Lucena Research

10 10th Street NW

Suite #410

Atlanta, GA 30309

Tel: 404-907-1702

Fax: 404-751-0132


About Us

Co-founded in 2014 by entrepreneur and technologist CEO Erez Katz and machine learning and artificial intelligence expert, Chief Science Officer Tucker Balch, Ph.D, Lucena Research partners with data providers and develops algorithms that can validate and enhance investment strategies through advanced analytics of big data. Lucena’s cloud-based artificial intelligence platform create a research, discovery and analysis partnership that enables investment professionals to form, refine, or validate their strategies with confidence and unprecedented visibility into the data. As an industry-leader in machine intelligence, Lucena applies science to finance and provides solutions for clients big and small worldwide.

What We Do

We deliver actionable insights to investment professionals who seek to bring artificial intelligence to investing. Our decision support platform aggregates signals from leading big-data providers and enables investment professionals to find and exploit market opportunities with precision, and scientifically validating their investment approaches before risking capital.

We have made machine-learning investment simple and accessible with algorithms tailored to our clients’ specific mandate. Our decision support technology surfaces both the how and why a recommendation has been made, empowering our clients with a transparent and easy to articulate investment decision.

Whether you are a deep value fundamentals investor, or an active manager, whether you are global macro or US market centric, whether you are looking to hedge an existing portfolio or construct a new one, YOU TOO can greatly benefit from big-data intelligence.

Erez Katz


erez katz, ceo and co-founder of lucena researchErez Katz is an accomplished serial entrepreneur and a C-level executive with a proven track record of effective leadership, instilling operation efficiencies and driving profitable growth.
Erez is the active CEO and Co-Founder of Lucena research and was instrumental in architecting and designing Lucena’s flagship product QuantDesk®. Today, Erez shares his expertise in applying Lucena’s technology to help investment professionals generate Alpha, minimize risk via portfolio optimization and construct new portfolios using predictive analytics and machine learning technology. Prior to co-founding Lucena with Dr. Tucker Balch, Erez was the founder of Objectware Inc, a web technology company, which was sold in 2007 to Bridgeline Digital. Erez was instrumental in growing Bridgeline and in its transition to the public domain on Nasdaq. Erez also assumed Bridgeline’s Chief Operating Officer through 2011.
404-907-1702, Ext. 101

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.
404-907-1702, Ext. 42