About Whale Wisdom
Whale Wisdom is a company based in Scottsdale (United States) founded in 2008.. Whale Wisdom has raised $700 thousand across 3 funding rounds from investors including National Science Foundation. Whale Wisdom offers products and services including 13F Stock Screener, Backtester, 13F Fund Performance Evaluator, and Excel Add-in. Whale Wisdom operates in a competitive market with competitors including Samco, FE fundinfo, MarketSmith, BrightScope and AltX, among others.
- Headquarter Scottsdale, United States
-
Sectors
Technology
-
Phone
*********
-
Website
*********
-
Social
*********
-
Annual Revenue
$141.34 K-34as on Dec 31, 2016
-
Net Profit
$-224.79 K-263as on Dec 31, 2016
-
EBITDA
$14.35 K0as on Mar 31, 2015
-
Total Equity Funding
$700 K (USD)
in 3 rounds
-
Latest Funding Round
$700 K (USD), Seed
Mar 23, 2017
- Investors
-
Employee Count
Employee Count
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Whale Wisdom
Whale Wisdom offers a comprehensive portfolio of products and services, including 13F Stock Screener, Backtester, 13F Fund Performance Evaluator, and Excel Add-in. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Tool for screening stocks based on 13F filings data
Software to test investment strategies using historical data
Platform to evaluate fund performance from 13F reports
Add-in for integrating WhaleWisdom data into Excel spreadsheets
Funding Insights of Whale Wisdom
Whale Wisdom has successfully raised a total of $700K across 3 strategic funding rounds. The most recent funding activity was a Seed round of $700 thousand completed in March 2017. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 3
- Last Round Seed — $700,000
-
First Round
First Round
(17 Nov 2009)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar, 2017 | Amount | Seed - Whale Wisdom | Valuation |
investors |
|
| Nov, 2010 | Amount | Grant - Whale Wisdom | Valuation |
investors |
|
| Nov, 2009 | Amount | Grant - Whale Wisdom | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Whale Wisdom
Whale Wisdom has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include National Science Foundation. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
A government-backed foundation providing seed-stage investments to support small businesses.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Whale Wisdom
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Whale Wisdom
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Whale Wisdom Comparisons
Competitors of Whale Wisdom
Whale Wisdom operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Samco, FE fundinfo, MarketSmith, BrightScope and AltX, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Online trading platforms and investment tools are provided by Samco.
|
|
| domain | founded_year | HQ Location |
Financial database and analytics for fund managers are offered.
|
|
| domain | founded_year | HQ Location |
Delivers data and software solutions for portfolio evaluation.
|
|
| domain | founded_year | HQ Location |
Financial information and data analytics software provider
|
|
| domain | founded_year | HQ Location |
Data analytics and monitoring are offered for hedge fund investments.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Whale Wisdom
Frequently Asked Questions about Whale Wisdom
When was Whale Wisdom founded?
Whale Wisdom was founded in 2008 and raised its 1st funding round 1 year after it was founded.
Where is Whale Wisdom located?
Whale Wisdom is headquartered in Scottsdale, United States. It is registered at Scottsdale, Arizona, United States.
Is Whale Wisdom a funded company?
Whale Wisdom is a funded company, having raised a total of $700K across 3 funding rounds to date. The company's 1st funding round was a Grant of $200K, raised on Nov 17, 2009.
What is the annual revenue of Whale Wisdom?
Annual revenue of Whale Wisdom is $141.34K as on Dec 31, 2016.
What does Whale Wisdom do?
Whale Wisdom was founded in 2008 in Scottsdale, United States, as an online platform in the financial information sector. Publicly available SEC disclosures are aggregated to offer insights into fund portfolios. Investors are enabled to search for funds and stocks while replicating strategies from disclosed holdings. Operations focus on data accessibility for portfolio analysis across the investment community.
Who are the top competitors of Whale Wisdom?
Whale Wisdom's top competitors include Samco, MarketSmith and FE fundinfo.
What products or services does Whale Wisdom offer?
Whale Wisdom offers 13F Stock Screener, Backtester, 13F Fund Performance Evaluator, and Excel Add-in.
Who are Whale Wisdom's investors?
Whale Wisdom has 1 investor. Key investors include National Science Foundation.