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Casey Research

Full company profile

uuid000f4gr

Namestring
Casey Research
Company typeenum
Private
Founded yearint
2003
Short descriptiontext

Casey Research is a private Vermont-based investment research firm founded in 2003 that delivers subscription-style investment research and analysis to investors across multiple sectors under the leadership of founder Doug Casey and CEO Olivier Garret.

Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersVermont, United States
HQ citystring
Vermont
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
investment research, financial newsletters, market analysis, investment advisory, speculative research
Industry4 codes
1Sector-Specific Industry Research
CodeFSACAGALPrimaryYes
2Strategy & Thematic Research
CodeFSACAGAGPrimaryNo
3Equity Research
CodeFSACAGAAPrimaryNo
4Research Distribution, Sales Support & Client Analytics
CodeFSACAGAJPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Investment Research
Cost components3 values
Personnel, Marketing or Sales, Operations
GTM typeB2C
B2C
Offering typeDigital Commerce or Conte…
Digital Commerce or Content
Core offering1 text field

Casey Research offers subscription-based investment research services to investors across multiple sectors. The firm publishes analysis, recommendations, and market insights covering areas such as commodities, natural resources, emerging markets, and speculative opportunities, delivered through research publications targeted at self-directed investors.

Differentiator
Functional benefit
Problem solved
Product and service1 record
1Investment Research Subscription Services
CategoryInvestment Research
Description

Subscription-based investment research and analysis publications covering multiple sectors for individual investors.

No data
Peers10 records
TypeDirect peer
Description

Subscription publisher delivering independent macro, sector, and investment research to retail and advisor audiences, with a similar paid-newsletter operating model to Casey Research.

TypeDirect peer
Description

Members-only investment research and education service offering sector and thematic stock recommendations to retail investors, directly comparable in subscriber experience and editorial scope.

TypeBroad incumbent
Description

Large-scale investment research and data provider covering funds, equities, and markets; overlaps with Casey Research in investor-facing equity research, though serving a broader institutional and retail audience.

TypeEmerging player
Description

Crowd-sourced and contributor-driven investment analysis platform with paid premium research offerings, competing with Casey Research for retail investor attention and paid-subscription wallet share.

TypeBroad incumbent
Description

Established equity research and ranking provider offering sector and stock-level analysis, with broader institutional distribution than Casey Research but comparable core product of paid research for investors.

TypeDirect peer
Description

Subscription-based investment research and advisory service for retail investors covering equities and sectors, with comparable revenue model and investor education focus to Casey Research.

TypeBroad incumbent
Description

Subscription-based investment research, screening, and education service with sector and stock-level coverage aimed at active retail investors, comparable in audience and editorial depth.

TypeDirect peer
Description

Independent investment research and publishing firm producing subscription newsletters and special reports across multiple asset classes and sectors, mirroring Casey Research's multi-sector retail research offering.

TypeDirect peer
Description

Subscription-based independent investment research publisher offering sector, thematic, and idea-driven research to retail investors, directly comparable to Casey Research's newsletter-driven model.

TypeDirect peer
Description

Subscription investment newsletters and editor services covering multiple sectors and themes for retail subscribers, structurally similar to Casey Research's paid-research newsletter model.

Market position
Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Casey Research

Investment Researchcaseyresearch.com

Casey Research is a private Vermont-based investment research firm founded in 2003 that delivers subscription-style investment research and analysis to investors across multiple sectors under the leadership of founder Doug Casey and CEO Olivier Garret.

Casey Research firmographics

Firmographics
Name
Casey Research
Website
https://caseyresearch.com
Company type
Private
Founded year
2003
Headcount range
11–50 employees
Short description
Casey Research is a private Vermont-based investment research firm founded in 2003 that delivers subscription-style investment research and analysis to investors across multiple sectors under the leadership of founder Doug Casey and CEO Olivier Garret.
Ownership category
akta.pro rank

Casey Research industry classification

Industry
Product category
Investment Research
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Sector-Specific Industry Research (FSACAGAL)
akta.pro secondary industries
Strategy & Thematic Research (FSACAGAG), Equity Research (FSACAGAA), Research Distribution, Sales Support & Client Analytics (FSACAGAJ)

Keywords

  • Investment research
  • Financial newsletters
  • Market analysis
  • Investment advisory
  • Speculative research

Where Casey Research is headquartered

Location

Headquarters

HQ city
Vermont
HQ country
United States
HQ region
North America

Markets served

Casey Research business model

Business model
GTM type
B2C
Offering type
Digital Commerce or Content
Cost components
Personnel, Marketing or Sales, Operations

Casey Research product offering

Product offering

Core offering

Casey Research offers subscription-based investment research services to investors across multiple sectors. The firm publishes analysis, recommendations, and market insights covering areas such as commodities, natural resources, emerging markets, and speculative opportunities, delivered through research publications targeted at self-directed investors.

Differentiator

Problem solved

Functional benefit

Products and services

  • Investment Research Subscription Services Subscription-based investment research and analysis publications covering multiple sectors for individual investors.

Companies that use Casey Research

Customer profile

Ideal customer profiles1 record

Casey Research technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Casey Research competitors and assessment

Company assessment

Direct peers

  • Mauldin Economics: Subscription publisher delivering independent macro, sector, and investment research to retail and advisor audiences, with a similar paid-newsletter operating model to Casey Research.
  • The Oxford Club: Members-only investment research and education service offering sector and thematic stock recommendations to retail investors, directly comparable in subscriber experience and editorial scope.
  • The Motley Fool: Subscription-based investment research and advisory service for retail investors covering equities and sectors, with comparable revenue model and investor education focus to Casey Research.
  • Agora Financial: Independent investment research and publishing firm producing subscription newsletters and special reports across multiple asset classes and sectors, mirroring Casey Research's multi-sector retail research offering.
  • Stansberry & Associates (Stansberry Research): Subscription-based independent investment research publisher offering sector, thematic, and idea-driven research to retail investors, directly comparable to Casey Research's newsletter-driven model.
  • Penny Hoarder / Outsider Club (InvestorPlace family): Subscription investment newsletters and editor services covering multiple sectors and themes for retail subscribers, structurally similar to Casey Research's paid-research newsletter model.

Broad incumbents

  • Morningstar: Large-scale investment research and data provider covering funds, equities, and markets; overlaps with Casey Research in investor-facing equity research, though serving a broader institutional and retail audience.
  • Zacks Investment Research: Established equity research and ranking provider offering sector and stock-level analysis, with broader institutional distribution than Casey Research but comparable core product of paid research for investors.
  • Investors Business Daily (IBD): Subscription-based investment research, screening, and education service with sector and stock-level coverage aimed at active retail investors, comparable in audience and editorial depth.

Emerging players

  • Seeking Alpha: Crowd-sourced and contributor-driven investment analysis platform with paid premium research offerings, competing with Casey Research for retail investor attention and paid-subscription wallet share.

Market position

Customer concentration

Casey Research social profiles

Digital presence

Casey Research financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Casey Research leadership team

Management profile

Number of profiles

Profiles2 records

Casey Research funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Casey Research M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Casey Research

What does Casey Research do?

Casey Research offers subscription-based investment research services to investors across multiple sectors. The firm publishes analysis, recommendations, and market insights covering areas such as commodities, natural resources, emerging markets, and speculative opportunities, delivered through research publications targeted at self-directed investors.

When was Casey Research founded?

Casey Research was founded in 2003. It employs 11 to 50 people.

Where is Casey Research based?

Casey Research is headquartered in Vermont, United States, in the North America region.

Who are Casey Research's main competitors?

Direct peers on record are Mauldin Economics, The Oxford Club, The Motley Fool, Agora Financial, Stansberry & Associates (Stansberry Research) and Penny Hoarder / Outsider Club (InvestorPlace family). Broad incumbents are Morningstar, Zacks Investment Research and Investors Business Daily (IBD). Seeking Alpha is listed as an emerging player.

Does Casey Research have an API?

No public API is recorded for Casey Research.

What industry is Casey Research in?

Casey Research's product category is Investment Research. Its primary akta.pro industry code is FSACAGAL, Sector-Specific Industry Research, with a secondary code of FSACAGAG, Strategy & Thematic Research. Its NAICS code is 523940 and its SIC code is 6282.

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