Bespoke Investment Group

What Bespoke Investment Group does

Bespoke Investment Group is a privately-held financial research and wealth management firm headquartered in Harrison, NY, founded in May 2007 by Paul Hickey and Justin Walters, both of whom previously trained under market strategist Laszlo Birinyi. The firm serves a base of more than 1,000 professional investment members through two distinct service lines: quantitative market research delivered via subscription publications and an interactive toolkit, and a separate discretionary wealth management offering for individual clients with a $200,000 minimum.

The firm's product surface spans tiered subscription access (All Access, Premium, Newsletter), recurring research publications (Morning Lineup, The Closer, B.I.G. Tips, Triple Play Report, Bespoke Baskets, Bespoke 50 Growth Stocks), and an interactive analytics toolkit including Trend Analyzer, Chart Scanner, Seasonality Tool, Earnings Explorer, Economic Monitors, International Revenues Database, Triple Plays, Security Analysis, and Biggest Movers. The firm has disclosed a proprietary natural language processing (NLP) methodology for parsing Federal Reserve communications, indicating in-house quantitative capability layered on top of its screen-based research stack.

Revenue is generated through three mechanisms: monthly subscription fees across three tiers in the approximately $49–$195/month range, enterprise solutions for institutional or team-level accounts, and wealth management fees at 0.80% of assets under management. Custodial services for wealth management accounts are provided through Charles Schwab, allowing the firm to scale AUM without proportionally scaling operational headcount. The firm operates with a lean team of 1–10 employees, with research output driven primarily by the two co-founders.

Name

Bespoke Investment Group

Legal name

Bespoke Investment Group, LLC

Website

https://bespokepremium.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Bespoke Investment Group is a Harrison, NY-based financial research and wealth management firm founded in 2007 by Paul Hickey and Justin Walters (both Birinyi-trained). It serves 1,000+ professional investors via subscription-based market research and a $200K-minimum wealth management service using Schwab custody.

Ownership category

akta.pro rank

Product category

Investment Research & Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

akta.pro secondary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Financial market research
• Investment research subscriptions
• Wealth management services
• Market analysis tools
• Trading research platform

Headquarters

HQ city

Harrison

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Subscription Revenue - All Access: Premium subscription at $195/month or $1,995/year providing complete research coverage including morning and post-market reports, all tools, and advanced databases
2. Subscription Revenue - Premium: Mid-tier subscription at $99/month or $995/year offering daily research and core tools without post-market coverage
3. Subscription Revenue - Newsletter: Entry-level subscription at $49/month or $395/year providing weekly highlights and Bespoke Baskets
4. Enterprise Solutions: Custom multi-user licenses, white-label reports, and custom research for institutional clients at negotiated pricing
5. Wealth Management Fees: Annual account management fee of 0.80% on brokerage accounts with minimum $200,000 assets under management

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Bespoke Investment Group is a Registered Investment Advisor that delivers subscription-based financial market research, data, and analysis to professional and individual investors. The firm produces daily market commentary, proprietary interactive analytical tools, model portfolios (including the Bespoke 50 Growth Stocks), and equity research, while also offering bespoke wealth management services to high-net-worth clients.

Product overview

Bespoke Investment Group operates a subscription-based market research platform offering three tiered membership plans (All Access, Premium, and Newsletter) providing daily/weekly market analysis, proprietary research reports, and interactive analytical tools. The core platform is complemented by a wealth management service handling accounts above $200,000. The product ecosystem includes specialized research offerings such as Morning Lineup (daily pre-market), The Closer (post-market), Weekly Bespoke Report, B.I.G. Tips equity research, Triple Play Report, Bespoke Baskets, and Bespoke 50 Growth Stocks. Interactive tools include Trend Analyzer, Chart Scanner, Seasonality Tool, Earnings Explorer, Economic Monitors, International Revenues, Economic Indicators, Security Analysis, and Biggest Movers. The company also developed a proprietary natural language processing methodology for Federal Reserve communication analysis.

Differentiator

Problem solved

Functional benefit

Products and services

• All Access Subscription Flagship subscription that grants full access to Bespoke's interactive research platform, daily reports, proprietary analytical tools, and model portfolios for professional and active investors.
• Premium Subscription Subscription tier offering premium market commentary, research reports, and selected proprietary tools for individual investors seeking deeper market insights.
• Newsletter Subscription Lower-cost subscription delivering daily market commentary and selected research notes to retail investors and market participants.
• Wealth Management Personalized portfolio management and investment advisory service offered to high-net-worth clients of the firm, leveraging Bespoke's proprietary research and analytical capabilities.
• Enterprise / Institutional Access Multi-seat and customized access to Bespoke's research platform, model portfolios, and analytical tools for RIAs, hedge funds, family offices, and other institutional users.

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature9 records

Partnerships

Five partnerships are on record, tiered minor and core.

• Wall Street JournalminorOthersMedia partnership where Bespoke's research is featured and cited in WSJ articles, providing visibility and credibility through editorial coverage
• CNBCcoreOthersRegular appearances by co-founders on CNBC programming including Power Lunch, providing market analysis and commentary to mainstream audience
• Barron'sminorOthersMedia partnership featuring Bespoke's market analysis and data in Barron's financial coverage
• BloombergminorOthersMedia coverage by Bloomberg featuring Bespoke's market research and data analysis
• Charles SchwabcoreOthersWealth management clients maintain brokerage accounts at Charles Schwab, with Bespoke serving as the designated account manager. Full transparency with clients able to monitor all account activity.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Morningstar: Diversified investment research, ratings, and data provider with both retail subscriptions and enterprise data feeds — broad incumbent with overlapping research and portfolio analytics offerings.
• FactSet: Enterprise financial data and analytics platform with deep historical datasets and screening tools — overlaps with Bespoke's institutional ambitions and interactive toolset, at the high end of the market.
• Bloomberg: Bloomberg Terminal and Bloomberg Intelligence offer research, data, and analytics to professional investors — represents the institutional benchmark against which Bespoke's professional subscribers compare.

Emerging players

• Koyfin: Modern, lower-cost financial data and visualization platform targeting independent investors and small institutions — directly comparable on interactive charting and historical data, with a younger, tech-forward user base.
• Chaikin Analytics: Subscription research and stock-ranking platform founded by Marc Chaikin — comparable offering pairing proprietary analytics/rankings with daily research for retail and advisor audiences.

Direct peers

• StockCharts.com: Subscription technical-analysis charting and scanning platform serving active investors and professionals — directly comparable on Chart Scanner/Trend Analyzer-style interactive capabilities and tiered subscriptions.
• Seeking Alpha: Subscription-based investment research and analysis platform serving both individual investors and professionals with contributor-driven research, quant ratings, and portfolio tools — directly comparable subscription tiers and target buyer.
• Investor's Business Daily (IBD): Subscription research and rankings service offering equity ideas, market analysis, and proprietary screens (e.g., CAN SLIM) to retail and advisor audiences — comparable subscription research + tools bundle.
• Zacks Investment Research: Long-running subscription research service offering equity research, earnings estimates, and screening/ranking tools aimed at retail investors and advisors — overlapping product, pricing structure, and audience.
• Hedgeye: Independent, subscription-based macro and equity research firm with proprietary tools and a media-driven brand, similar in go-to-market to Bespoke's professional-focused research plus interactive tools.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/bespokeinvest

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Bespoke Investment Group