QuoteMedia

What QuoteMedia does

QuoteMedia, Inc. is a publicly traded (OTCQB: QMCI) financial market data and technology company founded in 1999 and headquartered in Vancouver, BC, with U.S. operations in Fountain Hills, Arizona and additional offices in Parksville and Toronto. The company builds a cloud-based SaaS platform that delivers real-time and historical market data, news, analytics, and trading tools to financial institutions, brokerages, exchanges, fintechs, media companies, and individual investors.

The core technology stack comprises a distributed cloud infrastructure with 99.99% uptime, 200+ REST and WebSocket APIs across multiple formats (XML, JSON), SFTP file services, and proprietary systems including the QMICS revenue-driven industry classification taxonomy and the QMFR fund research database covering 100,000+ share classes. Product surface spans the Quotestream family (Desktop, Web, Mobile, Pro, Enterprise, Active Sheets, Web Trader), QMod web content widgets, QuoteMedia OnDemand APIs, IR Solutions, Integrated Trading modules, and specialized tools such as Trade AI, Options Analytics Suite, CFI Code Composer, QuoteMedia Zero, and QMIPO. The platform holds AICPA SOC 2 Type 2 certification and ISO 10962 CFI compliance.

The business model is primarily recurring subscription-based data licensing, billed monthly, quarterly, or annually, with pass-through exchange fees for professional users. QuoteMedia monetizes through four parallel go-to-market motions: enterprise field sales to large financial institutions, API-first distribution to developers and fintech product teams, white-label OEM deployment of Quotestream Enterprise into brokerages and banks, and a product-led free-widget funnel. FY2025 licensing revenue was $20.25M (8% YoY growth), with Q1 2026 revenue of $5.5M (15% YoY growth), and named enterprise customers include FIS, TMX, Broadridge, BMO InvestorLine, Scotia iTRADE, Motley Fool, and BusinessWire. The company reported a $2.32M net loss in FY2025 (basic loss per share of $0.03), reflecting a deliberate reduction in capitalized software development and reinvestment into product and partnership initiatives.

Name

QuoteMedia

Legal name

QuoteMedia, Inc.

Website

https://quotemedia.com

Company type

Public

Founded year

1999

Operating status

Operating

Headcount range

101–250 employees

Short description

QuoteMedia (OTCQB: QMCI) is a 1999-founded cloud-based financial market data SaaS provider serving brokerages, exchanges, fintechs, media, and individual investors through its Quotestream platform, 200+ data APIs, white-label OEM solutions, and embedded financial widgets.

Ownership category

akta.pro rank

Headquarters

HQ city

Fountain Hills

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Data Licensing: Core revenue stream from licensing real-time and delayed market data, APIs, web content solutions, and financial widgets to enterprise clients including brokerages, exchanges, financial portals, and fintech applications. Billed on subscription basis (monthly, quarterly, or annual).
2. Platform Subscriptions: Quotestream platform subscriptions for active traders and investors, including professional and non-professional pricing tiers. Quotestream Desktop, Web, and Mobile platforms billed on recurring basis.
3. Exchange Fees: Pass-through fees from exchanges for professional user data access, billed monthly on behalf of Information Providers. Some exchanges (TSX, TSXV) require direct agreements and direct billing.
4. White-label OEM Licensing: Quotestream Enterprise white-label SaaS solutions for financial services companies, enabling them to embed branded financial data platforms.

Pricing tiers

Go-to-market motion4 records

Distribution channels5 records

Marketing channels6 records

Core offering

QuoteMedia is a cloud-based financial market data provider delivering real-time and historical quotes, portfolio management, advanced charting, and trading tools through the Quotestream platform family (Desktop, Web, Mobile, Pro, Enterprise, Web Trader, Active Sheets). The company exposes 200+ REST and WebSocket APIs covering 110+ global exchanges, embeddable web content widgets, IR Solutions for public companies, and proprietary research products (QMFR fund database, QMICS industry classification, QMIPO, QuoteMedia Equity Research). Distribution spans direct enterprise sales, API-first integration for fintech developers, white-label OEM, and self-serve access for individual investors.

Product overview

QuoteMedia delivers a multi-platform financial market data ecosystem consisting of the Quotestream suite (Quotestream Desktop, Web, Mobile, Pro, Enterprise, Active Sheets, and Web Trader) providing real-time streaming quotes, portfolio management, charting, and trading tools; the QMod/OnDemand API product line offering cloud REST APIs and data feeds with 200+ endpoints covering 110+ global exchanges; and supporting solutions including IR Solutions, Analytics and Research, Integrated Trading, and Managed Services. The platform also includes proprietary research products such as QMICS (industry classification), QMFR (fund research), QMIPO (IPO data), and QuoteMedia Equity Research, plus specialized tools like CFI Code Composer, Trade AI, and Options Analytics Suite. The architecture spans enterprise-grade data backbones, web content widgets, and mobile applications for diverse financial market participants.

Differentiator

Problem solved

Functional benefit

Brands

• Quotestream: Real-time streaming quotes and portfolio management platform accessible from any device. Includes Quotestream Web, Quotestream Desktop, and Quotestream Mobile.
• QuoteMedia Content Solutions (QMod)
• QuoteMedia OnDemand
• Quotestream Web Trader
• Quotestream Mobile
• Quotestream Desktop
• Quotestream Enterprise
• QMICS
• QMFR

Products and services

• Quotestream Real-time streaming quotes and portfolio management platform accessible across desktop, web, and mobile devices, offering low-latency market data, advanced charting, technical analysis, news, and trading capabilities for finance professionals and active investors.
• Quotestream Desktop Cloud-based market data and portfolio management application for financial professionals providing access to global markets, advanced screening, alerts, equity research, and fund research tools.
• Quotestream Web Browser-based financial research platform for active traders and investors delivering advanced research tools to monitor portfolios and real-time market events without requiring software installation.
• Quotestream Mobile Mobile application providing real-time low-latency market data, breaking financial news, and personalized alerts for portfolio tracking and advanced analytics on iOS and Android devices.
• Quotestream Pro Professional-grade trading platform offering rich analytics, streaming data, and technical tools designed for serious market participants.
• Quotestream Enterprise White-label SaaS financial technology solution enabling financial services businesses to deploy customizable market data and portfolio management applications under their own brand.
• Quotestream Active Sheets Standalone Microsoft Excel add-in enabling users to stream real-time market data, perform advanced analysis, build and track portfolios directly within spreadsheet applications via RTD/DDE protocols.
• Quotestream Web Trader Professional web application for active traders managing multiple asset classes with access to advanced trading tools, portfolio management, order management, and integrated trading capabilities.
• QuoteMedia OnDemand Cloud-based scalable REST API service providing on-demand access to the latest market data, news, and analytics for integration into websites or applications, supporting XML, JSON, and other formats.
• QuoteMedia Content Solutions (QMod) Proprietary web delivery system providing financial content solutions with preconfigured plug-and-play modules and customized tools for building intuitive financial workflows in client websites and applications.
• Data Feed Solutions Comprehensive market data feed product including streaming APIs (WebSocket, Java, .Net), OnDemand APIs (XML, JSON), SFTP file services, and managed data solutions covering 110+ global exchanges for enterprise integrators.
• Web Content Solutions Financial web widgets and content modules including stock quotes, interactive charts, options chains, portfolio tools, watchlists, alerts, market depth, calendars, and screeners for website integration.
• IR Solutions Investor relations solutions providing communication tools, disclosure management, and engagement platforms to help public companies inform and engage investors.
• Analytics and Research In-depth research and analytics tools including equity research, fund research, technical charting, portfolio analysis, and market research capabilities.
• Integrated Trading Advanced trading modules providing order entry, position management, account management, trade tickets, and real-time account information for brokerage platforms.
• Managed Services Comprehensive support services including user management, customizable financial tools, streaming data integration, and ongoing maintenance for financial market data needs.
• QMICS (QuoteMedia Industry Classification System) Proprietary code-based industry classification system delivering a modern revenue-driven taxonomy with four-tier structure (super sector, sector, industry group, industry) for organizing market data.
• QMIPO Structured public offering data service enabling tracking, analysis, and integration of IPO activity without manual effort.
• QuoteMedia Fund Research (QMFR) Comprehensive fund research database covering 100,000+ U.S. and Canadian mutual funds and ETFs with detailed performance metrics, risk statistics, and proprietary fund scoring.
• QuoteMedia Equity Research Financial data consolidation and risk management tool using analytics scoring to enhance evaluation of securities and streamline decision-making.
• CFI Code Composer Financial instrument classification API implementing ISO 10962 standards with support for CFI codes, ISIN, and Association of National Numbering Agencies (ANNA) identifiers.
• QuoteMedia Zero Real-time U.S. market data offering with zero exchange reporting requirements, designed to reduce costs and accelerate time to market for innovators.

Quantifiable outcome

• 8% revenue growth in FY 2025 to $20.25 million
• +1 more outcomes

Named customers12 records

Segments8 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability9 records

Feature6 records

Partnerships

One partnership is on record.

• Versance.aiflagshipGTM or Marketing Partner · 18 December 2025Versance.ai, a compliance-grade AI platform for public companies, partnered with QuoteMedia to establish its first platform distribution agreement. The partnership expands access to Versance's IR Agent through QuoteMedia's investor relations ecosystem, marking a milestone in Versance's distribution efforts. The collaboration emphasizes Versance's compliance-focused, evidence-based AI designed for regulated markets.

Scale indicators11 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Xignite: Cloud-based market data API provider offering real-time and historical financial data feeds to fintechs and platforms. Directly comparable to QuoteMedia's OnDemand API and white-label OEM offerings serving similar fintech and brokerage customers.
• Intrinio: Financial data API platform delivering real-time and historical market data, fundamentals, and alternative data to fintech developers and fintech applications. Closely comparable to QuoteMedia's REST/WebSocket API business and developer-led distribution motion.
• Alpha Vantage: API-first market data provider offering equities, forex, and crypto data with freemium developer tier. Comparable to QuoteMedia's free financial widgets and OnDemand API strategy targeting fintech developers and small platforms.
• Polygon.io: Real-time and historical market data APIs (stocks, options, forex, crypto) targeting fintech developers and trading platforms. Comparable API-first market data infrastructure serving similar product-led growth developer audiences as QuoteMedia.

Broad incumbents

• Morningstar: Broad investment research and market data provider offering data feeds, analytics, and equity/fund research to advisors, asset managers, and platforms. Overlaps with QuoteMedia's fund research (QMFR), equity research, and data feed businesses across mutual fund and ETF coverage.
• FactSet: Enterprise financial data and analytics platform for buy-side and sell-side institutions, offering market data, fundamentals, analytics, and portfolio tools. Comparable to QuoteMedia's enterprise data feeds and integrated trading/portfolio solutions serving similar buy-side and sell-side customers.
• S&P Global Market Intelligence: Provider of market data, reference data, analytics, and research for financial institutions and corporations. Overlaps with QuoteMedia's equity research, analytics, and enterprise data feed products with a much broader multi-asset offering.
• Bloomberg: Global financial data, news, and analytics platform serving financial professionals via the Bloomberg Terminal and enterprise data services. Operates broadly across the same market data and analytics space as QuoteMedia with vastly larger scale and bundled offering.
• LSEG (Refinitiv): London Stock Exchange Group operates the Refinitiv financial market data infrastructure, including real-time feeds, reference data, and analytics, competing broadly across enterprise market data where QuoteMedia sells APIs and white-label solutions.

Emerging players

• Tiingo: End-of-day and intraday market data API provider focused on quant researchers and fintech developers. Niche but partial overlap with QuoteMedia's API distribution and developer-led motion, with a smaller data scope.

Market position

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/quotemedia

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds1 record

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 QuoteMedia