (now under AlphaSense), overlapping Estimize's research-data and analytics use cases for buy-side professionals.
- Visible Alpha: Provides consensus estimates, fundamental data, and transcripts to institutional investors — the closest direct competitor to Estimize on the buy-side sell-side estimate aggregation workflow.
- AlphaSense: Market intelligence platform aggregating research, transcripts, and documents for institutional users, competing for the same enterprise research budget as Estimize's institutional data licenses.
- Wall Street Horizon: Specializes in corporate event and earnings date intelligence used by quants and asset managers, comparable to Estimize's institutional data feed for earnings-related investment signals.
Emerging players
- Koyfin: An emerging financial data platform for investors offering fundamentals, estimates, and screening — competing with Estimize's Premium tiers for the same self-serve investor segment.
Others
- ExtractAlpha: Parent company of Estimize and an alternative-data provider in its own right; thematically adjacent as a sibling business that developed the proprietary Select Consensus algorithms and operates the platform.
Broad incumbents
- FactSet: Major financial data and analytics incumbent that is also a distribution partner for Estimize; offers consensus estimates and factor models as part of a much broader terminal platform competing for the same institutional wallets.
- LSEG (Refinitiv): Through the former Refinitiv business, LSEG distributes consensus estimates (I/B/E/S), StarMine models, and fundamentals to institutional clients — a primary reference set against which Estimize benchmarks its 70% win rate.
- S&P Global Market Intelligence: Provides consensus estimates, fundamentals, and quantitative analytics to institutional investors; a broad incumbent with overlapping capabilities to Estimize's earnings-estimate product.
- Bloomberg Intelligence: Bloomberg's research and analytics division offers earnings forecasts and industry analysis to terminal subscribers, providing bundled competition to standalone estimates platforms like Estimize.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Estimize social profiles
Digital presenceEstimize financial estimates
Financial estimateRevenue estimate
Valuation estimate
Estimize leadership team
Management profileNumber of profiles
Profiles2 records
Estimize funding detail
Funding detailFunding overview
Funding rounds5 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Estimize 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 Estimize
What does Estimize do?
Estimize operates a crowdsourced financial estimates platform that aggregates earnings (EPS, revenue) and macroeconomic estimates from over 130,000 contributors worldwide, including buy-side, sell-side, independent, and amateur analysts. The platform applies proprietary behavioral and statistical algorithms—most notably the Select Consensus model—to weight each estimate by validity and produce a consensus forecast that the company reports is closer to actual reported results 70% of the time than legacy sell-side consensus. Data is delivered via web subscriptions, an institutional API/FTP feed, and an embeddable earnings-prediction widget for third-party websites.
Is Estimize a public or private company?
Estimize is a private company. It is classified as corporate owned and is currently operating.
When was Estimize founded?
Estimize was founded in 2011. It employs 11 to 50 people.
Where is Estimize based?
Estimize is headquartered in Hong Kong, Hong Kong SAR China, in the Asia region.
How does Estimize make money?
Four revenue lines are on record. Contributor Access (Freemium) is the primary driver. The others are premium Individual Subscription, premium Plus Individual Subscription and institutional Data License.
Who are Estimize's main competitors?
Direct peers on record are Sentieo (now part of AlphaSense), Visible Alpha, AlphaSense and Wall Street Horizon. Koyfin is listed as an emerging player. ExtractAlpha is listed as an others. Broad incumbents are FactSet, LSEG (Refinitiv), S&P Global Market Intelligence and Bloomberg Intelligence.
Does Estimize have an API?
Yes. Estimize offers a live API and historical data file access to institutional clients. Users can access raw data feeds for 30 days to test before purchasing an institutional data license. The API is available as part of the Premium Plus ($249/month) and Institutional subscription tiers.