# Top Free Financial Research Software Check out our list of free Financial Research Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features. If you'd like to see more products and to evaluate additional feature options, compare all [Financial Research Software](https://www.g2.com/categories/financial-research) to ensure you get the right product. ## View Free Financial Research Software G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our [scoring methodologies](https://research.g2.com/g2-scoring-methodologies). **53** Financial Research Products Available View all [Financial Research Software](https://www.g2.com/categories/financial-research) View all [Financial Research Software](https://www.g2.com/categories/financial-research) ### [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) [By Morningstar](https://www.g2.com/sellers/morningstar) [ (423)4.1 out of 5 ](https://www.g2.com/products/morningstar-direct/reviews#reviews "Read Morningstar Direct Reviews") Product Description What is Morningstar Direct? Morningstar Direct is a global investment platform that combines in-depth data, institutional research, and industry-recognized ratings with powerful analytics, intuitive **Users:** Analyst, Investment Analyst · **Industries:** Financial Services, Investment Management · **Market Segment:** 34% Enterprise, 33% Small-Business ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") EF My company is a Morningstar feed client; This review and feedback is based on a trial of Direct, so I cannot comment on all the capabilities. Our...[Read review](https://www.g2.com/products/morningstar-direct/reviews/morningstar-direct-review-10966195) ![H M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "H M.") HM I like the price to fair market value estimate ratio for ETF portfolios. The Morningstar 9-box benchmark style index is helpful for deciding where...[Read review](https://www.g2.com/products/morningstar-direct/reviews/morningstar-direct-review-12306074) Year Founded 1984 HQ Location Chicago, IL Company Website https://www.morningstar.com Twitter @MorningstarInc LinkedIn® Page https://www.linkedin.com/company/morningstar/ Ownership MORN ### [AlphaSense](https://www.g2.com/products/alphasense/reviews) [By AlphaSense](https://www.g2.com/sellers/alphasense) [ (318)4.6 out of 5 ](https://www.g2.com/products/alphasense/reviews#reviews "Read AlphaSense Reviews") Product Description Meet AlphaSense: the world's leading market intelligence and search platform. AlphaSense is a market intelligence platform used by the world’s top companies and financial institutions to help profes **Users:** Analyst, Associate · **Industries:** Financial Services, Pharmaceuticals · **Market Segment:** 48% Enterprise, 31% Small-Business ![Verified User in Pharmaceuticals](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Pharmaceuticals") UP I really like AlphaSense because it stands out among similar CI platforms. It brings together an exceptionally large library of premium financial,...[Read review](https://www.g2.com/products/alphasense/reviews/alphasense-review-12258676) GL I like AlphaSense's integrative platform, which provides exclusive insights and expert calls with industry professionals. These features help me...[Read review](https://www.g2.com/products/alphasense/reviews/alphasense-review-12551267) Year Founded 2011 HQ Location New York Company Website https://www.alpha-sense.com Twitter @AlphaSenseInc LinkedIn® Page https://www.linkedin.com/company/2316358/ [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) ### [PitchBook](https://www.g2.com/products/pitchbook/reviews) [By PitchBook Data](https://www.g2.com/sellers/pitchbook-data) [ (253)4.5 out of 5 ](https://www.g2.com/products/pitchbook/reviews#reviews "Read PitchBook Reviews") Product Description PitchBook is an all-in-one private capital market solution. Access vital data and insights on millions of companies, investors, professionals, and more with robust platform and intuitive features. Pit **Users:** Analyst, Associate · **Industries:** Financial Services, Venture Capital & Private Equity · **Market Segment:** 38% Small-Business, 35% Enterprise ![FLAVIO V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "FLAVIO V.") FV Update information real time and veri interesing market analysis[Read review](https://www.g2.com/products/pitchbook/reviews/pitchbook-review-10543991) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") IF Contacts information, wealth of data, service[Read review](https://www.g2.com/products/pitchbook/reviews/pitchbook-review-12841275) Year Founded 2007 HQ Location Seattle, WA Company Website https://www.pitchbook.com Twitter @PitchBook LinkedIn® Page https://www.linkedin.com/company/642128/ ### [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [By Morningstar](https://www.g2.com/sellers/morningstar) [ (285)4.1 out of 5 ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews#reviews "Read Morningstar Direct Advisory Suite (formerly Advisor Workstation) Reviews") Product Description Morningstar Direct Advisory Suite (formerly Advisor Workstation) is a comprehensive software platform designed to empower financial advisors in delivering exceptional investment advice and managing cl **Users:** Financial Advisor, Financial Planner · **Industries:** Financial Services, Investment Management · **Market Segment:** 61% Small-Business, 25% Enterprise DP Customer Support. Integration -- Link to my client data base at Raymond James. Number of Features.[Read review](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews/morningstar-direct-advisory-suite-formerly-advisor-workstation-review-10926947) ![Jay W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jay W.") JW I find the Morningstar Direct Advisory Suite two-thirds the cost of its competitor, which significantly impacts my decision. The platform offers...[Read review](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews/morningstar-direct-advisory-suite-formerly-advisor-workstation-review-11576535) Year Founded 1984 HQ Location Chicago, IL Company Website https://www.morningstar.com Twitter @MorningstarInc LinkedIn® Page https://www.linkedin.com/company/morningstar/ Ownership MORN ### [YCharts](https://www.g2.com/products/ycharts/reviews) [By YCharts](https://www.g2.com/sellers/ycharts) [ (118)4.7 out of 5 ](https://www.g2.com/products/ycharts/reviews#reviews "Read YCharts Reviews") Product Description YCharts is an all-in-one platform for investment research, proposal generation, and risk/stress testing that is trusted by thousands of financial professionals. According to the 2025 Kitces Tech Re **Users:** Financial Advisor · **Industries:** Financial Services, Investment Management · **Market Segment:** 69% Small-Business, 10% Mid-Market ![Summit P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Summit P.") SP Their customer service is by far the best i've experienced. From their in-app chat to the account management team, all top notch and highly...[Read review](https://www.g2.com/products/ycharts/reviews/ycharts-review-11741866) CC I find YCharts extremely valuable for saving time in case preparation and gaining confidence by reviewing historical data. I love the asset...[Read review](https://www.g2.com/products/ycharts/reviews/ycharts-review-11822258) Year Founded 2009 HQ Location Chicago, IL Company Website https://www.ycharts.com Twitter @ycharts LinkedIn® Page https://www.linkedin.com/company/601625/ ### [Koyfin](https://www.g2.com/products/koyfin/reviews) [By Koyfin](https://www.g2.com/sellers/koyfin) [ (124)4.8 out of 5 ](https://www.g2.com/products/koyfin/reviews#reviews "Read Koyfin Reviews") Product Description Koyfin is a modern and cost-effective financial analytics platform used by over 50,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, **Industries:** Financial Services, Investment Management · **Market Segment:** 80% Small-Business, 10% Mid-Market BA I really appreciate Koyfin as a cost-effective replacement for Bloomberg, allowing me access to basic Bloomberg functions like dividend screens,...[Read review](https://www.g2.com/products/koyfin/reviews/koyfin-review-12190052) ![Patrick S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick S.") PS I like the ease of use and the client-friendly reports that Koyfin provides. I also enjoy being able to set price alerts for certain securities...[Read review](https://www.g2.com/products/koyfin/reviews/koyfin-review-12301603) Year Founded 2016 HQ Location New York, New Mexico, United States Company Website https://www.koyfin.com/ Twitter @KoyfinCharts LinkedIn® Page https://www.linkedin.com/company/koyfincharts ### [Crunchbase](https://www.g2.com/products/crunchbase/reviews) [By Crunchbase](https://www.g2.com/sellers/crunchbase) [ (407)4.4 out of 5 ](https://www.g2.com/products/crunchbase/reviews#reviews "Read Crunchbase Reviews") Product Description Crunchbase defines predictive intelligence for private markets. We turn our proprietary data into private company forecasts that help your team spot emerging opportunities long before the competition. **Users:** Founder, Account Executive · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 56% Small-Business, 29% Mid-Market User SentimentHow are these determined? Users frequently mention the ease of use, the comprehensive data sources, the ability to filter and build targeted lead lists, and the valuable insights into investment metrics and overall fiscal health. Reviewers experienced issues with the high subscription cost, the lack of flexible pricing options, the occasional inaccuracy of data points, and the limited search filters for very specific B2B targeting. Year Founded 2007 HQ Location San Francisco, CA Company Website https://www.crunchbase.com/ Twitter @crunchbase LinkedIn® Page https://www.linkedin.com/company/3557157/ ### [Inven](https://www.g2.com/products/inven/reviews) [By Inven](https://www.g2.com/sellers/inven) [ (101)4.7 out of 5 ](https://www.g2.com/products/inven/reviews#reviews "Read Inven Reviews") Product Description Inven – AI for M&A Inven helps M&A teams see the full private market, map sectors in minutes, and find the targets others miss — across 28M+ companies. Trusted by 1,000+ investment banks, p **Users:** Analyst · **Industries:** Venture Capital & Private Equity, Investment Banking · **Market Segment:** 68% Small-Business, 15% Mid-Market ![Carson T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carson T.") CT The Company is young and adaptable with a fantastic database and easy to use. Has a very strong search engine that seems to be best in class[Read review](https://www.g2.com/products/inven/reviews/inven-review-11242207) ![Daniel S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daniel S.") DS It was a fraction of the price of competitors, worked just as well, and you get access to the dev team.[Read review](https://www.g2.com/products/inven/reviews/inven-review-11741039) Year Founded 2022 HQ Location Helsinki, Uusimaa Company Website https://inven.ai Twitter @inven\_ai LinkedIn® Page https://www.linkedin.com/company/inven-ai ### [Macrobond](https://www.g2.com/products/macrobond/reviews) [By Macrobond](https://www.g2.com/sellers/macrobond) [ (50)4.7 out of 5 ](https://www.g2.com/products/macrobond/reviews#reviews "Read Macrobond Reviews") Product Description Macrobond is an integrated research platform designed to eliminate inefficiencies in traditional financial research workflows. We replace siloed spreadsheets with a dynamic, fully connected enviro **Industries:** Financial Services, Consulting · **Market Segment:** 46% Enterprise, 32% Small-Business ![James H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "James H.") JH The sheer range of available data and the ability to show it in interesting formats[Read review](https://www.g2.com/products/macrobond/reviews/macrobond-review-11461104) ![Verified User in Government Relations](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Government Relations") UG I have tried most of the data vendors and MB has the best combination of comprehensive database, graphing and analysis tools[Read review](https://www.g2.com/products/macrobond/reviews/macrobond-review-11514645) Year Founded 2008 HQ Location London, UK Company Website https://www.macrobond.com/ LinkedIn® Page https://www.linkedin.com/company/macrobond-financial ### [Sentieo by AlphaSense](https://www.g2.com/products/sentieo-by-alphasense/reviews) [By AlphaSense](https://www.g2.com/sellers/alphasense) [ (39)4.5 out of 5 ](https://www.g2.com/products/sentieo-by-alphasense/reviews#reviews "Read Sentieo by AlphaSense Reviews") Product Description Sentieo, an AlphaSense company, provides the first financial intelligence platform specifically designed for the research needs of investors. Sentieo’s AI-powered financial search engine aggregates in **Industries:** Investment Management, Financial Services · **Market Segment:** 74% Small-Business, 21% Enterprise ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") IF Document search functionality creates new opportunities for idea generation Plotting function of metrics such as twitter mentions and Alexa page...[Read review](https://www.g2.com/products/sentieo-by-alphasense/reviews/sentieo-by-alphasense-review-744689) ![Verified User in Investment Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Management") UI Sentieo's core strength is its search feature across a very robust database of documents. You can easily find needed documents or sections within...[Read review](https://www.g2.com/products/sentieo-by-alphasense/reviews/sentieo-by-alphasense-review-4885795) Year Founded 2011 HQ Location New York Company Website https://www.alpha-sense.com Twitter @AlphaSenseInc LinkedIn® Page https://www.linkedin.com/company/2316358/ ### [Orion Risk Intelligence](https://www.g2.com/products/orion-risk-intelligence/reviews) [By Orion Advisor Tech](https://www.g2.com/sellers/orion-advisor-tech) [ (36)4.5 out of 5 ](https://www.g2.com/products/orion-risk-intelligence/reviews#reviews "Read Orion Risk Intelligence Reviews") Product Description Orion Risk Intelligence is a suite of risk-focused tools and intelligence to help quantify the potential impacts of future risks and make more informed decisions in the face of global uncertainty. The **Industries:** Financial Services, Investment Management · **Market Segment:** 75% Small-Business, 22% Mid-Market MH Quality data & analytics, easy to use interface, valuable scenario library & War Room presentations[Read review](https://www.g2.com/products/orion-risk-intelligence/reviews/orion-risk-intelligence-review-4423963) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF What is helpful and easy about Hidden Levers is how you can input the current asset into the model and compare it to other models that you may...[Read review](https://www.g2.com/products/orion-risk-intelligence/reviews/orion-risk-intelligence-review-4431957) HQ Location Omaha, NE Company Website https://orion.com/ Twitter @orionwealthtech LinkedIn® Page https://www.linkedin.com/company/orionwealthtech/ ### [FactSet Workstation](https://www.g2.com/products/factset-workstation/reviews) [By FactSet Research Systems](https://www.g2.com/sellers/factset-research-systems) [ (35)4.3 out of 5 ](https://www.g2.com/products/factset-workstation/reviews#reviews "Read FactSet Workstation Reviews") Product Description The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and intuitive technology. Integrating over 800 data sources acr **Industries:** Financial Services, Investment Management · **Market Segment:** 46% Small-Business, 40% Enterprise ![Verified User in Investment Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Management") UI Very wide range of functionality, many features, customizable to your own preferences and needs. The email alerts are absolutely amazing - they...[Read review](https://www.g2.com/products/factset-workstation/reviews/factset-workstation-review-4420742) ![Verified User in Legal Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Legal Services") GL I rely on FactSet's ability to chart stock prices. The downloadable documents are accurate and easy to use.[Read review](https://www.g2.com/products/factset-workstation/reviews/factset-workstation-review-5042971) Year Founded 1978 HQ Location Norwalk, CT Company Website https://www.factset.com/ Twitter @FactSet LinkedIn® Page https://www.linkedin.com/company/163755/ Ownership FDS ### [Dealroom.co](https://www.g2.com/products/dealroom-co/reviews) [By Dealroom.co](https://www.g2.com/sellers/dealroom-co) [ (26)4.6 out of 5 ](https://www.g2.com/products/dealroom-co/reviews#reviews "Read Dealroom.co Reviews") Product Description Dealroom is a global data intelligence platform to discover the most promising companies and tech ecosystems around the world. As an API-first company with 100+ data points on over 2M+ startups and sc **Market Segment:** 58% Small-Business, 38% Mid-Market ![Irina S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Irina S.") IS - User-friendly platform - Extensive information and data available on a variety of industries and verticals - excellent offering for the free...[Read review](https://www.g2.com/products/dealroom-co/reviews/dealroom-co-review-6756172) ![Sakshi H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sakshi H.") SH This software provides in-depth information on the current trends and the correct insights into the investments which help the start-ups greatly...[Read review](https://www.g2.com/products/dealroom-co/reviews/dealroom-co-review-8525675) Year Founded 2013 HQ Location Amsterdam, Noord-Holland Company Website https://dealroom.co/ Twitter @dealroomco LinkedIn® Page https://www.linkedin.com/company/dealroom-co/ ### [Gain](https://www.g2.com/products/gain-pro-gain/reviews) [By Gain](https://www.g2.com/sellers/gain-c81ef0ef-fdad-4ef9-8578-5c4458af2dfd) [ (37)4.7 out of 5 ](https://www.g2.com/products/gain-pro-gain/reviews#reviews "Read Gain Reviews") Product Description Gain is the Private Markets Super App, a connected global platform transforming how leading investors, advisors, and corporates source, evaluate, and execute deals. By combining investment-grade intel **Industries:** Venture Capital & Private Equity, Financial Services · **Market Segment:** 35% Enterprise, 32% Small-Business ![Verified User in Investment Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Banking") UI Gain puts all relevant information about private companies in one place. You can review peers as well as precedent transactions. In many cases,...[Read review](https://www.g2.com/products/gain-pro-gain/reviews/gain-review-12911470) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") CF We primarily use Gain for preparing prospect research and compiling buyer lists. Gain provides particularly strong financial overviews of...[Read review](https://www.g2.com/products/gain-pro-gain/reviews/gain-review-12976433) Year Founded 2018 HQ Location Amsterdam, Netherlands Company Website https://www.gain.ai/ LinkedIn® Page https://www.linkedin.com/company/gain-pro/ ### [Irwin](https://www.g2.com/products/irwin/reviews) [By Platform Group Limited](https://www.g2.com/sellers/platform-group-limited) [ (57)4.5 out of 5 ](https://www.g2.com/products/irwin/reviews#reviews "Read Irwin Reviews") Product Description Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities tha **Users:** Investor Relations · **Industries:** Mining & Metals, Financial Services · **Market Segment:** 75% Small-Business, 18% Mid-Market ![Daniel W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daniel W.") DW Clean layout, shareholder information great and current[Read review](https://www.g2.com/products/irwin/reviews/irwin-review-5002187) ![Michael M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael M.") MM Dashboard, Suggested investors with the fit score. As well as the ability to track investors and tag with events or occurrences. Most of all the...[Read review](https://www.g2.com/products/irwin/reviews/irwin-review-5006229) Year Founded 2017 HQ Location Toronto, Ontario Company Website https://www.getirwin.com/ LinkedIn® Page https://www.linkedin.com/company/irwinsoftware/ [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) - ‹ Prev‹ Prev - 1 - [2](/categories/financial-research/free?order=g2_score&page=2#product-list) - [3](/categories/financial-research/free?order=g2_score&page=3#product-list) - [4](/categories/financial-research/free?order=g2_score&page=4#product-list) - [Next ›Next ›](/categories/financial-research/free?order=g2_score&page=2#product-list)