Lucena Research

10 10th Street NW

Suite #410

Atlanta, GA 30309

Tel: 404-907-1702

Fax: 404-751-0132



About Us

Lucena Research is an artificial intelligence technology company founded by renowned machine learning expert Tucker Balch, Ph.D, and technology entrepreneur Erez Katz. The company’s mission is to bridge the gap between data providers and investment professionals who seek to enhance their investment decisions with predictive analytics.

What We Do

At Lucena we turn knowledge into actionable insights. We’ve made machine learning investment attainable through our unique algorithms tailored specifically for our clients’ mandate. Our decision support platform aggregates signals from leading big-data providers and enables investment professionals to find and exploit market opportunities by scientifically validating the strategy before risking capital.

Erez Katz


erez katz, ceo and co-founder of lucena researchErez is the CEO and Co-Founder of Lucena Research and was instrumental in architecting and designing Lucena’s flagship platform QuantDesk®. Prior to co-founding Lucena, Erez was the founder of Objectware Inc, an enterprise cloud software company, which was sold in 2007 to Bridgeline Digital. Erez assumed Bridgeline’s Chief Operating Officer through 2011 and was instrumental in its growth and ultimately IPO on the Nasdaq stock exchange. Today, Erez utilizes his expertise in machine learning technology to help investment professionals generate Alpha, minimize risk in their portfolios and generate new investment ideas using predictive analytics and machine learning technology. With Erez’s leadership, Lucena’s mission is to bring awareness to the power of machine learning and connect alternative data providers and investment professionals seeking to harness the power of advanced predictive analytics. Erez received his Bachelor of Science in Business Administration from Baruch College in NYC in 1993.
404-907-1702, Ext. 101


Upcoming Webinar with Erez:

Learn about an innovative approach to utilizing alternative data for forecasting asset prices.

Learn More and Register Here 

Tucker Balch, Ph.D


Tucker Balch, CTO and co-founder of Lucena ResearchTucker Balch, Ph.D. is a former F-15 pilot, co-founder and CTO of Lucena Research, Inc. and professor at Georgia Tech. His research focuses on topics that range from the understanding social animal behavior to the challenges of applying Machine Learning to Finance. His online course, Computational Investing Part I, is the top online course offered by Georgia Tech with over 175,000 students enrolled. Balch earned his B.S. and Ph.D. at Georgia Tech. Tucker’s honors include the NSF CAREER Award, the Georgia Tech Outstanding Service Award and a distinguished graduate designation from the USAF in Undergraduate Pilot Training. His work has been reported in Institutional Investor, the New York Times and the New Scientist. Tucker has authored over 150 technical papers, journal articles and books, including the recent book What Hedge Funds Really Do with Philip Romero. Most recently he spoke with The Wall Street Journal about the future of AI in Financial Advising.
404-907-1702, Ext. 42


Want to learn more about the future of stock forecasting?

Watch: Applying Deep Reinforcement Learning to Trading 

with Co-founder and Chief Scientist Dr. Tucker Balch!