# Top Free Financial Research Software - Page 2

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

**Total Products under this Category:** 284

### Category Stats (Jul 2026)

- **Average Rating:** 4.52/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Tegus (+2.78%) - Among all products in this category, Tegus recorded the largest rating increase compared to last month

_Last updated: July 30, 2026_

## How Does G2 Rank Financial Research Software Products?

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

- 30 Analysts and Data Experts
- 3,800+ Authentic Reviews
- 284+ 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=19643&focus%5B%5D=1280082)

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

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=morningstar-direct-advisory-suite-formerly-advisor-workstation&focus%5B%5D=inven)

### [Sourcescrub](https://www.g2.com/products/sourcescrub/reviews)

Sourcescrub is the market-leading Deal Sourcing Platform for investment and M&A teams who need the most complete, accurate, and connected view of private markets. Using a proprietary Expert-in-the-loop AI process, Sourcescrub weaves more than 220,000 information Sources and 16M companies into a web of insight in our AI-powered platform to discover, track, and engage the best targets.

**Average Rating:** 4.5/5.0

**Total Reviews:** 55

#### How Do G2 Users Rate Sourcescrub?

- **Financial Analysis:** 6.5/10 (Category avg: 8.5/10)
- **Ease of Admin:** 8.3/10 (Category avg: 8.7/10)
- **Charting:** 7.8/10 (Category avg: 8.3/10)
- **Document Search:** 7.5/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Sourcescrub?

- **Seller:** [Sourcescrub](https://www.g2.com/sellers/sourcescrub)
- **Company Website:** www.sourcescrub.com
- **Year Founded:** 2015
- **HQ Location:** San Francisco, California
- **Twitter:** @SourceScrub  
174 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2288abf70a7bdd6e46cb547a512617ca924f35e142a57ccbbce08abde822c534&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsourcescrub%2F&secure%5Burl_type%5D=linkedin_company_website)  
500 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Venture Capital & Private Equity
- **Company Size:** 73% Small, 20% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **efficiency in deal sourcing** with SourceScrub, enhancing prospect quality and deal flow significantly.
- Users value the **extensive database size** of SourceScrub, enhancing efficiency and quality in finding target companies.
- Users value the **search functionality** of SourceScrub, enhancing efficiency and improving deal flow quality significantly.
- Users value the **effective target identification** capabilities of Sourcescrub, streamlining the deal-sourcing process efficiently.
- Users appreciate the **data accuracy** of SourceScrub, which enhances prospect identification and research efficiency.

##### Cons

- Users often face **data inaccuracy** , with unverified emails and outdated information impacting the reliability of SourceScrub.
- Users encounter **limited data** integration in Sourcescrub, affecting the accuracy and comprehensiveness of their CRM systems.
- Users are concerned about the **outdated information** in Sourcescrub, which limits insights into previous transactions and deals.
- Users find the **poor usability** of SourceScrub frustrating, as the UI is clunky and slow with unverified information.
- Users find the **clunky UI** and slow performance of SourceScrub detracting from their overall experience.

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

**["Great solution for private company data"](https://www.g2.com/survey_responses/sourcescrub-review-10997597)**

**Rating:** 4.0/5.0 stars

_— Chris S._

[Read full review](https://www.g2.com/survey_responses/sourcescrub-review-10997597)

**["Powerful platform for investment research and origination"](https://www.g2.com/survey_responses/sourcescrub-review-10987133)**

**Rating:** 4.0/5.0 stars

_— Tulsi R._

[Read full review](https://www.g2.com/survey_responses/sourcescrub-review-10987133)

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

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

### [Orion Risk Intelligence](https://www.g2.com/products/orion-risk-intelligence/reviews)

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 cloud-based platform includes a macro-scenario library for portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. Start a free trial here: https://orion.com/advisor-tech/risk-intelligence

**Average Rating:** 4.5/5.0

**Total Reviews:** 35

#### How Do G2 Users Rate Orion Risk Intelligence?

- **Financial Analysis:** 6.8/10 (Category avg: 8.5/10)
- **Ease of Admin:** 7.9/10 (Category avg: 8.7/10)
- **Charting:** 8.3/10 (Category avg: 8.3/10)
- **Document Search:** 7.3/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Orion Risk Intelligence?

- **Seller:** [Orion Advisor Tech](https://www.g2.com/sellers/orion-advisor-tech)
- **HQ Location:** Omaha, NE
- **Twitter:** @orionwealthtech  
7,828 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea6adc8001dcfefde9ef0f9342b25ba44fa162f278fe869811a83655a00c6929&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Forionwealthtech%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,915 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 75% Small, 22% Medium

#### What Are Recent G2 Reviews of Orion Risk Intelligence?

**["It's made easy to analyse the stock"](https://www.g2.com/survey_responses/orion-risk-intelligence-review-9152760)**

**Rating:** 4.0/5.0 stars

_— Darshan S._

[Read full review](https://www.g2.com/survey_responses/orion-risk-intelligence-review-9152760)

**["Invaluable Resource"](https://www.g2.com/survey_responses/orion-risk-intelligence-review-4412731)**

**Rating:** 4.5/5.0 stars

_— Nick T._

[Read full review](https://www.g2.com/survey_responses/orion-risk-intelligence-review-4412731)

#### What Are G2 Users Discussing About Orion Risk Intelligence?

- [What is HiddenLevers used for?](https://www.g2.com/discussions/what-is-hiddenlevers-used-for) - 1 comment

### [Irwin](https://www.g2.com/products/irwin/reviews)

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 that companies face when building relationships with the investment community. We empower thousands of IROs worldwide to manage and enhance their relationships with world-class technology, industry-leading data, award-winning support, and inspiring content.

**Average Rating:** 4.5/5.0

**Total Reviews:** 57

#### How Do G2 Users Rate Irwin?

- **Financial Analysis:** 8.3/10 (Category avg: 8.5/10)
- **Ease of Admin:** 8.9/10 (Category avg: 8.7/10)
- **Charting:** 8.6/10 (Category avg: 8.3/10)
- **Document Search:** 7.9/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Irwin?

- **Seller:** [Platform Group Limited](https://www.g2.com/sellers/platform-group-limited)
- **Year Founded:** 2017
- **HQ Location:** Toronto, Ontario
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c610b24de9e6567a99ca17dc71d9b6e5737ccc44b25784db1e113e06ac198bb4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Firwinsoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
151 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Investor Relations
- **Top Industries:** Mining & Metals, Financial Services
- **Company Size:** 75% Small, 18% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customization** of Irwin for effectively managing investor relations and campaigns.

##### Cons

- Users find the **limited accessibility** of contacts and screening options frustrating compared to other software.
- Users find the **limited data** with Irwin restricts their contact options and screening capabilities significantly.

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

**["Very organized platform that has a lot of features for issuers and investors."](https://www.g2.com/survey_responses/irwin-review-7293546)**

**Rating:** 4.5/5.0 stars

_— Jay R._

[Read full review](https://www.g2.com/survey_responses/irwin-review-7293546)

**["Irwin is one of the only software available for corporates to manage Investor Relations."](https://www.g2.com/survey_responses/irwin-review-7313971)**

**Rating:** 4.5/5.0 stars

_— Saumya C._

[Read full review](https://www.g2.com/survey_responses/irwin-review-7313971)

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

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

### [Company Watch](https://www.g2.com/products/company-watch/reviews)

Company Watch is a comprehensive financial risk management software solution designed to empower businesses of all sizes to identify, assess, and mitigate financial risks. This software falls under the category of Financial Risk Management and Third Party & Supplier Risk Management, and is targeted towards businesses looking to make informed decisions regarding potential investments, partnerships, and financial transactions. Company Watch offers a robust suite of features to equip users with the tools they need for effective financial risk management: • Streamlined data acquisition: Effortlessly gather and analyse data from various sources, including public records and sanctions lists. • Automated risk assessments: Leverage pre-built risk profiles and customisable scoring models to gain a swift and insightful understanding of potential financial risks associated with businesses, suppliers, or investment opportunities. • Enhanced due diligence: Conduct in-depth due diligence investigations with features like enhanced director matching, anti-money laundering (AML) checks, fraud checks, and detailed business intelligence reports. • Predictive analytics: Gain valuable insights into future financial performance through cutting-edge predictive analytics tools, allowing for proactive risk mitigation strategies. • Centralised reporting: Generate comprehensive reports that consolidate all risk assessment data and findings, facilitating clear and efficient communication with stakeholders. By utilising Company Watch, businesses can experience a host of benefits: • Confident decision making: Gain the confidence to make informed financial decisions backed by data-driven insights and comprehensive risk assessments. • Reduced risk exposure: Proactively identify and mitigate potential financial risks, minimising potential losses and safeguarding your business. • Improved efficiency: Streamline due diligence processes and save valuable time by automating data collection and analysis tasks. • Enhanced compliance: Ensure adherence to financial regulations with built-in AML checks and compliance features. • Optimised resource allocation: Allocate resources strategically by focusing on the most critical risks identified through Company Watch's risk assessments. Company Watch empowers businesses to navigate the complexities of today's financial landscape with confidence. Its comprehensive suite of features and data-driven insights provide a clear advantage for making informed financial decisions that promote business growth and long-term success.

**Average Rating:** 4.8/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate Company Watch?

- **Financial Analysis:** 9.7/10 (Category avg: 8.5/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.7/10)
- **Charting:** 9.7/10 (Category avg: 8.3/10)
- **Document Search:** 9.2/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Company Watch?

- **Seller:** [CompanyWatch Financial Analytics](https://www.g2.com/sellers/companywatch-financial-analytics)
- **Year Founded:** 1998
- **HQ Location:** London, London
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=31c3e8419d53bb432c928fcc6a74211305fc69b81a681749649538300b0eaca3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcompany-watch-ltd&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 44% Large, 31% Small

#### What Do G2 Reviewers Say About Company Watch?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **first-class customer support** from Company Watch, enhancing the overall intuitive experience of the platform.
- Users commend the **superior quality and reliability** of Company Watch, making it an essential tool for financial diligence.
- Users highlight the **superior quality and reliability** of Company Watch, making it their top choice for financial intelligence.
- Users commend the **high accuracy** of Company Watch, enhancing their onboarding experience with reliable data and support.
- Users value the **superior quality and reliability** of Company Watch, praising its intuitive solutions and industry-leading insights.

##### Cons

- Users find the **limited customization** of Company Watch frustrating, especially when trying to modify the APIs.
- Users face challenges due to the **limited features** of Company Watch, particularly in making API changes.

#### What Are Recent G2 Reviews of Company Watch?

**["How much better or effective it can be"](https://www.g2.com/survey_responses/company-watch-review-9925098)**

**Rating:** 4.0/5.0 stars

_— Verified User in Banking_

[Read full review](https://www.g2.com/survey_responses/company-watch-review-9925098)

**["A highly efficacious Fintel and Financial Risk Management tool."](https://www.g2.com/survey_responses/company-watch-review-9567397)**

**Rating:** 5.0/5.0 stars

_— Murray A._

[Read full review](https://www.g2.com/survey_responses/company-watch-review-9567397)

### [Zacks Advisor Tools](https://www.g2.com/products/zacks-advisor-tools/reviews)

Zacks Advisor Tools is financial research software that helps financial advisors and their clients achieve success with in-depth market and economic reports and independent, quantitative stock, mutual fund, and ETF research. Advisor Tools gives advisors the power to make informed investment decisions with features like: • Zacks Research and reports to help advisors enhance portfolio performance. • Portfolio monitor to help advisors maintain top performance on all client accounts. • Custodial integration to sync data into one place and access up-to-date information. • Portfolio reporting tools to create professional proposals and reports for prospects and clients. • Equity model portfolios designed for outperformance in all markets. • ETF model portfolios to simplify asset allocation for clients at all risk levels. Additional features allow financial advisors to automate routine tasks while customizing strategies that help clients reach their financial goals. • Zacks Retirement Planners to collaborate with clients and prospects on effective retirement plans. • Excel Link to add efficiency to spreadsheets by linking directly to Zacks rankings, fundamentals, and other data. • Pro Backtester to create custom screens and trading strategies and backtest to see your probability of success. Learn more: https://www.zackspro.com

**Average Rating:** 4.7/5.0

**Total Reviews:** 8

#### How Do G2 Users Rate Zacks Advisor Tools?

- **Financial Analysis:** 9.5/10 (Category avg: 8.5/10)
- **Charting:** 9.5/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Zacks Advisor Tools?

- **Seller:** [Zacks Professional Services](https://www.g2.com/sellers/zacks-professional-services)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Zacks Advisor Tools?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **helpful customer support** from Zacks Advisor Tools, appreciating the easy setup and onboarding process.
- Users value the **easy integrations** of Zacks Advisor Tools, enhancing portfolio management and providing valuable insights.
- Users value the **intuitive time-saving features** of Zacks Advisor Tools, enhancing portfolio management and insights at a reasonable cost.
- Users praise the **intuitive design and comprehensive integration** of Zacks Advisor Tools, noting its time-saving capabilities.
- Users find Zacks Advisor Tools to be an **incredible timesaver** , especially after learning its intuitive features for analysis.

##### Cons

- Users find the **complexity** of Zacks Advisor Tools overwhelming, needing significant time to learn its extensive features.
- Users express concerns over **insufficient financial data** for fixed income and limited research on ETFs and mutual funds.
- Users note the **information overload** in Zacks Advisor Tools, requiring significant time to navigate and learn effectively.
- Users find the **limited data** in Zacks Advisor Tools insufficient for comprehensive analysis compared to other platforms.

#### What Are Recent G2 Reviews of Zacks Advisor Tools?

**["Very powerful"](https://www.g2.com/survey_responses/zacks-advisor-tools-review-11322117)**

**Rating:** 5.0/5.0 stars

_— Emily M._

[Read full review](https://www.g2.com/survey_responses/zacks-advisor-tools-review-11322117)

**["Comprehensive Research Package"](https://www.g2.com/survey_responses/zacks-advisor-tools-review-10740166)**

**Rating:** 5.0/5.0 stars

_— James C._

[Read full review](https://www.g2.com/survey_responses/zacks-advisor-tools-review-10740166)

### [Mergermarket](https://www.g2.com/products/mergermarket/reviews)

Mergermarket combines human insights with machine learning to empower M&A professionals and deliver early signals of potential M&A opportunities.   Leveraging advanced technologies such as the proprietary likely to exit (LTE) model and predictive analytics, Mergermarket provides clients with unparalleled insights and strategic advantages. For example, AI capabilities enable Mergermarket to identify sponsor- and VC-backed businesses aligned with clients' parameters of interest, expanding origination opportunities beyond traditional sector scopes. Additionally, predictive analytics prioritize potential M&A targets among thousands of sponsor-backed portfolio companies, enhancing strategic decision-making. Request a free trial today to uncover future M&A activities: https://info.mergermarket.com/get-started/ Predictive Intelligence: Uncover future M&A deals and originate new opportunities by being the first to know which companies are looking to acquire or be acquired.  Forward-Looking Journalism: Stay up to speed with market activity through investigative journalism that identifies trends, monitors events, and helps you spot origination opportunities.  AI-Powered Research: Dive deep into granular data on bidders, buyers, advisors, multiples, and deal values to drive success with precise insights and actionable analysis.

**Average Rating:** 3.3/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate Mergermarket?

- **Financial Analysis:** 5.4/10 (Category avg: 8.5/10)
- **Ease of Admin:** 5.6/10 (Category avg: 8.7/10)
- **Charting:** 2.8/10 (Category avg: 8.3/10)
- **Document Search:** 5.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Mergermarket?

- **Seller:** [ION Analytics](https://www.g2.com/sellers/ion-analytics)
- **Year Founded:** 2000
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=93f62ea61f9af2f2bc3397f86f3b89da68cb324111734cf62d03057ae5fd2aa1&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Facuris-global&secure%5Burl_type%5D=linkedin_company_website)  
157 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 17% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **extensive source references** from Mergermarket, essential for tracking transactions and news effectively.
- Users appreciate Mergermarket's **helpful customer support** , praising its ease of use and great news coverage.
- Users value the **data accessibility** of Mergermarket for efficient tracking of news, transactions, and insights.
- Users value the **ease of use** of Mergermarket, benefiting from its intuitive design and supportive customer service.

##### Cons

- Users find **integration issues** with Mergermarket, noting it's more of a static tool requiring additional effort for setup.
- Users report **poor customer support** from Mergermarket, including issues with communication and pricing transparency.
- Users find the **poor usability** of Mergermarket frustrating due to its limited integrations and static features.

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

**["Great databse for M&A deals, great news bulletins"](https://www.g2.com/survey_responses/mergermarket-review-5114182)**

**Rating:** 4.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/mergermarket-review-5114182)

**["One of the best sources for M&A transactions out there"](https://www.g2.com/survey_responses/mergermarket-review-11794971)**

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/mergermarket-review-11794971)

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

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

### [Endole](https://www.g2.com/products/endole/reviews)

Your business has questions — across every department. Can I trust this business? Who are the decision makers? What's their buying power? The list goes on. At Endole, we believe that only data can truly answer every question your business has. Real-time, connected, and powerful intelligence on every business across the UK. To fulfil this on a scale that's never been done before, we harmonise intelligence from every credible source. Cross-checked, authenticated, and up-to-the-second. Delivering untapped, actionable insights for Sales, Marketing, and Risk Analysis in moments. All in one place. It's why over 100,000 professionals choose Endole daily to better understand the companies they work with and want to work with — helping you easily identify your best leads and connect with decision makers, make key decisions on clients and suppliers faster, and monitor opportunities that get better through time

**Average Rating:** 4.7/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate Endole?

- **Financial Analysis:** 9.2/10 (Category avg: 8.5/10)
- **Ease of Admin:** 8.3/10 (Category avg: 8.7/10)
- **Charting:** 9.2/10 (Category avg: 8.3/10)
- **Document Search:** 9.2/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Endole?

- **Seller:** [Endole](https://www.g2.com/sellers/endole)
- **HQ Location:** Birmingham, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e8270885eb5216fe9661400e85b8e4143533fe6fa181dfbc432b0d7274e6555e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FEndole%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Small, 20% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **accuracy and reliability** of Endole's data, enhancing their decision-making for cross-border business operations.
- Users find the **clear and reliable EU company data** from Endole essential for managing cross-border accounts efficiently.
- Users value the **easy access to deep EU company data** with Endole, enhancing cross-border business decisions effortlessly.
- Users value the **clear and reliable data accuracy** of Endole, enhancing decision-making for cross-border business efforts.
- Users value the **clear and reliable data** provided by Endole, enhancing decision-making for cross-border business ventures.

##### Cons

- Users find **insufficient financial data** from Endole limiting for domestic business needs, impacting its usefulness for American clients.
- Users highlight the **limited US data coverage** of Endole, making it inadequate for domestic business information needs.
- Users find the **poor data quality** of Endole insufficient for reliable domestic US business information.

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

**["Best place for prospecting the UK based B2B leads"](https://www.g2.com/survey_responses/endole-review-6537114)**

**Rating:** 5.0/5.0 stars

_— Md Jahan M._

[Read full review](https://www.g2.com/survey_responses/endole-review-6537114)

**["Essential for Cross-Border B2B Compliance"](https://www.g2.com/survey_responses/endole-review-12399959)**

**Rating:** 4.0/5.0 stars

_— Ram K._

[Read full review](https://www.g2.com/survey_responses/endole-review-12399959)

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

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

### [Godel Terminal](https://www.g2.com/products/godel-terminal/reviews)

Godel Terminal gives investment teams an easier, more accessible way to do market research. It brings market data, fundamentals, filings, earnings data, estimates news, charts, screening, options data, ownership, watchlists, and more into one workspace, so analysts, PMs, advisors, and trading teams can get from a ticker to the answer they need without jumping between tools. Built around a fast command-line workflow and flexible multi-panel layout, Godel is designed for people who live in markets every day and want a terminal that feels modern, responsive, and straightforward to use - without unrealistic barriers to entry. The terminal is used by Family Offices, Hedge Funds, Equity Capital Markets teams, Wealth teams, RIAs, and Banks.

**Average Rating:** 4.7/5.0

**Total Reviews:** 3

#### Who Is the Company Behind Godel Terminal?

- **Seller:** [Godel Terminal](https://www.g2.com/sellers/godel-terminal)
- **Year Founded:** 2024
- **HQ Location:** New York, US
- **Twitter:** @GodelTerminal  
5,721 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)

#### Who Uses This Product?

- **Company Size:** 67% Small

#### What Are Recent G2 Reviews of Godel Terminal?

**["Affordable, Bloomberg-Like Experience"](https://www.g2.com/survey_responses/godel-terminal-review-12801204)**

**Rating:** 4.0/5.0 stars

_— Zach Tushaus T._

[Read full review](https://www.g2.com/survey_responses/godel-terminal-review-12801204)

**["Efficient and User-Friendly Investing Tool"](https://www.g2.com/survey_responses/godel-terminal-review-12801789)**

**Rating:** 5.0/5.0 stars

_— Henry Z._

[Read full review](https://www.g2.com/survey_responses/godel-terminal-review-12801789)

### [Kwanti Analytics](https://www.g2.com/products/kwanti-analytics/reviews)

Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios, and generate proposals for prospects. The web-based portfolio analytics solution aids financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and much more by delivering portfolio analytics, investment performance data, stress testing, and proposals. Features: \* Portfolio drill-down allocation, stress tests, performance, risk, hypotheticals, optimization, blended benchmarks \* Custom client proposals and reports with built-in PDF editor \* Integrations with third party vendors and custodians Visit Kwanti.com today for a free 30-day trial!

**Average Rating:** 4.8/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Kwanti Analytics?

- **Charting:** 10.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Kwanti Analytics?

- **Seller:** [Kwanti](https://www.g2.com/sellers/kwanti-5eee23a7-7942-4b46-aa9a-02dac163fab6)
- **Year Founded:** 2008
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d062655572e9c62010d962baa7b8b422cc30c597d9a9b2c4e6319eea5f622dd0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkwanti%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small

#### What Are Recent G2 Reviews of Kwanti Analytics?

**["A Powerfully Useful Tool and Essential Part of Our Tech Stack"](https://www.g2.com/survey_responses/kwanti-analytics-review-12461147)**

**Rating:** 5.0/5.0 stars

_— Jeremy T. T._

[Read full review](https://www.g2.com/survey_responses/kwanti-analytics-review-12461147)

**["Great educational tool for clients"](https://www.g2.com/survey_responses/kwanti-analytics-review-4463153)**

**Rating:** 4.5/5.0 stars

_— Justin C._

[Read full review](https://www.g2.com/survey_responses/kwanti-analytics-review-4463153)

#### What Are G2 Users Discussing About Kwanti Analytics?

- [What is Kwanti Analytics used for?](https://www.g2.com/discussions/what-is-kwanti-analytics-used-for)

### [Financh](https://www.g2.com/products/financh/reviews)

Financh is a premium, membership-driven platform offering in-depth company intelligence reports spanning 185 countries. Drawing from a vast database of 400 million companies, Financh provides trusted B2B insights to its global clientele. Through Financh’s cloud-based services, users can drive revenue growth, boost profit margins, and strengthen business relationships. The platform enables regulatory compliance, supports informed decision-making, and facilitates competitive analysis. Customers gain valuable market insights, enhance customer understanding, and effectively manage risks. Additionally, Financh helps optimize sales and marketing efforts, evaluate suppliers, and support strategic planning. It also aids in making sound investment choices, improving operational efficiency, fostering innovation and R&D, managing reputation, benchmarking performance, streamlining supply chains, forecasting regulatory changes, monitoring financial health, and advancing sustainability efforts.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Financh?

- **Financial Analysis:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Admin:** 8.3/10 (Category avg: 8.7/10)
- **Charting:** 10.0/10 (Category avg: 8.3/10)
- **Document Search:** 10.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Financh?

- **Seller:** [Financh](https://www.g2.com/sellers/financh)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small, 50% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **exceptional insights** from Financh, significantly improving competitive intelligence and strategic investment decisions.
- Users value the **exceptional market insights** provided by Financh, enhancing their investment decisions with detailed analyses.
- Users value Financh's **robust analytics tools** that significantly enhance strategic decision-making and forecast accuracy.
- Users value the **comprehensive data** from Financh, which greatly improves decision-making and strategic growth initiatives.
- Users value the **comprehensive information** provided by Financh, enhancing strategic decision-making and market clarity.

##### Cons

- Users find the platform **difficult to learn** , noting the need for an intuitive onboarding process for new users.
- Users note the need for improved **mobile accessibility** , which limits convenience for those frequently on the go.

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

**["Exceptional financial market insights"](https://www.g2.com/survey_responses/financh-review-10396752)**

**Rating:** 5.0/5.0 stars

_— Shaila Q._

[Read full review](https://www.g2.com/survey_responses/financh-review-10396752)

**["Streamlined financial benchmarking and analysis"](https://www.g2.com/survey_responses/financh-review-10381602)**

**Rating:** 5.0/5.0 stars

_— Danish A._

[Read full review](https://www.g2.com/survey_responses/financh-review-10381602)

### [Quartr](https://www.g2.com/products/quartr/reviews)

Every day, leading companies and financial institutions worldwide rely on Quartr to make better decisions faster. The product suite includes: A free mobile app allowing users to always stay informed and conduct research anytime, anywhere. Quartr Pro, a desktop research platform that increases efficiency and precision in qualitative public market research for top hedge funds, asset managers, equity research departments, and IR professionals. Quartr API, enabling third parties to build custom solutions powered by Quartr's unique live earnings calls and transcription technology, and its extensive global database of IR material – including public company filings, archived earnings call transcripts, and slide presentations.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Quartr?

- **Financial Analysis:** 7.5/10 (Category avg: 8.5/10)
- **Document Search:** 9.2/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Quartr?

- **Seller:** [Quartr](https://www.g2.com/sellers/quartr)
- **Year Founded:** 2020
- **HQ Location:** Stockholm, SE
- **Twitter:** @Quartr\_App  
151,091 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=351ae120e80ca93417d67bdd084aeb1b6b573457ba0346b8f7cdd4b79a3263af&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquartr-ab%2F&secure%5Burl_type%5D=linkedin_company_website)  
102 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Great user experience and everything ready in just one app"](https://www.g2.com/survey_responses/quartr-review-11263412)**

**Rating:** 5.0/5.0 stars

_— Miguel G._

[Read full review](https://www.g2.com/survey_responses/quartr-review-11263412)

**["The Perfect Accompaniment for Any Buy-Side Research Analyst"](https://www.g2.com/survey_responses/quartr-review-11402020)**

**Rating:** 5.0/5.0 stars

_— Jon W._

[Read full review](https://www.g2.com/survey_responses/quartr-review-11402020)

### [Revli Funding Insights](https://www.g2.com/products/revli-funding-insights/reviews)

Revli's Funding Insights is a comprehensive platform designed to empower businesses with up-to-date information on recently funded startups. By delivering weekly reports, it enables users to identify high-value leads and stay ahead in a competitive market. Each report includes detailed company profiles, funding amounts, stages, key investors, industries, locations, and verified contact information for founders and decision-makers. This data is meticulously sourced from legal filings, press releases, and news articles, ensuring accuracy and relevance. With customizable filters for industries, job titles, locations, and funding amounts, Revli's Funding Insights allows businesses to tailor their outreach strategies effectively. The platform's commitment to providing fresh, hand-curated lists every Monday ensures users have the most current information to connect with newly funded startups before they become saturated with outreach. By leveraging this tool, businesses can enhance their prospecting efforts, build strategic partnerships, and drive growth by targeting startups poised for expansion.

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Revli Funding Insights?

- **Financial Analysis:** 0.0/10 (Category avg: 8.5/10)
- **Charting:** 0.0/10 (Category avg: 8.3/10)
- **Document Search:** 1.7/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Revli Funding Insights?

- **Seller:** [Revli](https://www.g2.com/sellers/revli)
- **Year Founded:** 2021
- **HQ Location:** Toronto, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd79d03ff7abc597154c543a019dd82983ce918064299b793178fb93dde50ec1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetrevli&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Revli Funding Insights?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **fantastic customer support** from Revli, enhancing their overall experience and ensuring smooth operations.
- Users appreciate the **ease of use** of Revli Funding Insights, valuing its intuitive interface and excellent support.
- Users appreciate the **well-organized data** of Revli Funding Insights, enhancing their customer analysis and engagement efficiency.
- Users value the **comprehensive information** provided by Revli Funding Insights, enabling efficient lead generation and time savings.
- Users enjoy the **daily insights** of Revli Funding Insights, finding them time-saving and highly effective for lead generation.

##### Cons

- Users suggest improvements to the **sort and filter options** in the web version of Revli Funding Insights.

#### What Are Recent G2 Reviews of Revli Funding Insights?

**["A Game-Changer for Startups"](https://www.g2.com/survey_responses/revli-funding-insights-review-10566751)**

**Rating:** 4.5/5.0 stars

_— Verified User in Consulting_

[Read full review](https://www.g2.com/survey_responses/revli-funding-insights-review-10566751)

**["Important boost of intel for your next marketing campaign"](https://www.g2.com/survey_responses/revli-funding-insights-review-10551933)**

**Rating:** 5.0/5.0 stars

_— Eitan Z._

[Read full review](https://www.g2.com/survey_responses/revli-funding-insights-review-10551933)

### [Altss](https://www.g2.com/products/altss/reviews)

Altss is an allocator intelligence platform for private markets. It helps fund managers, advisors, and deal teams identify and understand institutional capital based on observable behavior, not self-reported data. The platform covers 9,000+ verified family offices and over 1.5M institutional allocator profiles globally, with a focus on decision-makers, mandate evolution, and historical allocation patterns. Altss is built using OSINT (Open-Source Intelligence) and proprietary research workflows that continuously validate entities, relationships, and capital activity. Rather than acting as a static LP list or CRM, Altss provides behavioral and structural insight into how capital is allocated in practice—who allocates, through which vehicles, under what mandates, and with which existing relationships. Altss enables users to: Research institutional allocators by mandate, strategy, AUM, geography, and asset class Track mandate changes and allocation behavior over time Identify decision-makers and relationship paths across funds and intermediaries Map capital networks to prioritize realistic fundraising and outreach strategies Altss is used by teams that need accuracy, signal quality, and context—not mass contact volume—to support allocator research, capital formation, and relationship intelligence in private markets.

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Altss?

- **Financial Analysis:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.7/10)
- **Charting:** 10.0/10 (Category avg: 8.3/10)
- **Document Search:** 8.3/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Altss?

- **Seller:** [Altss](https://www.g2.com/sellers/altss)
- **Year Founded:** 2025
- **HQ Location:** Miami, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fb15c9699d536a3ce1c43bdbde43a37ff1cf7cf759a526c7a9347323ee709ef7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faltss&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of access** to detailed information, enhancing personalized outreach and user experience.
- Users commend the **ease of use** of Altss, finding the interface intuitive for personalized outreach campaigns.
- Users appreciate the **intuitive interface** of Altss, making it easy to find specific family offices and useful features.
- Users value the **comprehensive data** on Family offices, enhancing their outreach campaigns and user experience.
- Users value the **content generation capabilities** of Altss, facilitating personalized outreach campaigns with ease.

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

**["The only LP database we actually use"](https://www.g2.com/survey_responses/altss-review-11317889)**

**Rating:** 5.0/5.0 stars

_— Tatiana S._

[Read full review](https://www.g2.com/survey_responses/altss-review-11317889)

**["Most detailed family offices database for personalized outreach"](https://www.g2.com/survey_responses/altss-review-11926783)**

**Rating:** 5.0/5.0 stars

_— Andrew Z._

[Read full review](https://www.g2.com/survey_responses/altss-review-11926783)

### [CalibreRMS](https://www.g2.com/products/calibrerms/reviews)

Calibre is a FinTech which provides a purpose-built Research Management System (RMS) for institutional asset managers, and has leading clients around the world. CalibreRMS helps equity analysts, portfolio managers and ESG specialists to streamline their investment research process. The cloud-based software enables investment teams to capture, share and analyse their research and data in one place, saving time, boosting productivity and enabling better decision-making to maintain a competitive advantage. As a highly flexible and configurable solution, which is built on deep expertise in investment analytics, CalibreRMS is designed to fit in with investment teams' unique ways of working, and evolve with them over time.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate CalibreRMS?

- **Financial Analysis:** 8.3/10 (Category avg: 8.5/10)
- **Charting:** 8.3/10 (Category avg: 8.3/10)
- **Document Search:** 10.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind CalibreRMS?

- **Seller:** [Calibre Financial Technology](https://www.g2.com/sellers/calibre-financial-technology)
- **Year Founded:** 1999
- **HQ Location:** Sydney, AU
- **LinkedIn® Page:** [au.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8ee9a636c550f9c6913d5c3f1ae575d50ace8d115ace49f2e8711f938e9b363&secure%5Burl%5D=https%3A%2F%2Fau.linkedin.com%2Fcompany%2Fcalibre-financial-technology&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["The only research workflow tool that configures to our process and our information"](https://www.g2.com/survey_responses/calibrerms-review-8851443)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/calibrerms-review-8851443)

### [Twelve Data](https://www.g2.com/products/twelve-data/reviews)

Twelve Data is a leading provider of financial market data, delivering an extensive range of real-time and historical data across multiple asset classes, including stocks, forex, cryptocurrencies, ETFs, indices, commodities, and futures. The company sources its data from over 250 exchanges worldwide, ensuring comprehensive coverage that serves the needs of traders, developers, and fintech organizations. Twelve Data is dedicated to making high-quality financial information widely accessible, offering affordable solutions that cater to both individual users and large-scale institutions. The company’s platform stands out for its versatility and advanced capabilities, providing users with technical indicators, fundamental data, and alternative datasets to support in-depth market analysis. Twelve Data prioritizes scalability and reliability, offering a suite of developer-friendly tools such as APIs, WebSockets, detailed documentation, and a sandbox environment for seamless integration. With its global presence, competitive pricing, and round-the-clock customer support, Twelve Data distinguishes itself as a dependable partner in the financial data industry. The company equips its clients with the resources and insights necessary to excel in dynamic market environments.

**Average Rating:** 4.7/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Twelve Data?

- **Financial Analysis:** 10.0/10 (Category avg: 8.5/10)
- **Charting:** 10.0/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Twelve Data?

- **Seller:** [Twelve Data](https://www.g2.com/sellers/twelve-data)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small

#### What Do G2 Reviewers Say About Twelve Data?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **comprehensive data** from Twelve Data, enhancing their experience with responsive support and easy setup.
- Users appreciate the **comprehensive and responsive support** from Twelve Data, enhancing their data retrieval experience.
- Users value the **responsive customer support** of Twelve Data, appreciating quick fixes and attentiveness to feedback.
- Users appreciate the **comprehensive and responsive data accessibility** of Twelve Data, enhancing their experience with real-time information.
- Users find the **ease of use** of Twelve Data's API beneficial for accessing up-to-date financial information effortlessly.

##### Cons

- Users experience **limited data** for certain UK funds, though support can assist in adding them when needed.

#### What Are Recent G2 Reviews of Twelve Data?

**["Comprehensive Data with Excellent Support"](https://www.g2.com/survey_responses/twelve-data-review-12214190)**

**Rating:** 5.0/5.0 stars

_— Richard A._

[Read full review](https://www.g2.com/survey_responses/twelve-data-review-12214190)

**["Effortless Integration with Reliable Market Data"](https://www.g2.com/survey_responses/twelve-data-review-13068738)**

**Rating:** 4.5/5.0 stars

_— Mukesh K._

[Read full review](https://www.g2.com/survey_responses/twelve-data-review-13068738)

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