Convex

Name

Convex

Legal name

Convex S.A.C.

Website

https://convex.ltd

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Lima

HQ country

Peru

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

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

Revenue model

1. Subscription Revenue - Investor Plan: Monthly or annual subscription providing unlimited stock analyses, 5 portfolios, 50 chat queries/day, AI search, and email support. Priced at $9/month or $79/year with annual discount.
2. Subscription Revenue - Pro Plan: Premium tier with unlimited everything including unlimited analyses, unlimited chat, buy zones, Monte Carlo scenarios, portfolio health radar, price alerts, CSV export, beta AI models, and priority support. Priced at $19/month or $159/year.
3. Enterprise API Access: Custom enterprise plan offering team seats, API access, custom analyses, and SLA support for institutional clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Convex operates an AI-powered stock analysis SaaS platform built around a proprietary 8-step Conviction Framework that runs on any publicly traded stock. The framework combines quality screening (Altman Z-score, ROIC, debt/equity), business classification, signal reading, multi-method fair value estimation (PEG + DCF + EV/EBITDA blend), Monte Carlo scenario modeling (10,000 simulations), risk/reward asymmetry analysis (minimum 2:1), verdict generation, and specific buy zone entry/exit pricing. Coverage spans ~7,500 tickers across US, LATAM, Europe, and SEA markets.

Product overview

Convex is an AI-powered stock analysis platform built around an 8-step Conviction Framework that runs on any publicly traded stock. The product portfolio spans four subscription tiers: Free (limited analyses), Investor ($79/year with unlimited analyses + AI chat), Pro ($159/year adding buy zones, Monte Carlo scenarios, portfolio health radar, and price alerts), and Enterprise (custom with API access and team seats). The platform's core technology blends three valuation methodologies—PEG-based EPS, FCF DCF, and EV/EBITDA—through a proprietary Conviction Engine to generate fair value estimates, risk/reward asymmetry ratios, and specific buy zones with entry/exit prices. AI features powered by Anthropic Claude generate narrative analysis and power an in-app conversational chat. Integrates with SnapTrade for read-only brokerage connection and Stripe for payment processing.

Differentiator

Problem solved

Functional benefit

Products and services

• Conviction Framework An 8-step algorithmic stock analysis pipeline (Quality → Classify → Signals → Fair Value → Scenarios → Asymmetry → Verdict → Buy Zone) that evaluates any publicly traded stock and produces buy/hold/avoid verdicts backed by PEG, DCF, and EV/EBITDA valuation methods. Delivered as a web application at app.convex.ltd and targets retail investors and (in Enterprise form) organizations seeking institutional-grade analysis.

Quantifiable outcome

• Users who followed Convex's buy zones on NVDA in Q4 2024 entered an average of 11% below the 6-month high
• +1 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability6 records

Feature5 records

Partnerships

Seven partnerships are on record, tiered core.

• SnapTradecoreTechnology or IntegrationRead-only brokerage account connection allowing users to import portfolio holdings into Convex. Users explicitly initiate connection; Convex receives read-only portfolio data via user identifier. Convex never receives brokerage credentials; authentication handled entirely by SnapTrade. Connection processed based on explicit user consent.
• Anthropic (Claude)coreTechnology or IntegrationAI language model powering stock analysis narratives and in-app chat feature. Receives financial and market data (prices, ratios, financial statements) for stock analysis and user chat messages. No personal user data (name, email, ID, portfolio positions) sent to the AI provider. Anthropic API terms prohibit model training on customer inputs.
• Financial Modeling Prep (FMP)coreTechnology or IntegrationPrimary financial data provider for market data, financial statements, and economic indicators. Receives ticker/symbol queries only; no personal data transmitted.
• Google Cloud PlatformcoreTechnology or IntegrationApplication hosting via Cloud Run. Processes requests and temporarily handles data in transit. Operates servers in the US and other jurisdictions for global service delivery.
• CloudflarecoreTechnology or IntegrationCDN, DDoS protection, and Turnstile CAPTCHA services. Processes IP addresses and request metadata for security and bot detection.
• SupabasecoreTechnology or IntegrationDatabase hosting and authentication services. Stores account data, profile data, and usage data for the Convex platform.
• StripecoreTechnology or IntegrationPayment processing provider. Acts as Merchant of Record handling billing, tax, and refund issuance. Accepts Visa, Mastercard, Amex, Discover, and Apple/Google Pay. Convex never sees customer card numbers.

Scale indicators2 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• WallStreetZen: Subscription stock analysis service that aggregates analyst ratings, fundamentals, and quantitative grades for retail investors — competes for the same self-directed retail buyer with a similar tiered offering.
• StockRover: Retail-focused investment research and portfolio analysis platform with comparable pricing tiers, multi-method valuation, and quality/risk scoring — a direct competitor to Convex's Pro tier features.
• Seeking Alpha: Subscription-based retail investment research and analysis platform offering stock ratings, quant ratings, and premium analytical tools — directly comparable to Convex's tiered subscription model and target audience of self-directed retail investors.
• GuruFocus: Premium stock screening and valuation platform offering DCF, GF Value, and quality scoring tools — directly comparable valuation methodology (multi-method fair value) and self-directed retail audience.
• Zacks: Established retail investment research service offering Zacks Rank, earnings analysis, and premium screening — competes for the same retail-investor wallet with deeper content history and broader recognition.
• StockStory: AI-driven stock analysis platform that turns fundamentals into plain-language investment theses — directly comparable in the AI-native, retail-facing stock-analysis SaaS category.
• TipRanks: Stock analysis platform combining analyst consensus, insider transactions, and quantitative scores for retail investors — a direct competitor in the structured, data-driven stock-analysis SaaS category.
• Simply Wall St: Visual stock analysis platform using snowflake infographics and a multi-factor framework to communicate investment thesis to retail investors — closely comparable methodology (visual, framework-driven) and target market.

Broad incumbents

• Morningstar: Large, established investment research and data provider with a premium retail subscription tier. Overlaps with Convex on equity research, fair value estimates, and portfolio tools, but operates across a much broader data, ratings, and asset-class portfolio.
• Yahoo Finance (Plus): Broad consumer finance portal with a paid Premium tier offering enhanced data, advanced charts, and research — competes at the entry-level retail analytics tier that Convex's Free/Investor plans target.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/convex.ltd
• LinkedInlinkedin.com/company/convex-ltd

Revenue estimate

Valuation estimate

Number of profiles

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 Convex