Woodseer Global

What Woodseer Global does

Woodseer Global provides dividend forecast data for global equities, ADRs, and ETFs, covering over 32,000 securities across 100+ countries and 5,800+ indices. The company uses a hybrid algorithm+analyst methodology: a proprietary forecasting algorithm (developed from manual forecasting experience accumulated between 2011 and 2016) automates dividend amount and ex-dividend date calculations using corporate actions data received four times daily from partners, while London and New York-based analysts review and manually overwrite estimates for edge cases. Machine learning components include artificial neural networks trained on more than five years of company financial and dividend history, and ChatGPT 4 was integrated in 2024 to summarize US press releases. Forecasts extend up to four fiscal years ahead for major-index constituents and are updated intraday with low latency.

Woodseer was officially launched in 2017 after five years of manual forecasting development beginning in 2011, and was acquired by OptionMetrics in March 2023. The company is headquartered in London with offices in New York and Vancouver, operating with 1-10 employees. It is a B2B financial data provider selling annual subscriptions to enterprise clients including banks, hedge funds, market makers, exchanges, index providers, custodians, and asset managers. Pricing is custom and quote-based on coverage universe (average client consumes ~3,500 securities), with a 15% first-year discount offered to Bloomberg Terminal and BDVD customers and free 30- or 90-day trials available. Data is delivered directly via API (RESTful or Push), FTP, S3, or web login, and indirectly through distribution partners including FactSet, Morningstar, CRUX, Ultumus (a Six company), CBOE, and IEX Cloud.

Customer outcomes reported by the company include 80% of forecast amounts exact or within 10%, 80% of ex-dividend date forecasts exact or within 7 days, a 69% win rate against FactSet consensus estimates across eight quarters, and 100% conversion of companies that complete a 3-month direct API comparison trial. Named enterprise customers include the world's largest custodian and asset servicer (approximately $2.0 trillion AUM), the largest US options market maker, a US systematic hedge fund with $20+ billion AUM, and a global index provider that is a subsidiary of a major stock exchange. The company holds an ISO 374832021 Quality Management certification and operates under OptionMetrics ownership while maintaining its specialist brand identity.

Name

Woodseer Global

Legal name

Woodseer Global

Website

https://woodseerglobal.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Woodseer Global provides hybrid algorithm-plus-analyst dividend forecast data covering over 32,000 global equities, ADRs, and ETFs, sold via enterprise subscriptions to banks, hedge funds, custodians, options market makers, and index providers.

Ownership category

akta.pro rank

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Dividend Forecast Data Subscription: Annual subscription-based access to Woodseer's dividend forecast dataset covering 32,000+ securities globally. Pricing is customized based on coverage universe, with clients typically consuming ~3500 securities on average. Data delivered via API, FTP, S3, or web login with full historical backtest data available from January 2017.

Pricing tiers

Go-to-market motion2 records

Distribution channels7 records

Marketing channels5 records

Core offering

Woodseer Global provides a hybrid algorithm-and-analyst dividend forecasting service covering 32,000+ securities across 100+ countries. The platform delivers forward-dividend yield forecasts, ex-dividend date projections, and dividend amount predictions to institutional financial clients through API, FTP, and AWS S3 delivery channels.

Product overview

Woodseer Global offers a single, focused product: dividend forecast data for global equities, ADRs, and ETFs. The company uses a proprietary hybrid methodology combining algorithm automation with human analyst review to deliver dividend amount and ex-date forecasts. Data is delivered directly via API, FTP, S3, or web login, and is also available through distribution partners including Morningstar, FactSet, CRUX, Ultumus, and CBOE. The core product covers over 32,000 securities across 100+ countries with forecasts running up to 4 fiscal years ahead.

Differentiator

Problem solved

Functional benefit

Products and services

• Woodseer Dividend Forecast Data

Quantifiable outcome

• 80% of forecast amounts are exact or within 10%
• +4 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature6 records

Partnerships

Six partnerships are on record, tiered flagship, core and minor.

• FactSetflagshipChannel Partner/ Reseller/ DistributorFactSet is a major distribution partner for Woodseer's dividend forecast data. FactSet compared Woodseer projections against their own consensus street estimates, showing a 69% win rate for Woodseer across eight quarters.
• MorningstarflagshipChannel Partner/ Reseller/ DistributorMorningstar is a key distribution partner providing Woodseer data access to their extensive client base. Woodseer data is available via Morningstar platform.
• Ultumus (Six company)coreTechnology or IntegrationUltumus provides ETF composition data to Woodseer 4x daily, which Woodseer uses for bottom-up ETF dividend calculations. Woodseer data is also distributed via Ultumus platform. Ultumus is a Six company.
• CBOEcoreChannel Partner/ Reseller/ DistributorCBOE is a distribution partner for Woodseer dividend forecast data, making Woodseer data available to CBOE's client network.
• CRUXcoreChannel Partner/ Reseller/ DistributorCRUX is a distribution partner for Woodseer's dividend forecast data.
• IEX CloudminorChannel Partner/ Reseller/ DistributorIEX Cloud is a distribution partner through which clients can consume Woodseer dividend forecast data.

Scale indicators14 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• MSCI: MSCI provides index calculation data, dividend forecasts, and analytics to similar institutional clients, with overlapping use cases in index dividend adjustments and equity analytics.
• Intercontinental Exchange (ICE): ICE owns NYSE and provides fixed income and equity data, analytics, and index services that overlap with Woodseer's institutional customer base, particularly through its data services segment.
• Morningstar: Morningstar distributes Woodseer's dividend forecast data while offering broader investment data, equity research, and portfolio analytics to the same institutional client base across asset management and wealth.
• London Stock Exchange Group (LSEG / Refinitiv): LSEG/Refinitiv provides extensive corporate actions, dividend, and reference data to similar institutional finance customers across global markets, with much broader product breadth than Woodseer.

Direct peers

• FactSet: FactSet provides dividend consensus data and serves the same enterprise finance customers as Woodseer, while also distributing Woodseer's data through its platform — making it both a competitor and a channel partner.
• Bloomberg: Bloomberg's Terminal and Bloomberg Dividend Forecast (BDVD) product is Woodseer's primary direct competitor in dividend forecasting, serving the same enterprise financial services clients with a much broader data portfolio.
• S&P Global (IHS Markit): S&P Global's Markit dividend forecasting offering competes directly with Woodseer for enterprise contracts from banks, custodians, and asset managers, with broader corporate actions and reference data capabilities.

Others

• OptionMetrics: OptionMetrics is Woodseer's parent company (acquired it in 2023), providing options analytics data with natural cross-sell opportunities into options market-making clients served by Woodseer.
• Ultumus (SIX): Ultumus provides ETF composition data to Woodseer for bottom-up calculations while also distributing Woodseer's forecasts, serving the same ETF and index customer ecosystem as an integrated partner.
• CBOE (Hanweck): CBOE's Hanweck real-time options analytics serves the same options market maker customer segment as Woodseer, with adjacent product offerings, and is also a Woodseer distribution partner.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/woodseer

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Woodseer Global