Rebellion Research

What Rebellion Research does

Rebellion Research is a New York-based, SEC-registered investment adviser (Rebellion Research Advisors, L.P.) founded in 2003 by Alexander Fleiss and Spencer Greenberg as a machine learning think tank applied to global asset management. The firm operates an AI-driven investment platform that uses proprietary deep reinforcement learning and Bayesian reinforcement learning models to monitor hundreds of economic factors across more than 50 countries and manage long-hor equity and cash-equivalent portfolios. Its product surface comprises three integrated modules — AI Investing (managed portfolios), AI Stock Advising (single-security recommendations), and AI Financial Planning — supplemented by Rebellion TV educational content and proprietary college and high school ranking indices. The firm distributes AI-managed separately managed accounts through Interactive Brokers, enabling account opening in over 70 countries with individual investor minimums of $25,000 to $50,000 and a 1% management fee.

The business model is a recurring 1% management fee on client AUM, paired with an enterprise/go-to-market motion that combines direct-to-consumer onboarding through the Interactive Brokers partnership, content marketing, social media, an Apple App Store application, and a network of academic partnerships with Cornell, Fordham, Columbia, MIT, and UC Berkeley that double as brand-building channels and talent pipelines. The firm claims 18+ years of live machine learning investment performance and 14 consecutive years of S&P 500 outperformance as its primary quantifiable outcome. It is privately held, has no disclosed outside funding, no M&A history, and operates with 11-50 employees from its New York headquarters.

The go-to-market is therefore hybrid: a digital direct-to-consumer channel for individual investors globally, layered with a sales-led presence through sponsored academic conferences, university relationships, and an extensive advisory board (including a Goldman Sachs Partner, a former US Treasury Deputy Secretary, former senior executives from IBM, Google, JPMorgan, and Bankers Trust). Distribution is structurally dependent on Interactive Brokers, while brand credibility is anchored in extensive press coverage in the Wall Street Journal, New York Times, MIT Technology Review, Wired, Bloomberg, and Institutional Investor.

Name

Rebellion Research

Legal name

Rebellion Research Advisors, L.P.

Website

https://rebellionresearch.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Rebellion Research is a New York-based, SEC-registered investment adviser founded in 2003 that uses proprietary deep reinforcement learning and Bayesian reinforcement learning models to manage AI-driven portfolios and offer stock advising and financial planning for individual investors globally via Interactive Brokers.

Ownership category

akta.pro rank

Product category

AI Investment Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAK

Digital/Robo Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSACAGAF

Quant Research & Systematic Strategies

Financial & Insurance/Capital Markets & Securities/Securities Research & Analytics

SECONDARYFSAAAAAO

Investor Education, Research & Portfolio Analytics Services (Retail)

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

Keywords

• AI investment management
• Machine learning portfolio
• Hedge fund strategies
• Robo advisory services
• Asset management

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Management Fees / Commission: Rebellion Research charges a 1% commission rate for managing investment portfolios. This is a recurring revenue stream based on assets under management.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels7 records

Core offering

Rebellion Research provides AI-managed investment portfolios through its proprietary AI Investing Platform, which uses deep reinforcement learning and Bayesian machine learning algorithms to analyze global economic factors from over 50 countries and make automated portfolio decisions. The platform is distributed via Interactive Brokers brokerage accounts accessible to individual investors with $25,000 to $50,000 minimums across 70+ countries, charging a 1% management fee. The firm has purportedly outperformed the S&P 500 for 14 consecutive years using this approach.

Product overview

Rebellion Research operates as a global machine learning think tank and AI financial advisor offering a unified AI Investing Platform as its core product. The platform consists of three integrated modules: AI Investing (core portfolio management), AI Stock Advising, and AI Financial Planning, all powered by proprietary Bayesian reinforcement learning models that continuously adapt to market conditions. The firm also offers supplementary services including Rebellion TV (educational content) and University & High School Rankings (research indices). The platform monitors hundreds of economic factors from over 50 countries and has achieved 14 years of outperformance against the S&P 500.

Differentiator

Problem solved

Functional benefit

Products and services

• AI Investing Platform Flagship AI-driven investment management platform that uses proprietary machine learning algorithms to make global economic assessments and portfolio decisions. Has outperformed the S&P 500 for 14 consecutive years and is available to individual investors with $25,000-$50,000 minimums through Interactive Brokers in 70+ countries.
• AI Stock Advising AI-powered stock selection and advisory service that provides investors with machine learning-driven recommendations for individual securities.
• AI Financial Planning Comprehensive AI-driven financial planning service that tailors investment strategies to individual investor goals and risk profiles.

Quantifiable outcome

• Outperformed S&P 500 for 14 consecutive years
• +2 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature3 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Interactive BrokerscoreTechnology or IntegrationThrough partnerships with Interactive Brokers, Rebellion Research offers AI-managed separately managed brokerage accounts online. This partnership makes machine learning-driven portfolio management accessible to investors without massive minimum requirements, enabling institutional-style portfolio management through brokerage infrastructure providers.
• Cornell Financial Engineering ManhattancoreStrategic or Co-development PartnerCornell Financial Engineering Manhattan partners with Rebellion Research for annual Future of Finance & AI conferences, including events in 2023, 2024, 2025, and 2026.
• Fordham University QuantVisioncoreStrategic or Co-development PartnerRebellion Research partners with Fordham University's Quantitative Conference (QuantVision) for annual events in 2024, 2025, and 2026.
• Columbia University MAFNcoreStrategic or Co-development PartnerPartnership with Columbia Mathematics of Finance (MAFN) program for Future of Portfolio Management conferences and memorial conferences.
• UC BerkeleyminorStrategic or Co-development PartnerRebellion Research participates in UC Berkeley's Financial Innovation Conference.
• MITminorStrategic or Co-development PartnerRebellion Research participates in MIT's Quant AI Conference.
• Various UniversitiescoreStrategic or Co-development PartnerRebellion Research has partnerships with over half a dozen universities, with academic advisors and team members from institutions including Columbia University, Yale University, Fordham University, and Amherst College.

Scale indicators6 records

Recent moves1 record

Expansion highlights5 records

Direct peers

• Wealthfront: Direct-to-consumer digital wealth management platform offering automated, algorithm-driven portfolio management for individual investors. Directly comparable to Rebellion Research on robo-advisory delivery model, target customer (mass-affluent retail), and low-minimum accessible accounts.
• Betterment: One of the original robo-advisors providing algorithm-driven portfolio management, tax-loss harvesting, and financial planning to retail investors. Comparable to Rebellion Research on automated portfolio management, retail focus, and subscription-style fee model.
• Empower Personal Dashboard (formerly Personal Capital): Hybrid robo-advisor and financial planning platform combining automated portfolio management with human advisory for mass-affluent investors. Comparable on AI/digital portfolio management and financial planning offerings.

Broad incumbents

• Schwab Intelligent Portfolios: Charles Schwab's automated investing platform offering algorithm-driven portfolio construction to mass-affluent retail clients. Broad incumbent offering automated portfolio management as part of a much larger brokerage and asset management franchise.
• Vanguard Digital Advisor / Personal Advisor: Vanguard's automated and hybrid advisory services offering algorithm-driven portfolio management at low fees to a broad retail base. Comparable on automated wealth management and low-fee positioning, though backed by a far larger asset management incumbent.
• Two Sigma: Large quantitative investment firm applying systematic, ML-driven strategies across global markets. Comparable to Rebellion Research on machine learning investment approach and systematic strategies, though at significantly larger scale and broader strategy mix.
• Renaissance Technologies: Pioneer in quantitative systematic trading using statistical and ML-based models. Comparable on quant-driven systematic investing using proprietary mathematical models, though far larger and more secretive.
• Bridgewater Associates: Largest hedge fund employing systematic, research-driven global macro and investment strategies. Comparable on systematic global investment approach with broad economic factor monitoring, though at vastly larger AUM scale.

Emerging players

• SigFig: Digital wealth management and portfolio analytics platform serving retail investors and financial advisors. Comparable on automated portfolio management and analytics for retail, though positioned more as an advisor technology platform.

Others

• Kensho (S&P Global): AI and machine learning analytics provider for financial markets and investment workflows. Adjacent peer providing ML-driven market analytics and NLP tools that complement the type of AI investment infrastructure Rebellion Research builds in-house.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/rebellionai
• Facebookfacebook.com/RebellionResearchAi
• LinkedInlinkedin.com/company/rebellion-research
• Instagraminstagram.com/rebellionresearchai/?hl=en

Revenue estimate

Valuation estimate

Number of profiles

Profiles23 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 Rebellion Research