Zacks Intelligence provides AI-powered investment research and analysis to help individuals make more informed investment decisions.
Access investment research powered by artificial intelligence. Our platform combines extensive market data with advanced AI technology to provide analysis for stocks, ETFs, and market trends.
We combine the fiduciary guidance of a registered investment advisor with advanced technology to help clients pursue their investment objectives.
As a registered investment advisor, we are legally and ethically bound to act in your best interest. Every recommendation is made with your financial goals as the top priority.
Access sophisticated investment analysis powered by extensive market data and proprietary research methodologies developed over four decades.
Our AI-powered platform augments human expertise, providing scalable insights without sacrificing the personalized attention that comes with dedicated advisory relationships.
Our team brings decades of combined experience in investment research, financial services, AI, and software engineering.
Bryan leads Zacks Intelligence with over 20 years of leadership experience spanning investment research, financial services, and technology. He has successfully built and scaled data-driven businesses, including leading venture-backed startups. His background includes senior roles at UnitedHealth Group and Aetna, where he developed strategic analytics initiatives. With advanced degrees in systems engineering, applied mathematics, and mechanical engineering, Bryan combines deep quantitative expertise with proven business acumen.
Ed brings extensive financial services experience to Zacks Intelligence, including senior leadership roles at Superfund and Empower. His background spans product development, strategy, portfolio construction, retirement planning, and capital markets, across both individual and institutional client segments. A dedicated fiduciary with Series 7, 63, and 65 licenses, he has built his career on delivering customized solutions and fostering innovation in investment strategies. Ed is passionate about leveraging data-driven research, combined with a human element, to help today's investors optimize their chances of better financial and retirement outcomes.
Ralph leads software engineering at Zacks Intelligence, bringing deep expertise in financial technology and quantitative systems. He began his career as an Agency Mortgage Backed Security Derivative Trader at NatAlliance Securities, where he developed portfolio management tools and automated regulatory reporting systems. As Head of Technology, he managed firm-wide operations and built internal trading platforms. Ralph later co-founded Modellicity, a statistical modeling startup serving financial and logistics clients, successfully raising seed funding. His technical expertise spans Python, Rust, C++, Kubernetes, and AI integration, with experience deploying production systems at Mulligan Funding and building enterprise solutions at Esri and Autodesk.
Ankita serves as founding Product Manager at Zacks Intelligence, leading product strategy and execution for the company's AI-driven financial platform. She built the product roadmap from the ground up, established key product processes, and scaled the MVP into a market-ready solution. With an engineering degree from IIT (BHU) Varanasi, Ankita brings expertise spanning product management, UX design, frontend development with React, and analytics tracking with Amplitude and GTM. Her previous experience includes optimizing B2C platforms at FabHotels and building BI applications for post-trade operations at Societe Generale.
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