DataYes
- Company typePrivate
- Founded2013
- HeadquartersShanghai, China
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What DataYes does
DataYes (通联数据) is a Shanghai-headquartered AI fintech company founded in 2013 by Dr. Xiao Feng (also founder of Bosera Funds) and led by CEO Jiang Long (ex-Microsoft Research Asia NLP, ex-Alibaba). The company builds an AI-powered investment technology platform spanning the full asset management workflow — from investment research, FOF/MOM construction, quantitative strategy development, and trade execution to portfolio management, risk management, and wealth management. Its core technology stack combines machine learning, NLP, financial knowledge graphs, and quantitative financial models applied to 100,000G+ of proprietary data covering 50+ years of history across 14 traditional and 9 alternative data categories, with 10ms delivery latency.
DataYes firmographics
Firmographics- Name
- DataYes
- Legal name
- 通联数据股份公司
- Website
- https://datayes.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
DataYes industry classification
Industry- Product category
- AI Investment Research and Financial Data Analytics
- NAICS
- Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH)
- akta.pro secondary industries
- Dataset Discovery, Marketplaces & Licensing (HDAAALAE), Data, Analytics & AI Consulting (BPAHAEAF)
Keywords
Where DataYes is headquartered
LocationHeadquarters
- HQ city
- Shanghai
- HQ country
- China
- HQ region
- Asia
Offices6 records
Markets served
DataYes business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- API/Data Subscription (API订阅): Credit-based usage pricing for AI-Ready API platform. Navigation APIs are free; data APIs are pay-per-use based on monthly credit allocations. Tiers range from free (200M credits/month) to enterprise plans up to 9,000,000M credits/year.
- SaaS Platform Subscription (软件订阅): Subscription-based access to Datayes!Pro, 优矿 (Uqer), and 萝卜投研 platforms. Professional versions and enterprise deployments offered with annual billing.
- Data Product Licensing (数据授权): Licensing of proprietary financial data products including fundamental data, alternative data, and specialized datasets. Products listed on Shanghai Data Exchange.
- Enterprise Solutions & Professional Services: Customized solutions for financial institutions including cloud deployment, on-premise deployment, and broker-specific solutions with dedicated implementation and support.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free tier for API evaluation |
| Subscription | Annual | Individual developers and hobbyist AI agents |
| Subscription | Annual | Small teams under 10 people |
| Subscription | Annual | Mid-sized teams under 50 people |
| Subscription | Annual | Large teams under 100 people |
| Subscription | Annual | Large teams/institutions over 100 people |
| Subscription | Multi-year contract | Custom API bundle for enterprise |
Go-to-market motion2 records
Distribution channels6 records
Marketing channels7 records
DataYes product offering
Product offeringCore offering
DataYes is an AI-powered investment technology company that provides financial institutions and individual investors with AI-driven investment research, quantitative research, financial data, and portfolio management tools. Its core offerings include Datayes!Pro (institutional financial services platform), 优矿/UQER (quantitative research platform), 萝卜投研 (intelligent investment research product and mobile app), 金融大数据 (financial data marketplace with 100,000G+ data and 50+ years of history), and the AI-Ready API platform with 145+ financial data endpoints for developers and AI agents.
Product overview
DataYes (通联数据) is an AI-powered investment technology company offering a unified platform-plus-modules architecture. The core product ecosystem includes Datayes!Pro (萝卜投资Pro) as the institutional-grade next-generation financial services platform, 萝卜投研 as the AI-powered intelligent investment research tool, and 优矿 (UQER) as the quantitative research platform for professional investors. Supporting modules include a Financial Data Mall (金融大数据) providing traditional and alternative data, AI-Ready Platform offering 145+ financial APIs for developers and AI agents, and specialized solutions for intelligent investment research, fund advisory, intelligent FOF, portfolio analysis and risk management, and quantitative investment. For individual investors, the company offers the 萝卜投研APP mobile application. The portfolio is unified by shared AI capabilities including financial knowledge graphs, predictive analytics, NLP-based intelligent search, and portfolio optimization engines, enabling coverage of the full investment lifecycle from research to execution for both institutional and retail investors.
Differentiator
Problem solved
Functional benefit
Products and services
- Datayes!Pro (萝卜投研Pro) Next-generation financial services platform providing intelligent monitoring, financial knowledge graphs, individual stock earnings forecasts, intelligent search, portfolio穿透 management, and AI-powered investment advisory for institutional investors including asset managers, mutual funds, securities firms, and insurance asset management.
- 优矿 (UQER) Quantitative Research Platform Quantitative research platform providing 400+ quantitative factors, professional risk models with 10 style factors and 28 industry factors, high-performance portfolio optimizer, multi-asset backtesting framework, and big data analytics for stocks, funds, bonds, futures, and Hong Kong stocks. Targets professional quant researchers and quantitative trading firms.
- 萝卜投研APP (Robo Investment Research App) Mobile investment research application for individual investors, providing investment clue discovery, intelligent analysis tools, and comprehensive market data. Enables users to search investment information, track industries, and make investment decisions on mobile devices.
- 金融大数据 (Financial Data Mall) Financial data marketplace offering 100,000G+ data accumulation, 10,000+ website scraping sources, 50 years+ historical data, and 10ms data latency. Covers 14 categories of traditional financial data and 9 categories of alternative data for fundamental and quantitative research, trading, and risk management. Data products are listed on the Shanghai Data Exchange.
- Datayes AI-Ready Platform AI-Ready financial data API platform providing 145+ APIs for AI agents and developers. Covers investment research clues, market data, financial analysis, fund data, announcements, meeting summaries, and AI search capabilities. Features a Skill marketplace with reusable research skills (datayes-macro, datayes-web-search, datayes-stock-data, datayes-fund-data) for Claw, Codex, and Claude AI agents. Self-serve registration with credit-based pricing.
Quantifiable outcome
- Serves 2000+ institutional clients and 10,000,000+ individual investors
- +4 more outcomes
Companies that use DataYes
Customer profileNamed customers9 records
Segments5 records
Ideal customer profiles5 records
DataYes technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability11 records
Feature6 records
DataYes partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and minor.
- 上海数据交易所 (Shanghai Data Exchange)coreDataYes's proprietary financial data products were successfully listed on the Shanghai Data Exchange, becoming part of the second batch of listed products. This partnership validates the company's data asset value and regulatory compliance.
- GartnerminorDataYes achieved the Gartner Customer First Badge with high scores in global financial institution customer satisfaction assessments for their AI investment platform.
Scale indicators9 records
Recent moves6 records
Expansion highlights6 records
DataYes competitors and assessment
Company assessmentDirect peers
- JoinQuant (聚宽): Chinese quantitative research and backtesting platform serving quant funds and individual quants. Directly comparable to DataYes's 优矿/UQER product line on factor libraries, multi-asset backtesting, and Python-based strategy development.
- East Money Information (Choice terminal): Operates the Choice financial data terminal alongside a leading retail brokerage and fund platform. Directly comparable to DataYes on institutional and retail financial data, fund research, and quant tools — and one of the largest retail-investor user bases in China.
- Wind Information: China's dominant institutional financial-data terminal, providing market data, fundamental data, quant tools, and research workflows to banks, funds, insurance, and securities firms. The closest direct competitor to DataYes across institutional data, quant research, and risk analytics in China.
- iFinD (10jqka / Hexin): Operates the iFinD financial data terminal widely used across Chinese asset managers, brokerages, and retail investors. Overlaps with DataYes on quant research, factor libraries, backtesting, and institutional data feeds.
Broad incumbents
- Bloomberg L.P. Global standard for institutional financial data terminals, analytics, and quantitative tools. Comparable to DataYes across institutional data, quant research, and AI-augmented workflows, but at vastly larger global scale and with broader asset-class coverage.
- S&P Global Market Intelligence (Capital IQ Pro): Institutional financial-data and research platform providing fundamentals, estimates, transaction data, and quant analytics. Comparable to DataYes on enterprise-scale data licensing, fund/company intelligence, and quant workflows for institutional investors.
- LSEG (Refinitiv / Workspace): Global financial-data and analytics platform serving institutional investors, banks, and corporates. Comparable to DataYes on market data, fundamentals, quant tools, and risk analytics across global markets — overlapping on cross-border institutional accounts.
Emerging players
- AlphaSense (including former Sentieo): AI-powered market-intelligence and research platform for enterprises and financial institutions. Comparable to DataYes on AI-augmented research search across filings, transcripts, and analyst reports — though AlphaSense is more global and English-language focused.
- Tongdun Technology (同盾科技): Chinese AI fintech focused on decisioning, risk analytics, and intelligent risk management for financial institutions. Comparable to DataYes in applying AI to financial-institution workflows, but focuses on risk and fraud rather than investment research.
- Tushare: Community-driven Chinese financial data API provider popular among individual quants and small funds. Comparable to DataYes's AI-Ready API platform on structured financial data delivery and developer reach, though with a more limited enterprise/alternative-data footprint.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
DataYes social profiles
Digital presenceDataYes compliance and trust
Trust signalCompliance6 records
DataYes financial estimates
Financial estimateRevenue estimate
Valuation estimate
DataYes leadership team
Management profileNumber of profiles
Profiles2 records
DataYes subsidiaries and ownership
Company hierarchySubsidiaries1 record
DataYes funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
DataYes 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 DataYes
What does DataYes do?
DataYes is an AI-powered investment technology company that provides financial institutions and individual investors with AI-driven investment research, quantitative research, financial data, and portfolio management tools. Its core offerings include Datayes!Pro (institutional financial services platform), 优矿/UQER (quantitative research platform), 萝卜投研 (intelligent investment research product and mobile app), 金融大数据 (financial data marketplace with 100,000G+ data and 50+ years of history), and the AI-Ready API platform with 145+ financial data endpoints for developers and AI agents.
Is DataYes a public or private company?
DataYes is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was DataYes founded?
DataYes was founded in 2013. It employs 101 to 250 people.
Where is DataYes based?
DataYes is headquartered in Shanghai, China, in the Asia region.
How does DataYes make money?
Four revenue lines are on record. API/Data Subscription (API订阅) is the primary driver. The others are saaS Platform Subscription (软件订阅), data Product Licensing (数据授权) and enterprise Solutions & Professional Services.
Who are DataYes's main competitors?
Direct peers on record are JoinQuant (聚宽), East Money Information (Choice terminal), Wind Information and iFinD (10jqka / Hexin). Broad incumbents are Bloomberg L.P., S&P Global Market Intelligence (Capital IQ Pro) and LSEG (Refinitiv / Workspace). Emerging players are AlphaSense (including former Sentieo), Tongdun Technology (同盾科技) and Tushare.
Does DataYes have an API?
Yes. DataYes AI-Ready Platform provides RESTful APIs for financial data, enabling AI agents and developers to access investment research clues, market data, financial analysis, fund data, announcements, meeting summaries, and AI search. Features include: Bearer Token authentication via HTTP Header, standard workflow of api_mix_search → api_info → business API call, error codes for validation and permissions, rate limits of 1-10 requests/second depending on plan, navigation APIs (search/catalog/info) are permanently free. Python SDK sample provided with requests library. Available at https://d.datayes.com/apis with 145 API endpoints covering A-share行情, financial APIs, fund APIs, research clues, announcements, meeting minutes, AI recommendations, macro/industry indicators, and tool APIs. Developer documentation is at d.datayes.com/apis.
What industry is DataYes in?
DataYes's product category is AI Investment Research and Financial Data Analytics. Its primary akta.pro industry code is HDAEANAH, Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs), with a secondary code of HDAAALAE, Dataset Discovery, Marketplaces & Licensing. Its NAICS code is 54151 and its SIC code is 7370.