Company Information


Year Founded: 2012

Location: Boston, MA

Zip Code: 02142

Full-Time Employees: 11-50

Type of Company: Private

Target Markets: Business to Consumer

Category: Finance & Investment

Sources of Revenue: Subscriptions, User fees for web or mobile access

Areas of social impact: Not Available

Approximate number of sources of government open data: 11-50 Agencies/Local Governments/Organizations


StockSmart makes smart products with technology that high-grades and auto-combines information sets, including XBRL. StockSmart is a Mobile First company, launching a Family of Finance Apps, all designed to bring the highest-quality information to the consumer web, at a retail price point, massively democratizing the access.

StockSmart boosts the inherent IQ of product sets with machine learning and smart systems in a closed loop that self corrects to assure the highest level of quality control. The StockSmart Portfolio is 'Smart' because the analysis is built in. It understands what it owns, and can make recommendations. The focus is to automate the identification of risk and deliver Portfolio Analysis at scale as a SaaS Service.

The key technologies are applying aggregation and disaggregation, X-Ray portfolios, Unzip ETFs and mutual funds to see what the components are, then re-aggregate by combining with the stocks, to show what is really owned and message that out. De-risk Portfolios for individuals and professionals alike, making it much easier to be successful.

Agency and Data Information

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