Press Release

Interactive Brokers to Offer CFRA’s Equity, ETF, and Mutual Fund Research to Investors on Its Platform

17 January 2019
NEW YORK, (January 17, 2019) – CFRA, one of the world’s largest providers of independent research, announced today that it has teamed with the award-winning online brokerage firm Interactive Brokers to give investors access to CFRA’s world-class equity, ETF, and mutual fund research through the Investors’ Marketplace platform.

CFRA provides research on more than 1,400 ETFs and 22,000 mutual fund share classes, and its analytical team reports on more than 1,500 global companies using its proprietary STARS recommendations. The CFRA equity and fund research team also provides rigorous company, sector and industry analysis, which will be available through the Investors’ Marketplace platform and regular content contributions to the Interactive Brokers blog, Traders’ Insight.

Steven Sanders, Executive Vice President of Marketing and Product Development at Interactive Brokers said, “Combining our award-winning trading platform with CFRA’s world-class equity and fund research allows us to offer further value to our clients in building and managing their investment portfolios. With its global scope and outstanding reputation, CFRA is a great partner for us and this will be a tremendous benefit to our clients.”

“Interactive Brokers is an established industry leader in delivering automated trading and support services to investors,” said Dan Concannon, Chief Revenue Officer at CFRA. “We’re delighted to join with them to provide their clients with access to our equity and funds research.”

Through its MarketScope Advisor (MSA) platform, CFRA gives investors and institutions access to independent investment analysis, market/industry/sector commentary, and actionable investment ideas. Its unique holdings-based, forward-looking methodology provides a deeper level of insight into ETFs and mutual funds for investors and advisors in building and managing investment portfolios.

For more information about CFRA, please visit For more information about Interactive Brokers, please visit



CFRA is one of the world’s largest providers of independent investment research. Through a differentiated methodology blending forensic accounting and fundamental equity research, CFRA empowers sophisticated investment professionals, advisors and risk managers with actionable analysis and proven results.

CFRA’s global research team of 75 analysts critically evaluates industries, funds and companies of interest to help over 2,000 clients, including the world’s leading institutional investors, wealth advisors, corporations, academics and governments, to make sound investment and business decisions.

Founded in 1994, CFRA is privately held with offices in or near New York, London, Hong Kong, Kuala Lumpur, Charlottesville, Denver, and Washington, D.C. In October 2016, CFRA acquired and has since fully integrated the Equity and Fund Research business from S&P Global.


Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities and foreign exchange around the clock on over 120 markets in numerous countries and currencies, from a single IB Universal AccountSM to customers worldwide. We service individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Our four decades of focus on technology and automation has enabled us to equip our customers with a uniquely sophisticated platform to manage their investment portfolios at the lowest cost according to Barron's Best Online Brokers review, March 26, 2018. We strive to provide our customers with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments.


CFRA Press Inquiries
One New York Plaza, 34th Floor
New York, N.Y. 10004
Aaron Siegel
MacMillan Communications c/o CFRA
(212) 473-4442

Interactive Brokers Group, Inc.
Kalen Holliday