Lucena Research’s Machine Learning Provides Actionable Insights From Big Data.


Lucena Research

Hire our quants and utilize our state-of-the-art infrastructure and knowledge for your unique research project

Lucena QuantDesk®

Conduct your own quantitative research and assess what-if scenarios through graphical backtest simulations, quantitative metrics and Lucena’s recommendation engine

Lucena Strategies

Subscribe to our model-driven strategies for above-market returns

QuantDesk® An AI Investment Research Platform Powered by Big Data

Tiebreaker software to anticipate and beat market movements


Long/Short Market Neutral

Blackdog performance over time compared to the S&P 500


Tactical Asset Allocation

WaveRider continues performance over several data points


Active Sector Rotation

Lucena leads the way in Machine Learning for Finance

Lucena Research Team


Our team represents a combination of academia, business, and software development expertise for a highly unique and complimentary skill set.

Co-founded by entrepreneur and technologist Erez Katz and machine learning expert, Tucker Balch, Ph.D. with the mission to bridge the gap between data providers and investment professionals who seek to enhance their investment decisions with predictive analytics.

Lucena Research was awarded the 2018 Innovation Award for Business Impact at the TAG Data Science and Analytics Awards. We are honored to be recognized as Innovators in Ai and machine learning! Read more here. 

Alternative Data Webinar


Webinar: “The Journey of an Alternative Data Signal”


Hear CEO Erez Katz discuss an innovative approach to automating the use and access of alternative data for investment decision making.

Watch Here