Lucena Research

Lucena Research offers decision support technology services for investment professionals, including hedge funds and wealth advisors. The job it does: building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. Alongside the main category they mention Analytics, FinTech, Machine Learning and Service Industry. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Lucena Research is based in Atlanta, Georgia. You can read more at lucenaresearch.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

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