Lucena Research delivers quantitative analysis and statistical machine learning solutions to investment professionals, including hedge funds, RIAs and wealth advisors. The company’s flagship product, QuantDesk, is a subscription-based suite of portfolio optimization tools that includes five strategy modules: Price Forecaster, Portfolio Optimizer, Hedge Finder, Event Analyzer and Back Tester. Lucena also offers quantitative analysis consulting to integrate proprietary machine-learning investment algorithms with clients' workflows. Its clients include RIAs, small hedge funds and other sophisticated investors; the company is led by CEO Erez Katz. Financially, Lucena raised $1.025M in two seed financing rounds in 2013, with backers that piloted its software and a group of angel investors.

Total raised

$1M

Funding rounds

1

Latest round

Seed

Latest activity

Mar 2013