# Top Free Financial Research Software - Page 4 ## 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** ### Warmy Auto all-in-one tool for email deliverability to make your Email Channel Reliable. Warmy.io is a tool designed to enhance email deliverability by raising your email reputation to ensure your emails avoid the spam folder. The platform offers automated warm-up with the help of "Adeline", their AI engine. Users can connect their mailbox and let the system warm it up at an optimal pace, analyzing hundreds of parameters daily, interacting with real people on your behalf, and ensuring your emails reach the inbox. The platform provides a clear and transparent process, allowing users to stay informed and in control with tools like the Email Deliverability Checker, Email Health Checker, and Email Template Checker. Warmy.io can also be integrated with various popular tools and platforms such as Gmail, Outlook, Sendgrid, Mailchimp, Salesforce, and many more. The website showcases testimonials from satisfied customers and offers a 7-day trial without the need for a credit card. [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%3A53%3A45Z&secure%5Bdisplayable_resource_id%5D=1392&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=157194&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=157194&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%3D4&secure%5Btoken%5D=f0b7cf15c7c4d2932fbbc54babf178bea596c7de2679445493fcfbbf4872b845&secure%5Burl%5D=https%3A%2F%2Fwww.warmy.io%2F%3Futm_source%3DG2%26utm_medium%3Dcpc%26utm_campaign%3Dtier1_categories&secure%5Burl_type%5D=custom_url) ### [QuantConnect](https://www.g2.com/products/quantconnect/reviews) We empower quants and developers to design, backtest, and deploy algorithmic trading strategies across global markets. With our open-source LEAN engine and support for Python and C#, we provide a seamless, code-first environment that makes it easy to go from research to live trading. We offer access to over 400TB of historical data, integrations with 20+ brokerages, and a growing community of over 350,000 members. Whether you're an individual quant or part of a trading firm, we're here to help you build, test, and scale your strategies with confidence. #### Who Is the Company Behind QuantConnect? - **Seller:** [QuantConnect](https://www.g2.com/sellers/quantconnect) - **Year Founded:** 2011 - **HQ Location:** Miami, Florida - **Twitter:** @QuantConnect 13,639 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=04baa9982011c19ebaffee18ec3a91f4d6a3b36389f4688d799922a11b8fea00&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquantconnect%2F&secure%5Burl_type%5D=linkedin_company_website) 22 employees on LinkedIn® ### [QuantLink](https://www.g2.com/products/quantlink/reviews) QuantLink is an AI-first equity research platform for investment analysts, portfolio managers, and finance professionals. Its AI engine reads SEC filings to write analyst-grade research today, alongside institutional 13F smart-money, insider Form 4 activity, congressional trade tracking, and a fundamental and technical screener with backtesting. Machine learning is the core of our mission: multi-factor scoring on every US stock is coming soon. #### Who Is the Company Behind QuantLink? - **Seller:** [QuantLink](https://www.g2.com/sellers/quantlink) - **HQ Location:** Minneapolis, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=aa45439ce8bc8843efcc5076f45f8ecfb295b052be1a3d0395bffa2975d1758e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquantlink-ai&secure%5Burl_type%5D=linkedin_company_website) 10 employees on LinkedIn® ### [QuoTrend](https://www.g2.com/products/quotrend/reviews) QuoTrend is an AI-powered stock screener and market-data platform for everyday traders and investors. Instead of learning 170+ filters, you describe what you want in your own words — "dividend payers under 15 P/E with rising earnings" — and the AI builds the screen for you. The filters stay visible and editable, so you always see exactly what you're screening. Coverage spans thousands of US stocks and ETFs with about 20 years of price history: interactive charts, sector and industry heatmaps, insider and congressional trading, earnings, dividend and economic calendars, ETF data, and news. A daily signals board highlights notable setups and shows its historical track record — including the losers. Watchlists and email + Telegram alerts keep you current. The free tier covers most of the platform; Premium — $12.90/mo (billed annually) · $19.90 monthly, with a 7-day free trial — adds full signal depth, advanced filters and data export. QuoTrend is an information tool, not investment advice. #### Who Is the Company Behind QuoTrend? - **Seller:** [Candlewise Technologies](https://www.g2.com/sellers/candlewise-technologies) - **HQ Location:** Cyprus - **Twitter:** @QuoTrend - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=281627fed0a925c40bd0e9e8d92378c438504ec14e681a16c728c37fc4069e0c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquotrend%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® - **Ownership:** Private ### [Reorg](https://www.g2.com/products/reorg/reviews) Reorg is a global provider of credit intelligence, data and analytics for Investment Bankers, Investment Managers, Legal Professionals, Professional Services, and Corporations . **Average Rating:** 4.5/5.0 **Total Reviews:** 1 #### Who Is the Company Behind Reorg? - **Seller:** [Reorg Research](https://www.g2.com/sellers/reorg-research) - **Year Founded:** 2013 - **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=996e696dc07c2646ccead56d885976ed71309d46c119d4e0f5727050064378ad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foctus-credit1%2F&secure%5Burl_type%5D=linkedin_company_website) 701 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium #### What Are Recent G2 Reviews of Reorg? **["Reorg: the power of R"](https://www.g2.com/survey_responses/reorg-review-5043121)** **Rating:** 4.5/5.0 stars _— Verified User in Legal Services_ [Read full review](https://www.g2.com/survey_responses/reorg-review-5043121) #### What Are G2 Users Discussing About Reorg? - [What is Reorg used for?](https://www.g2.com/discussions/what-is-reorg-used-for) ### [TradingWizard AI](https://www.g2.com/products/tradingwizard-ai/reviews) TradingWizard AI is an AI trading suite that turns any chart screenshot into a full technical analysis with clear trade setups. The flagship Chart Analyzer lets you upload a chart image and get instant, structured insights (trend, levels, Elliott/Cycle/Fibonacci context, suggested entries/stops/targets). A lightweight Market Scan summarizes daily macro and catalysts, and Algo AI Trading Bots monitor symbols in real time to alert on high-probability setups. Built for speed, clarity, and explainability so traders can act with discipline, not guesswork. Value Proposition: • Upload → Insight: Convert any chart screenshot into a full multi-method analysis in minutes. • Explainable AI: Strict, structured outputs you can audit, share, and learn from. • Risk-aware by design: Entries, stops, and targets framed with clear R/R. • Always on: Optional bots monitor markets and alert on setups in real time. • Lightweight adoption: 100% browser-based SaaS, no data-feed setup required. • Affordable: Designed for retail traders and lean teams without enterprise overhead. Highlighted Features & Capabilities: • Visual Chart Analyzer: Image-to-analysis pipeline with trend, wave counts, Fibonacci retrace/extension, S/R, and indicator confluence. • Algo AI Trading Bots: Autonomous monitoring per symbol/timeframe with alerts and decision logs. • Market Scan: Daily macro pulse, catalysts, earnings/IPO highlights, and sentiment. • Structured JSON Outputs: Consistent schema for UI, alerts, and automation. • Risk Controls: Suggested stop/target zones and risk/reward framing. • Browser-based SaaS: No install. Works with screenshots from tools like TradingView. #### Who Is the Company Behind TradingWizard AI? - **Seller:** [TradingWizard AI](https://www.g2.com/sellers/tradingwizard-ai) - **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® ### [Tresmark](https://www.g2.com/products/tresmark/reviews) Tresmark gives you real-time access to global markets, including currencies, fixed-income, equities, commodities, and financial derivatives. The Tresmark terminal is a crucial tool that gives you better insight into financial markets, live updated rates for better pricing on trades, and instant news that keeps you ahead of other industry leaders. Tresmark also provides users with multiple and customized dashboard options and user-friendly tools like Technical analysis, Calculators, Central Bank data, Alerts, and Event calendars. #### Who Is the Company Behind Tresmark? - **Seller:** [Tresmark](https://www.g2.com/sellers/tresmark) - **Year Founded:** 2013 - **HQ Location:** Karachi, Pakistan, PK - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=70dc71f1cff6ec756a916adddcabe75eca600da38258e217b69d02a9b33f5072&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftresmarkfinance&secure%5Burl_type%5D=linkedin_company_website) 17 employees on LinkedIn® ### [Twentyfold](https://www.g2.com/products/twentyfold/reviews) Tired of sifting through fragmented fintech info? Twentyfold delivers the world's most comprehensive fintech intelligence platform, covering 80,000+ companies with powerful search and intuitive organization. Find the right partners, investors, or talent with ease, thanks to our unique fintech taxonomy and features like natural language search, newsfeed curation, and investor portfolios. Claim your profile, gain valuable insights, and accelerate smarter deal and partnership sourcing today. Go beyond basic financial data! Powered by Money20/20, Twentyfold provides deep insights into fintech partnerships, regulatory details, case studies, and business models. Discover which fintechs have partnered with leading companies, find investors aligned with your model, track industry news, and even uncover early-stage talent in stealth mode. With Twentyfold, you gain a true competitive edge in the ever-evolving fintech landscape. To learn more or schedule a demo visit www.twentyfold.com #### Who Is the Company Behind Twentyfold? - **Seller:** [Twentyfold](https://www.g2.com/sellers/twentyfold) - **Year Founded:** 2023 - **HQ Location:** London, GB - **Twitter:** @Twenty\_fold 28 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fd447257825ac87e407b24ccf00c31b5a8294a2ad67a6845940d23487868ef04&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftwentyfold&secure%5Burl_type%5D=linkedin_company_website) 5 employees on LinkedIn® ### [ValuationBot](https://www.g2.com/products/valuationbot/reviews) ValuationBot is AI stock valuation and equity research software for public-equity investors. It reads company reports, cleans and interprets financials, builds scenario-based DCF valuations, and produces analyst-style investment cases with catalysts, risks, valuation ranges, downloadable memos, and editable Excel models. Analyst helps users analyse a selected listed company on demand. Research Desk provides always-on regional market coverage, working through liquid investable shares in selected markets and surfacing fresh valuation-backed ideas each day. #### Who Is the Company Behind ValuationBot? - **Seller:** [Lyceum Analytics](https://www.g2.com/sellers/lyceum-analytics) - **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=6dfe3da8262135d968738274ab369017e9839ec31e3ebde75dbb06204cab0ef6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvaluationbot&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Venture IQ](https://www.g2.com/products/venture-iq/reviews) Venture IQ offers both software and advisory services to support venture capital, private equity, M&A, corporate teams and search funds in identifying acquisition and investment targets. Its core product, Catalist, applies automation and artificial intelligence to source, track, and manage deal flow. Catalist builds and maintains market maps, screens companies against defined investment criteria, and organizes deal pipelines. Clients can use Catalist independently or engage Venture IQ's in-house team of consultants, who apply the platform alongside their own market expertise. Venture IQ has supported market mapping projects for more than 100 such teams, drawing on this experience to help clients identify suitable investment targets on an ongoing basis. #### Who Is the Company Behind Venture IQ? - **Seller:** [Venture IQ](https://www.g2.com/sellers/venture-iq) - **Year Founded:** 2015 - **HQ Location:** Amsterdam, NL - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=180e259ca604846e2dfd14845c32433c4a63e5208e728e9bec856c2337d4494c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fventure-iq%2F&secure%5Burl_type%5D=linkedin_company_website) 13 employees on LinkedIn® ### [Verity Platform](https://www.g2.com/products/verity-platform/reviews) Faster workflows. Exclusive insights. Verity delivers investment research management software, data, and analytics that empower investment managers to accelerate winning investment decisions. Serving nearly 360 of the world’s leading institutional investors, Verity’s powerful platform transforms research workflows by combining SaaS technology with best-practice fundamentals. #### Who Is the Company Behind Verity Platform? - **Seller:** [Verity](https://www.g2.com/sellers/verity) - **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=8fa6bc7536ddf498876390339560e6335ec3bcfe5ea28a30e5bd9d1f45be06b4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fveritycorp%2F&secure%5Burl_type%5D=linkedin_company_website) 90 employees on LinkedIn® ### [Wealth Management Platform](https://www.g2.com/products/wealth-management-platform/reviews) Personalized wealth optimization service built for self-guided, socially responsible investors and money managers. We help investors of all levels and skills to achieve their personal financial goals by combining currently evolving financial engineering innovations, solid portfolio theories, robust optimization framework, and a very affordable digital investment advisory service. #### Who Is the Company Behind Wealth Management Platform? - **Seller:** [Macroaxis](https://www.g2.com/sellers/macroaxis) - **Year Founded:** 2009 - **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=3998435f48bae1516a9a5fab6357bc09ce4e7baa151dae5873bdffe83446bc23&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmacroaxis&secure%5Burl_type%5D=linkedin_company_website) 5 employees on LinkedIn® - [‹ Prev‹ Prev](/categories/financial-research/free?order=g2_score&page=3#product-list) - [1](/categories/financial-research/free?order=g2_score#product-list) - [2](/categories/financial-research/free?order=g2_score&page=2#product-list) - [3](/categories/financial-research/free?order=g2_score&page=3#product-list) - 4 - Next ›Next › Spotlight Categories [SMS Marketing Software](https://www.g2.com/categories/sms-marketing) [Webinar Platforms](https://www.g2.com/categories/webinar) [Mobile Marketing Software](https://www.g2.com/categories/mobile-marketing) [Employee Intranet Software](https://www.g2.com/categories/employee-intranet) [Field Service Management Software](https://www.g2.com/categories/field-service-management) Similar Categories - [AI Assistants for Financial Services](/categories/ai-assistants-for-financial-services) - [Banking as a Service (BaaS)](/categories/banking-as-a-service-baas) - [Brokerage Trading Platforms](/categories/brokerage-trading-platforms) - [Construction Loan Management](/categories/construction-loan-management) - [Core Banking](/categories/core-banking) - [Deal Sourcing](/categories/deal-sourcing) - [Debt Management](/categories/debt-management) - [Digital Banking Platforms](/categories/digital-banking-platforms) - [Digital Customer Onboarding](/categories/digital-customer-onboarding) - [Digital Mortgage Closing](/categories/digital-mortgage-closing) - [Financial Analytics](/categories/financial-analytics) - [Financial Data APIs](/categories/financial-data-apis) - [Financial Predictive Analytics](/categories/financial-predictive-analytics) - [Financial Risk Management](/categories/financial-risk-management) - [Financial Services CRM](/categories/financial-services-crm) [Browse Financial Research Themes](/categories/financial-research/themes)