Research Tree
Research Tree is an FCA-regulated London-based equity research aggregation platform that consolidates research from 150+ providers for 65,000 retail and institutional investors, while selling B2B distribution, embedded feeds, and broker workflow tools to listed companies and brokers.
- Company typePrivate
- Founded2015
- HeadquartersLondon, United Kingdom
- Headcount1–10
- GTM typeB2B and B2C
- OfferingSoftware
What Research Tree does
Research Tree Ltd, founded in 2015 and headquartered at 1 Finsbury Circus, London, operates an FCA-regulated equity research aggregation platform that consolidates professional research from 150+ providers across UK, EMEA, North America, APAC and LatAm markets, serving a registered base of approximately 65,000 individual investors. The core platform offers watchlists, custom alerts, idea-generation filters and a Stock Pick League, with companion iOS and Android apps and a browser extension that auto-matches webpage text to the platform's company database. Coverage spans multiple exchanges including LSE, Euronext Paris, ASX, Canadian Securities Exchange, Aquis Apex and SIX Swiss Exchange, segmented by sector and market capitalization.
The business operates a hybrid revenue model. A freemium commissioned-research tier is free for retail investors, with costs covered indirectly via providers commissioned by listed companies. An institutional offering provides permissioned, subscription-based access paid for by asset managers. B2B solutions — Research Feeds, Provider Portals, Research Distribution, Fireside Webinars, Embedded RNS Feeds and the upcoming DealBridge workflow tool — are sold on recurring terms to listed companies and brokers for distribution, visibility, and (in DealBridge's case) compliant wallcrossing, bookbuilding and allocation management. Regulatory authorization is held via an Appointed Representative relationship with Sturgeon Ventures LLP (FCA FRN #452811), with Research Tree itself entered on the FCA Register as FRN #735919, and the firm is registered with the ICO (ZA161016) under UK GDPR.
Operationally the company remains small, with 1-10 employees and no disclosed funding rounds or revenue figures in the available materials. Growth signals are primarily product breadth — the DealBridge extension into primary capital markets workflow and the layering of B2B distribution products on top of the consumer platform — rather than headcount or capital intensity. Geographic restrictions (US persons require FINRA-registered introduction; services limited to UK/EEA for direct distribution) frame the addressable market, while the regulatory perimeter simultaneously serves as a structural barrier to new entrants.
Research Tree firmographics
Firmographics- Name
- Research Tree
- Legal name
- Research Tree Ltd
- Website
- https://research-tree.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Research Tree is an FCA-regulated London-based equity research aggregation platform that consolidates research from 150+ providers for 65,000 retail and institutional investors, while selling B2B distribution, embedded feeds, and broker workflow tools to listed companies and brokers.
- Ownership category
- akta.pro rank
Research Tree industry classification
Industry- Product category
- Equity Research Platform
- NAICS
- Other Scientific and Technical Consulting Services (54169)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Equity Research (FSACAGAA)
Keywords
Where Research Tree is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Research Tree business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Commissioned Research Distribution: Research commissioned by companies and disseminated through the platform to retail investors - free to access for all investors
- Institutional Research Access: Research paid for directly by asset managers, accessible only to institutional investors with proper permissions
- B2B Solutions: Provider Portals, Research Feeds, Distribution services, and Fireside Webinars sold to companies and research providers
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free/Commissioned |
| Subscription | Annual | Institutional Offering |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels5 records
Research Tree product offering
Product offeringCore offering
Research Tree is an equity research aggregation platform that gives investors access to professional research notes from 150+ third-party providers via a free retail tier and an institutional paid tier. It also offers B2B solutions — Research Feeds, Provider Portals, Research Distribution, Fireside Webinars, and Embedded RNS Feeds — that let brokers, research providers, and listed companies syndicate research and regulatory news to investor audiences.
Product overview
Research Tree is an equity research aggregation platform structured as a core platform with multiple B2B solutions and consumer-facing features. The core Research Tree Platform aggregates professional equity research from 150+ providers, making it accessible to 65,000+ investors. B2B offerings include Research Feeds (embedded content for company websites), Provider Portals (research distribution management), Research Distribution (ecosystem distribution), Fireside Webinars (online event hosting), Embedded RNS Feeds (regulatory news integration), and DealBridge (broker compliance and allocation management). Consumer features include watchlists, alerts, investment idea generation, a Stock Pick League, and Short Interest Tracker. The platform also offers iOS and Android mobile applications for on-the-go access.
Differentiator
Problem solved
Functional benefit
Products and services
- Research Tree Platform A web-based equity research aggregation platform that gives investors access to professional research notes from 150+ third-party providers across UK, European, and U.S. markets, with watchlists, RNS alerts, and a free retail tier alongside a paid institutional tier.
- Research Tree Mobile Apps iOS and Android mobile applications that extend the Research Tree platform to mobile devices, giving investors on-the-go access to the aggregated research library.
- Research Tree Browser Extension A browser extension that gives investors access to Research Tree's aggregated research and tools directly while browsing other financial and corporate websites.
- Research Feeds A B2B research syndication product that lets institutional and corporate clients receive aggregated equity research content from Research Tree's network of 150+ providers via feed integration.
- Provider Portals A B2B portal solution that lets research providers and brokers manage, publish, and distribute their equity research content through the Research Tree platform.
- Research Distribution A B2B distribution service that enables research providers and listed companies to syndicate their equity research notes to Research Tree's community of more than 65,000 investors.
- Fireside Webinars A B2B webinar hosting product that lets research providers, brokers, and listed companies run investor-facing webinars and corporate presentations through the Research Tree platform.
- Embedded RNS Feeds A B2B product that embeds UK Regulatory News Service (RNS) announcements directly into client platforms, integrating regulatory corporate news alongside equity research content.
Quantifiable outcome
- 65,000 investors signed up to the platform
- +2 more outcomes
Companies that use Research Tree
Customer profileNamed customers7 records
Segments4 records
Ideal customer profiles3 records
Research Tree technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Research Tree partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Sturgeon Ventures LLPcoreResearch Tree is an Appointed Representative of Sturgeon Ventures which is Authorised and Regulated by the Financial Conduct Authority (FCA). Sturgeon Ventures LLP is FRN #452811 and Research Tree is on the FCA Register with FRN #735919. This regulatory relationship enables Research Tree to distribute financial research in compliance with FCA requirements.
Scale indicators4 records
Recent moves3 records
Expansion highlights5 records
Research Tree competitors and assessment
Company assessmentDirect peers
- TipRanks: Equity research aggregation and analyst-tracking platform serving retail and institutional investors with consolidated ratings, price targets, and research. Directly comparable product offering, target buyer (informed investors), and freemium-plus-premium model.
- Smartkarma: Independent investment research network aggregating contributor research for institutional investors with subscription access. Closely aligned on the institutional research distribution model and provider-network concept.
- ResearchPool: Institutional marketplace that connects asset managers with independent and sell-side research providers on a subscription basis. Comparable in two-sided aggregation of paid research supply and demand.
- Seeking Alpha: Retail-facing investment research and analysis platform with contributor research, quant ratings, and watchlist tools. Comparable on investor-side use case (research discovery for retail) though more community-driven.
Emerging players
- AlphaSense: Enterprise market intelligence platform aggregating broker research, transcripts, and proprietary content with AI search. Overlaps on broker-research aggregation but skews enterprise/buy-side rather than retail distribution.
- Koyfin: Financial data and analytics platform serving self-directed investors with screening, charting, and research aggregation. Comparable on investor-facing research discovery and freemium model.
Broad incumbents
- Morningstar: Established investment research and data provider covering equities, funds, and portfolio analytics. Overlaps on equity research distribution but operates at much larger scale with proprietary analyst content.
- Bloomberg: Bloomberg Terminal and research distribution offer bundled equity research from hundreds of providers inside a much broader financial data workflow. Incumbent reference point for institutional research access.
- LSEG (Refinitiv) Workspace: Workspace platform aggregates broker research alongside market data, analytics, and trading. Comparable on the research aggregation layer but bundled inside a much wider enterprise data offering.
- S&P Capital IQ Pro: Enterprise investment research and data platform providing analyst research, fundamentals, and transaction data. Overlaps on institutional research aggregation with deeper sector and credit coverage.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Research Tree social profiles
Digital presenceResearch Tree compliance and trust
Trust signalCompliance2 records
Research Tree financial estimates
Financial estimateRevenue estimate
Valuation estimate
Research Tree leadership team
Management profileNumber of profiles
Research Tree funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Research Tree 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 Research Tree
What does Research Tree do?
Research Tree is an equity research aggregation platform that gives investors access to professional research notes from 150+ third-party providers via a free retail tier and an institutional paid tier. It also offers B2B solutions — Research Feeds, Provider Portals, Research Distribution, Fireside Webinars, and Embedded RNS Feeds — that let brokers, research providers, and listed companies syndicate research and regulatory news to investor audiences.
Is Research Tree a public or private company?
Research Tree is a private company. It is classified as unknown and is currently operating.
When was Research Tree founded?
Research Tree was founded in 2015. It employs 1 to 10 people.
Where is Research Tree based?
Research Tree is headquartered in London, United Kingdom, in the Europe region.
How does Research Tree make money?
Three revenue lines are on record. Commissioned Research Distribution is the primary driver. The others are institutional Research Access and B2B Solutions.
Who are Research Tree's main competitors?
Direct peers on record are TipRanks, Smartkarma, ResearchPool and Seeking Alpha. Emerging players are AlphaSense and Koyfin. Broad incumbents are Morningstar, Bloomberg, LSEG (Refinitiv) Workspace and S&P Capital IQ Pro.
Does Research Tree have an API?
No public API is recorded for Research Tree.
What industry is Research Tree in?
Research Tree's product category is Equity Research Platform. Its primary akta.pro industry code is FSACAGAA, Equity Research. Its NAICS code is 54169 and its SIC code is 6282.