SavaNet
SavaNet operates a proprietary quantamental financial modeling and equity analytics platform built on its IFRICS taxonomy, serving investment managers, equity research analysts, and quant funds with normalized consensus models, factor-based valuation, and custom XBRL financial data delivered via web portal, Excel Add-in, and APIs.
- Company typePrivate
- Founded2003
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What SavaNet does
SavaNet, a New York-based LLC founded in 2003, builds and operates a proprietary financial modeling and analytics platform that combines quantitative and fundamental ("quantamental") equity analysis. Its core product, RMAS (Research Management and Analytics System), functions as a research database, model data management layer, and equity analytics platform, ingesting client proprietary models, third-party consensus forecasts, and market data and normalizing them under SavaNet's proprietary five-level, 3,700-item IFRICS taxonomy (and complementary MAICS taxonomy for XBRL processing). The product suite spans Consensus Models™ (complete three-statement forecasts for 9,000 global companies, updated daily), FactorVal™ and the Factor Pricing Model™ (factor-based equity valuation), MacroVal (macro factor sensitivity analytics), DIP™ (factor-tilted portfolios), 70+ equity factors across Value/Growth/Quality/Momentum styles, and 14 years of point-in-time rolling valuation series. Coverage extends to 225,000 consensus models, 140 author organizations, and 85 countries.
SavaNet firmographics
Firmographics- Name
- SavaNet
- Legal name
- SavaNet LLC
- Website
- https://savanet.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- SavaNet operates a proprietary quantamental financial modeling and equity analytics platform built on its IFRICS taxonomy, serving investment managers, equity research analysts, and quant funds with normalized consensus models, factor-based valuation, and custom XBRL financial data delivered via web portal, Excel Add-in, and APIs.
- Ownership category
- akta.pro rank
SavaNet industry classification
Industry- Product category
- Equity Research and Financial Analytics Software
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Due Diligence Advisory (Commercial/Financial/Operational) (BPAHADAE)
- akta.pro secondary industry
- Collateral, Lien & Asset Valuation Platforms (Auto, Equipment, Real Estate) (FSAGAHAG)
Keywords
Where SavaNet is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
SavaNet business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- Software License and Subscription: SavaNet licenses its financial data and analytics platform through tiered licensing: Personal Commercial Use License for individual users allowing use in personal work products, and separate Enterprise License for organizational use including shared databases and multiple users. Both are subscription-based recurring revenue.
- Enterprise Licensing: Enterprise licensing for organizational use including storage in shared databases, distribution to multiple users within organization, or integration into enterprise systems. Requires separate Enterprise License agreement with pricing available upon contact.
- Data Feeds and API Access: SavaNet provides data feeds for model data, factor analytics, valuation series, and macro factor sensitivities. Delivered via high-performance APIs for programmatic access.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Free Trial - 14 Days |
| Subscription | Annual | Personal Commercial Use License |
| Subscription | Multi-year contract | Enterprise License |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels3 records
SavaNet product offering
Product offeringCore offering
SavaNet provides a financial data and analytics platform combining quantitative and fundamental analysis ("Quantamental"). The platform delivers consensus three-statement financial models for 9,000 global companies, equity valuation analytics, macro factor data, and quantitative factor analytics. Products are licensed under Personal Commercial Use or Enterprise License agreements and accessed via web portal, Excel Add-in, Thomson Reuters EIKON add-in, or APIs.
Product overview
SavaNet is an industry-leading modeling data and analytics platform offering a comprehensive suite of financial products. The core platform consists of RMAS™ (Research Management and Analytics System), which provides a web-based research database and model data management combined with advanced equity analytics. This platform integrates with Consensus Models™ delivering full financial statement forecasts for 9,000+ global companies. The product suite includes FactorVal™ for equity valuation using the proprietary Factor Pricing Model™, MacroVal for macro factor analysis, and data products like Equity Quantitative Factors (70+ factors), Comprehensive Valuation Series, and Macro Factor Data. The system is built on SavaNet's proprietary IFRICS taxonomy—a five-level, 3700-item universal taxonomy for standardizing data from any source. Services can be accessed via web portal, Thomson Reuters EIKON add-in, Excel Add-in, and APIs. The platform covers 225,000 Consensus Models™, 140,000 reports, 140 author organizations, and 85 countries.
Differentiator
Problem solved
Functional benefit
Brands
- RMAS™: Research Management and Analytics System – SavaNet's core product system combining research database, model data management, and distribution system with equity analytics platform.
Products and services
- RMAS™ (Research Management and Analytics System) Web-based research database and model data management and distribution system that combines client, consensus, and market data, automatically creating and updating calculated metrics for investment professionals.
- Consensus Models™ Full financial statement forecasts for 9,000 global companies updated daily, including complete income statements, balance sheets, and cash flow statements, with approximately 10x more line items than typical estimates.
- FactorVal™ Equity valuation application using SavaNet's Factor Pricing Model™ to relate a company's valuation with fundamental, technical, and macroeconomic factors for determining stock price sensitivities and identifying over/undervalued securities.
- MacroVal Quantitative macro factor analysis and strategy building application for portfolio construction, cross-asset class trade construction, and macro event positioning.
- Equity Quantitative Factors Over 70 equity factors grouped into Value, Growth, Quality, and Momentum styles for use in quantitative equity management strategies, providing more detailed and forward-looking factors than other sources.
- Comprehensive Valuation Series Daily rolling historical point-in-time valuation series using Consensus Models™ for ultra-precise temporal matching, including 20 daily high-order valuation series going back 10 years on last year, next year, and two years forward basis.
- Macro Factor Data Historical price sensitivity data of each stock to movements in individual macro and market factors based on multi-factor regression analysis, enabling portfolio building, risk analysis, and exposure hedging.
- DIP™ (Direct Indexed Portfolio) Portfolio of securities that adhere to specific investment selection criteria, such as stocks sensitive to specific factors like oil prices, for direct investment.
- Custom Software Development Proprietary client-specific analytics development and advisory services that go beyond white-labeled applications to build custom financial platforms.
- SavaNet-viaNexus U.S. Normalized Fundamentals Dataset Joint product with viaNexus that transforms complex XBRL regulatory filings into standardized financial data. Covers 3,000+ U.S. companies with five years of quarterly and annual historical data across 250+ standardized financial fields, built on SavaNet's proprietary MAICS taxonomy and delivered via high-performance APIs targeting equity research, financial modeling, fintech platforms, and AI-driven analytical systems.
Quantifiable outcome
- 10x more line items than typical estimates
- +3 more outcomes
Companies that use SavaNet
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
SavaNet technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature7 records
SavaNet partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- viaNexuscoreSavaNet and viaNexus launched a joint U.S. Normalized Fundamentals dataset that transforms complex XBRL regulatory filings into standardized financial data. The dataset covers 3,000+ U.S. companies with five years of quarterly and annual historical data across 250+ standardized financial fields. Built on SavaNet's proprietary MAICS taxonomy, the product is delivered through high-performance APIs and agent-ready services targeting equity research, financial modeling, fintech platforms, and AI-driven analytical systems, with plans to expand to all Reg NMS stocks.
Scale indicators13 records
Recent moves5 records
Expansion highlights5 records
SavaNet competitors and assessment
Company assessmentDirect peers
- Koyfin: Financial data and analytics platform providing fundamentals, consensus estimates, and screening for buy-side analysts. Directly comparable to SavaNet in workflow and target customer, with similar subscription-based distribution.
- FactSet: FactSet provides integrated financial data, analytics, and workflow tools to investment professionals. It is the closest direct competitor to SavaNet's research, consensus modeling, and factor analytics offerings among publicly traded peers.
- YCharts: Financial data, charting, and screening platform for advisors and analysts. Comparable product surface and subscription pricing model, though positioned slightly more toward wealth management than quant funds.
- S&P Capital IQ Pro: S&P Global's flagship financial intelligence platform delivers fundamental data, consensus estimates, and screening for analysts and portfolio managers. Overlaps directly with SavaNet's consensus models, valuation series, and equity factor data.
Emerging players
- Hedgeye: Independent investment research and data platform combining fundamental analysis with quantitative tools. Comparable to SavaNet's quantamental positioning for buy-side decision-makers.
- Visible Alpha: Provider of normalized fundamental data and granular consensus metrics built from sell-side contributors. Overlaps with SavaNet's standardized fundamentals dataset delivered via the viaNexus partnership.
- AlphaSense: AI-driven market intelligence and document search platform used by investment professionals. Competes for the same research-analyst budget but differentiates on AI search vs. SavaNet's structured consensus-model focus.
- Sentieo (AlphaSense): AI-powered financial research platform (now part of AlphaSense) providing document search and spreadsheet integration. Adjacent competitor for analyst workflow time and budget.
Broad incumbents
- Bloomberg Terminal: Industry-standard financial terminal with consensus estimates (BEst), fundamental data, and factor analytics. Competes with SavaNet across enterprise workflows but at vastly larger scale and price points.
- LSEG (Refinitiv Workspace): London Stock Exchange Group's financial workstation offers broad market data, fundamentals, and analytics to enterprise clients. Overlaps with SavaNet's offerings but as part of a far larger, multi-asset platform rather than a quantamental-focused product.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
SavaNet social profiles
Digital presenceSavaNet financial estimates
Financial estimateRevenue estimate
Valuation estimate
SavaNet leadership team
Management profileNumber of profiles
Profiles2 records
SavaNet funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SavaNet M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SavaNet
What does SavaNet do?
SavaNet provides a financial data and analytics platform combining quantitative and fundamental analysis ("Quantamental"). The platform delivers consensus three-statement financial models for 9,000 global companies, equity valuation analytics, macro factor data, and quantitative factor analytics. Products are licensed under Personal Commercial Use or Enterprise License agreements and accessed via web portal, Excel Add-in, Thomson Reuters EIKON add-in, or APIs.
Is SavaNet a public or private company?
SavaNet is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SavaNet founded?
SavaNet was founded in 2003. It employs 11 to 50 people.
Where is SavaNet based?
SavaNet is headquartered in New York, United States, in the North America region.
How does SavaNet make money?
Three revenue lines are on record. Software License and Subscription is the primary driver. The others are enterprise Licensing and data Feeds and API Access.
Who are SavaNet's main competitors?
Direct peers on record are Koyfin, FactSet, YCharts and S&P Capital IQ Pro. Emerging players are Hedgeye, Visible Alpha, AlphaSense and Sentieo (AlphaSense). Broad incumbents are Bloomberg Terminal and LSEG (Refinitiv Workspace).
Does SavaNet have an API?
Yes. SavaNet provides MCP (Model Context Protocol) and APIs as part of their Services, enabling programmatic access to financial data. The Services are accessible through Excel Add-in, web applications, and data feeds. According to their Terms of Service, API access includes restrictions on using the data as a data source for AI agents, chatbots, or automated services.
What industry is SavaNet in?
SavaNet's product category is Equity Research and Financial Analytics Software. Its primary akta.pro industry code is BPAHADAE, Due Diligence Advisory (Commercial/Financial/Operational), with a secondary code of FSAGAHAG, Collateral, Lien & Asset Valuation Platforms (Auto, Equipment, Real Estate). Its NAICS code is 523940 and its SIC code is 6282.