What TheScreener does

theScreener is a Swiss quantitative research and investment intelligence platform founded in 2000, headquartered in Eysins (canton of Vaud) with additional offices in Zug and Singapore. The company operates a proprietary multi-dimensional methodology that blends fundamental, technical, valuation, and risk metrics through a three-engine data framework, producing ratings, risk indicators, KeyPoints, and structured investment data across more than 6,000 global instruments in 44 countries. Output is evaluated and refreshed on a twice-weekly cadence, and is delivered as automated multilingual white-label reports as well as quantitative ratings.

The product portfolio spans five interconnected offerings: theScreener Feed (API/data feed for ratings and risk indicators embedded into client platforms), theScreener Reports (multilingual automated white-label factsheets and reports), theScreener RM (web tool for client-facing relationship managers), theScreener CIO (institutional market intelligence for portfolio strategy), and theScreener Master (unified wealth management ecosystem bridging CIO offices and front-office advisors). Distribution combines direct enterprise sales with embedded/OEM channel partnerships; named institutional partners and clients include BNP Paribas, Commerzbank, FactSet, MSCI, Interactive Brokers, Morningstar, SIX Group, Devexperts/DXtrade, Avaloq, FIS, Infront, Allfunds, MT Newswires, and Yukka.ai.

Revenue is generated through three streams: API/data feed licensing, web-application subscriptions (CIO, RM, Master), and recurring white-label report generation. The company is privately held and founder/management-owned, with CEO and co-founder Andreas Lusser (formerly a senior executive at UBS) and CTO François Cleyet. The legal entity is theScreener.com SA, domiciled in Nyon, Switzerland, with subsidiaries theScreener Investor Services AG (Zug) and theScreener Asia Pte. Ltd. (Singapore).

Name

TheScreener

Legal name

theScreener.com SA

Website

https://thescreener.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

TheScreener is a Swiss quantitative research and investment intelligence platform providing ratings, risk indicators, and multilingual white-label reports for 6,000+ global instruments across 44 countries. It serves digital trading platforms, private wealth advisors, and asset managers via API feeds and web applications.

Ownership category

akta.pro rank

Product category

Financial Data & Analytics

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

Keywords

• Investment research platform
• Quantitative analytics software
• Wealth management technology
• Financial data API
• Portfolio screening tools

Headquarters

HQ city

Nyon

HQ country

Switzerland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Data Feed / API Licensing: theScreener delivers standardized ratings, risk parameters, and investment signals directly via API or data feed into client platforms (trading apps, banking systems, portfolio management tools). This is delivered as a white-label or embedded data stream, likely under subscription or licensing agreements.
2. Web Application Subscriptions (CIO, RM, Master): The company offers multiple web-based solutions (theScreener CIO, theScreener RM, theScreener Master) to investment professionals. These are likely sold as subscription licenses per seat or per organization to institutional clients.
3. Report Generation & Distribution: Automated multilingual, white-label report generation for financial platforms and advisors, delivered as a recurring service integrated into client communication workflows.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

TheScreener provides institutional-grade quantitative investment research delivered through a proprietary multi-dimensional methodology that blends fundamental, technical, valuation and risk metrics into ratings, risk indicators and structured investment intelligence covering 6,000+ equities, funds, sectors and indices across 44 countries. The offering is sold as web applications (CIO, RM, Master) for institutional investment professionals and as API/data feeds and automated multilingual white-label reports that are embedded into partner platforms such as trading apps, banking systems and portfolio management tools.

Product overview

theScreener is a Swiss quantitative research and investment intelligence platform founded in 2000, delivering systematic financial analysis to institutional clients, digital platforms, and asset managers. The portfolio consists of five interconnected products: theScreener Feed (API/data feed delivering ratings and risk indicators into client platforms), theScreener Reports (white-label multilingual factsheet generation), theScreener RM (web tool for relationship managers), theScreener CIO (institutional market intelligence for portfolio strategy), and theScreener Master (unified ecosystem linking CIO research with front-office advisory workflows). Together these products span the full value chain from raw data delivery (Feed), to portfolio decision support (CIO), to client communication (RM/Reports/Master).

Differentiator

Problem solved

Functional benefit

Brands

• theScreener RM: Web solution for relationship managers providing immediate access to investment intelligence and client retention through radical transparency.
• theScreener CIO
• theScreener Master
• theScreener Feed
• theScreener Reports

Products and services

• theScreener Feed

Quantifiable outcome

• Automated coverage expanded from 100-300 stocks to 6,000+ global instruments
• +1 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• Devexperts / DXtradecoreStrategic or Co-development PartnerDevexperts, the developer of the DXtrade multi-asset trading platform, partnered with theScreener to embed investment intelligence and market analysis directly inside the DXtrade platform. The integration allows brokers licensing DXtrade to offer traders instant access to equity research, sector analysis, and market intelligence without leaving the trading interface. This partnership aims to reduce trader drop-off to external AI research tools.
• FactSetcoreTechnology or IntegrationFactSet is listed as a key partner and listed as an institutional client, indicating integration of theScreener's quantitative research into the FactSet platform ecosystem.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Argus Research: Independent provider of equity research, ratings and risk reports to financial institutions and advisors. Closely matches theScreener's RM, CIO and Reports offerings for institutional and advisor workflows.
• Value Line: Long-standing provider of independent equity research, ranking systems and analyst reports distributed to advisors, institutions and digital platforms via subscription and white-label feeds. Directly comparable multi-decade quant research franchise.
• Zacks Investment Research: Quantitative equity research and ranking system (the Zacks Rank) covering U.S. and global stocks, distributed to advisors and retail platforms. Highly comparable in methodology (quant ranking) and distribution (white-label licensing).
• StarMine (LSEG/Refinitiv): Quantitative stock and analyst ranking models embedded within the Refinitiv/LSEG Workspace platform. Closest direct comparator for theScreener's multi-dimensional ratings, risk indicators and embedded distribution model.

Broad incumbents

• Bloomberg Terminal: Dominant financial data, analytics and research terminal for institutional users. Comparable in serving asset managers and wealth platforms with integrated research and analytics, though much broader in scope.
• MSCI: Provider of indexes, ESG and analytics used by asset managers and wealth platforms. Overlaps in quantitative ratings, risk indicators and institutional research, and is listed as a theScreener partner.
• S&P Global Market Intelligence: Broad financial data, analytics and research provider for institutional clients. Overlaps with theScreener on equity and fund analytics and competes in serving wealth and asset managers globally.
• Morningstar: Global investment research and data provider with quant ratings, fund analytics and advisor tools. Comparable in research output, though broader in coverage and a stated partner of theScreener.
• FactSet: Global financial data and analytics platform serving buy-side and sell-side institutions. Overlaps with theScreener on quantitative ratings, portfolio analytics and embedded content — and is simultaneously a key distribution partner.

Emerging players

• AlphaSense: AI-native market intelligence platform aggregating equity research, transcripts and filings for institutional and corporate users. Represents the emerging AI-driven competitive threat to theScreener's traditional quant research approach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/TheScreener

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries2 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 TheScreener