Simply Wall St

Simply Wall St operates as a financial technology firm with a mission to make stock market investing accessible to individual retail investors. The company was founded in Sydney, Australia, in 2014 by Al Bentley and Nick Van Den Berg. The idea originated from Bentley's own challenging experiences as a self-taught investor navigating platforms designed for professionals. A naval architect and engineer by trade, Bentley sought to transform complex financial data into a clear, visual format that anyone could understand. What started as a personal project soon gained traction, leading to the formal establishment of the company.

The firm's platform serves over seven million individual investors across the globe by providing sophisticated financial data in a simplified, visual format. It addresses both the affordability and the financial literacy barriers that have traditionally kept retail investors out of the market. The business operates on a freemium SaaS model. A free plan offers limited access to company reports and portfolio analysis. Revenue is generated through two subscription tiers, Premium and Unlimited, which provide progressively more features, such as unlimited reports, advanced stock screeners, data exports, and deeper portfolio analysis. Simply Wall St also offers enterprise solutions, allowing financial institutions to white-label its visual content for their own clients.

The core of Simply Wall St's product is its visually-driven stock analysis reports. A key feature is the "Snowflake" diagram, an infographic that provides a quick graphical summary of a company's investment potential by scoring it on five metrics: value, future growth, past performance, financial health, and dividend quality. The platform covers over 100,000 stocks across 91 markets, offering tools like a customizable stock screener, portfolio tracking that can sync with brokerage accounts, and investment idea generators. Users can analyze a company's financial health, valuation compared to fair value, growth forecasts based on analyst consensus, and dividend sustainability. The platform aims to save users research time while equipping them to make informed, non-emotional investment decisions.

Keywords: stock analysis, retail investing, financial visualization, fintech, portfolio management, stock screener, fundamental analysis, investment research, data simplification, global markets