What Validea does

Validea is a private, subscription-based investment research platform founded in 2003 by John Reese and operated as a DBA of The Reese Group LLC, headquartered in New York. The company delivers systematic, factor-based stock and ETF model portfolios that translate the documented investment approaches of legendary investors — including Warren Buffett, Benjamin Graham, Peter Lynch, Kenneth Fisher, James O'Shaughnessy, Joel Greenblatt, John Neff, David Dreman, Joseph Piotroski, Martin Zweig, Meb Faber, Wesley Gray, Tobias Carlisle, Pim van Vliet, and others — into quantitative screenable rules. Its core product surface comprises 22 stock model portfolios and 19+ ETF model portfolios (Risk-Managed, Sector Rotation, Factor Rotation, plus asset-allocation frameworks such as Permanent Portfolio and All Weather), supported by research tools including Guru Analysis (single-stock scoring across multiple strategy models), a Guru Stock Screener, Factor Reports (value, quality, momentum, low volatility), ETF Factor Reports, Trend Following, Market Valuation, Popular Stock/ETF Screens, and an Email Alerts service. Fundamental data is licensed from LSEG (Refinitiv).

The platform is delivered entirely as a self-serve web application with no native mobile application and no public or partner-facing API. Validea monetizes through quarterly, monthly, and annual subscription tiers gated by a 7-day free trial; pricing is not publicly disclosed. Acquisition is product-led growth, driven by SEO-optimized guru-themed stock screens, content marketing, a weekly email newsletter, YouTube videos, and webinars. Two customer segments are addressed: individual/retail investors (primary) and financial advisors (secondary). Validea Pro is positioned as an institutional-quality sub-brand for professional users. An affiliated entity, Validea Capital Management LLC, exists for related data-sharing and investment-management-adjacent services. No subsequent funding rounds have been disclosed since the 2000-06 Series 2 raise of $4,000,000 led by TD iCapital with Internet.com Venture Partners.

Name

Validea

Legal name

The Reese Group LLC

Website

https://validea.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Validea is a private, subscription-based web platform founded in 2003 that delivers factor-based stock and ETF model portfolios encoding the strategies of legendary investors like Buffett, Graham, Lynch, and Fisher into systematic screens, primarily serving individual investors and financial advisors.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

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, Infrastructure, Operations

Revenue model

1. Subscription Revenue: The primary revenue stream is subscription-based access to the investment research platform. Subscribers pay quarterly, monthly, or annual fees to access model portfolios, stock screening tools, guru analysis, and factor reports. After a 7-day free trial, subscribers are automatically renewed until cancelled.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Validea operates a subscription-based web platform that delivers factor-based stock and ETF model portfolios built from the documented strategies of legendary investors and academic research. Subscribers access 22 guru-based stock portfolios, multiple factor-based ETF portfolios, and analytical tools including a guru stock screener, factor reports, and email alerts, with all underlying stock evaluation powered by LSEG fundamental data.

Product overview

Validea is an institutional-quality investment research platform offering a comprehensive suite of stock and ETF model portfolios based on proven investment strategies from legendary investors and academic research. The platform operates through its web-based application featuring 22 distinct guru-based stock portfolios (including Warren Buffett's Patient Investor, Peter Lynch's P/E/Growth, Benjamin Graham's Value, Kenneth Fisher's Price/Sales, and others), multiple factor-based ETF portfolios (Risk-Managed, Sector Rotation, Factor Rotation, and asset allocation strategies like Permanent Portfolio and All Weather Portfolio), and analytical tools including Guru Analysis, Factor Reports, Stock Screener, ETF Screener, Trend Following, Market Valuation, and Email Alerts. The platform provides pre-built popular stock and ETF screens for various investment themes and factors. Fundamental data is sourced from LSEG.

Differentiator

Problem solved

Functional benefit

Brands

• Validea Pro: Institutional-quality stock and ETF models for professional investors
• Guru Analysis
• Factor Report

Products and services

• Stock Portfolios (Guru-Based Model Portfolios)

Quantifiable outcome

• Twin Momentum strategy demonstrated 20.8% annual return vs 12.9% S&P 500 benchmark (7.8% outperformance)
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Validea Capital Management, LLCminorOthersRelated legal entity that may receive user data sharing for potential investment management services. Operates as an independent legal entity from Validea's research operations.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Morningstar: Established investment research and data firm offering stock/ETF research, screeners, ratings, and portfolio tools to retail and institutional investors. Overlaps with Validea's core research/screening offering but operates at a vastly larger scale with broader data and media products.

Direct peers

• Seeking Alpha (Premium): Subscription-based investment research platform delivering quant ratings, factor scores, and analyst-style content to retail investors. Closely comparable business model (subscription + screening + factor-driven ratings) and target customer as Validea.
• Stock Rover: Retail-facing investment research and screening platform with quantitative ranking, factor-based scoring, and portfolio analytics. Competes directly with Validea for DIY investors seeking systematic, fundamentals-driven stock screening.
• Zacks Investment Research: Long-running quant-driven equity research provider offering the Zacks Rank, style scores, and earnings-based screening for retail investors. Highly comparable on methodology (quant ranking of stocks) and target audience.
• Portfolio123: Factor-based investing platform providing custom screening, ranking, and backtesting models for self-directed investors. Direct competitor in the multi-factor retail research space.
• TipRanks: Quant-driven analyst and investor tracking platform with stock scoring, smart score, and screening tools targeting retail and advisor segments. Competes with Validea on systematic stock ranking and research aggregation.
• VectorVest: Subscription-based stock advisory system that combines value, safety, and timing ratings into a unified score — directly comparable methodology to Validea's multi-factor approach.
• MarketSmith (William O'Neil + Co.): Premium investment research platform based on William O'Neil's CAN SLIM methodology, offering stock screening, model portfolios, and fundamental analysis. Comparable in translating a single guru's strategy into a retail subscription product.
• GuruFocus: Premium investment research platform offering factor screens, guru strategy tracking (including Buffett, Graham, Greenblatt), and fundamental analytics for retail and advisor customers. Highly comparable on guru-based strategy implementation and subscription pricing model.

Emerging players

• AAII (American Association of Individual Investors): Membership-based investor education organization offering stock screeners (including the famous Stock Investor Pro), model portfolios, and quant research to individual investors. Overlaps with Validea's factor/screen focus but anchored on member dues rather than pure subscription.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/valideavids
• Xx.com/GuruInvestor
• Facebookfacebook.com/valideainc
• LinkedInlinkedin.com/company/validea-com

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds1 record

Investors2 records

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 Validea