Business Model & Market Opportunity

Business Model

Changing markets, essential AI, and the future of investment shaped by open platforms

KRX 24h Trading
Open Ecosystem
TAM $24B+
01. Market Evolution

The Investment Landscape is Fundamentally Changing

Global exchanges are building 24-hour trading systems. KRX is restructuring the market with a goal of 24-hour trading by 2027.

KRX2026.01.13

KRX Pre/After Market Opening Announcement

Korea Exchange officially announced the establishment of a 24-hour trading system to enhance global competitiveness. This signifies a paradigm shift in investment methods.

24 Hours

Trading System (2027.12)

7:00 AM

Early Market Opening

MTS/HTS

Mobile-Centric Trading

NYSE Arca

16-hour trading active

NASDAQ

24-hour trading planned

London SE

24-hour under review

HKEX

24-hour under review

02. Why AI is Essential

Investing Without AI is Realistically Difficult

24-hour trading, 3,600 stocks, global market integration... Human capabilities alone have clear limitations.

Information Overload

Thousands of news, disclosures, and reports daily. Easy to miss important information.

Time Constraints

It's impossible for humans to monitor 24-hour markets.

Emotional Decisions

Fear and greed. Humans make investment decisions swayed by emotions.

Complex Analysis

Multivariate analysis, pattern recognition. Beyond human cognitive limits.

250 Trillion KRW

Korean investors' overseas stock investment

3,601

Real-time analysis of all KRX stocks needed

24/7

Global markets operate 24/7

AI is no longer optional—it's essential. ARETE AI Trade was born to solve this problem.

03. Platform Philosophy

Closed Platform vs Open Ecosystem

Existing financial data platforms were only for large institutions with high costs and closed structures. ARETE is different.

Traditional

Closed Platform

Bloomberg, Refinitiv, FactSet

  • High subscription fees over $20,000/year
  • API access restrictions and additional costs
  • Large institutions only, retail investors excluded
  • Proprietary data structure, not expandable
ARETE Way

Open Ecosystem

A platform where everyone participates and grows

  • Affordable subscription model (from $5/month)
  • 80+ API endpoints fully open
  • Designed for individuals, institutions, and developers
  • Structure that grows with ecosystem participants

Everyone Gets Opportunities in the ARETE Ecosystem

Individual Investors

AI-powered personalized insights

Developers

Build your own services with APIs

Institutional Investors

Enterprise-grade analysis tools

Researchers

Research innovation with vast data

04. ARETE Vision

The Future of Investment We Believe In

ARETE AI Trade is not just a tool. It's a new paradigm where AI and humans collaborate to make better investment decisions.

A Future Where Knowledge Connects, AI Analyzes, and Humans Decide

We believe in the democratization of information. Everyone should have equal opportunities to make wiser investments with the power of AI.

Core Technologies That Make This Possible

Knowledge Intelligence

A knowledge graph connecting companies, sectors, news, and issues. Provides contextual insights.

Multi-Agent AI (MoA)

10+ specialized AI agents collaborate to perform multi-angle analysis.

Real-time Data Pipeline

Apache Pulsar-based system processing 3,601 stocks per second.

05. Future Together

The Tomorrow We'll Build with ARETE

We're not alone. We're building the future of finance together with investors, partners, and users.

1M+ Users

Delivering value to everyone from individuals to institutions

Ecosystem Partners

Collaboration with brokers, fintechs, and research institutions

Continuous Growth

2027: Global stocks, 2028: Crypto, 2029: All assets

Looking for Partners to Build the Future of Investment

Join the ARETE AI Trade growth story. We're looking for companions to join us not just as investors, but on a journey to change the paradigm of finance.

Market Opportunity

Market Opportunity: TAM → SAM → SOM

From Global Financial Data to AI Investment Tools, and the Korean Market - Verified Growth Potential

The global financial data market has surpassed $24 billion annually. Among this, the AI-powered investment tools market is experiencing explosive growth of over 26% per year, and South Korea's retail investor participation rate is the world's highest at 64%. ARETE AI Trade stands at the intersection of this massive opportunity.

TAM|Total Addressable Market

Global Financial Data Services Market

The total market size for financial data services used by financial institutions, investors, and fintech companies worldwide. Includes real-time quotes, analytics tools, and research platforms.

$24.15B

2024

$42.1B

2032

8.5%

CAGR

1.7x

Growth Multiple

Source: Cognitive Market Research, Fortune Business Insights

Market Focus
SAM|Serviceable Addressable Market

AI Investment Tools & Robo-Advisory Market

The market for AI-based investment analysis, automated trading, and robo-advisory services. The fastest-growing segment in financial technology driven by technological advancement.

$14.29B

2025

$71.19B

2032

26%

CAGR

5x

Growth Multiple

Source: Precedence Research, Grand View Research

Target Market
ARETE Core Target
SOM|Serviceable Obtainable Market

Korean AI Trading App Market

The AI investment app market based on Korea's high retail investor participation (64%) and active mobile trading. This is ARETE's primary target market for initial focus.

$260M

2024

$780M+

2030

20%+

CAGR

3x

Growth Multiple

Source: Ken Research, SNS Insider

Why Korean Market?

64%

Retail Investor Trading Ratio

2x higher than US/Japan (30%)

1,400M+

Active Traders

Rapidly growing MTS trading

3,601

Covered Stocks

100% KRX Coverage

Source: KRX, 금융감독원, Korea Securities Depository (2024)

ARETE's Market Strategy

Starting from the Korean market, we will dominate the domestic market with proven AI analysis technology. The high retail investor participation and mobile-friendly environment make it the optimal market. Global stock support for Korean users is planned from 2029.

Domestic Market Leadership
1M+ Users Target
Annual Revenue $10M+ Goal
Revenue Models

14 Diversified Revenue Models

Discretionary investment + subscription, usage, transaction, platform, enterprise, and partnership models

Discretionary Investment (Core Revenue)

2 models

Discretionary Clients

0.5-2% of AUM/year

Asset-based management fee, Korean avg 1-1.5%

Performance-based Clients

10-20% of excess returns

Performance fee on excess returns, high-water mark

Subscription-based

2 models

Retail Investors

$5-$50/mo

Real-time data analysis, AI alerts, basic reports

Professional Investors

$100-$500/mo

Advanced analytics, portfolio optimization, custom AI

Usage-based

2 models

Institutions

$10-$100/report

EOD analysis, deep AI reports, investment opinions

Developers/Fintech

$99-$499/mo

80+ API endpoints, SDK, real-time websocket

Transaction-based

2 models

Active Traders

0.1-0.5% per trade

Multi-broker integration, auto-trading execution

AI Auto-Trading Users

10-20% of profits

Performance-based, high-water mark applied

Platform Fees

2 models

Strategy Developers

30% of sales

Strategy/Plugin marketplace, App Store model

Data Consumers

$100-$1,000/mo

Pulsar real-time streaming, historical data

Enterprise

2 models

Financial Institutions

$50k-$500k/year

Enterprise license, on-premise, customization

Securities/Asset Managers

$100k-$1M/year

OEM solution, brand customization

Partnership

2 models

Broker Partners

5-20% of fees

Referral fees, co-marketing

Learners/Educators

$29-$99/mo

AI personalized learning, certification

14

Revenue Models

7

Revenue Categories

Licensed IAM

90%+

Cost Savings

Global Platform Pricing Comparison

ARETE's pricing competitiveness vs existing platforms

PlatformAnnual CostUsersKey Features
Bloomberg Terminal$31,980/년325,000+데이터/분석/뉴스
Refinitiv Eikon$22,000/년400,000+데이터/분석/거래
FactSet$12,000-$45,000/년190,000+금융 데이터/리서치
TradingView$180-$720/년50M+차트/소셜
ARETE AI TradeCompetitive$60~$600/년~$5-$50/moGrowingAI + Data/Analytics/Trading

Source: Bloomberg (2026), LSEG (2026), Vendr (2026), TradingView (2026)

Revenue Projections (Conservative)

2026 launch, realistic achievable targets

2026
$150K
Launch year, $5M AUM target
Launch
2027
$800K
$50M AUM, 5K subscribers
5.3x growth
2028
$3M
$200M AUM, 20K subscribers
3.8x growth

💡 Revenue Mix (2028): Discretionary 50% | Subscription 25% | Enterprise 15% | Partnership 10%

⚠️ Conservative basis: Based on Korean IAM early growth rates, <1% market penetration assumed

90%+

Cost Reduction (vs Bloomberg)

26%

AI Investment Market CAGR

64%

Korean Retail Investor Share

Competitive Analysis

Competitive Advantage

Comprehensive analysis vs global platforms, Korean brokers, and AI advisory apps

Multi-Agent AI

10+ AI Agents

90%+ Cheaper

vs Bloomberg

Open Ecosystem

Full API Access

Korea Focused

KRX Real-time

Global Platform Comparison

PlatformAnnual CostTargetAIReal-timeKoreanOpen
ARETE AI Trade$60-600/년Retail+Inst.
Bloomberg Terminal$31,980/년Institutional
Refinitiv Eikon$22,000/년Institutional
FactSet$12,000-45,000/년Institutional
TradingView$180-720/년Retail

Source: Bloomberg (2025), LSEG (2025), FactSet/Vendr (2025), TradingView (2025)

Korean Securities Comparison

PlatformFeeAI ServiceMTSAPIReal-time
ARETE AI Trade0.1-0.5%Multi-Agent AI
키움증권 영웅문0.015%~Basic Analysis
미래에셋 M-STOCK0.014%~AI Recommendation
토스증권0%AI Earnings Translation
삼성증권 mPOP0.0036%~AI Reports

Source: Respective broker websites, InsightKorea (2025), Securities Digital Transformation Report (2025)

AI Advisory / Robo-Advisor App Comparison

AppFeeFee TypeReturns/FunctionMin. InvestFeatures
🇰🇷ARETE AI Trade
월 $5-50SubscriptionAI AnalysisNo minimumMulti-Agent AI + Real-time
🇰🇷Fint
0.768-1.176%/년AUM-based10.61% (1Y)₩100KKorea Market Leader
🇰🇷Fount
15% 성과보수Performance5.35% (1Y)₩100KLargest AUM
🇰🇷AIM
약 0.5-1%/년AUM-basedStable Portfolio₩1MKIS Partnership
🇰🇷Quantec
약 0.5-1%/년AUM-based35.26% (1Y Korea)₩1MHighest Returns
🇺🇸Betterment
0.25%/년AUM-basedMarket Tracking$0US #1 Robo-advisor
🇺🇸Wealthfront
0.25%/년AUM-basedMarket Tracking$500Tax Optimization

Source: Hankyung (2025.04), AI Times (2024), NerdWallet (2025), Bankrate (2025)

Technical Capability Comparison

FeatureARETEBloombergTradingViewKIS/증권사
Graph RAG
Multi-Agent AI (MoA)
Multi-LLM Integration
Real-time (sub-second)
Multi-Broker
Korean Stocks
Open API
K8s Scalability

8/8

Tech Capability Score

$60-600

Annual Cost

10+

AI Agents

100%

Open API Rate

View Detailed Comparison: Fint vs Neugistock vs ARETE

Compare the pros and cons of each platform from an investor perspective