What Marketgrader.com does

MarketGrader.com Corp. is a privately held financial data and analytics company headquartered in Coral Gables, Florida, operating a global stock and ETF research platform that publishes daily proprietary ratings on more than 41,000 publicly traded companies worldwide. The company's core technology is a big-data quantitative analysis engine built around a GARP (Growth at a Reasonable Price) plus Quality methodology, designed to identify the best creators of long-term shareholder value across all sectors, geographies, and market capitalizations. The company's stated 20-year track record claims that 92% of its smart beta indexes beat their benchmark over the last decade.

MarketGrader monetizes through three layered channels: a freemium retail subscription tier (Starter & Advanced, free) accessible at invest.marketgrader.com; a Professional subscription tier for institutions and serious investors, distributed via app.marketgrader.com with a 14-day free trial; and institutional index licensing of its suite of 50+ smart beta indexes spanning US, developed, and emerging markets. The company pioneered smart beta indexing in the early 2000s and is the index methodology author behind the Barron's 400 Index. Product surface includes ETFGrader for ETF analysis, unlimited watchlists/alerts/reports on the Professional tier, report cards benchmarking index performance, model portfolios, and country-, sector-, and theme-specific indexes across global markets including dedicated families for the US, China, India, Latin America, and developed Europe/Asia.

The company operates with a lean 1-10 person team, suggesting high operating leverage and an automated core engine. Its customer base spans individual retail investors, financial advisors, and institutional clients (including ETF issuers and asset managers who license indexes). Distribution is driven primarily through content marketing, organic SEO via comprehensive index and methodology documentation, and a product-led free trial funnel. Strategic recent activity includes index product launches in India (2020, 2025) and China (2021), an ESG screening partnership with OWL Analytics, and ongoing geographic expansion across Latin America, Middle East, and emerging Asia.

Name

Marketgrader.com

Legal name

MarketGrader.com Corp.

Website

https://marketgrader.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

MarketGrader.com operates a global stock and ETF research platform providing daily proprietary quantitative ratings on 41,000+ stocks and 50+ smart beta indexes, serving retail investors, financial advisors, and institutional clients via subscription and index licensing.

Ownership category

akta.pro rank

Headquarters

HQ city

Coral Gables

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

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

Revenue model

1. Subscription Revenue - Professional Tier: Professional subscription access providing full platform features including unlimited watchlists, alerts, reports, and ETFGrader on app.marketgrader.com. Requires 14-day free trial before subscribing.
2. Index Licensing: Licensing opportunities for institutional clients to use MarketGrader's smart beta indexes. Contact email: [email protected]. The company offers 50+ indexes across US, developed and emerging markets.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

MarketGrader provides a global stock and ETF research platform that delivers daily proprietary ratings on 41,000+ stocks worldwide using a GARP (Growth at a Reasonable Price) plus Quality methodology, available through a free Starter & Advanced tier for retail investors and a Professional subscription tier for institutions. The company also licenses more than 50 proprietary smart beta indexes spanning US, developed and emerging markets to institutional clients, built on the same underlying rating engine.

Product overview

MarketGrader.com is a global stock and ETF research platform offering a unified product portfolio centered on proprietary stock ratings and smart beta indexes. The core platform provides daily ratings on 41,000+ global stocks through two subscription tiers: Starter & Advanced (free for casual investors) and Professional (for institutions/professionals). The platform's flagship offering is its quantitative analysis engine that grades all public companies worldwide. Complementing the research platform is a family of 50+ Smart Beta Indexes spanning U.S., developed markets, and emerging markets across various styles, sectors, and themes. These indexes are built on the same proprietary GARP (Growth at a Reasonable Price) + Quality methodology available to subscribers. Additional features include ETFGrader for ETF analysis, Unlimited Watchlists/Alerts/Reports for subscribers, and Report Cards comparing index performance against benchmarks and active managers. The India Growth Leaders 50 Index was most recently launched in January 2025, expanding the index family to over 50 indexes worldwide.

Differentiator

Problem solved

Functional benefit

Brands

• ETFGrader: ETF research and ratings platform
• MarketGrader Indexes

Products and services

• MarketGrader Platform Global stock and ETF research platform providing daily proprietary ratings on 41,000+ global stocks using a GARP + Quality methodology, with ideas lists, in-depth analysis, watchlists, alerts and reports for both retail and institutional investors.
• Starter & Advanced Subscription Free subscription offering for individual retail and early-stage investors providing access to MarketGrader's daily proprietary ratings on global stocks via the invest.marketgrader.com platform.
• Professional Subscription Paid subscription tier built for institutions and financial professionals, providing unlimited watchlists, alerts, reports, ETFGrader and access to daily proprietary ratings on 41,000+ global stocks via app.marketgrader.com.
• Smart Beta Index Family Suite of more than 50 proprietary rules-based equity indexes across US, developed and emerging markets, segmented by style, sector, region and theme (including US Core, US Style, US Sector, US Income, Developed Markets, Emerging Markets, China, India and Latin America indexes), available for institutional licensing.
• Model Portfolios Pre-built portfolio models constructed from MarketGrader Indexes, including the US Core Portfolio, US Growth Compounding Portfolio, US Core Select portfolios and US Balanced Core Select portfolios, designed for different investment strategies.
• ETFGrader Specialized ETF analysis and rating tool within the MarketGrader Professional platform that allows users to evaluate exchange-traded funds alongside the underlying stock ratings.
• India Growth Leaders 50 Index Single-country smart beta index of 50 of the most fundamentally sound companies domiciled in India, selected using the MarketGrader Score, for institutional licensing and benchmarking.
• India All-Cap Growth Leaders Index All-cap India smart beta index of 80 fundamentally sound companies with the best growth prospects in India, selected using MarketGrader's Score, for institutional licensing.
• China New Economy Index China sector-focused smart beta index of 120 fundamentally sound companies across Consumer Discretionary, Consumer Staples, Health Care and Technology sectors, for institutional licensing.
• New China Screened Index ESG-screened China smart beta index of 100 fundamentally sound new-economy companies, combining MarketGrader's Score with OWL Analytics consensus ESG ratings so constituents rank in the top 50% within their regional peer group on ESG.
• Report Cards (MarketGrader vs Benchmarks / vs Active Managers) Analytical performance reports comparing MarketGrader indexes against benchmarks and against active managers, demonstrating outperformance evidence for institutional prospects and subscribers.

Quantifiable outcome

• 92% of MarketGrader indexes beat their benchmark over the last decade

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• OWL AnalyticscoreTechnology or IntegrationMarketGrader partnered with OWL Analytics to develop ESG-focused indexes. OWL provides consensus ESG ratings using a 'wisdom of the crowds' approach, aggregating hundreds of ESG data sources to create objective, industry-specific ESG scores. This partnership is used for the New China Screened Index, which requires constituents to rank in the top 50% within their regional peer group based on OWL's ESG consensus rating.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Morningstar: Morningstar provides independent investment research, stock and fund ratings, and proprietary indices (including sustainability ratings) - directly comparable to MarketGrader's research platform and index business.
• MSCI: MSCI is the world's largest index provider with extensive smart beta and ESG index families used by ETF issuers globally - directly comparable to MarketGrader's 50+ smart beta indexes.
• S&P Dow Jones Indices: S&P Dow Jones Indices operates flagship global equity indices (e.g., S&P 500) and a growing smart beta family - a direct competitor to MarketGrader's index licensing franchise.
• FTSE Russell: FTSE Russell is a major global index provider with smart beta factor index families across developed and emerging markets - directly comparable to MarketGrader's smart beta offerings.
• Value Line: Value Line is a long-established investment research and ratings provider focused on individual stock analysis - directly comparable to MarketGrader's quantitative stock rating platform.
• Zacks Investment Research: Zacks provides proprietary stock rankings, research, and ratings to retail and institutional investors - directly comparable to MarketGrader's quantitative stock rating methodology.

Broad incumbents

• Bloomberg: Bloomberg Terminal is the dominant institutional financial data and analytics platform - a broader incumbent that overlaps with MarketGrader's professional research tier for institutional users.
• FactSet: FactSet provides institutional financial data, analytics, and portfolio tools - overlapping with MarketGrader's research platform but serving a broader enterprise market with deeper workflow integrations.
• S&P Global: S&P Global provides broad financial data, analytics, indices, and credit ratings through multiple units - a wider incumbent that overlaps with MarketGrader's index and research offerings.

Emerging players

• TipRanks: TipRanks is a digital investment research platform aggregating analyst ratings and providing stock scoring - an emerging player competing in the stock research and ratings space alongside MarketGrader.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Marketgrader
• LinkedInlinkedin.com/company/marketgrader-com

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 Marketgrader.com