Finstock, Inc.
Finstock, Inc. is an AI-powered trading analytics and quantitative research platform serving experienced individual traders, analysts, research teams, and institutions. It delivers AI Research Briefs, signal views, quant workflows, and risk context across equities, forex, crypto, and options via subscription tiers (HK$2,990/month to HK$45,990/year) and a free Findex Web workspace.
- Company typePrivate
- Founded2023
- HeadquartersCentral, Hong Kong SAR China
- Headcount51–100
- GTM typeB2B and B2C
- OfferingSoftware
What Finstock, Inc. does
Finstock, Inc. is an AI-powered trading analytics and quantitative research platform that serves experienced individual traders, analysts, research teams, and institutions, organized as a platform-plus-modules stack rather than a single product. The core Finstock Research Platform exposes a live Research Console and four modules — Market Pulse (market structure and anomaly context), AI Research Desk (filings and news summarization into testable hypotheses), Quant Lab (factor testing and model diagnostics), and Risk Context (volatility, exposure, drawdown, scenario review) — sitting on top of a knowledge graph, data connectors, memory manager, and analytics layer that together produce auditable AI Research Briefs, Signal Views, and Cross-Asset Intelligence across U.S. equities, forex, crypto, and options. On top of this platform, the Findex AI market intelligence agent family is offered in three tiers — Findex 1.3 (guest-accessible standard research agent with a 10-message-per-24-hour limit), Findex 2.2 Orchestrator (advanced workflow automation for active subscribers), and Findex Ultramarine E2.2 (institutional-grade agentic automation for enterprise) — with Findex Web (free) as a freemium funnel and Findex for Windows extending the agent to local-machine automation.
The company monetizes through subscription tiers billed in HKD via Stripe: HK$2,990/month and HK$29,990/year for individuals, HK$45,990/year for enterprise, and a custom-priced lifetime tier, with a free Findex Web layer driving top-of-funnel conversion. Distribution combines self-serve web signup, an in-house enterprise sales motion, the TradingView collaboration announced May 2025, and a Vietnam-focused media partnership with VTV Index on Meta platforms. Finstock is headquartered in Central, Hong Kong (Unit 1601-03, Car Po Commercial Building), is privately held with three named co-founders (Khiem Pham, Vincent Yip, Wong Adrian), and has raised approximately $5.21M across three funding rounds through November 2025 while reporting $300,000 in revenue after four months of product testing in April 2025.
Finstock, Inc. firmographics
Firmographics- Name
- Finstock, Inc.
- Legal name
- Finstock, Inc.
- Website
- https://finstock.co
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Finstock, Inc. is an AI-powered trading analytics and quantitative research platform serving experienced individual traders, analysts, research teams, and institutions. It delivers AI Research Briefs, signal views, quant workflows, and risk context across equities, forex, crypto, and options via subscription tiers (HK$2,990/month to HK$45,990/year) and a free Findex Web workspace.
- Ownership category
- akta.pro rank
Finstock, Inc. industry classification
Industry- Product category
- AI Trading Analytics
- NAICS
- Portfolio Management and Investment Advice (523940), Commodity Contracts Intermediation (52316), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- Transaction Analytics & Cash-Flow Insights (risk signals, forecasting) (FSAGACAG), Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)
Keywords
Where Finstock, Inc. is headquartered
LocationHeadquarters
- HQ city
- Central
- HQ country
- Hong Kong SAR China
- HQ region
- Asia
Offices1 record
Markets served
Finstock, Inc. business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- Individual monthly subscriptions: Recurring monthly subscription at HK$2,990.00/month giving individual users entry-level access to the Finstock research platform, including AI research briefs, market signal views, risk context, and cross-asset intelligence. Billed and processed through Stripe.
- Individual annual subscriptions: Annual subscription at HK$29,990.00/year (HK$2,499.17/month billed annually) for individual users with full-year continuity, core quantitative tools, AI-assisted workflow, mini signal chart, and risk context.
- Enterprise annual subscriptions: Enterprise tier at HK$45,990.00/year including team workflow, full quant analytics, enterprise research tools, and cross-asset intelligence — targeted at institutional and team use cases.
- Lifetime access (custom pricing): One-time 'lifetime' license with full ecosystem access and long-term access at custom pricing; tier positioned as premium ownership.
- Freemium (Findex Web): Free Findex Web tier with guest research prompts (up to 10 messages every 24 hours) acts as a freemium funnel converting visitors into paid subscribers and Findex for Windows users.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Monthly subscription for Individuals — entry access |
| Subscription | Annual | Yearly subscription for Individuals — best value, disciplined research layer |
| Subscription | Annual | Annual subscription for Enterprises — institutional/powerful/structured |
| One time/ perpetual license | Multi-year contract | Lifetime access — premium ownership, full ecosystem, long-term access |
| Freemium | Pay-as-you-go | Findex Web — free guest research prompts (freemium) |
Go-to-market motion4 records
Distribution channels7 records
Marketing channels8 records
Finstock, Inc. product offering
Product offeringCore offering
Finstock, Inc. operates an AI-powered trading analytics and quantitative research platform that delivers AI-driven research workflows, signal engines, and risk context across equities, forex, crypto, and options markets. Its core offering combines a multi-tier AI market intelligence agent called Findex, a research console with modules (Market Pulse, AI Research Desk, Quant Lab, Risk Context), and a desktop automation extension (Findex for Windows / Finstock One). The platform is delivered as a subscription-based SaaS product targeting experienced traders, analysts, research teams, and institutions.
Product overview
Finstock, Inc. is an AI-powered trading analytics and quant research platform organized as a platform-plus-modules architecture rather than a single unified product. The foundation is the Finstock Research Platform, which exposes a Finstock Research Console (live model view, signal monitor, cross-asset research) and bundles four core modules — Market Pulse (market structure and anomaly context), AI Research Desk (filings/news summarization into testable hypotheses), Quant Lab (factor testing and model diagnostics), and Risk Context (volatility, exposure, and scenario review). On top of this platform sits Findex, Finstock's AI market intelligence agent, available in three tiers — Findex 1.3 (guest-accessible standard research agent), Findex 2.2 Orchestrator (active-subscriber workflow automation), and Findex Ultramarine E2.2 (enterprise agentic automation) — which can interact with workspace context including Research Chat, Knowledge Graph, Data Connectors, Documents, and Memory Manager. Findex Web is the free guest-accessible workspace for Findex, while Findex for Windows extends the Findex agent to local-machine workflow automation. Access tiers — Monthly subscription for Individuals, Yearly subscription for Individuals (Finstock Research Core), Annual subscription for Enterprises, and Lifetime access — gate platform features such as Quant Analytics, Team Workflow, Enterprise Research Tools, Cross-Asset Intelligence, and Risk Context.
Differentiator
Problem solved
Functional benefit
Brands
- Findex: AI market intelligence agent and research workspace offered by Finstock, Inc., with a tiered model lineup (Findex 1.3 for guests and active users, Findex 2.2 Orchestrator for active users, and Findex Ultramarine E2.2 for enterprise use).
- Findex for Windows
- Finstock One
Products and services
- Findex Finstock's AI market intelligence agent that turns market questions into structured research, connecting fragmented market information across filings, reports, news, charts, macro data, sector trends, and internal assumptions. Ships in three tiers: Findex 1.3 (standard research agent for guests), Findex 2.2 Orchestrator (workflow orchestration for active subscribers), and Findex Ultramarine E2.2 (institutional-grade agentic automation for enterprise).
- Findex Web Free market agent workspace exposing Findex with guest research prompts (e.g., Latest Fed Funds Rate, Summarize MSFT financials, Compare Google and NVDA) for exploring financial data, market views, charts, research prompts, and workflow-oriented questions. Signed-in active subscribers can launch workflow-oriented commands for supported automation planning.
- Findex for Windows Desktop extension of Findex that brings agentic automation to local-machine workflows. With user permission, automates actions directly on a Windows device, allowing users to complete setup or integration steps with a single prompt. Access may require an active Finstock account or subscription. Also marketed on the homepage as 'Finstock One'.
- Finstock Research Platform Main Finstock research platform providing live market monitoring, signal review, AI-assisted research briefs, repeatable quant workflows, and cross-asset coverage. Composed of a Research Console and four core modules (Market Pulse, AI Research Desk, Quant Lab, Risk Context) supported by a data workspace, hypothesis engine, and model review; covers U.S. equities, forex, crypto assets, options, and macro factors.
Quantifiable outcome
- $300,000 in revenue reached after four months of product testing
Companies that use Finstock, Inc.
Customer profileSegments4 records
Ideal customer profiles3 records
Finstock, Inc. technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability11 records
Feature7 records
Finstock, Inc. partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core, flagship, regional and minor.
- StripecorePayment processing for Finstock, Inc.'s subscription-based products is handled through Stripe. Official billing and payment communications come from the finstock.co domain or Stripe; identity verification emails may also come from Stripe. Stripe is the operational backbone of Finstock, Inc.'s checkout, billing, and verification flow.
- TradingViewflagshipFinstock, Inc. announced a TradingView-related collaboration focused on charting and financial analysis workflows. The effort aims to make Finstock, Inc. tools available within TradingView-style research workflows, emphasizing data-driven models, indicators, risk modeling, and portfolio-management tooling. Framed as research infrastructure and decision-support tooling without guaranteed outcomes.
- VTV IndexregionalStrategic media partnership with VTV Index on Meta platforms to support a new chapter of engagement in Vietnam. The entry describes engagement with a Vietnam financial information platform and community audience on Meta platforms.
- CrunchbaseminorCrunchbase hosts a public company profile for Finstock, Inc., linked from the Finstock website footer as a 'Company profile' reference. The profile describes Finstock, Inc. as an AI trading analytics and quantitative research platform.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
Finstock, Inc. competitors and assessment
Company assessmentEmerging players
- Stocktwits: Social/trading community and sentiment platform for retail traders. Comparable as an alternative community-led data and engagement channel against Finstock's Vietnam VTV Index Meta partnership approach.
- Fiscal.ai: AI-native financial data and research platform targeting retail and professional investors with modern UX. Comparable to Finstock's PLG motion, AI research brief generation, and subscription-led GTM.
- Finviz: Long-standing market screening and visualization platform for retail traders. Comparable to Finstock's signal/market-structure surface (Market Pulse module) and heatmap-style visualizations.
- Quartr: Earnings call, transcript, and IR research platform for professional investors. Comparable to Finstock's AI Research Desk for summarizing filings/news into analyst-ready notes.
Broad incumbents
- Sentieo (now part of AlphaSense): AI-driven financial research and document search platform (now under AlphaSense). Comparable to Finstock's knowledge graph, document summarization, and AI-powered research workflow for analysts.
- TradingView: Largest retail charting and analysis platform and a Finstock partner. Functions as both a peer (in charting and analysis workflow distribution) and a distribution channel — Finstock's tools are positioned inside TradingView-style workflows.
- Bloomberg: Incumbent financial data, analytics, and Terminal offering used by institutions and professionals globally. Represents the high-end incumbent against which Finstock's Enterprise tier (HK$45,990/yr) competes on a fraction of the price.
Direct peers
- TrendSpider: AI-powered technical analysis and automated charting platform for active traders and quants. Overlaps with Finstock's Quant Lab, technical signal engine, and trader-focused subscription pricing.
- Koyfin: Financial research and analytics platform for investors and analysts combining fundamentals, estimates, charting, and portfolio analytics. Comparable to Finstock's cross-asset research console with similar individual/professional subscription tiers.
- AlphaSense: AI-powered market intelligence and research platform for enterprises and financial professionals. Closest comparable: subscription-based, AI-driven research workflow for analysts and institutions — the exact buyer profile Finstock targets with its Enterprise tier.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Finstock, Inc. social profiles
Digital presenceFinstock, Inc. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Finstock, Inc. leadership team
Management profileNumber of profiles
Profiles3 records
Finstock, Inc. funding detail
Funding detailFunding overview
Funding rounds3 records
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Finstock, Inc. 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 Finstock, Inc.
What does Finstock, Inc. do?
Finstock, Inc. operates an AI-powered trading analytics and quantitative research platform that delivers AI-driven research workflows, signal engines, and risk context across equities, forex, crypto, and options markets. Its core offering combines a multi-tier AI market intelligence agent called Findex, a research console with modules (Market Pulse, AI Research Desk, Quant Lab, Risk Context), and a desktop automation extension (Findex for Windows / Finstock One). The platform is delivered as a subscription-based SaaS product targeting experienced traders, analysts, research teams, and institutions.
Is Finstock, Inc. a public or private company?
Finstock, Inc. is a private company. It is classified as venture growth investor backed and is currently operating.
When was Finstock, Inc. founded?
Finstock, Inc. was founded in 2023. It employs 51 to 100 people.
Where is Finstock, Inc. based?
Finstock, Inc. is headquartered in Central, Hong Kong SAR China, in the Asia region.
How does Finstock, Inc. make money?
Five revenue lines are on record. Individual monthly subscriptions are the primary driver. The others are individual annual subscriptions, enterprise annual subscriptions, lifetime access (custom pricing) and freemium (Findex Web).
Who are Finstock, Inc.'s main competitors?
Emerging players on record are Stocktwits, Fiscal.ai, Finviz and Quartr. Broad incumbents are Sentieo (now part of AlphaSense), TradingView and Bloomberg. Direct peers are TrendSpider, Koyfin and AlphaSense.
Does Finstock, Inc. have an API?
No public API is recorded for Finstock, Inc..
What industry is Finstock, Inc. in?
Finstock, Inc.'s product category is AI Trading Analytics. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAGACAG, Transaction Analytics & Cash-Flow Insights (risk signals, forecasting). Its NAICS code is 523940 and its SIC code is 6211.