For Financial Advisors
Company research, market sentiment analysis, and investment due diligence backed by 20 years of consumer and investor discussion data. Give your clients intelligence that traditional financial data providers can't match.
Why do most approaches fall short?
Every financial advisor has access to the same Bloomberg terminals, the same Morningstar reports, and the same analyst estimates. So what makes your research different from every other advisor's? Meanwhile, the most valuable intelligence, what consumers and retail investors actually think about companies, sits fragmented across 30+ verified data sources that nobody aggregates for financial professionals.
How do we solve it differently?
We produce alternative data intelligence reports: consumer sentiment analysis, retail investor perception tracking, and competitive positioning studies. That complement your existing financial data. Your clients get insights no other advisor provides: what real people think about companies before the market prices it in. All under your firm's brand.
What does our intelligence cover?
Each report is built for your client's specific situation, but these capabilities come standard.
Company Sentiment Analysis
Consumer and investor sentiment tracking for specific companies: brand perception, product satisfaction, employee morale, and competitive positioning from real discussions.
Investment Due Diligence
Deep consumer data analysis for investment targets: customer satisfaction trends, complaint patterns, competitive threats, and brand health metrics that financial statements don't reveal.
Retail Investor Sentiment
Track retail investor discussions, consensus shifts, and crowd sentiment across investing communities, validated against historical price movements.
Sector & Industry Analysis
Consumer spending signals, category trend detection, and competitive dynamics analysis across any sector, data-driven market intelligence for portfolio positioning.
Risk Signal Detection
Early warning system for rising consumer complaints, regulatory exposure, reputation risks, and competitive disruption signals that precede financial impact.
Client Reporting Enhancement
Supplement your quarterly reports with consumer intelligence, show clients you see signals the market hasn't priced in yet.
Your brand. Our research.
Four steps from brief to branded deliverable. We stay invisible.
Define the Target
Specify companies, sectors, or investment themes you want analyzed. We'll tailor the research to your clients' portfolio needs.
Alternative Data Collection
Consumer sentiment, investor discussions, regulatory filings, hiring signals, patent data, and web analytics aggregated across 30+ verified data sources.
Cross-Validated Analysis
Multiple AI agents independently analyze findings and cross-reference against financial filings for signal quality and accuracy.
Advisor-Ready Report
Delivered under your brand with practical findings, confidence levels, and specific implications for investment or advisory decisions.
Financial Advisors FAQ
Is this SEC-compliant for use in advisory work?
How does consumer sentiment data help financial decisions?
Can you produce reports for specific stocks or sectors?
How is this different from traditional alternative data providers?
Is the research compliant with financial industry regulations?
Can you produce due diligence research for M&A advisory?
Authoritative sources for financial advisors
Give clients an information edge
Consumer sentiment, investor discussions, and competitive signals that no other advisor provides, delivered under your brand in 48 hours.