Whale Wisdom - About the company
Whale Wisdom is a seed company based in Scottsdale (United States), founded in 2008 by Daniel Collins and Brent Plunkett. It operates as an Online platform providing information on funds. Whale Wisdom has raised $1.42M in funding. The company has 45 active competitors, including 10 funded and 6 that have exited. Its top competitors include companies like PivotalPath, MarketSmith and Bison.
Company Details
Online platform providing information on funds. It is an aggregator of publicly available financial information. It allows investors to utilize the information in publicly available SEC disclosures to replicate the portfolios of the investors. It offers a search box to search and find funds and stocks.
- Website
- whalewisdom.com
- Registered Address
- Mostecká 49 11800 Praha
Key Metrics
Founded Year
2008
Location
Scottsdale, United States
Stage
Seed
Total Funding
$1.42M in 4 rounds
Latest Funding Round
Investors
Ranked
1st among 45 active competitors
Employee Count
50 as on Jan 05, 2026
Investment & Acquisitions
Similar Companies
Legal entities associated with Whale Wisdom
Whale Wisdom is associated with 4 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
Whalewisdom LLC CIN: - , United States, Active | Apr 20, 2013 | - | - | - |
WELLS REAL ESTATE FUND XIII L P CIN: 1127245 , United States, Active | $0 - $1M (As on Dec 31, 2016) | - | - | |
Realty IV., a.s. CIN: 26125293 , Czech Republic, Active | Nov 01, 1999 | - | - | |
IMAGENETIX INC /NV/ CIN: 839441 , United States, Active | $0 - $1M (As on Mar 31, 2015) | - | - |
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Whale Wisdom's funding and investors
Whale Wisdom has raised a total funding of $1.42M over 4 rounds. Its first funding round was on Nov 17, 2009. Whale Wisdom has 1 institutional investor.
Here is the list of recent funding rounds of Whale Wisdom:
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Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Jul 29, 2026 | 2725448 | Seed | 1009521 | 4233772 | 4249709 | 4873817 |
Mar 23, 2017 | 3859257 | Seed | 3956138 | 9775605 | 9781201 | 6547943 |
Nov 09, 2010 | 5094073 | Grant (prize money) | 6640733 | 8806917 | 6187015 |
View details of Whale Wisdom's funding rounds and investors
Whale Wisdom's founders and board of directors
Founder? Claim ProfileThe founders of Whale Wisdom are Daniel Collins and Brent Plunkett.
Here are the details of Whale Wisdom's key team members:
- Daniel Collins: Founder of Whale Wisdom. Contact Info: 1 email address
- Brent Plunkett: Co-Owner of Whale Wisdom. Contact Info: 1 email address
View details of Whale Wisdom's Founder profiles and Board Members
Whale Wisdom's employee count trend
Whale Wisdom has 50 employees as of Jan 26. Here is Whale Wisdom's employee count trend over the years:
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Whale Wisdom's Competitors and alternates
Top competitors of Whale Wisdom include PivotalPath, MarketSmith and Bison. Here is the list of Top 10 competitors of Whale Wisdom, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Whale Wisdom 2008, Scottsdale (United States), Seed | Online platform providing information on funds | $1.42M | 50/100 | |
2nd | PivotalPath 2013, New York City (United States), Seed | Due diligence solutions for hedge fund investors | $2.72M | - | 46/100 |
3rd | MarketSmith 2016, Bengaluru (India), Unfunded | Provider of fund performance datasets | - | - | 46/100 |
4th | Bison 2011, Boston (United States), Series A | Portfolio management software for private equity and venture capital firms | $9.09M | 45/100 | |
5th | Global Predictions 2003, San Francisco (United States), Seed | AI-based software suite for financial markets | $2M | 41/100 | |
6th | BrightScope 2008, San Diego (United States), Acquired | Market intelligence for financial services, empowering growth through data and insights | $5.95M | 39/100 | |
7th | AltX 2012, San Francisco (United States), Acquired | Intelligence platform for hedge fund market, offering data and collaboration | $24.2M | - | 38/100 |
8th | PRIME AMC Database 2014, Delhi (India), Unfunded | Asset Management Companies fund database | - | - | 38/100 |
9th | Provider of a database for mutual funds | - | - | 36/100 | |
10th | AI-based algorithmic investment platform and hedge fund strategies for investors | $1M | 36/100 |
Looking for more details on Whale Wisdom's competitors? Click here to see the top ones
Whale Wisdom's Investments and acquisitions
Whale Wisdom has a total of 1 investment in Exicure. Whale Wisdom has not made any acquisitions as of now.Reports related to Whale Wisdom
Here is the latest report on Whale Wisdom's sector:
News related to Whale Wisdom
Media has covered Whale Wisdom for a total of 4 events in the last 1 year, 4 of them have been about company updates.
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4,695 Shares in Willdan Group, Inc. $WLDN Acquired by WealthTrust Axiom LLCMarketBeat•Nov 30, 2025•Willdan, Whale Wisdom
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Level Four Advisory Services LLC Trims Stake in Gilead Sciences, Inc. $GILDMarketBeat•Nov 30, 2025•Level Four Group, Gilead, Whale Wisdom, VestGen and 1 other
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IDEXX Laboratories, Inc. $IDXX Shares Acquired by Southeast Asset Advisors LLCMarketBeat•Nov 26, 2025•IDEXX, Elo, Laurel Wealth Advisors, Whale Wisdom and 1 other
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Clearline Capital Invests $3.95 Million in Integral Ad ScienceMarketBeat•May 10, 2025•Whale Wisdom, Integral Ad Science
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PharmEasy raises $216m in round led by Ranjan Pai's MEMGDeal Street Asia•Apr 30, 2024•PharmEasy, Manipal, Manipal Group, Whale Wisdom and 9 others
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DDD Partners LLC Purchases 35,931 Shares of NextEra Energy, Inc. (NYSE:NEE)etfdailynews.com•Dec 27, 2023•Whale Wisdom, NextEra Energy
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Microsoft Co. (NASDAQ:MSFT) is WealthTrust Axiom LLC’s 4th Largest Positionetfdailynews.com•Aug 20, 2023•Whale Wisdom, Microsoft
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Verizon Communications Inc. (NYSE:VZ) Stake Boosted by Hightower 6M Holding LLCDefense World•Jan 05, 2023•Verizon, Whale Wisdom
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