# Top Free Financial Research Software

## How Many Financial Research Software Products Does G2 Track?

**Total Products under this Category:** 286

### Category Stats (Aug 2026)

- **Average Rating:** 4.52/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Nasdaq eVestment™ (+1.06%) - Among all products in this category, Nasdaq eVestment™ recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Financial Research Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 3,900+ Authentic Reviews
- 286+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Financial Research Software
 ![G2 Grid® for Financial Research Software plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-research/grids.png?focus%5B%5D=57456&focus%5B%5D=5970&focus%5B%5D=39661&focus%5B%5D=5283&focus%5B%5D=1305806&focus%5B%5D=71118&focus%5B%5D=1280082&focus%5B%5D=19643)

Highlighted products: Morningstar Direct, PitchBook, AlphaSense, YCharts, Perplexity, Koyfin, Inven, and Morningstar Direct Advisory Suite (formerly Advisor Workstation).

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-research/grids.json?focus%5B%5D=morningstar-direct&focus%5B%5D=pitchbook&focus%5B%5D=alphasense&focus%5B%5D=ycharts&focus%5B%5D=perplexity&focus%5B%5D=koyfin&focus%5B%5D=inven&focus%5B%5D=morningstar-direct-advisory-suite-formerly-advisor-workstation)

**Sponsored**

### Nasdaq eVestment™

Nasdaq eVestment™ is the definitive source for Institutional Investment Intelligence -bringing transparency and efficiency to the global institutional market. As a primary data-driven intelligence platform for managers, asset owners, and consultants, we empower our clients to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1465&secure%5Bchosen_at%5D=2026-08-15T11%3A13%3A28Z&secure%5Bdisplayable_resource_id%5D=1465&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1465&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=36416&secure%5Bresource_id%5D=1465&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-research%2Ffree&secure%5Btoken%5D=74df0407ce8846ad5005a0de1a9124c088126ff6123d3181156d57a2770bb33e&secure%5Burl%5D=https%3A%2F%2Fwww.nasdaq.com%2Fsolutions%2Fevestment%2Fppc%3Futm_medium%3Dppc%26utm_source%3Dg2%26utm_campaign%3DAnalytics_eVestment_G2_PPC&secure%5Burl_type%5D=custom_url)

### [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews)

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 design, and robust reporting tools. With Morningstar Direct, professional investors can search and screen investments, perform competitive analysis, conduct manager research and due diligence, explore a portfolio’s full holdings and exposures, monitor performance, and generate easy-to-read, compliant reports at scale. Built on a comprehensive database of over 800,000 investments worldwide, Direct empowers users to make confident, data-driven decisions. Who is Morningstar Direct for? Morningstar Direct is designed for the complex workflows of asset and wealth management firms but is also valuable for other financial professionals. Typical users include portfolio managers, investment researchers, analysts, advisors, product and marketing teams, performance and risk analysts, and data scientists. Key Features: Investment Research & Discovery: Locate investments, explore data across asset classes, and refine securities using custom screens, datasets, and Morningstar’s trusted ratings. Portfolio Management & Analysis: Build resilient portfolios, stress test holdings, and conduct attribution analysis to understand performance drivers. Reporting & Communication: Create custom-branded reports, presentations, and scorecards with Morningstar’s data and analytics, ensuring impactful communication. Time-Saving Automation: Streamline workflows with tools like Presentation Studio and Report Portal, enabling teams to generate reports and insights on demand. Morningstar Direct is the trusted partner for investment professionals seeking clarity, confidence, and tools to turn insights into action.

**Average Rating:** 4.1/5.0

**Total Reviews:** 426

#### How Do G2 Users Rate Morningstar Direct?

- **Financial Analysis:** 7.4/10 (Category avg: 8.5/10)
- **Ease of Admin:** 7.1/10 (Category avg: 8.6/10)
- **Charting:** 7.5/10 (Category avg: 8.3/10)
- **Document Search:** 5.7/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Morningstar Direct?

- **Seller:** [Morningstar](https://www.g2.com/sellers/morningstar)
- **Company Website:** www.morningstar.com
- **Year Founded:** 1984
- **HQ Location:** Chicago, IL
- **Twitter:** @MorningstarInc  
238,484 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=16143ca29648361b59d0dd0d961fcb6e0a45ce15a596189a261a9d38e4f5f0aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmorningstar%2F&secure%5Burl_type%5D=linkedin_company_website)  
12,033 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Investment Analyst, Analyst
- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 34% Small, 33% Large

#### What Do G2 Reviewers Say About Morningstar Direct?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **vast data accessibility** of Morningstar Direct, facilitating comprehensive fund analysis and updates.
- Users appreciate the **ease of use** of Morningstar Direct, highlighting its intuitive setup and accessible templates.
- Users value the **breadth of data availability** in Morningstar Direct, enhancing their analytical capabilities.
- Users value the **comprehensive data** provided by Morningstar Direct, which allows for in-depth analysis and reporting.
- Users value the **exceptional reporting functions** of Morningstar Direct, enhancing their analysis and overall professional outputs.

##### Cons

- Users find **poor usability** in Morningstar Direct, noting the interface's complexity and slow performance as major drawbacks.
- Users experience **slow performance** with Morningstar Direct, facing frequent crashes and inefficiencies that disrupt their workflow.
- Users find Morningstar Direct to be **not user-friendly** , struggling with a confusing UI and clunky integration.
- Users find **difficult learning** curves with Morningstar Direct, often feeling overwhelmed by its complex interface and setup.
- Users face **data inaccuracies** with Morningstar Direct, encountering errors and reliability issues that complicate their workflow.

#### What Are Recent G2 Reviews of Morningstar Direct?

**["Morningstar Makes Portfolio X-Ray Fast, Credible, and Easy"](https://www.g2.com/survey_responses/morningstar-direct-review-12978176)**

**Rating:** 5.0/5.0 stars

_— Gina H._

[Read full review](https://www.g2.com/survey_responses/morningstar-direct-review-12978176)

**["Comprehensive Portfolio Analysis Tool, but Needs UI Improvements"](https://www.g2.com/survey_responses/morningstar-direct-review-13138269)**

**Rating:** 5.0/5.0 stars

_— Petar D._

[Read full review](https://www.g2.com/survey_responses/morningstar-direct-review-13138269)

### [PitchBook](https://www.g2.com/products/pitchbook/reviews)

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. PitchBook provides the most comprehensive, accurate, and timely private market intel so that you can work smarter, seize opportunities faster, execute strategies with confidence, and stay ahead of the competition.

**Average Rating:** 4.5/5.0

**Total Reviews:** 256

#### How Do G2 Users Rate PitchBook?

- **Financial Analysis:** 8.0/10 (Category avg: 8.5/10)
- **Ease of Admin:** 8.4/10 (Category avg: 8.6/10)
- **Charting:** 7.5/10 (Category avg: 8.3/10)
- **Document Search:** 7.5/10 (Category avg: 8.3/10)

#### Who Is the Company Behind PitchBook?

- **Seller:** [PitchBook Data](https://www.g2.com/sellers/pitchbook-data)
- **Company Website:** www.pitchbook.com
- **Year Founded:** 2007
- **HQ Location:** Seattle, WA
- **Twitter:** @PitchBook  
48,994 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=04aa92cd630d34835e9f4174ffc536008bf765b64795c90abbae5edaa67c6670&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F642128%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,537 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analyst, Associate
- **Top Industries:** Financial Services, Venture Capital & Private Equity
- **Company Size:** 38% Small, 35% Large

#### What Do G2 Reviewers Say About PitchBook?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **data accessibility** of PitchBook, enabling easy monitoring and retrieval of financial information on the go.
- Users value the **excellent customer support** provided by PitchBook, ensuring a seamless experience in their research efforts.
- Users appreciate the **comprehensive company database** of PitchBook, enhancing their investment decision-making process significantly.
- Users value the **ease of use** in PitchBook, simplifying their access to comprehensive financial and market data.
- Users find PitchBook's **user-friendly company overviews and customizable notifications** instrumental for strategic market insights.

##### Cons

- Users find **outdated information** on niche companies, requiring additional research to ensure accuracy and comprehensiveness.
- Users note the **limited or outdated data** on niche companies, necessitating additional research and hindering user experience.
- Users face issues with **data inaccuracy** , as financial information and deal tags often do not match reality.
- Users find PitchBook to be **expensive** , particularly for smaller organizations or individual users who might not utilize all features.
- Users find the **company exclusion** limits, with outdated information and missing Canadian and real estate-specific data.

#### What Are Recent G2 Reviews of PitchBook?

**["Essential Tool for Private Equity Insights"](https://www.g2.com/survey_responses/pitchbook-review-12024830)**

**Rating:** 4.5/5.0 stars

_— Henri T._

[Read full review](https://www.g2.com/survey_responses/pitchbook-review-12024830)

**["Varied, Research-Ready Content with Helpful Customer Support"](https://www.g2.com/survey_responses/pitchbook-review-12345241)**

**Rating:** 4.5/5.0 stars

_— Kathleen B._

[Read full review](https://www.g2.com/survey_responses/pitchbook-review-12345241)

#### What Are G2 Users Discussing About PitchBook?

- [What is PitchBook used for?](https://www.g2.com/discussions/pitchbook-what-is-pitchbook-used-for)
- [Who uses PitchBook?](https://www.g2.com/discussions/who-uses-pitchbook)
- [What is the cost of PitchBook?](https://www.g2.com/discussions/what-is-the-cost-of-pitchbook)
- [What is PitchBook used for?](https://www.g2.com/discussions/what-is-pitchbook-used-for)
- [What is PitchBook software?](https://www.g2.com/discussions/what-is-pitchbook-software)

### [AlphaSense](https://www.g2.com/products/alphasense/reviews)

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 professionals make better business decisions with confidence and speed. Since 2011, our AI-based technology has delivered insights from an extensive universe of public and private content—including realtime and aftermarket broker research, expert calls, private company data, SEC filings, earnings transcripts, regulatory content, news and trade journals. Our platform is trusted by over 4,000 enterprise customers, including a majority of the S&P 500. For more information, please visit www.alpha-sense.com.

**Average Rating:** 4.6/5.0

**Total Reviews:** 331

#### How Do G2 Users Rate AlphaSense?

- **Financial Analysis:** 7.7/10 (Category avg: 8.5/10)
- **Ease of Admin:** 8.9/10 (Category avg: 8.6/10)
- **Charting:** 6.4/10 (Category avg: 8.3/10)
- **Document Search:** 9.3/10 (Category avg: 8.3/10)

#### Who Is the Company Behind AlphaSense?

- **Seller:** [AlphaSense](https://www.g2.com/sellers/alphasense)
- **Company Website:** www.alpha-sense.com
- **Year Founded:** 2011
- **HQ Location:** New York
- **Twitter:** @AlphaSenseInc  
34,479 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e1737ffc0c82ab43e8f3e2fd5d8603c6b6d1da72c144738fe8320037b63bdcf7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2316358%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,341 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analyst, Associate
- **Top Industries:** Financial Services, Pharmaceuticals
- **Company Size:** 47% Large, 32% Small

#### What Do G2 Reviewers Say About AlphaSense?

_AI-generated summary from verified user reviews_

##### Pros

- Users find AlphaSense **easy to use** with excellent customer support, facilitating quick access to important information.
- Users value the **robust search functionality** of AlphaSense, making data retrieval quick and efficient for research needs.
- Users appreciate the **intuitive generative AI search** of AlphaSense, which enhances efficiency in market intelligence and data analysis.
- Users find AlphaSense's **intuitive AI search** invaluable for quickly generating insights and summaries, enhancing market intelligence efficiency.
- Users value AlphaSense's **AI-powered search** and user-friendly interface for efficient competitive intelligence gathering.

##### Cons

- Users find the **learning difficulty** of AlphaSense challenging, as its extensive features can overwhelm newcomers.
- Users find the **difficult learning** curve challenging, as the vast features and data can be intimidating for newcomers.
- Users find the platform **overwhelming for new users** , as the extensive features and data can be intimidating.
- Users struggle with **search functionality** , often finding it difficult to pinpoint relevant information amidst vast data.
- Users find the **insufficient information** challenging, wishing for more targeted and detailed content in AlphaSense.

#### What Are Recent G2 Reviews of AlphaSense?

**["Incredible Research Platform - Comprehensive, Concise, and Cutting-Edge"](https://www.g2.com/survey_responses/alphasense-review-13136229)**

**Rating:** 5.0/5.0 stars

_— Jacob M._

[Read full review](https://www.g2.com/survey_responses/alphasense-review-13136229)

**["A Powerful Tool for Research and Market Intelligence"](https://www.g2.com/survey_responses/alphasense-review-13060833)**

**Rating:** 4.5/5.0 stars

_— Ritvik M._

[Read full review](https://www.g2.com/survey_responses/alphasense-review-13060833)

#### What Are G2 Users Discussing About AlphaSense?

- [Has anyone else struggled with navigation and staying oriented in large research projects?](https://www.g2.com/discussions/has-anyone-else-struggled-with-navigation-and-staying-oriented-in-large-research-projects) - 1 comment
- [Do others feel the AI answers and search prompts fall short when you need very specific insight?](https://www.g2.com/discussions/do-others-feel-the-ai-answers-and-search-prompts-fall-short-when-you-need-very-specific-insight) - 1 comment
- [In what ways does the current pricing model fit or clash with how often you actually use AlphaSense?](https://www.g2.com/discussions/in-what-ways-does-the-current-pricing-model-fit-or-clash-with-how-often-you-actually-use-alphasense) - 1 comment
- [How are you handling the steep learning curve without losing a week of productivity?](https://www.g2.com/discussions/how-are-you-handling-the-steep-learning-curve-without-losing-a-week-of-productivity) - 1 comment
- [Complex search results and noisy alerts are eating into my research time and client prep](https://www.g2.com/discussions/complex-search-results-and-noisy-alerts-are-eating-into-my-research-time-and-client-prep) - 1 comment

### [YCharts](https://www.g2.com/products/ycharts/reviews)

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 Report, YCharts leads the way in momentum and market-share growth and earns the highest satisfaction scores in risk and stress testing. With a 98% customer satisfaction rate and clients staying with us for an average of 8+ years, it’s clear teams rely on YCharts for the ideal balance of cost, capability, and user experience. Advisors use YCharts to make smarter investment decisions and communicate more effectively with clients—through FINRA-reviewed report templates, customizable dashboards, and comprehensive data coverage spanning equities, mutual funds, ETFs, and economic indicators. The platform also saves time with powerful stock and fund screeners, deep portfolio integrations, and a seamless Excel add-in. Join thousands of professionals who already trust YCharts, start a free trial today at www.ycharts.com.

**Average Rating:** 4.7/5.0

**Total Reviews:** 130

#### How Do G2 Users Rate YCharts?

- **Financial Analysis:** 9.3/10 (Category avg: 8.5/10)
- **Ease of Admin:** 9.5/10 (Category avg: 8.6/10)
- **Charting:** 9.6/10 (Category avg: 8.3/10)
- **Document Search:** 8.4/10 (Category avg: 8.3/10)

#### Who Is the Company Behind YCharts?

- **Seller:** [YCharts](https://www.g2.com/sellers/ycharts)
- **Year Founded:** 2009
- **HQ Location:** Chicago, IL
- **Twitter:** @ycharts  
40,578 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=04428e6809d427013e7c3a06ee33179c53d28d8d420a86e74d150f36b321b2ea&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F601625%2F&secure%5Burl_type%5D=linkedin_company_website)  
198 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Financial Advisor
- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 69% Small, 11% Medium

#### What Do G2 Reviewers Say About YCharts?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **intuitive user experience** of YCharts, allowing quick access and understanding of data with ease.
- Users commend the **ease of use** of YCharts, appreciating its user-friendly setup and intuitive design for analysis.
- Users rave about YCharts' **exceptional customer support** , with responsive teams and helpful resources readily available.
- Users value the **depth of research data** on YCharts, enabling efficient analysis and confident decision-making.
- Users appreciate the **instant, refreshable data accessibility** of YCharts, simplifying their research and analysis processes significantly.

##### Cons

- Users desire more comprehensive data, citing **limited data availability** compared to competitors like Morningstar.
- Users find YCharts **a bit expensive** , especially for individuals and small organizations looking for better value.
- Users experience challenges with **integration issues** in YCharts, affecting portfolios, custom models, and coding compatibility.
- Users face a **difficult learning curve** with YCharts, requiring time to master its extensive tools and features.
- Users find YCharts offers **limited customization** , making it frustrating to manage and report financial data effectively.

#### What Are Recent G2 Reviews of YCharts?

**["YCharts is a game changer"](https://www.g2.com/survey_responses/ycharts-review-12123936)**

**Rating:** 5.0/5.0 stars

_— Samuel R._

[Read full review](https://www.g2.com/survey_responses/ycharts-review-12123936)

**["Y Charts: A Powerful, Invaluable Analytical and Marketing Tool"](https://www.g2.com/survey_responses/ycharts-review-13216913)**

**Rating:** 5.0/5.0 stars

_— James S._

[Read full review](https://www.g2.com/survey_responses/ycharts-review-13216913)

#### What Are G2 Users Discussing About YCharts?

- [What is YCharts used for?](https://www.g2.com/discussions/what-is-ycharts-used-for) - 1 comment
- [What is a Ychart?](https://www.g2.com/discussions/what-is-a-ychart) - 1 comment
- [Who owns YCharts?](https://www.g2.com/discussions/who-owns-ycharts) - 1 comment
- [How do I use YCharts?](https://www.g2.com/discussions/how-do-i-use-ycharts) - 1 comment
- [What does YCharts cost?](https://www.g2.com/discussions/what-does-ycharts-cost) - 1 comment

### [Koyfin](https://www.g2.com/products/koyfin/reviews)

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, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: ▪️ Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. ▪️ Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. ▪️ Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. ▪️ Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. ▪️ Intuitive Interface: Simplifies complex data analysis with visualization tools. ▪️ Collaboration: Easily share and collaborate on watchlists and portfolios with your team. ▪️ Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com

**Average Rating:** 4.8/5.0

**Total Reviews:** 132

#### How Do G2 Users Rate Koyfin?

- **Financial Analysis:** 9.3/10 (Category avg: 8.5/10)
- **Ease of Admin:** 9.3/10 (Category avg: 8.6/10)
- **Charting:** 9.2/10 (Category avg: 8.3/10)
- **Document Search:** 8.4/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Koyfin?

- **Seller:** [Koyfin](https://www.g2.com/sellers/koyfin)
- **Year Founded:** 2016
- **HQ Location:** New York, New Mexico, United States
- **Twitter:** @KoyfinCharts  
74,086 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eda34387934ef3e035e725250e86738a75855a2e7753198c247b7a43c15685d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkoyfincharts&secure%5Burl_type%5D=linkedin_company_website)  
56 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Financial Advisor
- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 81% Small, 9% Medium

#### What Do G2 Reviewers Say About Koyfin?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Koyfin, appreciating its intuitive interface and quick set-up for efficient analysis.
- Users highlight the **intuitive user interface** of Koyfin, making market analysis and customization simple and efficient.
- Users value Koyfin's **intuitive interface and customization options** , enhancing their efficiency in investment research and client communications.
- Users praise Koyfin's **ease of access** , enjoying its intuitive interface and quick setup for efficient data analysis.
- Users value the **extensive customization options** in Koyfin, making their investment analysis efficient and tailored to needs.

##### Cons

- Users highlight **feature deficiencies** in Koyfin, noting the need for improved charting tools and missing Excel downloads.
- Users note **insufficient data** options for UK markets, especially for FTSE 100 financials and Excel downloads.
- Users desire **limited data** in Koyfin, seeking enhanced features and additional information for a better experience.
- Users find the **difficult learning** curve frustrating, often taking time to master Koyfin's features and search functionality.
- Users desire more **customization options** for Koyfin, particularly for consolidating accounts and personal branding.

#### What Are Recent G2 Reviews of Koyfin?

**["Institutional-Grade Research in One Platform That Drives Efficiency"](https://www.g2.com/survey_responses/koyfin-review-13199652)**

**Rating:** 4.5/5.0 stars

_— Nick W._

[Read full review](https://www.g2.com/survey_responses/koyfin-review-13199652)

**["Easy to Learn, Packed with High-Quality Data and Lightning-Fast Performance"](https://www.g2.com/survey_responses/koyfin-review-13199753)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/koyfin-review-13199753)

### [Inven](https://www.g2.com/products/inven/reviews)

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, private equity firms, consultancies, and corporate development teams, Inven delivers traceable data, market-scale analysis, and decision-ready outputs. Join the world's leading M&A firms using Inven to: → Find 10× more relevant targets → Enrich hundreds of companies at one go → Map any market in minutes → Go from raw data to polished decks in a fraction of the time

**Average Rating:** 4.7/5.0

**Total Reviews:** 101

#### How Do G2 Users Rate Inven?

- **Financial Analysis:** 6.2/10 (Category avg: 8.5/10)
- **Ease of Admin:** 9.5/10 (Category avg: 8.6/10)
- **Charting:** 6.1/10 (Category avg: 8.3/10)
- **Document Search:** 5.9/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Inven?

- **Seller:** [Inven](https://www.g2.com/sellers/inven)
- **Company Website:** inven.ai
- **Year Founded:** 2022
- **HQ Location:** Helsinki, Uusimaa
- **Twitter:** @inven\_ai  
188 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=12f8f25942ce8f8f345b75de5da5512e8d0d286d576bcd42aa08f21ca93b9b25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finven-ai&secure%5Burl_type%5D=linkedin_company_website)  
95 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analyst
- **Top Industries:** Venture Capital & Private Equity, Investment Banking
- **Company Size:** 68% Small, 15% Medium

#### What Do G2 Reviewers Say About Inven?

_AI-generated summary from verified user reviews_

##### Pros

- Users find **Inven's ease of use** exceptional, appreciating quick onboarding and intuitive navigation for efficient data access.
- Users value the **advanced search functionality** of Inven, which efficiently identifies relevant companies globally.
- Users value the **integrated AI search functionality** of Inven, enhancing precision in targeting and uncovering opportunities.
- Users commend Inven for its **effective target identification** , streamlining the acquisition process with insightful data and user-friendly design.
- Users appreciate the **time-saving features** of Inven, which allow for quicker and more efficient project completion.

##### Cons

- Users express concern about the **inaccuracy** in search results, leading to time-consuming manual filtering and inefficiencies.
- Users face challenges with **company exclusions** due to inaccurate contact information and incompatible investor listings.
- Users desire **expanded geographic coverage** for financials beyond the UK, seeking insights from more European countries.
- Users experience **inadequate filtering** with Inven, leading to inefficiencies in finding relevant startups effectively.
- Users find the **information outdated** and occasionally incomplete, necessitating manual verification for certain records.

#### What Are Recent G2 Reviews of Inven?

**["Powerful Data Insights for Business Searchers"](https://www.g2.com/survey_responses/inven-review-12511753)**

**Rating:** 5.0/5.0 stars

_— Sonia B._

[Read full review](https://www.g2.com/survey_responses/inven-review-12511753)

**["Research has never been easier than with Inven"](https://www.g2.com/survey_responses/inven-review-11691808)**

**Rating:** 5.0/5.0 stars

_— Verified User in Cosmetics_

[Read full review](https://www.g2.com/survey_responses/inven-review-11691808)

### [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews)

Morningstar Direct Advisory Suite (formerly Advisor Workstation) is a comprehensive software platform designed to empower financial advisors in delivering exceptional investment advice and managing client relationships. By combining advanced investment research, personalized planning tools, and seamless integrations, the suite simplifies operations, enhances client engagement, and supports informed decision-making. Key features include robust analytics for crafting investment plans aligned with client goals, compliance tools to ensure regulatory alignment, and the ability to generate FINRA-reviewed reports with visuals like portfolio comparisons. Advisors can also streamline workflows by integrating with CRMs, custodial platforms, and internal systems. The platform provides firmwide insights through enterprise dashboards, enabling advisory firms to track key metrics, identify growth opportunities, and standardize processes for consistent service delivery. Morningstar Direct Advisory Suite is ideal for financial advisors and firms seeking to optimize their practices, build trust, and scale their businesses while prioritizing client relationships.

**Average Rating:** 4.1/5.0

**Total Reviews:** 284

#### How Do G2 Users Rate Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

- **Financial Analysis:** 7.7/10 (Category avg: 8.5/10)
- **Ease of Admin:** 7.6/10 (Category avg: 8.6/10)
- **Charting:** 7.3/10 (Category avg: 8.3/10)
- **Document Search:** 6.7/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

- **Seller:** [Morningstar](https://www.g2.com/sellers/morningstar)
- **Company Website:** www.morningstar.com
- **Year Founded:** 1984
- **HQ Location:** Chicago, IL
- **Twitter:** @MorningstarInc  
238,484 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=16143ca29648361b59d0dd0d961fcb6e0a45ce15a596189a261a9d38e4f5f0aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmorningstar%2F&secure%5Burl_type%5D=linkedin_company_website)  
12,033 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Financial Advisor, Financial Planner
- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 61% Small, 25% Large

#### What Do G2 Reviewers Say About Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Morningstar Direct Advisory Suite, finding it user-friendly and insightful for portfolio analysis.
- Users appreciate the **ability to build diversified portfolios** with Morningstar Direct, enhancing client decision-making and analysis.
- Users value the **time-saving model statistics feature** and streamlined data analysis tools in Morningstar Direct Advisory Suite.
- Users appreciate the **instant analysis** of portfolio construction, enabling quick insights and effective repositioning strategies.
- Users value the **comprehensive reporting features** of Morningstar Direct, enhancing client communication and investment decisions.

##### Cons

- Users find the **interface not user-friendly** , often struggling with navigation and requiring support for effective use.
- Users find the **usability poor** in Morningstar Direct Advisory Suite, describing the layout as outdated and clunky.
- Users find the **difficult learning curve** challenging, especially for casual users unfamiliar with the platform's complexities.
- Users find the **client organization features lacking** , creating confusion and clutter compared to previous experiences with Morningstar Office.
- Users find the **navigation challenging** initially, requiring time to become familiar with the system's capabilities.

#### What Are Recent G2 Reviews of Morningstar Direct Advisory Suite (formerly Advisor Workstation)?

**["Essential Research Tool for Investment Platforms"](https://www.g2.com/survey_responses/morningstar-direct-advisory-suite-formerly-advisor-workstation-review-11848303)**

**Rating:** 5.0/5.0 stars

_— Chloe G._

[Read full review](https://www.g2.com/survey_responses/morningstar-direct-advisory-suite-formerly-advisor-workstation-review-11848303)

**["Quick, Custom Security Comparisons That Make KYP Easy"](https://www.g2.com/survey_responses/morningstar-direct-advisory-suite-formerly-advisor-workstation-review-12972000)**

**Rating:** 5.0/5.0 stars

_— Marc-Alexandre K._

[Read full review](https://www.g2.com/survey_responses/morningstar-direct-advisory-suite-formerly-advisor-workstation-review-12972000)

### [Crunchbase](https://www.g2.com/products/crunchbase/reviews)

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. With predictions on funding, growth, exits, and risk grounded in best-in-class data, you gain the clarity to move early and win.

**Average Rating:** 4.4/5.0

**Total Reviews:** 403

#### How Do G2 Users Rate Crunchbase?

- **Financial Analysis:** 8.5/10 (Category avg: 8.5/10)
- **Ease of Admin:** 8.9/10 (Category avg: 8.6/10)
- **Charting:** 8.2/10 (Category avg: 8.3/10)
- **Document Search:** 8.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Crunchbase?

- **Seller:** [Crunchbase](https://www.g2.com/sellers/crunchbase)
- **Company Website:** www.crunchbase.com
- **Year Founded:** 2007
- **HQ Location:** San Francisco, CA
- **Twitter:** @crunchbase  
152,773 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b18233535adacaac98149e4b7e02a486d02331916af87ee5484ba5bf90321e3c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3557157%2F&secure%5Burl_type%5D=linkedin_company_website)  
245 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Founder, Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 56% Small, 28% Medium

#### What Do G2 Reviewers Say About Crunchbase?

_AI-generated summary from verified user reviews_

##### Pros

- Users enjoy the **ease of use** of Crunchbase, appreciating its reliable information and efficient research capabilities.
- Users appreciate the **data accuracy** of Crunchbase, finding it essential for research and planning in their roles.
- Users find Crunchbase to be an **incredible resource** for comprehensive data that enhances business development and research.
- Users value the **comprehensive information** from Crunchbase, enhancing research and supporting effective business development efforts.
- Users find Crunchbase to be an **invaluable resource for contact information** that supports effective business development efforts.

##### Cons

- Users often find **missing information** on Crunchbase, as profiles can be outdated or lack critical details.
- Users note **outdated information** in Crunchbase profiles, leading to issues with data consistency and validation.
- Users feel that Crunchbase's **high costs** limit access to valuable insights and advanced features for startups.
- Users note that the data is often **outdated** , lacking completeness and timely updates, affecting overall usability.
- Users find the **limited data** on smaller or newer companies restricts their ability to gain comprehensive insights.

#### What Are Recent G2 Reviews of Crunchbase?

**["Strong Tool for Company Research and Lead Generation"](https://www.g2.com/survey_responses/crunchbase-review-12859877)**

**Rating:** 5.0/5.0 stars

_— Yash M._

[Read full review](https://www.g2.com/survey_responses/crunchbase-review-12859877)

**["A Market Research Powerhouse with Standout “Similar Companies” Insights"](https://www.g2.com/survey_responses/crunchbase-review-12786325)**

**Rating:** 5.0/5.0 stars

_— Hector G._

[Read full review](https://www.g2.com/survey_responses/crunchbase-review-12786325)

#### What Are G2 Users Discussing About Crunchbase?

- [What is Crunchbase used for?](https://www.g2.com/discussions/what-is-crunchbase-used-for) - 1 comment
- [What is crunchbase pro?](https://www.g2.com/discussions/what-is-crunchbase-pro) - 1 comment
- [How much does crunchbase enterprise cost?](https://www.g2.com/discussions/how-much-does-crunchbase-enterprise-cost) - 1 comment
- [How much does crunchbase cost?](https://www.g2.com/discussions/how-much-does-crunchbase-cost) - 2 comments
- [Is crunchbase any good?](https://www.g2.com/discussions/is-crunchbase-any-good) - 2 comments

### [FactSet Workstation](https://www.g2.com/products/factset-workstation/reviews)

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 across asset classes and markets, it consolidates crucial insights and elevates decision-making. Equipped with AI-powered tools, including smart search and chat features, the workstation simplifies complex workflows, enabling users to uncover insights quickly and improve collaboration. From research and portfolio construction to wealth management, the platform adapts to diverse needs, offering unparalleled configurability and real-time integration within existing workflows. With its focus on boosting productivity and streamlining processes, the FactSet Workstation is a solution built for success in fast-paced financial environments. For more information, visit www.factset.com.

**Average Rating:** 4.3/5.0

**Total Reviews:** 62

#### How Do G2 Users Rate FactSet Workstation?

- **Financial Analysis:** 8.4/10 (Category avg: 8.5/10)
- **Ease of Admin:** 7.6/10 (Category avg: 8.6/10)
- **Charting:** 6.9/10 (Category avg: 8.3/10)
- **Document Search:** 7.9/10 (Category avg: 8.3/10)

#### Who Is the Company Behind FactSet Workstation?

- **Seller:** [FactSet Research Systems](https://www.g2.com/sellers/factset-research-systems)
- **Company Website:** www.factset.com
- **Year Founded:** 1978
- **HQ Location:** Norwalk, CT
- **Twitter:** @FactSet  
121,234 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=725d8705ca37c8ba17fb26f365cbc985f0ed0413f4f9692a2c4df7c24a6b1818&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F163755%2F&secure%5Burl_type%5D=linkedin_company_website)  
15,218 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 46% Small, 32% Large

#### What Do G2 Reviewers Say About FactSet Workstation?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **convenience and comprehensive data** of FactSet Workstation, streamlining their equity research processes effectively.
- Users value the **extensive historical financial data** provided by FactSet, streamlining their investment research process effectively.
- Users value the **customization options** in FactSet Workstation, enabling tailored tools and reports for diverse needs.
- Users value the **ease of use** of FactSet Workstation, appreciating its simplicity and centralized data access.
- Users value the **extensive range of features** offered by FactSet, streamlining their research and analysis processes.

##### Cons

- Users find the **poor usability** of FactSet Workstation frustrating, especially with clunky Excel API functionality and repetitive alerts.
- Users note the **complexity** of FactSet Workstation, feeling hesitant towards changes that could improve efficiency and usability.
- Users report **data inaccuracy** with FactSet Workstation, particularly with clunky Excel API and erroneous filing dates.
- Users find **difficult navigation** in FactSet due to its extensive tools, making information retrieval challenging.
- Users note **inaccuracy** in EV calculations, especially related to cash treatment in payment sector analyses.

#### What Are Recent G2 Reviews of FactSet Workstation?

**["All-in-One Investment Research Tool That Saves Time Every Day"](https://www.g2.com/survey_responses/factset-workstation-review-13265686)**

**Rating:** 4.0/5.0 stars

_— Verified User in Investment Management_

[Read full review](https://www.g2.com/survey_responses/factset-workstation-review-13265686)

**["Intuitive Navigation and Seamless Microsoft Office Integration"](https://www.g2.com/survey_responses/factset-workstation-review-13266004)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/factset-workstation-review-13266004)

#### What Are G2 Users Discussing About FactSet Workstation?

- [Does FactSet have an app?](https://www.g2.com/discussions/does-factset-have-an-app)
- [What is a research management system?](https://www.g2.com/discussions/what-is-a-research-management-system) - 1 comment
- [What is FactSet RMS?](https://www.g2.com/discussions/what-is-factset-rms) - 1 comment
- [What does FactSet Research Systems do?](https://www.g2.com/discussions/what-does-factset-research-systems-do)

### [Macrobond](https://www.g2.com/products/macrobond/reviews)

Macrobond is an integrated research platform designed to eliminate inefficiencies in traditional financial research workflows. We replace siloed spreadsheets with a dynamic, fully connected environment powered by a robust time-series database and enriched with data from 2,400+ global and proprietary sources. Our platform supports the entire research lifecycle—from discovery and data management to analysis and publication—through flexible Desktop and API offerings. Economists, strategists, and investment professionals use Macrobond to work faster, think deeper, and deliver more compelling insights. By unifying high-quality macroeconomic and financial data with advanced analytics, automation, and collaboration tools, Macrobond provides a single source of truth that enhances efficiency, consistency, and confidence across research teams—whether working interactively on desktop or integrating data directly into internal systems via our API. Request a demo here: https://www.macrobond.com/demo

**Average Rating:** 4.7/5.0

**Total Reviews:** 51

#### How Do G2 Users Rate Macrobond?

- **Financial Analysis:** 6.0/10 (Category avg: 8.5/10)
- **Ease of Admin:** 8.7/10 (Category avg: 8.6/10)
- **Charting:** 9.1/10 (Category avg: 8.3/10)
- **Document Search:** 6.9/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Macrobond?

- **Seller:** [Macrobond](https://www.g2.com/sellers/macrobond)
- **Company Website:** www.macrobond.com
- **Year Founded:** 2008
- **HQ Location:** London, UK
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=130d56b81f616b73791b144a7d105253832408b9d2fd8f7291a709e9cee7f755&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmacrobond%2F&secure%5Burl_type%5D=linkedin_company_website)  
301 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Consulting
- **Company Size:** 45% Large, 31% Small

#### What Do G2 Reviewers Say About Macrobond?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **easy integrations** of Macrobond, allowing seamless data handling and enhanced productivity across platforms.
- Users love the **ease of use** of Macrobond, making data management efficient and intuitive.
- Users commend the **efficiency** of Macrobond, finding it a powerful and invaluable tool in their work.
- Users value the **excellent data accessibility** of Macrobond, which streamlines analysis and saves time.
- Users value the **comprehensive all-in-one features** of Macrobond, enhancing productivity and streamlining data analysis.

##### Cons

- Users find Macrobond's **complexity** challenging due to its steep learning curve and intricate functions that overwhelm beginners.
- Users find the **search functionality lacking** , as it often provides odd results and complicates data retrieval.
- Users find Macrobond's **limited data** on individual companies and equities lacking compared to competitors like Bloomberg.
- Users find the **poor usability** of Macrobond overwhelming, especially when navigating its complex interface and numerous tools.
- Users face a **difficult learning curve** with Macrobond, finding some features unintuitive and challenging to navigate.

#### What Are Recent G2 Reviews of Macrobond?

**["Exceptional Data Visualization and Analysis"](https://www.g2.com/survey_responses/macrobond-review-12022358)**

**Rating:** 4.5/5.0 stars

_— Verified User in Investment Management_

[Read full review](https://www.g2.com/survey_responses/macrobond-review-12022358)

**["Fast, Branded Analyses with Seamless Presentation Updates"](https://www.g2.com/survey_responses/macrobond-review-12970272)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/macrobond-review-12970272)

### [Gain](https://www.g2.com/products/gain-pro-gain/reviews)

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 intelligence, AI-powered workflows, and your team’s proprietary data in one unified platform, Gain enables top deal teams to move faster, reduce risk, and build conviction with confidence. Gain is trusted across more than $1 trillion of private capital, used by 100% of MBB and Big Four firms, and by 80% of the world’s top 20 M&A advisory houses. Recognized for fast innovation and impact, Gain has been named both US and EU Data Provider of the Year by PE Wire, awarded Global Financial Market Review’s Best Use of AI in Finance, and ranked in Sifted’s Top 100 Fastest-Growing Companies, the Forbes 1000, and the Deloitte Technology Fast 50. Gain operates globally with offices in New York, London, Amsterdam, Frankfurt, Warsaw, and Bangalore.

**Average Rating:** 4.6/5.0

**Total Reviews:** 54

#### How Do G2 Users Rate Gain?

- **Financial Analysis:** 9.1/10 (Category avg: 8.5/10)
- **Ease of Admin:** 8.3/10 (Category avg: 8.6/10)
- **Charting:** 8.1/10 (Category avg: 8.3/10)
- **Document Search:** 7.9/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Gain?

- **Seller:** [Gain](https://www.g2.com/sellers/gain-c81ef0ef-fdad-4ef9-8578-5c4458af2dfd)
- **Company Website:** www.gain.ai
- **Year Founded:** 2018
- **HQ Location:** Amsterdam, Netherlands
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=77399aae747566fb15bc60fb7b717f01a8fec891316ab1f31080acc4c46bb4e1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgain-pro%2F&secure%5Burl_type%5D=linkedin_company_website)  
572 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Venture Capital & Private Equity, Financial Services
- **Company Size:** 35% Small, 30% Large

#### What Do G2 Reviewers Say About Gain?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Gain.pro to have a **simple user interface** , enabling quick access to reliable insights effortlessly.
- Users highly value the **comprehensive information** and reliable insights available on Gain.pro for investment research.
- Users appreciate the **comprehensive data** provided by Gain.pro, making research on private companies fast and efficient.
- Users value the **high data accuracy** of Gain, enhancing their ability to find reliable company information efficiently.
- Users praise the **high accuracy of data** on Gain, enhancing trust and effectiveness in their screening processes.

##### Cons

- Users find the **limited data** frustrating for smaller enterprises, affecting insights and market understanding.
- Users note **data inaccuracy** with limited private information and occasionally outdated financials on Gain.pro.
- Users face challenges with **limited geographic coverage** , affecting access to comprehensive private company information.
- Users find the pricing **expensive** , especially for smaller teams seeking more affordable options with limited features.
- Users feel that the **lack of detail** in information hinders decision-making for smaller enterprises.

#### What Are Recent G2 Reviews of Gain?

**["Rich Data and Deal Intelligence That Integrates Seamlessly"](https://www.g2.com/survey_responses/gain-review-13095964)**

**Rating:** 5.0/5.0 stars

_— Christy H._

[Read full review](https://www.g2.com/survey_responses/gain-review-13095964)

**["One-Stop Solution for Company Insights"](https://www.g2.com/survey_responses/gain-review-13212683)**

**Rating:** 5.0/5.0 stars

_— Guy T._

[Read full review](https://www.g2.com/survey_responses/gain-review-13212683)

### [CB Insights](https://www.g2.com/products/cb-insights-cb-insights/reviews)

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 strategy and innovation to M&A and venture investing, teams use CB Insights to answer high-stakes questions like: What markets should we enter next? Which startups could disrupt — or partner with—us? Who’s gaining traction in a space, and why? At the center of CB Insights is a proprietary dataset that tracks millions of private and public companies — covering funding rounds, financials, partnerships, hiring, IP, and more. What sets us apart is how this data is structured, analyzed, and made actionable. CB Insights uniquely applies AI agents trained on our structured data and proprietary research. These agents automate complex workflows — from surfacing relevant companies to analyzing market dynamics — so teams can move from question to insight, faster. Whether you're benchmarking competitors, identifying acquisition targets, or testing new market theses, our AI agents act as force multipliers for strategy, innovation, and corp dev teams. Across industries like pharma, financial services, retail, and enterprise tech, teams rely on CB Insights to: -Track private companies and investment trends globally -Spot early signals of disruption in emerging tech -Benchmark markets and competitors using real-time data -Discover startups for partnership, M&A, or investment -Accelerate GenAI initiatives using high-quality structured data

**Average Rating:** 4.4/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate CB Insights?

- **Financial Analysis:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Admin:** 9.2/10 (Category avg: 8.6/10)
- **Charting:** 10.0/10 (Category avg: 8.3/10)
- **Document Search:** 6.7/10 (Category avg: 8.3/10)

#### Who Is the Company Behind CB Insights?

- **Seller:** [CB Insights](https://www.g2.com/sellers/cb-insights)
- **Year Founded:** 2009
- **HQ Location:** New York, US
- **Twitter:** @CBinsights  
104,175 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d92610cde238eb30ac8312c4b827b475385bd8b0b7ee4973ad138e6dff321f0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1140722%2F&secure%5Burl_type%5D=linkedin_company_website)  
267 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 56% Small, 31% Large

#### What Do G2 Reviewers Say About CB Insights?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **intelligence and insights** provided by CB Insights, enhancing their client and competitor understanding.
- Users value the **detailed competitor insights** from CB Insights, enhancing their market strategies and outreach efforts effectively.
- Users find the **Chrome extension helpful** for researching prospects quickly during sales calls, enhancing their outreach efforts.
- Users adore the **daily insights** from CB Insights, finding them easy to use and valuable for client and competitor analysis.
- Users love the **intelligence and ease of use** of CB Insights, enhancing their daily insights on clients and competitors.

##### Cons

- Users find the tool helpful but desire **more detailed information** on accounts and early-stage companies for better insights.
- Users find the **inadequate filtering** limits search ease, particularly for early-stage companies with sparse data.
- Users feel the **limited customization** of CB Insights restricts their ability to research diverse personas effectively.
- Users find the **limited data** on early-stage companies to be insufficient, impacting their investment decisions.
- Users wish the **search functionality was more intuitive** , leading to occasional frustrations in finding relevant data.

#### What Are Recent G2 Reviews of CB Insights?

**["Insightful Intelligence and Personalized Daily Summaries"](https://www.g2.com/survey_responses/cb-insights-review-12085634)**

**Rating:** 5.0/5.0 stars

_— Robert G._

[Read full review](https://www.g2.com/survey_responses/cb-insights-review-12085634)

**["Excellent Intelligence Platform for Growing Startups"](https://www.g2.com/survey_responses/cb-insights-review-11766319)**

**Rating:** 5.0/5.0 stars

_— Joe D._

[Read full review](https://www.g2.com/survey_responses/cb-insights-review-11766319)

### [Dealroom.co](https://www.g2.com/products/dealroom-co/reviews)

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 scaleups globally, Dealroom is designed to help you identify under-the-radar companies, perform in-depth analysis, stay up-to-date with innovation, and much more.

**Average Rating:** 4.6/5.0

**Total Reviews:** 27

#### How Do G2 Users Rate Dealroom.co?

- **Financial Analysis:** 8.9/10 (Category avg: 8.5/10)
- **Ease of Admin:** 9.2/10 (Category avg: 8.6/10)
- **Charting:** 8.6/10 (Category avg: 8.3/10)
- **Document Search:** 8.1/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Dealroom.co?

- **Seller:** [Dealroom.co](https://www.g2.com/sellers/dealroom-co)
- **Year Founded:** 2013
- **HQ Location:** Amsterdam, Noord-Holland
- **Twitter:** @dealroomco  
9,362 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4fe8c358eac84e708607e8bd0e2bb20c6100d6cd3c94582c4629e0c061e94ef2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdealroom-co%2F&secure%5Burl_type%5D=linkedin_company_website)  
88 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 56% Small, 41% Medium

#### What Do G2 Reviewers Say About Dealroom.co?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **find similar companies function** for providing quick insights into their target sectors.
- Users find the **comprehensive information** of Dealroom.co effective and rich, with relevant improvement suggestions.
- Users value the **excellent customer support** from Dealroom.co, enhancing their experience on the platform.
- Users appreciate the **high data quality** and the platform's ease of use, along with excellent support from the team.
- Users value the **ease of use** of Dealroom.co, enhancing their overall experience with high-quality data.

##### Cons

- Users feel that a **stronger integration with LinkedIn** would enhance their experience using Dealroom.co.
- Users feel that the **filter options** need improvement, lacking support for advanced search functionalities.

#### What Are Recent G2 Reviews of Dealroom.co?

**["Pretty easy to use and really helpful"](https://www.g2.com/survey_responses/dealroom-co-review-8347058)**

**Rating:** 4.5/5.0 stars

_— Aman B._

[Read full review](https://www.g2.com/survey_responses/dealroom-co-review-8347058)

**["Handy, Accurate Matching Across the Tech Ecosystem"](https://www.g2.com/survey_responses/dealroom-co-review-12700522)**

**Rating:** 4.0/5.0 stars

_— Luuk K._

[Read full review](https://www.g2.com/survey_responses/dealroom-co-review-12700522)

#### What Are G2 Users Discussing About Dealroom.co?

- [What is Dealroom.co used for?](https://www.g2.com/discussions/what-is-dealroom-co-used-for)

### [Sentieo by AlphaSense](https://www.g2.com/products/sentieo-by-alphasense/reviews)

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 internal and external content into a single shared workspace for a more efficient research process. Over 1,100 global customers use Sentieo to surface, visualize, and share the insights that give them an edge.

**Average Rating:** 4.5/5.0

**Total Reviews:** 40

#### How Do G2 Users Rate Sentieo by AlphaSense?

- **Financial Analysis:** 6.9/10 (Category avg: 8.5/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.6/10)
- **Charting:** 5.8/10 (Category avg: 8.3/10)
- **Document Search:** 9.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Sentieo by AlphaSense?

- **Seller:** [AlphaSense](https://www.g2.com/sellers/alphasense)
- **Year Founded:** 2011
- **HQ Location:** New York
- **Twitter:** @AlphaSenseInc  
34,479 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e1737ffc0c82ab43e8f3e2fd5d8603c6b6d1da72c144738fe8320037b63bdcf7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2316358%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,341 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Investment Management, Financial Services
- **Company Size:** 73% Small, 20% Large

#### What Are Recent G2 Reviews of Sentieo by AlphaSense?

**["Reliable, high quality intuitive features with excellent support"](https://www.g2.com/survey_responses/sentieo-by-alphasense-review-6992568)**

**Rating:** 4.5/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/sentieo-by-alphasense-review-6992568)

**["Efficient Financial Research with a Clean UI and Instant Market Insights"](https://www.g2.com/survey_responses/sentieo-by-alphasense-review-13053833)**

**Rating:** 5.0/5.0 stars

_— dinesh N._

[Read full review](https://www.g2.com/survey_responses/sentieo-by-alphasense-review-13053833)

#### What Are G2 Users Discussing About Sentieo by AlphaSense?

- [Is Sentieo free?](https://www.g2.com/discussions/is-sentieo-free)
- [What does Sentieo cost?](https://www.g2.com/discussions/what-does-sentieo-cost) - 1 comment
- [Is Sentieo a startup?](https://www.g2.com/discussions/is-sentieo-a-startup)
- [What does Sentieo do?](https://www.g2.com/discussions/what-does-sentieo-do)

### [EquityRT](https://www.g2.com/products/equityrt/reviews)

EquityRT is an innovative investment research platform that empowers finance and investment professionals with accurate data and intuitive tools to make research easier, faster and smarter. Get access to comprehensive global financial market data which includes rich fundamental analytics, shareholder analysis, stock estimates, sector analysis and much more. To complete your view of the world markets we have included access to global economic data for 200 countries in the same platform. It’s all about experience. With access to such a wide range of data, it is essential that you have the right tools on hand to analyze the data. Working with analysts across the globe, we have created a range of easy-to-use tools geared for analysis with speed and precision. Stay on top of your model portfolios, create eye-catching visualizations with advanced charting and grid capabilities, or do more advanced analysis using our excel addin. EquityRT - The easiest way to do investment research. Reach out to sales@equityrt.com for more information, or sign up for a free trial at equityrt.com.

**Average Rating:** 4.9/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate EquityRT?

- **Financial Analysis:** 9.2/10 (Category avg: 8.5/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.6/10)
- **Charting:** 9.2/10 (Category avg: 8.3/10)

#### Who Is the Company Behind EquityRT?

- **Seller:** [EquityRT](https://www.g2.com/sellers/equityrt)
- **Year Founded:** 2018
- **HQ Location:** Marietta, Georgia
- **Twitter:** @Equity\_RT  
315 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0823a1bd9ac3e7ef4f2fa917e9af0905e41d63524beb0171316b9672a7d4d2ea&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fequityrt-official%2F&secure%5Burl_type%5D=linkedin_company_website)  
30 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 55% Small, 36% Medium

#### What Do G2 Reviewers Say About EquityRT?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **accuracy** of EquityRT, finding it reliable for clear and organized data comparisons.
- Users find daily usage of EquityRT to be **effortless and reliable** , enabling easy comparison of companies and markets.
- Users value the **effortless data accessibility** of EquityRT, enabling easy comparisons and reliable insights for informed decisions.
- Users find EquityRT's **ease of use** exceptional, facilitating seamless comparisons and clear data organization.
- Users value the **effortless company and market comparison** in EquityRT, praising its clarity and reliability.

##### Cons

- Users find the **difficult learning curve** of EquityRT requires time to explore and understand its many features.

#### What Are Recent G2 Reviews of EquityRT?

**["Effortless Market Comparisons with Reliable, Clear Data"](https://www.g2.com/survey_responses/equityrt-review-11972093)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/equityrt-review-11972093)

**["A verified and trusted source for equity analysis"](https://www.g2.com/survey_responses/equityrt-review-6729960)**

**Rating:** 5.0/5.0 stars

_— Ozgur T._

[Read full review](https://www.g2.com/survey_responses/equityrt-review-6729960)

#### What Are G2 Users Discussing About EquityRT?

- [What is EquityRT used for?](https://www.g2.com/discussions/what-is-equityrt-used-for)

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