About Alpha Insights

Our Story

Hi, my name is Ryan, and thank you for taking the time to read Alpha Insights' story.

Throughout my professional career as an equity analyst, I recognised that quality equity research was consistently:

• Limited to a select group of companies
• Compromised by inherent conflicts of interest
• Priced beyond the reach of everyday investors

This inequality in access to quality financial information became a powerful motivator for me to reimagine how equity research could serve retail investors – the mums and dads managing their financial futures. It became an opportunity for me to do something different.

I believe the financial industry's duty of care has gradually shifted away from its customers. My approach is guided by a simple acknowledgment of a fundamental truth: without the customer, there would be no business. This perspective led me to place investors' interests back at the centre of everything we do.

Moreover, through embracing artificial intelligence, Alpha Insights can now provides in-depth analysis across the entire market – regardless of a company's size, sector, or geography. What was impossible in a pre-AI world has become our standard offering, making institutional-grade research accessible to everyone, for any company.

Accessibility for All Investors

One of our core principles is improving accessibility to financial research for everyone, in particular, for those who are approaching or already in retirement.

This is where the traditional equity research model fails by:

• High subscription costs that eventually eat into investment returns
• Limited coverage focusing only on large-cap companies
• Complex jargon that can confuse non-institutional investors

Through the use of AI, we've created a system that dramatically reduces production costs without sacrificing quality. This allows us to offer comprehensive research at a fraction of the industry standard price—making professional insights available to those who need them most as they manage their retirement savings.

True Transparency: No Conflicts of Interest

What truly sets Alpha Insights apart is our unwavering commitment to transparency and investor advocacy. Unlike many providers, we:

• Don't earn fees from funds management or brokerage services
• Don't hold positions in stocks we analyse
• Have no incentive to promote certain companies over others
• Provide consistent methodology across all companies

This conflict-free approach is especially critical for retirees and those nearing retirement. Following advice from providers with undisclosed conflicts can significantly derail retirement goals and set investors back many years financially. Our transparent approach means you can trust that every single report and its analysis is made solely on the merits of the company's fundamentals, for the best interest of the investors, and will never be influenced by anyone's personal interests.

Speed and Scale Through Technology

The rate of AI adoption is sharply increasing, even in the world of equity research.

What you might be reading from other providers, is likely already AI-generated to an extent. Yet, many providers are still silent about their AI usage - all the while still maintaining their high pricing structures.

This lack of transparency creates two significant issues for investors:

• You are still paying legacy prices, for research that now costs significantly less to produce
• Without understanding how AI influences the analysis, you cannot properly evaluate the methodology or potential biases

At Alpha Insights, we take a different approach. We're fully transparent about our AI integration—it's a core strength, not something to hide. Our process combines AI capabilities with human expertise to:

• Process vast amounts of financial data across the entire market
• Analyse management communications and qualitative factors
• Apply consistent methodologies across companies of all sizes
• Deliver insights at a fraction of traditional costs

While other providers may be quietly using similar technologies to increase their margins, we've benchmarked our pricing substantially below market rates. This technology-forward approach also means we can provide timely updates, and keeping you well-informed, as soon as possible.

Building Together

There are many features and tools that I would like to bring into Alpha Insights for the benefit of its clients. I have already envisioned a runway ahead that puts Alpha Insights and its clients on a trajectory to new frontiers.

Being on my own, it can be challenging to bring everything to life as quickly as I'd like. What remains constant, however, is my commitment to always stand on the side of the investor. From day one, I've set the price as low as I could, based on conservative estimates, and with a goal to just break even on my current operating costs. And as the subscriber base grows, instead of benefitting from the economies of scale, I will instead seek to pass that benefit back to its members.

By supporting Alpha Insights now, you're not just subscribing to a research service—you're joining a movement to transform how investment research works. While we may not yet have all the features of a fully-fledged institutional product, your early support helps us get there faster, and you'll be the first to benefit from every improvement.

Every subscription directly fuels the development of new capabilities: expanded international coverage, portfolio management tools, customised screening, and more. Together, we're building something that truly puts investors first—a service that grows stronger with each member who joins our community, with early supporters enjoying the benefits they helped create.

Our Mission

Alpha Insights serves a dual purpose: to democratise access to high-quality financial research while contributing to a cause close to my heart. A portion of proceeds supports childhood cancer initiatives, inspired by my family's personal journey. Learn more about my personal story here.

The future of Alpha Insights includes expansion to international markets, comprehensive portfolio management tools, customised research options, and much more—all while maintaining the core values of accessibility, transparency, and purpose-driven business.