What Ziggma does

Ziggma is a portfolio management application built for self-directed individual investors who want to align their investments with personal values—particularly climate, labor practices, and accountability—while maintaining strong financial returns. The company operates as Ziggma Analytics Inc., is privately held, was founded in 2019, and is based in Lewes, Delaware, with a 1–10 person team led by CEO Ulrich Ebensperger. Its primary customer segment is the impact-conscious retail investor managing multiple brokerage accounts; secondary segments include investors seeking multi-broker consolidation and climate-focused investors specifically targeting fossil-free and Paris-aligned portfolios.

The platform aggregates multi-broker accounts via Snaptrade and Plaid OAuth connections, layering institutional-grade impact data from ACA Ethos (600+ metrics, 80 topic-level scores, monthly updates, daily controversy monitoring) with proprietary scoring algorithms. Core products include a free Portfolio Tracker, Portfolio Checkup (multi-dimensional grading), an AI-enabled Portfolio Optimizer that simulates trades across impact, quality, risk, and yield simultaneously, the proprietary Ziggma Stock Score (0–100 composite across 50+ fundamental indicators, peer-relative), a Stock & ETF Screener covering 6,000+ securities with 20+ impact filters, Impact X-Ray, Dividend Tracker, Smart Alerts, Model Portfolios, and a Portfolio Climate Score that converts emissions trajectories into Global Warming Potential (implied temperature rise in °C). The product surface differentiates on transparency: the company discloses underlying data and methodology rather than offering opaque aggregate ESG ratings.

Ziggma operates a four-tier freemium subscription model—Free ($0), Starter ($6.99/mo annual), Investor ($10.49/mo annual, marketed as "Most Popular"), and Expert ($13.99/mo annual)—with annual billing offering approximately 30% savings versus monthly. Go-to-market is product-led (no-credit-card free tier) combined with community-led content marketing, notably "The Greenwashing Files" three-part educational series and an Impact Investing whitepaper, supported by SEO around climate stocks and fossil-free investing keywords. The company claims 30,000+ investments analyzed, 10,000+ brokers supported, and $1bn+ in customer investments linked, but discloses no revenue, funding history, or institutional investors.

Name

Ziggma

Legal name

Ziggma Analytics Inc.

Website

https://ziggma.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Ziggma is a portfolio management platform for self-directed retail investors that aggregates multi-broker accounts and layers institutional-grade impact data from ACA Ethos onto proprietary financial and climate scoring (including Global Warming Potential), operating on a freemium subscription model targeting values-aligned and climate-conscious investors.

Ownership category

akta.pro rank

Product category

Personal Investment Portfolio Management Software

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

ESG/Sustainable & Thematic Digital Investing Platforms (FSAGAEAK)

akta.pro secondary industries

ESG Data, Ratings & Research (Providers, Methodologies, Analytics) (FSAAALAJ), Supply Chain (Scope 3) Emissions & Supplier Engagement Platforms (EUABAEAE), ESG Data, Ratings & Climate Benchmarks (FSAFAIAI)

Keywords

• Portfolio management software
• Impact investing tools
• Stock screening platform
• Portfolio optimization software
• ESG investment research

Headquarters

HQ city

Lewes

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Software

Cost components

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

Revenue model

1. Subscription - Free Tier: Free tier providing portfolio tracker with 3 virtual portfolios, portfolio insights, dividend tracker, stock & ETF screener, and Market Scoop newsletter. Serves as acquisition layer for paid upgrades.
2. Subscription - Starter Tier: Monthly subscription at $6.99/mo (annual) or $9.99/mo (monthly) adding Portfolio Checkup, Ziggma Stock Scores, Ziggma Top 50, Impact X-Ray, Ziggma Screens, 1 linked investment account, 5 virtual portfolios, and ad-free experience.
3. Subscription - Investor Tier: Monthly subscription at $10.49/mo (annual) or $14.99/mo (monthly) adding Portfolio Optimizer, Smart Alerts, Model Portfolios, 5 linked investment accounts, and 10 virtual portfolios. Marketed as 'Most Popular' tier.
4. Subscription - Expert Tier: Monthly subscription at $13.99/mo (annual) or $19.99/mo (monthly) adding ability to link 5+ investment accounts and unlimited virtual portfolios.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Ziggma provides a self-directed portfolio management and research web platform that consolidates holdings across multiple brokerage accounts via Snaptrade and Plaid OAuth integrations. The platform delivers proprietary stock scoring, AI-enabled portfolio optimization, dividend tracking, and impact/ESG analytics powered by ACA Ethos data, including Global Warming Potential (temperature alignment) calculations.

Product overview

Ziggma is a comprehensive investment portfolio management platform built for self-directed investors seeking strong returns while aligning with their values. The platform operates on a tiered subscription model (Free, Starter, Investor, Expert) with a unified platform-plus-modules architecture. Core offerings include: (1) Portfolio Tracker for multi-broker account consolidation; (2) Portfolio Checkup for holistic portfolio analysis; (3) Portfolio Optimizer with AI-enabled trade simulation; (4) Ziggma Stock Score for proprietary quality ratings (0-100); (5) Stock & ETF Screener with 6,000+ securities coverage and 20+ impact filters; (6) Dividend Tracker for income monitoring; (7) Impact X-Ray for climate and values-based scoring; (8) Smart Alerts and Model Portfolios for automated monitoring and strategy adoption. The platform differentiates through impact investing capabilities, including fossil-free screening, greenwashing detection, and Global Warming Potential analysis, powered by ACA Ethos impact data.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Tracker Free portfolio tracking tool that consolidates holdings across multiple brokerage accounts into a single unified view, enabling monitoring of performance, risk, diversification, and impact metrics for individual self-directed investors.
• Portfolio Checkup Comprehensive portfolio analysis tool that grades holdings across impact, quality, risk, and yield dimensions and surfaces actionable recommendations for improvement.
• Portfolio Optimizer AI-enabled optimization tool that simulates prospective trades and finds the best portfolio configuration across impact, quality, risk, and yield simultaneously, evaluating diversification, risk-adjusted return, and climate impact before each trade.
• Ziggma Stock Score Proprietary 0-100 composite score that distills millions of data points across growth, profitability, valuation, and financial health dimensions; every stock is ranked against industry peers.
• Stock & ETF Screener High-speed screening tool covering 6,000+ stocks, ETFs, and mutual funds that filters by fundamental metrics, impact data, and values alignment simultaneously, including preset screens for fossil-free, climate solutions, and net-zero investing.
• Dividend Tracker

Quantifiable outcome

• S&P 500 portfolio implies 4.1°C warming vs Paris target of 1.5°C
• +2 more outcomes

Named customers4 records

Segments3 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

AI capability2 records

Feature8 records

Partnerships

Three partnerships are on record, tiered core.

• SnaptradecoreTechnology or IntegrationSnaptrade specializes exclusively in investment account aggregation with strong OAuth coverage across major brokers. Ziggma uses Snaptrade to power its free portfolio tracker, prioritizing secure, read-only brokerage connections. The partnership enables Ziggma to consolidate holdings across multiple brokers into a single unified view.
• PlaidcoreTechnology or IntegrationPlaid is the most widely used US financial account aggregator, covering thousands of institutions across banking and investments. Ziggma connects via Plaid as an alternative OAuth-based connection method, providing broad coverage and reliability for brokerage account linking.
• ACA EthoscoreTechnology or IntegrationACA Ethos is the institutional-grade impact data provider powering Ziggma's climate and ESG data. Covers 600+ metrics across climate action, resource use, fair labor, accountability, and controversy monitoring. Data is sourced from company disclosures, regulatory filings, and third-party verification - not self-reported ESG questionnaires. Monthly updates with daily controversy monitoring.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Empower (Personal Capital): Direct competitor offering free multi-broker portfolio aggregation, portfolio checkup, and optimization tools to retail investors — overlapping heavily with Ziggma's core tracker, checkup, and optimizer products.
• SigFig: Portfolio tracking and optimization platform with advisor and direct-to-consumer offerings; directly comparable free portfolio tracker, account aggregation, and optimization stack.
• Stock Rover: Investment research, screening, and portfolio analytics platform for self-directed investors — comparable on stock scoring, screening, and portfolio comparison features.
• Sharesight: Multi-broker portfolio tracking and dividend analytics tool for retail investors — directly comparable on account aggregation, dividend tracking, and performance reporting.
• Kubera: Modern net-worth and investment portfolio aggregator for self-directed investors — directly comparable multi-broker aggregation and unified-portfolio-value proposition.

Broad incumbents

• Morningstar Portfolio Manager: Long-established investment research and portfolio management suite from Morningstar, offering multi-broker aggregation, analytics, and screening — overlapping the research/portfolio management workflow Ziggma serves.
• Seeking Alpha: Large investment research and portfolio tracking platform with quantitative ratings and screening — overlapping Ziggma's stock scoring, screening, and premium-subscription monetization model.
• Yahoo Finance Plus: Broad incumbent financial portal offering portfolio tracking, screeners, and premium research — comparable on the free-tier multi-broker portfolio tracking and screening use case.

Emerging players

• Truvalue Labs (Arabesque): ESG and impact analytics provider offering real-time sustainability scoring — directly comparable on the impact/climate data layer that underpins Ziggma's Impact and Climate Scores.
• Parqet: European-headquartered multi-broker portfolio tracker and analytics platform for retail investors — comparable product architecture with account aggregation, performance analytics, and freemium monetization.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/Ziggma_PM
• LinkedInlinkedin.com/company/ziggma-portfolio-manager

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Ziggma