What Wisesheets does

Wisesheets Inc. is a Toronto-based financial technology company that builds a spreadsheet add-in for Microsoft Excel and Google Sheets, delivering institutional-grade financial market data directly inside the spreadsheet applications where its users work. The product is built around four custom functions: WISE for financials, key metrics, revenue segments, analyst estimates, and growth metrics; WISEPRICE for live and historical price data and dividend information; WISEFUNDS for ETF and fund data including expense ratios and assets under management; and WISEOPTIONS for real-time and historical options chain data including Greeks. Underlying coverage spans 50,000+ tickers across equities, ETFs, mutual funds, cryptocurrencies, and options on 50+ global stock exchanges, with 30 years of historical financial statements standardized to the XBRL US GAAP Taxonomy. Complementary features include Statement Dump (up to 19 years annual / 72 quarters quarterly), a Custom Stock Screener, a Function Builder, Trending Stocks, a free templates marketplace, and Portfolio Connect via the SnapTrade API, which enables read-only synchronization of holdings and transactions from 30+ brokerages including Robinhood, Fidelity, Charles Schwab, TD Ameritrade, Interactive Brokers, Vanguard, and Coinbase.

The company operates a tiered annual subscription model: Pro at $60/year (≈$5/month), Elite at $120/year (≈$10/month), and Enterprise at $900/year, with a 14-day money-back guarantee and a free trial funnel. Distribution is product-led and self-serve through the Microsoft Office Add-ins Store and Google Workspace Marketplace, with awareness driven primarily by word-of-mouth among self-directed investors, supplemented by content marketing on YouTube, TikTok, a blog, comprehensive documentation, and a Discord community. The customer base spans self-directed retail investors and individual financial analysts (the largest segments) as well as professionals at hedge funds, consulting firms, and enterprises; the platform lists BlackRock, Morgan Stanley, Vanguard, Deloitte, KPMG, PwC, KKR, Wells Fargo, BMO, and Manulife among its 1,000+ organizational users, and reports 70,000+ users handling 370 million data requests per month. Wisesheets positions itself as a 100x+ cost-disrupting alternative to Bloomberg Terminal and FactSet for analysts who prefer spreadsheet-native workflows over dedicated terminals.

Name

Wisesheets

Legal name

Wisesheets Inc.

Website

https://wisesheets.io

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Wisesheets is a Toronto-based fintech offering a spreadsheet add-on for Excel and Google Sheets that delivers institutional-grade financial market data to retail investors, analysts, and enterprise firms through custom functions and brokerage integrations, starting at $60/year.

Ownership category

akta.pro rank

Product category

Financial Data and Investment Analytics Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Net Worth & Personal Balance Sheet Tracking (FSAGADAF)

Keywords

• Spreadsheet add-in
• Financial market data
• Stock screening software
• Investment analytics platform
• Portfolio tracking tool

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

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

Revenue model

1. Subscription Revenue - Pro Plan: Annual subscription plan providing access to the spreadsheet add-on with core financial data features including 30 years of historical financial data, all financial statements and key metrics, coverage of 50+ stock exchanges, live price data, Google Sheets and Excel access, regular data speeds, and comprehensive email support. Also includes brokerage account connection via SnapTrade.
2. Subscription Revenue - Elite Plan: Annual subscription plan with all Pro features plus fastest data speeds, priority support, options data, and additional screener functionality. Options data is only available on Elite and Enterprise plans.
3. Subscription Revenue - Enterprise Plan: Annual subscription plan for enterprises with commercial use license, fastest data speeds, dedicated Slack support, and per-user licensing. Targets firms requiring professional-grade analysis capabilities.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Wisesheets sells a spreadsheet add-in for Microsoft Excel and Google Sheets that delivers institutional-grade financial market data directly inside the spreadsheet via proprietary functions. It serves self-directed investors and financial professionals with live and historical pricing, full financial statements, dividend information, ETF and fund data, options chains, custom screeners, and brokerage-connected portfolio tracking under tiered annual subscriptions starting at $60.

Product overview

Wisesheets is a Toronto-based financial technology company founded in 2025 offering a unified spreadsheet add-in for Microsoft Excel and Google Sheets. The core product, the Wisesheets Add-In, provides institutional-grade financial market data to individual investors at under $10 per month. The offering is structured around four custom spreadsheet functions (WISE for financials, WISEPRICE for prices, WISEFUNDS for ETFs, WISEOPTIONS for options) and complementary features including Statement Dump, Portfolio Connect via SnapTrade, Wise Templates, Custom Screener, Function Builder, and Trending Stocks. The company operates on a tiered subscription model (Pro at $60/year, Elite at $120/year, Enterprise at $900/year) with coverage of over 50 global stock exchanges, 50,000+ tickers, and 30+ cryptocurrency assets. The product competes directly with legacy providers Bloomberg Terminal and FactSet whose annual costs exceed $12,000.

Differentiator

Problem solved

Functional benefit

Products and services

• Wisesheets Add-In A Microsoft Excel and Google Sheets add-on that delivers institutional-grade financial market data — live prices, historical financials, dividends, ETF/fund data, options data, custom screeners, and brokerage-connected portfolio tracking — directly inside spreadsheets via proprietary functions for self-directed investors and financial professionals.
• Wise Templates A library of downloadable and customizable spreadsheet templates, including DCF models, stock trackers, analysis dashboards, dividend trackers, and portfolio trackers for use with the Wisesheets Add-In.

Quantifiable outcome

• Over 70,000 users and 370 million data requests per month
• +4 more outcomes

Named customers18 records

Segments5 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature8 records

Partnerships

One partnership is on record.

• SnapTradecoreTechnology or IntegrationSnapTrade provides API connectivity enabling Wisesheets users to connect to 30+ major brokerage accounts including Robinhood, Fidelity, Charles Schwab, TD Ameritrade, E*Trade, Interactive Brokers, Vanguard, and Coinbase. This allows users to sync their holdings, transactions, and portfolio data directly into their spreadsheets with read-only API access.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Koyfin: Koyfin is a financial data and analytics platform offering institutional-grade fundamentals, estimates, and market data to investors at a fraction of Bloomberg's price. It directly competes with Wisesheets in the democratization of professional financial data for individual and professional investors, though delivered via a web app rather than spreadsheet-native.
• Stock Rover: Stock Rover is an investment research and portfolio analysis platform for self-directed investors, offering screening, comparison, and fundamental data. It targets the same retail-to-pro investor persona as Wisesheets with comparable subscription pricing tiers and feature depth.
• Finviz: Finviz is a widely used financial visualization platform providing stock screening, charting, and fundamental data to retail investors. It overlaps with Wisesheets on stock screening and fundamental data delivery, and competes for the same self-directed investor audience.
• Financial Modeling Prep (FMP): FMP is a financial data API provider offering stock fundamentals, prices, and ratios to developers and analysts. It competes with Wisesheets on affordable fundamental data delivery for analysts building models in spreadsheets, though primarily API-first rather than add-in-first.

Emerging players

• Tiingo: Tiingo is an emerging financial data platform offering end-of-day and real-time stock/ETF/crypto data via API. It overlaps with Wisesheets' data delivery use case for analysts and quant-oriented users, though Tiingo is more developer-focused with less retail tooling.

Broad incumbents

• TradingView: TradingView is a leading charting and social trading platform serving tens of millions of retail investors with charting, screening, and market data. It competes with Wisesheets for the self-directed investor's attention and wallet share on screening and analysis workflows, though delivered as a standalone platform rather than spreadsheet add-in.
• Bloomberg Terminal: Bloomberg Terminal is the dominant institutional financial data, analytics, and news platform serving banks, asset managers, and corporations at $24,000+/year per seat. Wisesheets explicitly positions itself as a 100x cheaper alternative for users priced out of Bloomberg, making it the primary incumbent displacement target.
• FactSet: FactSet is a leading provider of financial data and analytics for investment professionals, competing directly with Bloomberg in portfolio analytics, fundamentals, and estimates. Wisesheets explicitly names FactSet as a target incumbent it is displacing at the low end of the market.
• S&P Capital IQ Pro: S&P Capital IQ Pro is a major institutional financial intelligence platform offering fundamentals, estimates, transactions, and screening for investment professionals. It overlaps with Wisesheets on the fundamentals/estimates use case for professional analysts, particularly at large enterprises.
• AlphaSense: AlphaSense is an enterprise market intelligence platform providing searchable access to financial documents, broker research, and expert transcripts. While it sits at a different point in the workflow (research search vs. structured data), it competes for enterprise knowledge-worker spend at the same financial-services customers Wisesheets serves.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@wisesheets
• TikToktiktok.com/@wisesheets
• Xx.com/wisesheets
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/wisesheets

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

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 Wisesheets