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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 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.
48 Financial Research Products Available
View all Financial Research Software
View all Financial Research Software
AlphaSense
(306)4.6 out of 5
Optimized for quick response
2nd Easiest To Use in Financial Research software
View top Consulting Services for AlphaSense
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • AlphaSense features and usability ratings that predict user satisfaction
    7.7
    Financial Analysis
    Average: 8.4
    8.9
    Ease of Admin
    Average: 8.7
    6.4
    Charting
    Average: 8.2
    9.3
    Document Search
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Pharmaceuticals
    UP
    From financial projections, to m&a tracking, clinical trial data to key insights from c-suite members and KOLs, AlphaSense provides a wealth of... Read review
    Verified User in Financial Services
    UF
    The combination of research, filing, web search, and expert transcripts with the LLM / generative search capability is a solution unlike any other... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    AlphaSense
    Company Website
    Year Founded
    2011
    HQ Location
    New York
    Twitter
    @AlphaSenseInc
    30,910 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,736 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
AlphaSense features and usability ratings that predict user satisfaction
7.7
Financial Analysis
Average: 8.4
8.9
Ease of Admin
Average: 8.7
6.4
Charting
Average: 8.2
9.3
Document Search
Average: 8.2
Verified User in Pharmaceuticals
UP
From financial projections, to m&a tracking, clinical trial data to key insights from c-suite members and KOLs, AlphaSense provides a wealth of... Read review
Verified User in Financial Services
UF
The combination of research, filing, web search, and expert transcripts with the LLM / generative search capability is a solution unlike any other... Read review
Seller Details
Seller
AlphaSense
Company Website
Year Founded
2011
HQ Location
New York
Twitter
@AlphaSenseInc
30,910 Twitter followers
LinkedIn® Page
www.linkedin.com
2,736 employees on LinkedIn®
Morningstar Direct
(348)4.1 out of 5
Optimized for quick response
7th Easiest To Use in Financial Research software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Morningstar Direct can help you research markets, position products, analyze the competition, and share their insights quickly, clearly, and concisely. Direct meets your workflow needs in one place

    Users
    • Investment Analyst
    • Analyst
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 38% Enterprise
    • 34% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Morningstar Direct features and usability ratings that predict user satisfaction
    7.4
    Financial Analysis
    Average: 8.4
    7.1
    Ease of Admin
    Average: 8.7
    7.5
    Charting
    Average: 8.2
    5.7
    Document Search
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • BB
    As an OCIO creating differentiated portfolios, having the ability to create customized reports, the Presentation studio is the best tool we've... Read review
    TA
    I like the automated batch reports which help me send across timely data with no manual intervention. Also helps me create customized templates in... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Morningstar
    Company Website
    Year Founded
    1984
    HQ Location
    Chicago, IL
    Twitter
    @MorningstarInc
    234,297 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,964 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Morningstar Direct can help you research markets, position products, analyze the competition, and share their insights quickly, clearly, and concisely. Direct meets your workflow needs in one place

Users
  • Investment Analyst
  • Analyst
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 38% Enterprise
  • 34% Small-Business
Morningstar Direct features and usability ratings that predict user satisfaction
7.4
Financial Analysis
Average: 8.4
7.1
Ease of Admin
Average: 8.7
7.5
Charting
Average: 8.2
5.7
Document Search
Average: 8.2
BB
As an OCIO creating differentiated portfolios, having the ability to create customized reports, the Presentation studio is the best tool we've... Read review
TA
I like the automated batch reports which help me send across timely data with no manual intervention. Also helps me create customized templates in... Read review
Seller Details
Seller
Morningstar
Company Website
Year Founded
1984
HQ Location
Chicago, IL
Twitter
@MorningstarInc
234,297 Twitter followers
LinkedIn® Page
www.linkedin.com
11,964 employees on LinkedIn®

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PitchBook
(211)4.5 out of 5
Optimized for quick response
4th Easiest To Use in Financial Research software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets. Our unprecedented offerings are brought to life through the PitchBook Platform, a d

    Users
    • Analyst
    • Associate
    Industries
    • Financial Services
    • Venture Capital & Private Equity
    Market Segment
    • 39% Small-Business
    • 35% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • PitchBook features and usability ratings that predict user satisfaction
    7.9
    Financial Analysis
    Average: 8.4
    8.3
    Ease of Admin
    Average: 8.7
    7.5
    Charting
    Average: 8.2
    7.5
    Document Search
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Legal Services
    UL
    The screeners to filter compnies, people, and industry focus have been so useful. When we have targeted needs, the options are at our fingertips... Read review
    SG
    Firstly - the support is terrific. Up-to-Date information Ability to sort the database in multiple ways Biographies that are... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    PitchBook Data
    Company Website
    Year Founded
    2007
    HQ Location
    Seattle, WA
    Twitter
    @PitchBook
    47,440 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,556 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets. Our unprecedented offerings are brought to life through the PitchBook Platform, a d

Users
  • Analyst
  • Associate
Industries
  • Financial Services
  • Venture Capital & Private Equity
Market Segment
  • 39% Small-Business
  • 35% Enterprise
PitchBook features and usability ratings that predict user satisfaction
7.9
Financial Analysis
Average: 8.4
8.3
Ease of Admin
Average: 8.7
7.5
Charting
Average: 8.2
7.5
Document Search
Average: 8.2
Verified User in Legal Services
UL
The screeners to filter compnies, people, and industry focus have been so useful. When we have targeted needs, the options are at our fingertips... Read review
SG
Firstly - the support is terrific. Up-to-Date information Ability to sort the database in multiple ways Biographies that are... Read review
Seller Details
Seller
PitchBook Data
Company Website
Year Founded
2007
HQ Location
Seattle, WA
Twitter
@PitchBook
47,440 Twitter followers
LinkedIn® Page
www.linkedin.com
1,556 employees on LinkedIn®
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
(270)4.1 out of 5
Optimized for quick response
6th Easiest To Use in Financial Research software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Morningstar Direct Advisory Suite is a comprehensive software solution designed to assist financial advisors in delivering effective investment advice and managing client relationships. This connected

    Users
    • Financial Advisor
    • Financial Planner
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 60% Small-Business
    • 26% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Morningstar Direct Advisory Suite (formerly Advisor Workstation) features and usability ratings that predict user satisfaction
    7.7
    Financial Analysis
    Average: 8.4
    7.6
    Ease of Admin
    Average: 8.7
    7.3
    Charting
    Average: 8.2
    6.7
    Document Search
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • DP
    Customer Support. Integration -- Link to my client data base at Raymond James. Number of Features. Read review
    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
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Morningstar
    Company Website
    Year Founded
    1984
    HQ Location
    Chicago, IL
    Twitter
    @MorningstarInc
    234,297 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,964 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Morningstar Direct Advisory Suite is a comprehensive software solution designed to assist financial advisors in delivering effective investment advice and managing client relationships. This connected

Users
  • Financial Advisor
  • Financial Planner
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 60% Small-Business
  • 26% Enterprise
Morningstar Direct Advisory Suite (formerly Advisor Workstation) features and usability ratings that predict user satisfaction
7.7
Financial Analysis
Average: 8.4
7.6
Ease of Admin
Average: 8.7
7.3
Charting
Average: 8.2
6.7
Document Search
Average: 8.2
DP
Customer Support. Integration -- Link to my client data base at Raymond James. Number of Features. Read review
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
Seller Details
Seller
Morningstar
Company Website
Year Founded
1984
HQ Location
Chicago, IL
Twitter
@MorningstarInc
234,297 Twitter followers
LinkedIn® Page
www.linkedin.com
11,964 employees on LinkedIn®
Crunchbase
(392)4.5 out of 5
3rd Easiest To Use in Financial Research software
View top Consulting Services for Crunchbase
Save to My Lists
Entry Level Price:$99.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Crunchbase is a predictive solution that provides intelligence on private companies, powered by the unique combination of live private company data, AI, and market activity from over 80 million users.

    Users
    • Founder
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 56% Small-Business
    • 29% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Crunchbase is a platform that allows users to discover startups, track industry trends, and understand the investment landscape.
    • Reviewers like the intuitive interface and strong search and filtering tools of Crunchbase, which make research faster and more efficient, and appreciate the access to private companies' information and the ability to assess a company’s financial health and primary growth indicators.
    • Reviewers noted that sometimes the data on Crunchbase isn't entirely accurate or current, more data cannot be pushed into their CRM, and the AI search has inaccurate or undesirable results, with some details not always fully up to date.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Crunchbase features and usability ratings that predict user satisfaction
    8.5
    Financial Analysis
    Average: 8.4
    8.9
    Ease of Admin
    Average: 8.7
    8.2
    Charting
    Average: 8.2
    8.0
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Crunchbase
    Company Website
    Year Founded
    2007
    HQ Location
    San Francisco, CA
    Twitter
    @crunchbase
    152,034 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    257 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Crunchbase is a predictive solution that provides intelligence on private companies, powered by the unique combination of live private company data, AI, and market activity from over 80 million users.

Users
  • Founder
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 56% Small-Business
  • 29% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Crunchbase is a platform that allows users to discover startups, track industry trends, and understand the investment landscape.
  • Reviewers like the intuitive interface and strong search and filtering tools of Crunchbase, which make research faster and more efficient, and appreciate the access to private companies' information and the ability to assess a company’s financial health and primary growth indicators.
  • Reviewers noted that sometimes the data on Crunchbase isn't entirely accurate or current, more data cannot be pushed into their CRM, and the AI search has inaccurate or undesirable results, with some details not always fully up to date.
Crunchbase features and usability ratings that predict user satisfaction
8.5
Financial Analysis
Average: 8.4
8.9
Ease of Admin
Average: 8.7
8.2
Charting
Average: 8.2
8.0
Document Search
Average: 8.2
Seller Details
Seller
Crunchbase
Company Website
Year Founded
2007
HQ Location
San Francisco, CA
Twitter
@crunchbase
152,034 Twitter followers
LinkedIn® Page
www.linkedin.com
257 employees on LinkedIn®
Koyfin
(105)4.8 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios,

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 86% Small-Business
    • 8% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Koyfin features and usability ratings that predict user satisfaction
    9.3
    Financial Analysis
    Average: 8.4
    9.3
    Ease of Admin
    Average: 8.7
    9.3
    Charting
    Average: 8.2
    8.3
    Document Search
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Dan M.
    DM
    Koyfin has all of the advanced tools you'd expect from a much more expensive market data provider - and more - for a fraction of the cost. The data... Read review
    DC
    Combined with the emergence of AI, it provides a great platform from which to do comprehensive and timely research on Equity and other securities Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Koyfin
    Year Founded
    2016
    HQ Location
    New York, New Mexico, United States
    Twitter
    @KoyfinCharts
    71,496 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    50 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios,

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 86% Small-Business
  • 8% Mid-Market
Koyfin features and usability ratings that predict user satisfaction
9.3
Financial Analysis
Average: 8.4
9.3
Ease of Admin
Average: 8.7
9.3
Charting
Average: 8.2
8.3
Document Search
Average: 8.2
Dan M.
DM
Koyfin has all of the advanced tools you'd expect from a much more expensive market data provider - and more - for a fraction of the cost. The data... Read review
DC
Combined with the emergence of AI, it provides a great platform from which to do comprehensive and timely research on Equity and other securities Read review
Seller Details
Seller
Koyfin
Year Founded
2016
HQ Location
New York, New Mexico, United States
Twitter
@KoyfinCharts
71,496 Twitter followers
LinkedIn® Page
www.linkedin.com
50 employees on LinkedIn®
YCharts
(88)4.6 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 73% Small-Business
    • 8% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • YCharts features and usability ratings that predict user satisfaction
    9.2
    Financial Analysis
    Average: 8.4
    9.6
    Ease of Admin
    Average: 8.7
    9.5
    Charting
    Average: 8.2
    8.4
    Document Search
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Aaron P.
    AP
    Y Charts gives users so much more than stock, index, ETF and mutual fund information and portfolio building. It literally has statistics on... Read review
    GH
    YCharts allows us to get data into the software and then review it in several different ways. It also functions well with Excell which allows for a... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    YCharts
    Year Founded
    2009
    HQ Location
    Chicago, IL
    Twitter
    @ycharts
    39,893 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    176 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 73% Small-Business
  • 8% Enterprise
YCharts features and usability ratings that predict user satisfaction
9.2
Financial Analysis
Average: 8.4
9.6
Ease of Admin
Average: 8.7
9.5
Charting
Average: 8.2
8.4
Document Search
Average: 8.2
Aaron P.
AP
Y Charts gives users so much more than stock, index, ETF and mutual fund information and portfolio building. It literally has statistics on... Read review
GH
YCharts allows us to get data into the software and then review it in several different ways. It also functions well with Excell which allows for a... Read review
Seller Details
Seller
YCharts
Year Founded
2009
HQ Location
Chicago, IL
Twitter
@ycharts
39,893 Twitter followers
LinkedIn® Page
www.linkedin.com
176 employees on LinkedIn®
Inven
(87)4.7 out of 5
1st Easiest To Use in Financial Research software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Private market sourcing is still stuck in the past — manual research, incomplete data, and missed opportunities. Inven changes that. Our deal sourcing platform helps M&A teams quickly find,

    Users
    • Analyst
    Industries
    • Investment Banking
    • Venture Capital & Private Equity
    Market Segment
    • 71% Small-Business
    • 16% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Inven features and usability ratings that predict user satisfaction
    6.1
    Financial Analysis
    Average: 8.4
    9.5
    Ease of Admin
    Average: 8.7
    6.1
    Charting
    Average: 8.2
    5.8
    Document Search
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Carlos C.
    CC
    If you need to generate middle market deals, you know that origination is a challenge. For years platforms like Pitchbook.com and others have... Read review
    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
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Inven
    Company Website
    Year Founded
    2022
    HQ Location
    Helsinki, Uusimaa
    Twitter
    @inven_ai
    198 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    81 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Private market sourcing is still stuck in the past — manual research, incomplete data, and missed opportunities. Inven changes that. Our deal sourcing platform helps M&A teams quickly find,

Users
  • Analyst
Industries
  • Investment Banking
  • Venture Capital & Private Equity
Market Segment
  • 71% Small-Business
  • 16% Mid-Market
Inven features and usability ratings that predict user satisfaction
6.1
Financial Analysis
Average: 8.4
9.5
Ease of Admin
Average: 8.7
6.1
Charting
Average: 8.2
5.8
Document Search
Average: 8.2
Carlos C.
CC
If you need to generate middle market deals, you know that origination is a challenge. For years platforms like Pitchbook.com and others have... Read review
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
Seller Details
Seller
Inven
Company Website
Year Founded
2022
HQ Location
Helsinki, Uusimaa
Twitter
@inven_ai
198 Twitter followers
LinkedIn® Page
www.linkedin.com
81 employees on LinkedIn®
Macrobond
(49)4.7 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Financial Services
    • Consulting
    Market Segment
    • 45% Enterprise
    • 33% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Macrobond features and usability ratings that predict user satisfaction
    5.9
    Financial Analysis
    Average: 8.4
    8.7
    Ease of Admin
    Average: 8.7
    9.1
    Charting
    Average: 8.2
    6.8
    Document Search
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Cherelle M.
    CM
    Range of data and ease of manipulation into templates Read review
    James H.
    JH
    The sheer range of available data and the ability to show it in interesting formats Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Macrobond
    Company Website
    Year Founded
    2008
    HQ Location
    London, UK
    LinkedIn® Page
    www.linkedin.com
    277 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Financial Services
  • Consulting
Market Segment
  • 45% Enterprise
  • 33% Small-Business
Macrobond features and usability ratings that predict user satisfaction
5.9
Financial Analysis
Average: 8.4
8.7
Ease of Admin
Average: 8.7
9.1
Charting
Average: 8.2
6.8
Document Search
Average: 8.2
Cherelle M.
CM
Range of data and ease of manipulation into templates Read review
James H.
JH
The sheer range of available data and the ability to show it in interesting formats Read review
Seller Details
Seller
Macrobond
Company Website
Year Founded
2008
HQ Location
London, UK
LinkedIn® Page
www.linkedin.com
277 employees on LinkedIn®
Sentieo by AlphaSense
(39)4.5 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Investment Management
    • Financial Services
    Market Segment
    • 74% Small-Business
    • 21% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Sentieo by AlphaSense features and usability ratings that predict user satisfaction
    6.9
    Financial Analysis
    Average: 8.4
    10.0
    Ease of Admin
    Average: 8.7
    5.8
    Charting
    Average: 8.2
    9.0
    Document Search
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • 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
    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
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    AlphaSense
    Year Founded
    2011
    HQ Location
    New York
    Twitter
    @AlphaSenseInc
    30,910 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,736 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Investment Management
  • Financial Services
Market Segment
  • 74% Small-Business
  • 21% Enterprise
Sentieo by AlphaSense features and usability ratings that predict user satisfaction
6.9
Financial Analysis
Average: 8.4
10.0
Ease of Admin
Average: 8.7
5.8
Charting
Average: 8.2
9.0
Document Search
Average: 8.2
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
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
Seller Details
Seller
AlphaSense
Year Founded
2011
HQ Location
New York
Twitter
@AlphaSenseInc
30,910 Twitter followers
LinkedIn® Page
www.linkedin.com
2,736 employees on LinkedIn®
Orion Risk Intelligence
(36)4.5 out of 5
Save to My Lists
Entry Level Price:$275.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 75% Small-Business
    • 22% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Orion Risk Intelligence features and usability ratings that predict user satisfaction
    6.8
    Financial Analysis
    Average: 8.4
    7.9
    Ease of Admin
    Average: 8.7
    8.3
    Charting
    Average: 8.2
    7.3
    Document Search
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • MH
    Quality data & analytics, easy to use interface, valuable scenario library & War Room presentations Read review
    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
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Orion Advisor Tech
    HQ Location
    Omaha, NE
    Twitter
    @orionwealthtech
    7,819 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,917 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 75% Small-Business
  • 22% Mid-Market
Orion Risk Intelligence features and usability ratings that predict user satisfaction
6.8
Financial Analysis
Average: 8.4
7.9
Ease of Admin
Average: 8.7
8.3
Charting
Average: 8.2
7.3
Document Search
Average: 8.2
MH
Quality data & analytics, easy to use interface, valuable scenario library & War Room presentations Read review
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
Seller Details
Seller
Orion Advisor Tech
HQ Location
Omaha, NE
Twitter
@orionwealthtech
7,819 Twitter followers
LinkedIn® Page
www.linkedin.com
1,917 employees on LinkedIn®
FactSet Workstation
(35)4.3 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 46% Small-Business
    • 40% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • FactSet Workstation features and usability ratings that predict user satisfaction
    8.1
    Financial Analysis
    Average: 8.4
    7.8
    Ease of Admin
    Average: 8.7
    7.6
    Charting
    Average: 8.2
    7.7
    Document Search
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • 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
    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
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    FactSet Research Systems
    Company Website
    Year Founded
    1978
    HQ Location
    Norwalk, CT
    Twitter
    @FactSet
    120,246 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    14,729 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 46% Small-Business
  • 40% Enterprise
FactSet Workstation features and usability ratings that predict user satisfaction
8.1
Financial Analysis
Average: 8.4
7.8
Ease of Admin
Average: 8.7
7.6
Charting
Average: 8.2
7.7
Document Search
Average: 8.2
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
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
Seller Details
Seller
FactSet Research Systems
Company Website
Year Founded
1978
HQ Location
Norwalk, CT
Twitter
@FactSet
120,246 Twitter followers
LinkedIn® Page
www.linkedin.com
14,729 employees on LinkedIn®
Dealroom.co
(24)4.6 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 54% Small-Business
    • 42% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Dealroom.co features and usability ratings that predict user satisfaction
    8.9
    Financial Analysis
    Average: 8.4
    9.2
    Ease of Admin
    Average: 8.7
    8.6
    Charting
    Average: 8.2
    8.0
    Document Search
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • 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
    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
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Dealroom.co
    Year Founded
    2013
    HQ Location
    Amsterdam, Noord-Holland
    Twitter
    @dealroomco
    8,623 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    73 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
No information available
Market Segment
  • 54% Small-Business
  • 42% Mid-Market
Dealroom.co features and usability ratings that predict user satisfaction
8.9
Financial Analysis
Average: 8.4
9.2
Ease of Admin
Average: 8.7
8.6
Charting
Average: 8.2
8.0
Document Search
Average: 8.2
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
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
Seller Details
Seller
Dealroom.co
Year Founded
2013
HQ Location
Amsterdam, Noord-Holland
Twitter
@dealroomco
8,623 Twitter followers
LinkedIn® Page
www.linkedin.com
73 employees on LinkedIn®
Irwin
(57)4.5 out of 5
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Irwin features and usability ratings that predict user satisfaction
    8.3
    Financial Analysis
    Average: 8.4
    8.9
    Ease of Admin
    Average: 8.7
    8.6
    Charting
    Average: 8.2
    7.9
    Document Search
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Daniel W.
    DW
    Clean layout, shareholder information great and current Read review
    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
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Platform Group Limited
    Year Founded
    2017
    HQ Location
    Toronto, Ontario
    LinkedIn® Page
    www.linkedin.com
    152 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
Irwin features and usability ratings that predict user satisfaction
8.3
Financial Analysis
Average: 8.4
8.9
Ease of Admin
Average: 8.7
8.6
Charting
Average: 8.2
7.9
Document Search
Average: 8.2
Daniel W.
DW
Clean layout, shareholder information great and current Read review
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
Seller Details
Seller
Platform Group Limited
Year Founded
2017
HQ Location
Toronto, Ontario
LinkedIn® Page
www.linkedin.com
152 employees on LinkedIn®
CB Insights
(16)4.4 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CB Insights provides market intelligence for high-stakes decisions. We track and compare the world’s companies. Our AI agents keep you a step ahead of competitors and disruption. From corporate st

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 56% Small-Business
    • 31% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • CB Insights features and usability ratings that predict user satisfaction
    10.0
    Financial Analysis
    Average: 8.4
    9.2
    Ease of Admin
    Average: 8.7
    10.0
    Charting
    Average: 8.2
    6.7
    Document Search
    Average: 8.2
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Chris M.
    CM
    Brilliantly analyzes in real-time every and any marketplace that you are looking to best understand,. They have access to private company data. But... Read review
    Verified User in Retail
    UR
    I like the AI perspective of the reports. You could AI use case for each industries. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    CB Insights
    Year Founded
    2009
    HQ Location
    New York, US
    Twitter
    @CBinsights
    103,592 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    273 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CB Insights provides market intelligence for high-stakes decisions. We track and compare the world’s companies. Our AI agents keep you a step ahead of competitors and disruption. From corporate st

Users
No information available
Industries
No information available
Market Segment
  • 56% Small-Business
  • 31% Enterprise
CB Insights features and usability ratings that predict user satisfaction
10.0
Financial Analysis
Average: 8.4
9.2
Ease of Admin
Average: 8.7
10.0
Charting
Average: 8.2
6.7
Document Search
Average: 8.2
Chris M.
CM
Brilliantly analyzes in real-time every and any marketplace that you are looking to best understand,. They have access to private company data. But... Read review
Verified User in Retail
UR
I like the AI perspective of the reports. You could AI use case for each industries. Read review
Seller Details
Seller
CB Insights
Year Founded
2009
HQ Location
New York, US
Twitter
@CBinsights
103,592 Twitter followers
LinkedIn® Page
www.linkedin.com
273 employees on LinkedIn®