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Best Financial Research Software for Small Business

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Products classified in the overall Financial Research category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Financial Research to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Financial Research category.

In addition to qualifying for inclusion in the Financial Research Software category, to qualify for inclusion in the Small Business Financial Research Software category, a product must have at least 10 reviews left by a reviewer from a small business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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22 Listings in Small Business Financial Research Available

(270)4.1 out of 5
Optimized for quick response
6th Easiest To Use in Financial Research software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Financial Advisor
    • Financial Planner
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 60% Small-Business
    • 26% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Morningstar Direct Advisory Suite (formerly Advisor Workstation) Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    46
    Investment Management
    43
    Research Support
    39
    User Experience
    38
    Reporting
    34
    Cons
    Not User-Friendly
    50
    Poor Usability
    47
    Difficult Learning
    32
    Feature Deficiency
    30
    Poor Navigation
    26
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Morningstar Direct Advisory Suite (formerly Advisor Workstation) features and usability ratings that predict user satisfaction
    7.7
    Financial Analysis
    Average: 8.4
    7.6
    Ease of Admin
    Average: 8.7
    7.3
    Charting
    Average: 8.2
    6.7
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1984
    HQ Location
    Chicago, IL
    Twitter
    @MorningstarInc
    234,297 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,964 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Financial Advisor
  • Financial Planner
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 60% Small-Business
  • 26% Enterprise
Morningstar Direct Advisory Suite (formerly Advisor Workstation) Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
46
Investment Management
43
Research Support
39
User Experience
38
Reporting
34
Cons
Not User-Friendly
50
Poor Usability
47
Difficult Learning
32
Feature Deficiency
30
Poor Navigation
26
Morningstar Direct Advisory Suite (formerly Advisor Workstation) features and usability ratings that predict user satisfaction
7.7
Financial Analysis
Average: 8.4
7.6
Ease of Admin
Average: 8.7
7.3
Charting
Average: 8.2
6.7
Document Search
Average: 8.2
Seller Details
Company Website
Year Founded
1984
HQ Location
Chicago, IL
Twitter
@MorningstarInc
234,297 Twitter followers
LinkedIn® Page
www.linkedin.com
11,964 employees on LinkedIn®
(212)4.5 out of 5
Optimized for quick response
4th Easiest To Use in Financial Research software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Analyst
    • Associate
    Industries
    • Financial Services
    • Venture Capital & Private Equity
    Market Segment
    • 39% Small-Business
    • 35% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • PitchBook Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Data Accessibility
    58
    Company Research
    43
    Customer Support
    41
    Ease of Use
    38
    User Experience
    38
    Cons
    Outdated Information
    34
    Limited Data
    28
    Data Inaccuracy
    20
    Expensive
    18
    Inaccuracy
    18
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • PitchBook features and usability ratings that predict user satisfaction
    7.9
    Financial Analysis
    Average: 8.4
    8.3
    Ease of Admin
    Average: 8.7
    7.5
    Charting
    Average: 8.2
    7.5
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2007
    HQ Location
    Seattle, WA
    Twitter
    @PitchBook
    47,440 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,556 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Analyst
  • Associate
Industries
  • Financial Services
  • Venture Capital & Private Equity
Market Segment
  • 39% Small-Business
  • 35% Enterprise
PitchBook Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Data Accessibility
58
Company Research
43
Customer Support
41
Ease of Use
38
User Experience
38
Cons
Outdated Information
34
Limited Data
28
Data Inaccuracy
20
Expensive
18
Inaccuracy
18
PitchBook features and usability ratings that predict user satisfaction
7.9
Financial Analysis
Average: 8.4
8.3
Ease of Admin
Average: 8.7
7.5
Charting
Average: 8.2
7.5
Document Search
Average: 8.2
Seller Details
Company Website
Year Founded
2007
HQ Location
Seattle, WA
Twitter
@PitchBook
47,440 Twitter followers
LinkedIn® Page
www.linkedin.com
1,556 employees on LinkedIn®

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Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 86% Small-Business
    • 8% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Koyfin Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Features
    25
    Ease of Use
    24
    Affordable
    17
    User Interface
    17
    Charting
    14
    Cons
    Feature Deficiency
    14
    Limited Data
    14
    Insufficient Data
    11
    Poor Usability
    8
    Difficult Learning
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Koyfin features and usability ratings that predict user satisfaction
    9.3
    Financial Analysis
    Average: 8.4
    9.3
    Ease of Admin
    Average: 8.7
    9.3
    Charting
    Average: 8.2
    8.3
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Koyfin
    Year Founded
    2016
    HQ Location
    New York, New Mexico, United States
    Twitter
    @KoyfinCharts
    71,496 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    50 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 86% Small-Business
  • 8% Mid-Market
Koyfin Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Features
25
Ease of Use
24
Affordable
17
User Interface
17
Charting
14
Cons
Feature Deficiency
14
Limited Data
14
Insufficient Data
11
Poor Usability
8
Difficult Learning
6
Koyfin features and usability ratings that predict user satisfaction
9.3
Financial Analysis
Average: 8.4
9.3
Ease of Admin
Average: 8.7
9.3
Charting
Average: 8.2
8.3
Document Search
Average: 8.2
Seller Details
Seller
Koyfin
Year Founded
2016
HQ Location
New York, New Mexico, United States
Twitter
@KoyfinCharts
71,496 Twitter followers
LinkedIn® Page
www.linkedin.com
50 employees on LinkedIn®
(87)4.7 out of 5
1st Easiest To Use in Financial Research software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Analyst
    Industries
    • Investment Banking
    • Venture Capital & Private Equity
    Market Segment
    • 71% Small-Business
    • 16% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Inven Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    49
    Search Functionality
    20
    Target Identification
    17
    Time-saving
    17
    AI Technology
    15
    Cons
    Inaccuracy
    10
    Search Functionality
    8
    Company Exclusion
    7
    Inadequate Filtering
    7
    Outdated Information
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Inven features and usability ratings that predict user satisfaction
    6.1
    Financial Analysis
    Average: 8.4
    9.5
    Ease of Admin
    Average: 8.7
    6.1
    Charting
    Average: 8.2
    5.8
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Inven
    Company Website
    Year Founded
    2022
    HQ Location
    Helsinki, Uusimaa
    Twitter
    @inven_ai
    198 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    81 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Analyst
Industries
  • Investment Banking
  • Venture Capital & Private Equity
Market Segment
  • 71% Small-Business
  • 16% Mid-Market
Inven Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
49
Search Functionality
20
Target Identification
17
Time-saving
17
AI Technology
15
Cons
Inaccuracy
10
Search Functionality
8
Company Exclusion
7
Inadequate Filtering
7
Outdated Information
6
Inven features and usability ratings that predict user satisfaction
6.1
Financial Analysis
Average: 8.4
9.5
Ease of Admin
Average: 8.7
6.1
Charting
Average: 8.2
5.8
Document Search
Average: 8.2
Seller Details
Seller
Inven
Company Website
Year Founded
2022
HQ Location
Helsinki, Uusimaa
Twitter
@inven_ai
198 Twitter followers
LinkedIn® Page
www.linkedin.com
81 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Perplexity is the fastest way to get information. It's a tool that empowers everyone in the world to learn anything in their own way, using their own language or at their own level. When you ask a que

    Users
    No information available
    Industries
    • Information Technology and Services
    • Marketing and Advertising
    Market Segment
    • 63% Small-Business
    • 16% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Perplexity Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    20
    Useful
    19
    Helpful
    10
    Functionality
    9
    Time-Saving
    7
    Cons
    Usage Limitations
    10
    AI Limitations
    9
    Context Understanding
    4
    Slow Performance
    4
    Cost
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Perplexity features and usability ratings that predict user satisfaction
    0.0
    No information available
    9.3
    Ease of Admin
    Average: 8.7
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2022
    HQ Location
    San Francisco, California
    Twitter
    @perplexity_ai
    372,827 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,807 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Perplexity is the fastest way to get information. It's a tool that empowers everyone in the world to learn anything in their own way, using their own language or at their own level. When you ask a que

Users
No information available
Industries
  • Information Technology and Services
  • Marketing and Advertising
Market Segment
  • 63% Small-Business
  • 16% Mid-Market
Perplexity Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
20
Useful
19
Helpful
10
Functionality
9
Time-Saving
7
Cons
Usage Limitations
10
AI Limitations
9
Context Understanding
4
Slow Performance
4
Cost
2
Perplexity features and usability ratings that predict user satisfaction
0.0
No information available
9.3
Ease of Admin
Average: 8.7
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2022
HQ Location
San Francisco, California
Twitter
@perplexity_ai
372,827 Twitter followers
LinkedIn® Page
www.linkedin.com
1,807 employees on LinkedIn®
(348)4.1 out of 5
Optimized for quick response
7th Easiest To Use in Financial Research software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Investment Analyst
    • Analyst
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 38% Enterprise
    • 34% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Morningstar Direct Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Data Accessibility
    69
    Data Availability
    42
    Reporting
    42
    Comprehensive Data
    39
    Ease of Use
    39
    Cons
    Slow Performance
    48
    Poor Usability
    42
    Not User-Friendly
    38
    Difficult Learning
    31
    Insufficient Data
    27
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Morningstar Direct features and usability ratings that predict user satisfaction
    7.4
    Financial Analysis
    Average: 8.4
    7.1
    Ease of Admin
    Average: 8.7
    7.5
    Charting
    Average: 8.2
    5.7
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1984
    HQ Location
    Chicago, IL
    Twitter
    @MorningstarInc
    234,297 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11,964 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Investment Analyst
  • Analyst
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 38% Enterprise
  • 34% Small-Business
Morningstar Direct Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Data Accessibility
69
Data Availability
42
Reporting
42
Comprehensive Data
39
Ease of Use
39
Cons
Slow Performance
48
Poor Usability
42
Not User-Friendly
38
Difficult Learning
31
Insufficient Data
27
Morningstar Direct features and usability ratings that predict user satisfaction
7.4
Financial Analysis
Average: 8.4
7.1
Ease of Admin
Average: 8.7
7.5
Charting
Average: 8.2
5.7
Document Search
Average: 8.2
Seller Details
Company Website
Year Founded
1984
HQ Location
Chicago, IL
Twitter
@MorningstarInc
234,297 Twitter followers
LinkedIn® Page
www.linkedin.com
11,964 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    YCharts is an all-in-one platform for investment research, proposal generation, and risk/stress testing that is trusted by thousands of financial professionals. According to the 2025 Kitces Tech Re

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 73% Small-Business
    • 8% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • YCharts Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    7
    Ease of Use
    6
    Data Accessibility
    5
    Ease of Access
    5
    Features
    5
    Cons
    Expensive
    5
    Integration Issues
    3
    Limited Customization
    3
    Limited Data
    3
    Company Exclusion
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • YCharts features and usability ratings that predict user satisfaction
    9.2
    Financial Analysis
    Average: 8.4
    9.6
    Ease of Admin
    Average: 8.7
    9.5
    Charting
    Average: 8.2
    8.4
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    YCharts
    Year Founded
    2009
    HQ Location
    Chicago, IL
    Twitter
    @ycharts
    39,870 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    176 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

YCharts is an all-in-one platform for investment research, proposal generation, and risk/stress testing that is trusted by thousands of financial professionals. According to the 2025 Kitces Tech Re

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 73% Small-Business
  • 8% Enterprise
YCharts Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
7
Ease of Use
6
Data Accessibility
5
Ease of Access
5
Features
5
Cons
Expensive
5
Integration Issues
3
Limited Customization
3
Limited Data
3
Company Exclusion
1
YCharts features and usability ratings that predict user satisfaction
9.2
Financial Analysis
Average: 8.4
9.6
Ease of Admin
Average: 8.7
9.5
Charting
Average: 8.2
8.4
Document Search
Average: 8.2
Seller Details
Seller
YCharts
Year Founded
2009
HQ Location
Chicago, IL
Twitter
@ycharts
39,870 Twitter followers
LinkedIn® Page
www.linkedin.com
176 employees on LinkedIn®
(307)4.6 out of 5
Optimized for quick response
2nd Easiest To Use in Financial Research software
View top Consulting Services for AlphaSense
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Meet AlphaSense: the world's leading market intelligence and search platform. AlphaSense is a market intelligence platform used by the world’s top companies and financial institutions to help profes

    Users
    • Analyst
    • Associate
    Industries
    • Financial Services
    • Pharmaceuticals
    Market Segment
    • 48% Enterprise
    • 31% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • AlphaSense Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    59
    Search Functionality
    44
    Useful
    40
    Helpful
    31
    Features
    30
    Cons
    Search Functionality
    19
    Insufficient Information
    17
    Usage Limitations
    16
    Lacking Features
    14
    Lack of Information
    14
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • AlphaSense features and usability ratings that predict user satisfaction
    7.7
    Financial Analysis
    Average: 8.4
    8.9
    Ease of Admin
    Average: 8.7
    6.4
    Charting
    Average: 8.2
    9.3
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2011
    HQ Location
    New York
    Twitter
    @AlphaSenseInc
    30,910 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,736 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Meet AlphaSense: the world's leading market intelligence and search platform. AlphaSense is a market intelligence platform used by the world’s top companies and financial institutions to help profes

Users
  • Analyst
  • Associate
Industries
  • Financial Services
  • Pharmaceuticals
Market Segment
  • 48% Enterprise
  • 31% Small-Business
AlphaSense Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
59
Search Functionality
44
Useful
40
Helpful
31
Features
30
Cons
Search Functionality
19
Insufficient Information
17
Usage Limitations
16
Lacking Features
14
Lack of Information
14
AlphaSense features and usability ratings that predict user satisfaction
7.7
Financial Analysis
Average: 8.4
8.9
Ease of Admin
Average: 8.7
6.4
Charting
Average: 8.2
9.3
Document Search
Average: 8.2
Seller Details
Company Website
Year Founded
2011
HQ Location
New York
Twitter
@AlphaSenseInc
30,910 Twitter followers
LinkedIn® Page
www.linkedin.com
2,736 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and intuitive technology. Integrating over 800 data sources acr

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 46% Small-Business
    • 40% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • FactSet Workstation Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    User Experience
    3
    Analytics
    2
    Customization
    2
    Ease of Use
    2
    Features
    2
    Cons
    Poor Usability
    2
    Complexity
    1
    Data Inaccuracy
    1
    Difficult Navigation
    1
    Inaccuracy
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • FactSet Workstation features and usability ratings that predict user satisfaction
    8.1
    Financial Analysis
    Average: 8.4
    7.8
    Ease of Admin
    Average: 8.7
    7.6
    Charting
    Average: 8.2
    7.7
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1978
    HQ Location
    Norwalk, CT
    Twitter
    @FactSet
    120,246 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    14,729 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and intuitive technology. Integrating over 800 data sources acr

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 46% Small-Business
  • 40% Enterprise
FactSet Workstation Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
User Experience
3
Analytics
2
Customization
2
Ease of Use
2
Features
2
Cons
Poor Usability
2
Complexity
1
Data Inaccuracy
1
Difficult Navigation
1
Inaccuracy
1
FactSet Workstation features and usability ratings that predict user satisfaction
8.1
Financial Analysis
Average: 8.4
7.8
Ease of Admin
Average: 8.7
7.6
Charting
Average: 8.2
7.7
Document Search
Average: 8.2
Seller Details
Company Website
Year Founded
1978
HQ Location
Norwalk, CT
Twitter
@FactSet
120,246 Twitter followers
LinkedIn® Page
www.linkedin.com
14,729 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Wokelo is a Gen-AI powered investment research platform for automating complex research workflows like due diligence, sector research, and portfolio monitoring. Leveraging its proprietary large la

    Users
    No information available
    Industries
    • Venture Capital & Private Equity
    Market Segment
    • 85% Small-Business
    • 15% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Wokelo AI Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Insights Delivery
    11
    User Experience
    8
    Company Research
    5
    Reporting
    5
    Ease of Use
    4
    Cons
    Slow Performance
    3
    Inaccuracy
    2
    Information Overload
    2
    Company Exclusion
    1
    Integration Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Wokelo AI features and usability ratings that predict user satisfaction
    9.0
    Financial Analysis
    Average: 8.4
    9.2
    Ease of Admin
    Average: 8.7
    0.0
    No information available
    9.4
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Wokelo AI
    Year Founded
    2023
    HQ Location
    Seattle, US
    LinkedIn® Page
    www.linkedin.com
    48 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Wokelo is a Gen-AI powered investment research platform for automating complex research workflows like due diligence, sector research, and portfolio monitoring. Leveraging its proprietary large la

Users
No information available
Industries
  • Venture Capital & Private Equity
Market Segment
  • 85% Small-Business
  • 15% Enterprise
Wokelo AI Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Insights Delivery
11
User Experience
8
Company Research
5
Reporting
5
Ease of Use
4
Cons
Slow Performance
3
Inaccuracy
2
Information Overload
2
Company Exclusion
1
Integration Issues
1
Wokelo AI features and usability ratings that predict user satisfaction
9.0
Financial Analysis
Average: 8.4
9.2
Ease of Admin
Average: 8.7
0.0
No information available
9.4
Document Search
Average: 8.2
Seller Details
Seller
Wokelo AI
Year Founded
2023
HQ Location
Seattle, US
LinkedIn® Page
www.linkedin.com
48 employees on LinkedIn®
(392)4.5 out of 5
3rd Easiest To Use in Financial Research software
View top Consulting Services for Crunchbase
Save to My Lists
Entry Level Price:$99.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Founder
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 56% Small-Business
    • 29% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Crunchbase is a platform that allows users to discover startups, track industry trends, and understand the investment landscape.
    • Reviewers like the intuitive interface and strong search and filtering tools of Crunchbase, which make research faster and more efficient, and appreciate the access to private companies' information and the ability to assess a company’s financial health and primary growth indicators.
    • Reviewers noted that sometimes the data on Crunchbase isn't entirely accurate or current, more data cannot be pushed into their CRM, and the AI search has inaccurate or undesirable results, with some details not always fully up to date.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Crunchbase Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    26
    Comprehensive Data
    21
    Data Accuracy
    20
    Contact Information
    19
    Comprehensive Information
    18
    Cons
    Missing Information
    14
    Outdated Information
    12
    Expensive
    11
    Outdated Data
    10
    Inaccurate Data
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Crunchbase features and usability ratings that predict user satisfaction
    8.5
    Financial Analysis
    Average: 8.4
    8.9
    Ease of Admin
    Average: 8.7
    8.2
    Charting
    Average: 8.2
    8.0
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2007
    HQ Location
    San Francisco, CA
    Twitter
    @crunchbase
    152,034 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    257 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Founder
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 56% Small-Business
  • 29% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Crunchbase is a platform that allows users to discover startups, track industry trends, and understand the investment landscape.
  • Reviewers like the intuitive interface and strong search and filtering tools of Crunchbase, which make research faster and more efficient, and appreciate the access to private companies' information and the ability to assess a company’s financial health and primary growth indicators.
  • Reviewers noted that sometimes the data on Crunchbase isn't entirely accurate or current, more data cannot be pushed into their CRM, and the AI search has inaccurate or undesirable results, with some details not always fully up to date.
Crunchbase Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
26
Comprehensive Data
21
Data Accuracy
20
Contact Information
19
Comprehensive Information
18
Cons
Missing Information
14
Outdated Information
12
Expensive
11
Outdated Data
10
Inaccurate Data
8
Crunchbase features and usability ratings that predict user satisfaction
8.5
Financial Analysis
Average: 8.4
8.9
Ease of Admin
Average: 8.7
8.2
Charting
Average: 8.2
8.0
Document Search
Average: 8.2
Seller Details
Company Website
Year Founded
2007
HQ Location
San Francisco, CA
Twitter
@crunchbase
152,034 Twitter followers
LinkedIn® Page
www.linkedin.com
257 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The Bloomberg Terminal is at the cutting edge of innovation, delivering fast access to indispensible news, data and trading tools from any internet-connected PC or mobile device, and helping its subsc

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 41% Enterprise
    • 32% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Bloomberg Terminal Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Company Research
    2
    Customer Support
    2
    Data Accessibility
    2
    Database Quality
    2
    Financial Information
    2
    Cons
    Expensive
    2
    Difficult Navigation
    1
    Information Overload
    1
    Poor Usability
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Bloomberg Terminal features and usability ratings that predict user satisfaction
    9.5
    Financial Analysis
    Average: 8.4
    6.7
    Ease of Admin
    Average: 8.7
    9.0
    Charting
    Average: 8.2
    8.3
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1929
    HQ Location
    Arlington, VA
    Twitter
    @BBGIndustry
    19,693 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,877 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The Bloomberg Terminal is at the cutting edge of innovation, delivering fast access to indispensible news, data and trading tools from any internet-connected PC or mobile device, and helping its subsc

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 41% Enterprise
  • 32% Small-Business
Bloomberg Terminal Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Company Research
2
Customer Support
2
Data Accessibility
2
Database Quality
2
Financial Information
2
Cons
Expensive
2
Difficult Navigation
1
Information Overload
1
Poor Usability
1
Bloomberg Terminal features and usability ratings that predict user satisfaction
9.5
Financial Analysis
Average: 8.4
6.7
Ease of Admin
Average: 8.7
9.0
Charting
Average: 8.2
8.3
Document Search
Average: 8.2
Seller Details
Year Founded
1929
HQ Location
Arlington, VA
Twitter
@BBGIndustry
19,693 Twitter followers
LinkedIn® Page
www.linkedin.com
1,877 employees on LinkedIn®
(49)4.7 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Macrobond is an integrated research platform designed to eliminate inefficiencies in traditional financial research workflows. We replace siloed spreadsheets with a dynamic, fully connected enviro

    Users
    No information available
    Industries
    • Financial Services
    • Consulting
    Market Segment
    • 45% Enterprise
    • 33% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Macrobond Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Easy Integrations
    17
    Ease of Use
    16
    Efficiency
    13
    Data Accessibility
    12
    Features
    12
    Cons
    Complexity
    9
    Search Functionality
    7
    Limited Data
    5
    Poor Usability
    5
    Difficult Learning
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Macrobond features and usability ratings that predict user satisfaction
    5.9
    Financial Analysis
    Average: 8.4
    8.7
    Ease of Admin
    Average: 8.7
    9.1
    Charting
    Average: 8.2
    6.8
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Macrobond
    Company Website
    Year Founded
    2008
    HQ Location
    London, UK
    LinkedIn® Page
    www.linkedin.com
    277 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Macrobond is an integrated research platform designed to eliminate inefficiencies in traditional financial research workflows. We replace siloed spreadsheets with a dynamic, fully connected enviro

Users
No information available
Industries
  • Financial Services
  • Consulting
Market Segment
  • 45% Enterprise
  • 33% Small-Business
Macrobond Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Easy Integrations
17
Ease of Use
16
Efficiency
13
Data Accessibility
12
Features
12
Cons
Complexity
9
Search Functionality
7
Limited Data
5
Poor Usability
5
Difficult Learning
4
Macrobond features and usability ratings that predict user satisfaction
5.9
Financial Analysis
Average: 8.4
8.7
Ease of Admin
Average: 8.7
9.1
Charting
Average: 8.2
6.8
Document Search
Average: 8.2
Seller Details
Seller
Macrobond
Company Website
Year Founded
2008
HQ Location
London, UK
LinkedIn® Page
www.linkedin.com
277 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The S&P Capital IQ Pro platform combines fundamental data with sector-specific metrics and analytics that are relevant to the industries we cover, plus key asset data, mapping tools, regulatory in

    Users
    • Associate
    Industries
    • Financial Services
    • Investment Banking
    Market Segment
    • 36% Enterprise
    • 33% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • S&P Capital IQ Pro features and usability ratings that predict user satisfaction
    9.7
    Financial Analysis
    Average: 8.4
    7.8
    Ease of Admin
    Average: 8.7
    10.0
    Charting
    Average: 8.2
    9.7
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    New York, NY
    Twitter
    @SPGlobal
    46,013 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    43,207 employees on LinkedIn®
    Ownership
    NYSE: SPGI
Product Description
How are these determined?Information
This description is provided by the seller.

The S&P Capital IQ Pro platform combines fundamental data with sector-specific metrics and analytics that are relevant to the industries we cover, plus key asset data, mapping tools, regulatory in

Users
  • Associate
Industries
  • Financial Services
  • Investment Banking
Market Segment
  • 36% Enterprise
  • 33% Mid-Market
S&P Capital IQ Pro features and usability ratings that predict user satisfaction
9.7
Financial Analysis
Average: 8.4
7.8
Ease of Admin
Average: 8.7
10.0
Charting
Average: 8.2
9.7
Document Search
Average: 8.2
Seller Details
HQ Location
New York, NY
Twitter
@SPGlobal
46,013 Twitter followers
LinkedIn® Page
www.linkedin.com
43,207 employees on LinkedIn®
Ownership
NYSE: SPGI
(78)4.5 out of 5
Optimized for quick response
5th Easiest To Use in Financial Research software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Ideagen Audit Analytics is a specialized insights database tailored for the audit industry, designed to provide users with comprehensive data and actionable insights. This platform serves a diverse au

    Users
    • Assistant Professor
    Industries
    • Accounting
    • Higher Education
    Market Segment
    • 47% Enterprise
    • 32% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Ideagen Audit Analytics Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Data Accessibility
    11
    Analytics
    9
    Ease of Use
    8
    Customer Support
    7
    Research Data
    6
    Cons
    Data Management
    4
    Limited Data
    4
    Difficult Navigation
    3
    Limited Accessibility
    3
    Poor Usability
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Ideagen Audit Analytics features and usability ratings that predict user satisfaction
    7.8
    Financial Analysis
    Average: 8.4
    7.7
    Ease of Admin
    Average: 8.7
    6.7
    Charting
    Average: 8.2
    7.8
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Ideagen
    Company Website
    Year Founded
    2000
    HQ Location
    Ruddington, Nottingham
    Twitter
    @Ideagen_
    2,188 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,314 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Ideagen Audit Analytics is a specialized insights database tailored for the audit industry, designed to provide users with comprehensive data and actionable insights. This platform serves a diverse au

Users
  • Assistant Professor
Industries
  • Accounting
  • Higher Education
Market Segment
  • 47% Enterprise
  • 32% Mid-Market
Ideagen Audit Analytics Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Data Accessibility
11
Analytics
9
Ease of Use
8
Customer Support
7
Research Data
6
Cons
Data Management
4
Limited Data
4
Difficult Navigation
3
Limited Accessibility
3
Poor Usability
3
Ideagen Audit Analytics features and usability ratings that predict user satisfaction
7.8
Financial Analysis
Average: 8.4
7.7
Ease of Admin
Average: 8.7
6.7
Charting
Average: 8.2
7.8
Document Search
Average: 8.2
Seller Details
Seller
Ideagen
Company Website
Year Founded
2000
HQ Location
Ruddington, Nottingham
Twitter
@Ideagen_
2,188 Twitter followers
LinkedIn® Page
www.linkedin.com
1,314 employees on LinkedIn®