Lucena provides actionable investment 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 Predictive Analytics

Lucena Research Team

Lucena’s team represents a combination of academia, business, and software development expertise that provides a highly unique and complimentary skill set. 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.


Important Nasdaq milestones throughout the years 2012 - 2016

CEO Erez Katz to Present at Ai4 Finance Conference

On August 21st, our team will be joining a respected list of business leaders and AI pioneers at the Ai4 Finance Conference in Brooklyn, NY. Erez will be discussing how not all data is created equal and how at Lucena we streamline the validation and conditioning of big data for effective machine learning research.

Important Nasdaq milestones throughout the years 2012 - 2016

The Lucena Research, Inc. team visited the Nasdaq market site on Thursday, April 12. We are proud to collaborate with our GIS counterparts and make the analytics hub special!