Medley Advisors
Medley Advisors is a New York-based macro policy research firm founded in 1997 that delivers macro policy analysis and insights to top-tier hedge funds, asset managers, banks, and institutional investors.
- Company typePrivate
- Founded1997
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Medley Advisors does
Medley Advisors is a US-based macro policy research firm headquartered in New York that delivers macro policy analysis and insights to top-tier institutional investors, including hedge funds, asset managers, banks, and other institutional clients. Founded in 1997, the firm operates with a small team (stated range of 11-50 employees) and is privately held. Its core product is proprietary macro policy research consumed by senior institutional decision-makers, supported by a long-tenured client base developed over nearly three decades. The firm's distribution model is enterprise / institutional and relationship-driven, with revenue mechanics consistent with recurring subscription or retainer-based research agreements rather than transactional advisory fees.
Medley Advisors firmographics
Firmographics- Name
- Medley Advisors
- Website
- https://medleyadvisors.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Medley Advisors is a New York-based macro policy research firm founded in 1997 that delivers macro policy analysis and insights to top-tier hedge funds, asset managers, banks, and institutional investors.
- Ownership category
- akta.pro rank
Medley Advisors industry classification
Industry- Product category
- Macro Policy Research
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
Keywords
Where Medley Advisors is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Markets served
Medley Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- EA 360 Subscription: Single subscription platform covering all four research verticals (Oil, Natural Gas/Power/AI, Macro, Geopolitics) with unlimited seats for the entire organisation. No seat limits or license complexity.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Medley Advisors product offering
Product offeringCore offering
Medley Advisors is a macro policy research and advisory firm that supplies independent analysis of macroeconomic and policy developments to the world's top hedge funds, asset managers, banks, and institutional investors. Its deliverables support institutional clients in investment positioning, capital allocation, and risk management across global macro markets.
Product overview
Medley Advisors operates a modular platform architecture centered on EA 360, a cross-market energy intelligence platform that unifies analysis across four verticals: Oil, Natural Gas, Power & AI, Macro, and Geopolitics. The product portfolio includes dedicated market analysis products (Oil Markets, Gas & Power Markets, Environmental Markets), quantitative analytics modules (Quant Analytics, OilX Nowcasting, Macro Quant, Maritime Analytics), enterprise data solutions (Data Catalogue, Alternative Data), and integrated tools (Market Reports & Alerts, AI Assistant, Data APIs, Excel Add-in, Data Visualisation). The platform combines proprietary alternative data sources including satellite-derived earth observation, real-time truck tracking, and quant positioning signals with expert analyst curation to deliver comprehensive energy market intelligence for investment professionals.
Differentiator
Problem solved
Functional benefit
Products and services
- Macro Policy Research Services Independent macro policy research and advisory services delivered to the world's top hedge funds, asset managers, banks, and institutional investors, supporting investment positioning, capital allocation, and risk management.
Companies that use Medley Advisors
Customer profileSegments5 records
Ideal customer profiles1 record
Medley Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature7 records
Medley Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- KayrroscoreStrategic partnership for earth observation intelligence combining Energy Aspects' analytical expertise with Kayrros' satellite and data monitoring capabilities. Jointly marketed as 'Energy Aspects and Kayrros' with integrated products including Kayrros Crude Oil Inventories, Kayrros LNG Intelligence, and Kayrros E&P Intelligence available through the EA 360 platform.
Recent moves1 record
Expansion highlights3 records
Medley Advisors competitors and assessment
Company assessmentDirect peers
- BCA Research: Independent macro research provider selling investment strategy research to institutional investors, asset managers and hedge funds globally. Closely comparable to Medley in customer base, product type and subscription model.
- TS Lombard: Independent global macro research firm providing macro, policy and strategy research to institutional investors and hedge funds. Direct competitor to Medley in macro policy research for elite institutional clients.
- Capital Economics: Subscription-based independent macroeconomics research provider serving banks, asset managers, hedge funds and corporates. Comparable to Medley in research-only subscription model and institutional customer base.
- GaveKal: Independent macro research provider focused on Asia and global economics, serving institutional investors and asset managers. Comparable niche specialist model and institutional subscription GTM to Medley's macro policy research.
- Variant Perception: Subscription-based macro research service delivering thematic investment research to institutional and hedge fund clients. Direct comparable in business model and customer segment.
- Strategas Research Partners: Independent macro and policy research firm serving institutional investors with thematic, policy and asset-allocation research. Comparable in macro policy focus and institutional subscription model.
- Eurasia Group: Geopolitical risk advisory and research firm serving corporates, investors and institutions. Comparable as a specialist policy/geopolitics research subscription business targeting institutional decision-makers.
Broad incumbents
- Oxford Economics: Global macro forecasting and economics research firm with a broader client base and consulting overlay. Comparable research product but at larger scale than Medley, with deeper advisory and consulting revenue mix.
- Institute of International Finance (IIF): Global association of financial institutions producing macro and policy research for its member banks, asset managers and regulators. Adjacent comparable as a macro policy research provider serving institutional financial firms.
Emerging players
- Macrobond: Macroeconomic and financial data platform serving institutional research workflows. Comparable institutional customer overlap but differentiated as a data/analytics infrastructure provider rather than a curated research subscription.
Market position
Strengths4 records
Weaknesses2 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Medley Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Medley Advisors leadership team
Management profileNumber of profiles
Medley Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Medley Advisors M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Medley Advisors
What does Medley Advisors do?
Medley Advisors is a macro policy research and advisory firm that supplies independent analysis of macroeconomic and policy developments to the world's top hedge funds, asset managers, banks, and institutional investors. Its deliverables support institutional clients in investment positioning, capital allocation, and risk management across global macro markets.
Is Medley Advisors a public or private company?
Medley Advisors is a private company. It is classified as unknown and is currently operating.
When was Medley Advisors founded?
Medley Advisors was founded in 1997. It employs 11 to 50 people.
Where is Medley Advisors based?
Medley Advisors is headquartered in New York, United States, in the North America region.
How does Medley Advisors make money?
One revenue line is on record: EA 360 Subscription.
Who are Medley Advisors's main competitors?
Direct peers on record are BCA Research, TS Lombard, Capital Economics, GaveKal, Variant Perception, Strategas Research Partners and Eurasia Group. Broad incumbents are Oxford Economics and Institute of International Finance (IIF). Macrobond is listed as an emerging player.
Does Medley Advisors have an API?
No public API is recorded for Medley Advisors.
What industry is Medley Advisors in?
Medley Advisors's product category is Macro Policy Research. Its primary akta.pro industry code is FSAEAAAC, Portfolio Construction & Asset Allocation Advisory. Its NAICS code is 523940 and its SIC code is 6282.