InvestEase
InvestEase is an investment intelligence platform providing ETF, fund, and securities analysis through natural language query (InvestPal AI Search), portfolio simulation, and benchmark comparison, targeting self-directed individual investors globally via a freemium web model.
- Company typePrivate
- Founded2025
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2C
- OfferingSoftware
What InvestEase does
InvestEase is an investment intelligence platform operated by Magnum Research Elite Limited, a Hong Kong-incorporated private limited company doing business as 'AQUMON InvestEase'. The platform serves self-directed individual investors globally with tools for ETF, fund, and securities analysis, portfolio construction, performance simulation, and benchmark comparison against major indices including MSCI ACWI, S&P 500, NASDAQ QQQ, and Dow Jones. Coverage spans global asset classes including ETFs, mutual funds, stocks, and cryptocurrencies.
The underlying technology is a data and model-driven analysis platform with two primary AI-enabled components: (1) the InvestPal AI Search feature, which leverages natural language processing to allow conversational querying of securities information, and (2) a portfolio performance simulation and benchmark comparison engine that applies quantitative models to structured financial data. The platform includes Markets, Portfolio tools, Screening tools, and Watchlist functionality accessible via a self-serve web interface with no mobile app currently offered.
The business model is product-led growth with a freemium pricing structure: users can sign up for free and access basic features, with a 15-day premium membership trial offered as the upsell mechanism. Premium tier pricing is not publicly disclosed. Go-to-market relies primarily on content marketing through a News and Insights blog covering AI macro trends, industry updates, financial markets, and macroeconomic topics. The company is privately held, founded in 2025, operates with 1-10 employees, and does not appear to have received external venture capital or private equity funding based on available disclosures.
InvestEase firmographics
Firmographics- Name
- InvestEase
- Legal name
- Magnum Research Elite Limited
- Website
- https://investease.ai
- Company type
- Private
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- InvestEase is an investment intelligence platform providing ETF, fund, and securities analysis through natural language query (InvestPal AI Search), portfolio simulation, and benchmark comparison, targeting self-directed individual investors globally via a freemium web model.
- Ownership category
- akta.pro rank
InvestEase industry classification
Industry- Product category
- Investment Research & Analytics Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro industry
- Execution-Only / Self-Directed Investing PlatformsInvestor Education, Research & Portfolio Analytics Services (Retail)
Keywords
Where InvestEase is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
InvestEase business model
Business model- GTM type
- B2C
- Offering type
- Software
Revenue model
- Freemium Subscription: Platform offers free tier access with basic features. Premium membership trial available for 15 days, after which users can upgrade to paid subscription for enhanced features and capabilities.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free tier with basic access |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
InvestEase product offering
Product offeringCore offering
InvestEase is a data and model-driven investment analysis platform that enables users to query and analyze securities such as ETFs, funds, stocks, and cryptocurrencies through natural language input. The platform generates portfolio performance simulations, supports smart screening, and compares portfolio metrics against global benchmark indices including MSCI ACWI, S&P 500, NASDAQ QQQ, and Dow Jones. It is offered as a self-serve web-based freemium product by Magnum Research Elite Limited under the AQUMON brand.
Product overview
InvestEase is a unified investment analysis platform provided by Magnum Research Elite Limited, consisting of the core InvestEase Platform and the InvestPal AI Search feature. The platform enables users to query and analyze securities information through natural language, generate portfolio performance simulations, and compare metrics against global benchmark indices. Key components include Markets (global asset coverage), Portfolio tools, Screening tools, and Watchlist functionality.
Differentiator
Problem solved
Functional benefit
Companies that use InvestEase
Customer profileSegments1 record
InvestEase technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability4 records
Feature3 records
InvestEase partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights4 records
InvestEase competitors and assessment
Company assessmentDirect peers
- Seeking Alpha: Crowd-sourced investment research and analysis platform for self-directed retail investors. Highly comparable to InvestEase as both deliver screening, portfolio ideas, and analytics tools to individual investors via a freemium/premium web model.
- TipRanks: Retail-facing investment research aggregation platform that ranks analysts, hedge funds, and insiders. Targets the same self-directed investor segment with comparable screening, comparison, and analytical content monetization.
- TradingView: Web-based charting, screening, and social investing platform for self-directed traders and investors. Directly comparable on PLG freemium model, browser-based delivery, and cross-asset screening of stocks/ETFs/funds.
- Simply Wall St: Visual investment research platform offering fundamental analysis and portfolio insights for self-directed investors. Comparable freemium web model targeting retail investors with simplified, infographic-style analytics.
- Finviz: Retail-focused stock screener and visualization platform with heatmaps and fundamental/technical filters. Comparable on screening and benchmark/visual analytics delivered to self-directed retail users via the web.
- Zacks Investment Research: Equity research and ranking service with screeners, earnings data, and model portfolios targeted at retail investors. Comparable on screening, ranking, and premium-content subscription monetization for self-directed users.
Broad incumbents
- Morningstar: Global investment research and analytics firm offering fund/ETF/stock screeners, portfolio tools, and benchmark comparisons. Overlaps with InvestEase's analyst-grade screening and benchmark-comparison functionality but operates at vastly larger scale and breadth.
- Yahoo Finance: Mass-market free investment data and portfolio-tracking platform with screeners, news, and watchlists. Comparable on free-tier global retail distribution and benchmark/quote coverage, though much broader in scope.
- Bloomberg: Premium global financial data, analytics, and news platform serving professionals and sophisticated retail users. Comparable on benchmark, screening, and portfolio analytics capabilities, though positioned for institutional/professional segments.
Emerging players
- Stocktwits: Social platform for retail traders/investors to share ideas and sentiment around stocks and ETFs. Comparable on targeting self-directed investor community with freemium web distribution and watchlist-style engagement.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights5 records
Customer concentration
InvestEase social profiles
Digital presenceInvestEase financial estimates
Financial estimateRevenue estimate
Valuation estimate
InvestEase leadership team
Management profileNumber of profiles
InvestEase funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
InvestEase 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 InvestEase
What does InvestEase do?
InvestEase is a data and model-driven investment analysis platform that enables users to query and analyze securities such as ETFs, funds, stocks, and cryptocurrencies through natural language input. The platform generates portfolio performance simulations, supports smart screening, and compares portfolio metrics against global benchmark indices including MSCI ACWI, S&P 500, NASDAQ QQQ, and Dow Jones. It is offered as a self-serve web-based freemium product by Magnum Research Elite Limited under the AQUMON brand.
Is InvestEase a public or private company?
InvestEase is a private company. It is currently operating.
When was InvestEase founded?
InvestEase was founded in 2025. It employs 51 to 100 people.
Where is InvestEase based?
InvestEase is headquartered in New York, United States, in the North America region.
How does InvestEase make money?
One revenue line is on record: freemium Subscription.
Who are InvestEase's main competitors?
Direct peers on record are Seeking Alpha, TipRanks, TradingView, Simply Wall St, Finviz and Zacks Investment Research. Broad incumbents are Morningstar, Yahoo Finance and Bloomberg. Stocktwits is listed as an emerging player.
Does InvestEase have an API?
No public API is recorded for InvestEase.
What industry is InvestEase in?
InvestEase's product category is Investment Research & Analytics Software. Its primary akta.pro industry code is FSAAAAAI, Execution-Only / Self-Directed Investing Platforms, with a secondary code of FSAAAAAO, Investor Education, Research & Portfolio Analytics Services (Retail). Its NAICS code is 523940 and its SIC code is 6282.