Insights

Cross-Platform Integration Wikinvest aggregates holdings from 60+ brokerages and supports manual setup for unsupported brokers, highlighting a sales opportunity to offer expanded integrations, premium data feeds, or white-label portfolio import services to broaden compatibility and reduce onboarding friction.

Mobile First With an iPhone app launch noted in their recent news, there is potential to upsell mobile-centric features such as push alerts, mobile-only analytics, and offline portfolio access to enhance user engagement and retention.

Analytics Depth The platform provides real-time news, price streaming, and detailed portfolio analytics, presenting an avenue to offer advanced analytics packages, hiring for enterprise-grade insights, or targeted data subscriptions to paid tiers.

Growth Signals Revenue range indicates a small but growing business; there is a clear opportunity to support sales channels with partner programs, affiliate incentives, and co-marketing with larger fintechs to accelerate user acquisition.

Financial Fitness Slim employee base suggests a lean operation with potential needs for scalable SaaS solutions, security enhancements, and managed services to support growth without proportional headcount expansion.

Similar companies to Wikinvest

Wikinvest Tech Stack

Wikinvest uses 8 technology products and services including AdRoll, Snowplow, WordPress, and more. Explore Wikinvest's tech stack below.

  • Advertising
  • Analytics
  • Content Management System
  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • D3.js
    Javascript Graphics
  • Platform As A Service
  • Quantcast
    System Analytics & Monitoring

Wikinvest's Email Address Formats

Wikinvest uses at least 2 email formats:
Wikinvest Email FormatsExamplePercentage
First@wikinvest.comJohn@wikinvest.com
75%
First.Last@wikinvest.comJohn.Doe@wikinvest.com
25%

Frequently Asked Questions

What is Wikinvest's phone number?

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You can contact Wikinvest's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wikinvest's official website and social media links?

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Wikinvest's official website is wikinvest.com and has social profiles on LinkedIn.

How much revenue does Wikinvest generate?

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As of September 2026, Wikinvest's annual revenue is estimated to be $1M - $10M.

What is Wikinvest's SIC code and NAICS code?

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Wikinvest's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does Wikinvest have currently?

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As of September 2026, Wikinvest has approximately 4 employees across 2 continents, including North America and Asia. Key team members include Principal: J. M. Explore Wikinvest's employee directory with LeadIQ.

What industry does Wikinvest belong to?

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Wikinvest operates in the Technology, Information and Internet industry.

What technology does Wikinvest use?

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Wikinvest's tech stack includes AdRoll, Snowplow, WordPress, Google Fonts API, Twemoji, D3.js, Netlify and Quantcast.

What is Wikinvest's email format?

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Wikinvest's email format typically follows the pattern of First@wikinvest.com. Find more Wikinvest email formats with LeadIQ.
Wikinvest logo

Wikinvest

Technology, Information and InternetUnited States2-10 Employees

Wikinvest offers a portfolio management tool designed to unify the user’s investment accounts into a single view. The system establishes secure connections to user brokerages and automatically imports holdings across stocks, ETFs, and mutual funds, with nightly refreshes to reduce manual data entry. It supports imports from more than 60 brokerages, and if a user’s brokerage isn’t listed, they can still create portfolios and watchlists manually.

Wikinvest, based in the United States, provides real-time news and live price feeds, along with in-depth analytics and a highly customizable dashboard aligned to an investor’s preferences. It also enables users to compare their portfolio performance against benchmarks such as the S&P and the Dow. In August 2010, Wikinvest announced a mobile initiative, launching an iPhone app to extend access to its portfolio management service.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5415 - Computer Systems Design and Related Services
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Wikinvest's revenue is estimated to be in the range of $1M - $10M

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