FinovateSpring 2024 / Stock Unlock

Presenter Profile:

How they describe themselves: Stock Unlock is an investment education and analysis platform that simplifies the research process, enabling users to make better investment decisions in less time. With features like their DCF calculator, custom stock screening, and portfolio tracking, Stock Unlock provides a comprehensive toolkit for investors. Their feature-rich software has organically attracted over 3,000 paid users and continues to grow, demonstrating the value they provide to the investment community.

How they describe their product/innovation: Stock Unlock’s AI-generated stock reports are a game-changer for investors. By leveraging artificial intelligence, they provide in-depth, unbiased analysis of stocks, saving users countless hours of research. These AI stock reports seamlessly integrate with their feature-complete investment analysis software, which includes powerful tools like Stock Unlock’s DCF calculator, custom stock screening, and portfolio tracking. With over 3,000 paid users and growing, Stock Unlock is the go-to platform for informed investment decisions.

Product distribution strategy: Direct to Consumer (B2C)


Bus. Dev. & Press: Jake Ruth (Co-Founder & CEO),

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