We power RIAs and wealth management firms with institutional-grade data
Fundstrat empowers Registered Investment Advisors with unparalleled financial tools and insights. From user-friendly dashboards to bespoke research and curated stock recommendations, our tailored solutions optimize decision-making, improve client satisfaction, and drive growth – regardless of your firm's size.
Become our clientBring Fundstrat research and charts into your business with our Chartbook Software
- Introducing our chartbook software by Fundstrat — a dynamic research and charting platform built for finance professionals.
- Our chartbook software combines Fundstrat's award winning research into interactive chart books that you can customize for your business.
- Easily access Fundstrat's unique charts and share with your clients.
- Harness the power of Tom Lee, Mark Newton, Sean Farrell, Ken Xuan “tireless Ken”, and the Fundstrat team for your business.
- Create custom charts, white labeled for your client needs.
- Exclusively available only to Fundstrat Clients.
RIAs & Wealth
Managers
At Fundstrat, our strength is comprehensive financial research and cutting-edge analysis tailored to RIAs & wealth management boutiques. Use our suite of services, including client calls with analysts, to gain a competitive edge through informed decision-making.
Become our client
Research
Why You Need Our Research
RIAs who seek to provide the best advice possible to their clients need to stay well ahead of the knowledge curve. With Fundstrat’s research, you can navigate markets and serve clients confidently – offering concise, actionable insights tailored to the unique challenges and opportunities RIAs face.
Our Research
Macro Strategy
Thomas J. Lee, CFA
Technical Strategy
Mark L. Newton, CMT
Portfolio Strategy
Thomas J. Lee, CFA
Quantitative Strategy
Ken Xuan, CFA, FRM
U.S. Policy
L . Thomas Block
Digital Asset Strategy
Sean Farrell
Sector and Stock Recommendations
Latest Research
VIDEO FLASH: $ORCL surge 27% after-hours shows that AI stocks still undervalued. BLS jobs report revisions show US did not add jobs in 2025 = dovish. Markets waiting for August Core CPI on Thu
VIDEO: Investors are keeping an eye for the August Core CPI report set to be released on thu at 8:30am ET. The balance of data points to softer labor markets, including August jobs report and these recent BLS...
Thomas Lee, CFA
Head of Research$ORCL surge 27% after-hours shows that AI stocks still undervalued. BLS jobs report revisions show US did not add jobs in 2025 = dovish. Markets waiting for August Core CPI on Thu
VIDEO: Investors are keeping an eye for the August Core CPI report set to be released on thu at 8:30am ET. The balance of data points to softer labor markets, including August jobs report and these recent BLS...
Thomas Lee, CFA
Head of ResearchOracle beat could help Software make a comeback
Near-term and intermediate-term technical trends remain bullish for US Equities, and Treasuries have also begun to trend higher over the past week. However, despite the resilience of SPX and QQQ, the broader market has slowed a bit over the...
Mark L. Newton, CMT
Head of Technical StrategyTechnical Strategy 09/08/2025
_NOTE: WE WILL ONLY HAVE A VIDEO TODAY, AS MARK IS ATTENDING FUTUREPROOF._
Mark L. Newton, CMT
Head of Technical Strategy
Partner with Fundstrat
Stand out from the crowd by proudly showcasing Fundstrat's logo and featuring our experts’ quotes on your website and client notes. Benefit from an association with our reputation and bolster your brand’s image.
Become our client
Outlooks and Forecast
Recognizing the unique market position of RIA firms, we craft tailored forecasts, allowing you to provide clients with a value proposition comparable to that of larger competitors, ensuring they have the nuanced appreciation of context needed to navigate the investment landscape.
Client Portal
Our digital library is no longer just for large institutions. The intuitive dashboard and tools are designed for ease of use, meaning that even solo advisors can swiftly navigate and deploy our insights for the benefit of their clients and their practice.
Co-Branded Reporting
We recognize the value of branding and customer loyalty, which is why we offer RIAs and wealth management firms the opportunity to release co-branded reports. Combining our meticulous research and insights with your brand, these reports elevate the quality of information disseminated and enhance brand credibility and trust. A co-branded partnership gives your clients access to premium, timely, relevant information, solidifying their allegiance to your brand.
- Prestigious partnership
- Brand exposure
- Custom templating
- Choose the report sections you want
- PDF, HTML, or RTF format
- Customizable reports
- Share insights with clients
Latest Webinars
Featuring invaluable technical deep-dives and top guest speakers, our webinars are available to RIAs of all sizes and offer a continuous stream of actionable insights, ensuring you remain fully in the loop without the overhead of a research budget.
Webinar
Wed, Sep 17 2:00 PM ET
Mark Newton’s Live Technical Analysis - September 2025
Webinar
Thu, Sep 25 11:00 AM ET
Understanding Crypto ‘Large Caps’ and How They Fit in Portfolios
Client Passes: Strengthening Client Bonds
Offer your clients an exclusive opportunity to join a Fundstrat webinar. Granting privileged access allows you to share premium financial insights with clients – strengthening bonds and reinforcing trust. Use Fundstrat’s insights to nurture client relationships and take them to new heights.
Sector
Positioning and Strategy
Fundstrat's sector positioning advice is a must-have for RIAs and wealth management experts. Rooted in evidence-based research, our sector insights empower you to navigate complex market situations with confidence. Whether you are a solo RIA or a team, our analysis focuses your decision-making on aligning portfolio strategies with objectives as well as market trends. With Fundstrat, you're poised to offer top-tier guidance.
Frequently Asked Questions
We distill nuanced economic patterns into relatable insights, simplifying complex data sets into actionable recommendations – ensuring small advisory teams without extensive quantitative resources can harness big data to remain attuned to broader dynamics and craft strategies that resonate with large market movements.
Our goal is to elevate a blend of qualitative analysis and quantitative methodologies into the art and science of investing. Focusing on earnings reports, sector weightings, sub-industries, and thematic stocks, our research carves a pathway to optimized returns with effectively managed risk.
Fundstrat publishes real-time updates, research notes, webinars, and in-depth reports on daily, weekly, and monthly schedule, offering macro, fundamental, portfolio, technical, U.S. policy, and crypto analysis as well as stock lists.
We offer RIAs and wealth management firms the opportunity to release co-branded reports. You can stand out from the crowd by proudly showcasing Fundstrat's logo and featuring our experts’ quotes on your website and client notes. A co-branding partnership gives your clients access to premium, timely, relevant information, solidifying their allegiance to your brand.
Our Market Update webinars act as timely touch points. Whether it's a mid-year re-calibration or a significant policy change, we convene promptly to offer analysis and guidance. Annual outlooks provide an invaluable compass for RIA firms, shedding light on evolving market contours. Anticipate shifts and align your strategies with insights derived from a rich tapestry of evidence-based research; expect in-depth analysis of sector weightings, prevailing market trends, and key indicators shaping the financial year.
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