# Top Free Financial Research Software - Page 3

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

**Total Products under this Category:** 284

### Category Stats (Aug 2026)

- **Average Rating:** 4.52/5 (↑0.01 vs Jul 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: August 01, 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)

**Sponsored**

### ECP

ECP (Extended Care Professional) is the easiest to use, all-in-one software platform purpose-built for assisted living and senior living communities. ECP brings together eMAR, EHR, CRM, Move-Ins, Billing, and Insights in a single connected system so data entered in sales flows into clinical, and clinical flows into billing, with no duplicate entry. Unlike systems adapted from hospitals or skilled nursing facilities, ECP is designed around how assisted living actually operates. The platform serves frontline care staff, directors of nursing, executive directors, and multi-community operators, from single-site communities to large enterprise portfolios, across 8,500+ communities in all 50 states. Key capabilities include pharmacy-initiated eMAR with 850+ pharmacy integrations, care plan and documentation workflows built for assisted living compliance, a senior living-specific CRM, digital move-in and admissions management, and automated billing charge capture. ECP also offers AI-powered medication safety tools. 100% US-based support. Cloud-based. No local installation required.

[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=2026-08-02T14%3A52%3A54Z&secure%5Bdisplayable_resource_id%5D=395&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=139083&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=139083&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%3Fpage%3D3&secure%5Btoken%5D=0f94034a3d981488a563818ba53dbc36f7b44e1c6f4fa08cf699e8037c676b5e&secure%5Burl%5D=https%3A%2F%2Fecp123.com%2Fassisted-living-software%2F&secure%5Burl_type%5D=product_website)

### [AlphaResearch](https://www.g2.com/products/alpharesearch/reviews)

AlphaResearch helps investors extract information from unstructured texts, filings, earnings call transcripts, and much more.

#### Who Is the Company Behind AlphaResearch?

- **Seller:** [AlphaResearch](https://www.g2.com/sellers/alpharesearch)
- **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=550dd406378a553af2a01d5f047a4e914f8b72023096a109a4bc6930c3e93fc8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F74479335&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Associum](https://www.g2.com/products/associum/reviews)

Associum is an AI platform that produces institutional-quality work product for finance, consulting, and legal professionals. It generates Excel models, pitch decks, research reports, and investment committee memos as finished deliverables, not chat responses that you then have to rebuild by hand. Most AI tools in this space are retrieval-first. They help you find and summarise information. Associum is output-first. You describe the deliverable you need and it builds it, formatted and structured the way an analyst or associate would produce it. The design principle is "associate, not copilot." Associum is model-agnostic. Smart Mode runs on Sonnet-class models for speed and cost, and Expert Mode runs on frontier models for harder reasoning. Teams that need to keep everything on their own stack can bring their own model. It connects to the data sources professionals already use, including FactSet, LSEG, Daloopa, CB Insights, Bigdata.com, Datasite, and Chicago Global, through native connectors. Deployment options include single-tenant environments for firms with stricter data requirements. Associum is SOC 2 Type I and ISO 27001 certified. Associum suits deal teams, research desks, consultants, and legal professionals who spend significant time producing structured documents and models and want to compress that work without giving up control over the final output.

#### Who Is the Company Behind Associum?

- **Seller:** [Associum](https://www.g2.com/sellers/associum)
- **HQ Location:** Houston, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cea217b9118c68111975587cec3bb9688deec60461f83eb2c2cda2f645e9b92f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fassociumai&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [BlueGamma](https://www.g2.com/products/bluegamma/reviews)

The fastest way to download interest rate data. Get interest rate curves, swap rates and more in 3 clicks. BlueGamma supports currencies across the globe including EURIBOR, SOFR, SONIA, BBSW.

#### Who Is the Company Behind BlueGamma?

- **Seller:** [BlueGamma](https://www.g2.com/sellers/bluegamma)
- **Year Founded:** 2021
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8b39b61adda1cc0066dd8f2fc52f96cb95035d6848e739c1b20ae9a1fdb40637&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fblue-gamma%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [Canalyst](https://www.g2.com/products/canalyst/reviews)

Canalyst is the leading destination for public company data and analysis. Canalyst's SaaS platform provides instant access to the cleanest, richest, best structured fundamental data and models on global public companies. Hundreds of firms across financial services and corporate markets globally rely on Canalyst to reduce duplicative work and ground their financial analysis on sound fundamental data.

#### Who Is the Company Behind Canalyst?

- **Seller:** [Canalyst](https://www.g2.com/sellers/canalyst)
- **Year Founded:** 2015
- **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=a20f73c155bde7ff310321b314cdccb318af6559c9ea2a61a5e1490f846da000&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcanalyst&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

### [Collaboration Capital](https://www.g2.com/products/collaboration-capital/reviews)

Collaboration Capital is a digital investment bank allowing companies to connect with M&A targets worldwide. The platform offers various applications dedicated to M&A operations: - AI sourcing of M&A targets - Pipeline management and collaborative features - Data enrichment - Contact of M&A targets, to collect their feedback on the operation. More than 10 000 companies in 120 countries use the platform, like Nestlé, Pfizer, Liebherr, L'Occitane, etc.

#### Who Is the Company Behind Collaboration Capital?

- **Seller:** [Collaboration Capital](https://www.g2.com/sellers/collaboration-capital)
- **HQ Location:** Marseille, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3cdbb4560e39cf12efb4df4b36e2ee30a56969d118dd1fd255b40393fa5999d9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10955232%2F&secure%5Burl_type%5D=linkedin_company_website)  
35 employees on LinkedIn®

### [Countercyclical](https://www.g2.com/products/countercyclical/reviews)

Countercyclical is the definitive investment research and valuation platform built for teams discovering hidden value in the capital markets. Craft insightful valuations, collaborate in real-time, and work securely all in the same place. Capture the entire flow of your investment lifecycle while keeping everyone at your company on the same page. Founded in 2022, our mission is to empower investors with tools to discover the world’s value. For more information, visit https://countercyclical.io

#### Who Is the Company Behind Countercyclical?

- **Seller:** [Countercyclical](https://www.g2.com/sellers/countercyclical)
- **Year Founded:** 2022
- **HQ Location:** Chicago, Illinois
- **Twitter:** @countercyclicaI  
88 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5beab149ec9a1bc3e6879fc06d6dc8816e393b14666716df8d51aeb17ef351e8&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcountercyclical&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [DEF 14](https://www.g2.com/products/def-14/reviews)

DEF 14 is a hedge fund activism analytics platform designed to address the lack of structured, high-quality, and intuitive activism data. Covering 30 years of activist campaigns, it ensures full traceability of companies, activists, and campaign history. The platform solves issues of data fragmentation, poor visualization, and usability, providing seamless access to both macro trends and granular details in one click. DEF 14 solves activism data challenges through automated data collection, rigorous quality control, and intuitive analytics. The platform integrates structured historical data, interactive visualizations, and AI-driven insights, allowing users to quickly navigate from broad activism trends to specific campaign details. Designed for both power users and generalists, it eliminates manual data reconciliation while enhancing exploratory analysis and engagement. Built for investors, advisors, corporates, and governance professionals, DEF 14 enables seamless movement from macro trends to micro-level case studies—helping users understand not only what happened, but how and why. Unlike traditional databases, DEF 14 is built for exploration, not just retrieval. It uniquely blends structured activism data with an intuitive UX/UI, allowing users to move seamlessly from broad market insights to detailed activist profiles. The platform supports both research-driven analysis and quick insights, making activism data actionable and engaging. By prioritizing quality, visualization, and usability, it redefines how activism data is consumed. We don’t just surface data—we structure it to speak when it matters most. DEF 14 is not just a database—it’s an intelligence platform designed for discovery. It differentiates itself by: 1. Exploratory Analytics – Unlike rigid databases that require predefined queries, DEF 14 enables freeform exploration, revealing insights users didn’t even think to look for. 2. Historical Depth & Traceability – Covering three decades of activism data, DEF 14 offers full campaign tracking, activist strategies, and corporate responses. 3. Seamless Navigation – Users can switch from macro trends to campaign-level details instantly, supporting both high-level market analysis and granular deep dives.

#### Who Is the Company Behind DEF 14?

- **Seller:** [DEF 14](https://www.g2.com/sellers/def-14)
- **Year Founded:** 2022
- **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=30e97fc928dfdaa2bcc211747d7f8d498ea7981cd80179a11a9d5838f2fe7acc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdef-14&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Dynamic Company Sector Classification - DCSC.ai](https://www.g2.com/products/dynamic-company-sector-classification-dcsc-ai/reviews)

DCSC.ai is a data-driven dynamic company sector classification that covers over 1,500 sectors in 4 levels with real-time updates. It uses AI to adapt to market changes and user needs and delivers real-time sector classification and composite company-sector relevance scores. With DCSC Apple is not an "Information Technology" entity (GICS classification) or a “Electronic Computer Manufacturing” company (NAICS classification), but a company with multifaceted operations across Smartphones, Tablets, Apps, Wearable Devices, Streaming Services, Mobile Wallet and many more, presenting a complete and dynamic picture. We provide this data via APIs and web accounts to brokers, investment platforms, wealth managers, and even individual investors. This empowers thematic investing, smart portfolio building, and accurate portfolio classification.

#### Who Is the Company Behind Dynamic Company Sector Classification - DCSC.ai?

- **Seller:** [CityFALCON](https://www.g2.com/sellers/cityfalcon)
- **Year Founded:** 2014
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=81a334d1cca1db7ee991205101140865945774e7c0fa94e76e95314443f80f3c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcityfalcon%2F&secure%5Burl_type%5D=linkedin_company_website)  
26 employees on LinkedIn®

### [FinSight](https://www.g2.com/products/fintellion-finsight/reviews)

FinSight is an AI-native investment intelligence platform by Fintellion that provides institutional-grade equity research, market monitoring, portfolio analytics, and capital markets discovery for RIAs, analysts, and institutional investors.

#### Who Is the Company Behind FinSight?

- **Seller:** [Fintellion](https://www.g2.com/sellers/fintellion)
- **Year Founded:** 2025
- **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=f0dcac169ed1c41c22184558ef5054872a58ba302187918eb5be727604484822&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffintellion%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Fisibility](https://www.g2.com/products/fisibility/reviews)

Fisibility is a multi-patent pending Financial Management SaaS platform that helps businesses prevent money leakage while digitally organizing & managing all of their Financial, Accounting and Book-Keeping activities for all staff members, contractors, customers, and suppliers. Fisibility Key Features and Functionality Include: -Expense & Cost Tracking -Budget Management -Supplier Invoice Audit & Bill Management -Document & Contract Management -Business Intelligence Dashboards -Automated Reporting -Risk Management -Inventory and Order Management -Consolidation of Financial Data from multiple sources into a single-system -Financial Performance Intelligence w/ Recommendations & Insights Fisibility Primary Value and Benefits Include: -User-Friendly Interface. -Immediate User Knowledge and Usage Confidence. -No Cost, Self-Service Implementation. -Prevents Money Leakage. -Answers the "How" & "Why" of Financial Performance -Facilitates Quicker & More Profitable Business Decisions -Eliminates Accounting Headaches. -Use as a Compliment to Existing Accounting Software -Use as a Stand-Alone Platform. -Affordable Pricing Structure from Micro-to-Enterprise Businesses.

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Fisibility?

- **Seller:** [Fisibility](https://www.g2.com/sellers/fisibility)
- **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:** 100% Medium

### [FOCSAL](https://www.g2.com/products/focsal/reviews)

FOCSAL is a crypto market intelligence operating system built for traders and investors who refuse to read an institutional-grade market with retail-era tools. It unifies futures, options, macro, liquidity, smart money and order flow into one continuous workspace — the way professional desks read crypto. The crypto market has changed. Spot ETFs, maturing regulation and an institutional stance mean price discovery in Bitcoin and Ethereum is no longer driven by retail sentiment or halving cycles. It is driven by gamma exposure, liquidity walls, dealer hedging, volatility regimes and algorithmic flow — the same machinery that runs equity and FX markets. Candles and indicators describe what already happened; FOCSAL shows who is moving the market and why. Instead of scattering analysis across ten dashboards, FOCSAL connects everything into one decision pipeline built on a shared data foundation. Eleven modules work together across four stages — Read, Research, Plan and Track: Pulse delivers a live market overview of regime, volatility, funding, liquidity and positioning. Charts streams multi-timeframe, multi-venue price action. Order Flow surfaces tick-level footprint, delta and structure breaks. Liquidity Map renders predictive cross-venue liquidity and liquidation heatmaps. Options Map shows a live BTC and ETH gamma surface with max-pain and IV. Smart Money translates weekly CFTC institutional positioning into a clear bias. Market Intelligence runs five independent engines that each read a different layer of the market and returns one weighted verdict, delivered as a futures or options report. AI Analyst, powered by Claude, explains every verdict in plain language and sources each claim back to a specific engine. Strategy Lab turns a thesis into a sized order with strikes, expiries, stops and targets. Journal auto-logs every decision with full context and performance analytics. Alerts deliver consensus-based monitoring to email and Telegram. The real edge is not any single tool — it is the dialogue between them. Click a strike on the Options Map and it lands in Strategy Lab as a leg. When Liquidity Map detects an unexpected wall, Pulse surfaces it and Market Intelligence recomputes scenarios. Tools that learn from each other beat ten isolated tabs. FOCSAL also includes a deep educational library — twenty long-form guides covering options Greeks, gamma exposure, funding rates, liquidations, market regimes, liquidity and macro — because understanding the market matters as much as the tools that read it. Built for active crypto traders, options strategists, futures traders and discretionary portfolio managers, FOCSAL gives individuals the same analytical stack institutions trade with — gamma, flow, liquidity, regime and macro context — unified in one operating system. Plans start free, with Plus, Pro and Enterprise tiers unlocking the full workspace.

#### Who Is the Company Behind FOCSAL?

- **Seller:** [FOCSAL](https://www.g2.com/sellers/focsal)
- **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®

### [Obermind](https://www.g2.com/products/obermind/reviews)

Obermind Platform is a modular, full-stack financial technology platform that enables businesses to build, launch and operate branded fintech products without developing the underlying infrastructure from scratch. It combines the core systems required for trading, investing, banking and digital assets within one configurable ecosystem. Businesses can use Obermind to offer multi-asset trading across FX, cryptocurrencies, equities, futures, CFDs and options, alongside real-time market data, order execution, risk management, clearing and settlement. The platform also includes customer onboarding and compliance tools such as KYC, KYB and AML; crypto wallets and custody; IBAN and SWIFT accounts; payment processing; branded debit cards; portfolio management; CRM and back-office functionality; marketing automation; and partner or introducing-broker management. Obermind is API-first and connects to external trading venues, liquidity providers, payment gateways and other services through FIX, REST and WebSocket APIs. Companies can deploy ready-made, branded web and mobile applications, integrate individual Obermind modules into existing systems, or customise and license a more complete platform. In practical terms, Obermind acts as a financial operating system for brokers, crypto exchanges, digital banks, proprietary trading firms, portfolio managers and fintech companies. Its purpose is to reduce the time, cost and technical complexity involved in launching and scaling regulated financial products while allowing each business to retain its own brand, customer relationships, data and platform configuration.

#### Who Is the Company Behind Obermind?

- **Seller:** [Obermind Ltd](https://www.g2.com/sellers/obermind-ltd)
- **HQ Location:** London
- **Twitter:** @obermind
- **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®
- **Ownership:** Alexander Talei
- **Phone:** +44 330 120 1660

### [Pelican Alpha](https://www.g2.com/products/pelican-alpha/reviews)

Pelican Alpha is an AI-powered equity research platform built by Ricardo Lee, CFA — a former analyst at ICONIQ Capital and Osmium Partners (activist hedge fund). The platform runs three systems: Daily Signals — Every market day, Pelican scans 7 sources: insider trades, institutional 13F filings, analyst price targets, congressional trades, press releases, quantitative screens, and special situations. Each signal is scored 1-10 for conviction. 270 hedge funds and portfolio managers subscribe to the daily briefing. Research Reports — The research pipeline takes any ticker through a complete analysis: filings and transcripts are ingested into a vector database (RAG), peer companies are identified, and the system runs multiple valuations (DCF with sensitivity tables, liquidation value, comparable multiples, historical ranges). It scores management quality, classifies business archetypes, and generates a full thesis with bull/bear/base cases. 160+ companies covered, with subscribers able to request any company. AI Research Agent — A conversational tool with 35+ specialized functions. It pulls real-time financial data, searches through earnings transcripts semantically, retrieves specific filing sections, and cross-references institutional holdings. Every response includes citations to source documents.

#### Who Is the Company Behind Pelican Alpha?

- **Seller:** [Pelican Alpha](https://www.g2.com/sellers/pelican-alpha)
- **HQ Location:** Los Angeles, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1b1c4a6113c6db83322e8b2fbabd743aeb28c57baccfc4b94cc8eaf74bfff93d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpelican-alpha%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [PrivateCircle](https://www.g2.com/products/privatecircle/reviews)

PrivateCircle is Reimagining Private Markets with Intelligence. We have 2 subscription products, viz. 1. PrivateCircle Research: This is our flagship product used by 250+ marquee VC/PE/IBs/Banks and Corporates in India for their private market intelligence needs 2. PrivateCircle Connect: This is a business development product used by 30+ companies for their prospecting and contact intelligence needs. We do have a marketplace product called PrivateCircle Markets, which is used by startups to fundraise from relevant active private market investors. We leverage our private market intelligence to match investors to companies and vice-versa to enable meaningful funding conversations.

#### Who Is the Company Behind PrivateCircle?

- **Seller:** [PrivateCircle](https://www.g2.com/sellers/privatecircle)
- **Year Founded:** 2015
- **HQ Location:** Bengaluru, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c98e82ae92ee2f7395fc02a3ce3585e56e4d0b6b26124f380952eb6b0120e4d0&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprivatecircle&secure%5Burl_type%5D=linkedin_company_website)  
126 employees on LinkedIn®

### [Promenade AI](https://www.g2.com/products/promenade-ai/reviews)

Promenade AI is an advanced artificial intelligence platform specifically designed for financial deal teams, including professionals in Private Equity, Investment Banking, Venture Capital, and Family Offices. This innovative solution aims to streamline investment workflows and significantly accelerate essential tasks such as market research, due diligence, and deal preparation by providing secure, instant and verified insights. The platform addresses the common challenges faced by financial professionals by replacing fragmented processes with speed and confidence. Promenade AI automates and standardizes workflows, allowing teams to focus on strategic decision-making rather than manual tasks. Key functionalities include the instant drafting of investment memorandums and other critical deal documents, automated data gathering from various sources, and rapid execution of financial analysis, modeling, and valuations. Additionally, the platform features a Q&A Deal Assistant that provides answers based on specific deal data and automates due diligence checklists with verifiable responses, enhancing the efficiency of the entire deal process. Promenade AI is built with enterprise-grade security and compliance as a foundational element. It boasts several key security features, including SOC2 and ISO certifications, which ensure a robust security framework. Users can select from flexible deployment options such as SaaS, Private Cloud, Hybrid, or fully On-Premise solutions, ensuring that their data remains under their control. The platform employs strict data isolation practices, ensuring that each user's data is separate and inaccessible to third parties. Furthermore, Promenade AI adheres to a Zero-Trust Security Model, implementing principles of least privilege, just-in-time access management, and strong authentication protocols. Notably, customer data is never utilized for model training or updates, and all data is protected with AES-256 encryption during both rest and transit. What distinguishes Promenade AI is its focus on the unique needs of financial deal teams. Unlike generic tools, it offers verifiable insights, with every answer sourced and cited for full confidence. By leveraging Retrieval-Augmented Generation (RAG) technology, the platform minimizes hallucinations and ensures outputs are grounded and reliable, achieving a RAGAS score of 6+ and TTA certification. The purpose-built workflows, including the investment memorandum generator and checklist automation, are specifically designed to address real bottlenecks in deal workflows. Additionally, Promenade AI seamlessly integrates with essential financial data sources, including Capital IQ, PitchBook, Excel, and internal databases, thereby enhancing its utility for professionals in the financial sector. Promenade AI stands out as a comprehensive solution tailored to meet the stringent demands of financial deal teams, combining advanced AI capabilities with robust security measures to facilitate efficient and secure investment processes. This platform not only enhances productivity but also ensures that teams can operate with confidence in the accuracy and reliability of their data-driven decisions.

#### Who Is the Company Behind Promenade AI?

- **Seller:** [Promenade AI](https://www.g2.com/sellers/promenade-ai)
- **Year Founded:** 2022
- **HQ Location:** Seoul, KR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5646f0e9434fdf42bb2a4fe679a4537064b9d794824f5e145d098eeed82079fe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpromenade-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

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