# Best Financial Research Software for Small Business - Page 2 ## How Many Financial Research Software Products Does G2 Track? **Total Products under this Category:** 285 ### Category Stats (Aug 2026) - **Average Rating:** 4.52/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Nasdaq eVestment™ (+1.06%) - Among all products in this category, Nasdaq eVestment™ recorded the largest rating increase compared to last month _Last updated: August 04, 2026_ ## How Does G2 Rank Financial Research Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 3,800+ Authentic Reviews - 285+ 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=19643&focus%5B%5D=5283&focus%5B%5D=57456&focus%5B%5D=5970&focus%5B%5D=1305806&focus%5B%5D=71118&focus%5B%5D=1280082&focus%5B%5D=39661) Highlighted products: Morningstar Direct Advisory Suite (formerly Advisor Workstation), YCharts, Morningstar Direct, PitchBook, Perplexity, Koyfin, Inven, and AlphaSense. Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-research/grids.json?focus%5B%5D=morningstar-direct-advisory-suite-formerly-advisor-workstation&focus%5B%5D=ycharts&focus%5B%5D=morningstar-direct&focus%5B%5D=pitchbook&focus%5B%5D=perplexity&focus%5B%5D=koyfin&focus%5B%5D=inven&focus%5B%5D=alphasense&segment=small-business) **Sponsored** ### Beautiful.ai Beautiful.ai is the AI presentation maker designed for professionals who need to move fast and look polished. Whether you’re building a client pitch, investor deck, or internal strategy presentation, Beautiful.ai combines the speed of AI with the control of smart design tools—so you get stunning, brand-ready results in minutes, not hours. Unlike traditional slide tools or lightweight “PowerPoint generators,” Beautiful.ai goes beyond static templates. Our Smart Slides automatically format, align, and animate your content, so every deck looks consistent and professional. With built-in AI assistance, you can generate images, edit copy, and swap visuals directly in your slides, while keeping full control to refine your message. Why Beautiful.ai is the Best AI Presentation Maker AI + Smart Design: Generate an entire presentation with AI, then refine it with Smart Slides that auto-adjust layouts, fonts, and colors for a polished finish. Themes & Branding: Apply your brand colors, fonts, and logos across decks instantly with our Theme Builder—ideal for scaling design consistency across teams. Professional Quality: Outputs aren’t just “AI demos.” You get editable, animated, stakeholder-ready decks that impress clients, executives, and investors. Stock Library Included: Access millions of free stock photos, icons, and videos without leaving the editor. Beautiful.ai Plans for Every Stage of Growth Pro Plan: Perfect for consultants, freelancers, and individual professionals who want to create AI presentations quickly and look credible without hiring a designer. Generate decks with AI, customize with Smart Slides, and export to PowerPoint, PDF, or share online. Team Plan: Built for small businesses and growing teams who need brand control and collaboration. Apply consistent branding across every deck, collaborate in real time, and ensure every presentation—sales, marketing, product, or boardroom—is on brand and professional. Enterprise Plan: Designed for larger organizations with advanced needs. Enterprise customers get everything in Pro and Team, plus dedicated account management, SSO and security features, advanced admin controls, and integrations for scaling Beautiful.ai across the business. Who Uses Beautiful.ai? Consultants and agencies who need client-ready decks, fast. Marketers and sales teams who want consistent, on-brand presentations without design bottlenecks. Founders and executives who need credible investor decks and board presentations. Enterprise teams rolling out standardized, AI-powered storytelling across the organization. With Beautiful.ai, presentations stop being a time sink. You can start with AI-generated outlines, refine with Smart Slides, and present a board-ready or client-ready deck the same day. If you’re searching for the best AI presentation maker, a smarter PowerPoint generator, or simply a faster way to create professional decks, Beautiful.ai is the tool built for real work. [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=2026-08-06T12%3A39%3A27Z&secure%5Bdisplayable_resource_id%5D=1009262&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=110900&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=110900&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%2Fsmall-business%3Fpage%3D2&secure%5Btoken%5D=ea7ee1e7bbb2d1aa7995dd42b930efd16b76960913f2cbe9ad96e8c8590e6164&secure%5Burl%5D=https%3A%2F%2Fwww.beautiful.ai%2Fdemorequest%3Futm_campaign%3Dg2-ppc%26utm_source%3Ddisplay_dsp%26utm_medium%3Dppc&secure%5Burl_type%5D=custom_url) ### [Dealroom.co](https://www.g2.com/products/dealroom-co/reviews) Dealroom is a global data intelligence platform to discover the most promising companies and tech ecosystems around the world. As an API-first company with 100+ data points on over 2M+ startups and scaleups globally, Dealroom is designed to help you identify under-the-radar companies, perform in-depth analysis, stay up-to-date with innovation, and much more. **Average Rating:** 4.6/5.0 **Total Reviews:** 27 #### How Do G2 Users Rate Dealroom.co? - **Financial Analysis:** 8.9/10 (Category avg: 8.5/10) - **Ease of Admin:** 9.2/10 (Category avg: 8.7/10) - **Charting:** 8.6/10 (Category avg: 8.3/10) - **Document Search:** 8.1/10 (Category avg: 8.3/10) #### Who Is the Company Behind Dealroom.co? - **Seller:** [Dealroom.co](https://www.g2.com/sellers/dealroom-co) - **Year Founded:** 2013 - **HQ Location:** Amsterdam, Noord-Holland - **Twitter:** @dealroomco 9,362 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4fe8c358eac84e708607e8bd0e2bb20c6100d6cd3c94582c4629e0c061e94ef2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdealroom-co%2F&secure%5Burl_type%5D=linkedin_company_website) 88 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 56% Small, 41% Medium #### What Do G2 Reviewers Say About Dealroom.co? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **find similar companies function** for providing quick insights into their target sectors. - Users find the **comprehensive information** of Dealroom.co effective and rich, with relevant improvement suggestions. - Users value the **excellent customer support** from Dealroom.co, enhancing their experience on the platform. - Users appreciate the **high data quality** and the platform's ease of use, along with excellent support from the team. - Users value the **ease of use** of Dealroom.co, enhancing their overall experience with high-quality data. ##### Cons - Users feel that a **stronger integration with LinkedIn** would enhance their experience using Dealroom.co. - Users feel that the **filter options** need improvement, lacking support for advanced search functionalities. #### What Are Recent G2 Reviews of Dealroom.co? **["Handy, Accurate Matching Across the Tech Ecosystem"](https://www.g2.com/survey_responses/dealroom-co-review-12700522)** **Rating:** 4.0/5.0 stars _— Luuk K._ [Read full review](https://www.g2.com/survey_responses/dealroom-co-review-12700522) **["Pretty easy to use and really helpful"](https://www.g2.com/survey_responses/dealroom-co-review-8347058)** **Rating:** 4.5/5.0 stars _— Aman B._ [Read full review](https://www.g2.com/survey_responses/dealroom-co-review-8347058) #### What Are G2 Users Discussing About Dealroom.co? - [What is Dealroom.co used for?](https://www.g2.com/discussions/what-is-dealroom-co-used-for) ### [Grata](https://www.g2.com/products/grata/reviews) The private markets have a visibility problem. Dealmakers today have access to more data than ever, yet the bottleneck has shifted from access to accuracy. The result isn't insight, it’s noise. Grata is the private market intelligence platform that solves this. Made for investors, bankers, and corporate acquirers, Grata delivers complete, verified visibility across every company, relationship, and opportunity that matters. M&A-trained AI agents synthesize dozens of disparate sources into decision-ready foundational intelligence, continuously validated by a dedicated human research team. A second layer captures information that is structurally inaccessible to other providers: gated European financial filings, unreported valuations, private conference attendee lists, and deal dynamics captured at the moment of transaction. At the top sits exclusive data that exists only in Grata: live deals submitted directly by investment bankers, verified advisor relationships through MergerLinks, and Datasite ecosystem intelligence. The output is a view of the private market that doesn't exist anywhere else, with 22M+ companies, 10M+ executive contacts, 1M+ financial transactions, and 99% data accuracy. Not because of a better algorithm, but because Grata has the infrastructure, relationships, and operational discipline to see what others can't, and verify what others guess at. Grata's verified intelligence is available however your team works: through Grata's platform, via API in your custom systems, or synced directly into the CRMs you already use. **Average Rating:** 4.9/5.0 **Total Reviews:** 81 #### How Do G2 Users Rate Grata? - **Financial Analysis:** 7.2/10 (Category avg: 8.5/10) - **Ease of Admin:** 10.0/10 (Category avg: 8.7/10) - **Charting:** 7.5/10 (Category avg: 8.3/10) - **Document Search:** 7.6/10 (Category avg: 8.3/10) #### Who Is the Company Behind Grata? - **Seller:** [Grata](https://www.g2.com/sellers/grata) - **Company Website:** grata.com - **Year Founded:** 2016 - **HQ Location:** New York, NY - **Twitter:** @grata\_inc 176 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bd56f78645416486647a627097deacd5127f01c3d7895d3228fb7e548dcdb602&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgrata-data%2F&secure%5Burl_type%5D=linkedin_company_website) 229 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Associate, Managing Partner - **Top Industries:** Venture Capital & Private Equity, Financial Services - **Company Size:** 75% Small, 16% Medium #### What Do G2 Reviewers Say About Grata? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **efficient search functionality** of Grata, making it easy to find quality business information quickly. - Users praise Grata for its **exceptional ease of use** , offering a seamless experience with efficient features and support. - Users value the **granular filtering features** of Grata for easily accessing detailed company information. - Users praise the **phenomenal support team** at Grata for their responsiveness and commitment to user feedback. - Users highlight the **exceptional functionality** of Grata, enjoying its seamless features and advanced AI capabilities. ##### Cons - Users find that **data inaccuracy** in Grata affects reliability, leading to inconsistent results over time. - Users report **inaccuracy issues** with Grata, especially after initial results, affecting overall reliability of data. - Users find Grata's **limited data sourcing** frustrating, as it lacks automatic sourcing like sourcescrub and has integration issues. - Users find **company exclusion issues** problematic, particularly regarding European companies and missing contact information. - Users note that **data incompleteness** can hinder accuracy, though Grata offers a feature to address gaps manually. #### What Are Recent G2 Reviews of Grata? **["Powerful, Efficient Company Discovery for Market Mapping and Prospecting"](https://www.g2.com/survey_responses/grata-review-12834347)** **Rating:** 5.0/5.0 stars _— Marin T._ [Read full review](https://www.g2.com/survey_responses/grata-review-12834347) **["Precisely targeted, global coverage - and clean HubSpot integration"](https://www.g2.com/survey_responses/grata-review-12845288)** **Rating:** 5.0/5.0 stars _— Verified User in Investment Banking_ [Read full review](https://www.g2.com/survey_responses/grata-review-12845288) #### What Are G2 Users Discussing About Grata? - [What is Grata used for?](https://www.g2.com/discussions/what-is-grata-used-for) - 1 comment ### [Ideagen Audit Analytics](https://www.g2.com/products/ideagen-audit-analytics/reviews) Ideagen Audit Analytics is an audit intelligence solution that gives accounting firms, law firms, asset managers and insurers structured access to 70+ curated databases covering auditor changes, restatements, regulatory actions and governance disclosures, with data going back more than 20 years. The solution replaces manual extraction from fragmented public filings with a single, searchable source of record. It covers 60,000+ active and historical SEC registrants, Canadian public companies and 8,000 European companies, and is accessible via browser or through a live data feed that integrates directly into CRM, compliance and risk management systems. Core auditor engagement data is refreshed daily. Configurable alerts notify users when new data matching defined criteria is added. Core use cases: Auditor rotation and business development: around 16 US public companies change auditors every week. Every change since 2000 is tracked alongside fee disputes, late filings and mandatory rotation deadlines, enabling firms to identify prospects and engage before public tenders are issued Independence and compliance verification: audit histories, restatements and control disclosures for 60,000+ SEC registrants can be cross-checked before client onboarding, with tools to monitor employee investment exposures against client relationships Regulatory tracking: SEC comment letters, PCAOB inspection reports and enforcement actions are organized by jurisdiction and issue type alongside restatement data categorized by accounting issue since 2000 Risk assessment and due diligence: the Accounting Quality Risk Matrix categorizes governance and reporting risks across five severity levels; dedicated coverage of bank holding companies, broker dealers, 4,300+ NAIC-registered insurers, private funds and registered investment advisers supports D&O and E&O underwriting, portfolio screening and financial services-specific client profiling ESG and cybersecurity monitoring: ESG disclosures and cybersecurity incident data are tracked alongside financial reporting data, providing a consolidated view of governance and operational risk Academic and longitudinal research: structured datasets on restatements, SOX 404 and SOX 302 weaknesses, critical audit matters, audit fees and ESG disclosures have been cited in 1,500+ academic papers across 40+ journals 18 of the top 20 accounting firms and 300+ universities use Ideagen Audit Analytics. The solution is purpose-built for organizations that conduct recurring, high-stakes audit research across US, Canadian and European markets. It is not a general-purpose financial data terminal: it is specialized audit intelligence used where the accuracy and defensibility of conclusions are non-negotiable. **Average Rating:** 4.5/5.0 **Total Reviews:** 83 #### How Do G2 Users Rate Ideagen Audit Analytics? - **Financial Analysis:** 7.7/10 (Category avg: 8.5/10) - **Ease of Admin:** 7.7/10 (Category avg: 8.7/10) - **Charting:** 6.6/10 (Category avg: 8.3/10) - **Document Search:** 7.7/10 (Category avg: 8.3/10) #### Who Is the Company Behind Ideagen Audit Analytics? - **Seller:** [Ideagen](https://www.g2.com/sellers/ideagen) - **Company Website:** www.ideagen.com - **Year Founded:** 2000 - **HQ Location:** Ruddington, Nottingham - **Twitter:** @Ideagen\_ 2,172 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c6655b5ba4b1663e52d01d3ccebcf7f42ae8d5fa0ce0a5e9f1e935a92bf8234c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2280940&secure%5Burl_type%5D=linkedin_company_website) 1,386 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Assistant Professor - **Top Industries:** Accounting, Higher Education - **Company Size:** 48% Large, 35% Medium #### What Do G2 Reviewers Say About Ideagen Audit Analytics? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **detailed and well-organized data accessibility** of Ideagen Audit Analytics, enhancing their research efficiency. - Users appreciate the **ease of pinpointing issues** and enhancing internal communication through Ideagen Audit Analytics. - Users value the **detailed and reliable datasets** offered by Ideagen Audit Analytics, enhancing efficiency in audit research. - Users appreciate the **comprehensive and granular data** of Ideagen Audit Analytics, enhancing their audit research and decision-making. - Users value the **comprehensive and granular data** of Ideagen Audit Analytics, enhancing their audit research and decision-making. ##### Cons - Users experience **limited data coverage** that poses challenges, although improvements are being made over time. - Users experience **poor usability** with Ideagen Audit Analytics due to a confusing interface and inconvenient information layout. - Users find the **difficulties in data management** frustrating, as the interface hinders data accessibility and clarity. - Users find **difficult navigation** in Ideagen Audit Analytics due to complex setup and a cluttered user interface. - Users find **limited accessibility** in Ideagen Audit Analytics, due to separate resources and unclear navigation for beginners. #### What Are Recent G2 Reviews of Ideagen Audit Analytics? **["Audit Analytics: Comprehensive, Reliable Data That Saves Research Time"](https://www.g2.com/survey_responses/ideagen-audit-analytics-review-13092052)** **Rating:** 5.0/5.0 stars _— Verified User in Higher Education_ [Read full review](https://www.g2.com/survey_responses/ideagen-audit-analytics-review-13092052) **["Reliable Insights with Room for Customization"](https://www.g2.com/survey_responses/ideagen-audit-analytics-review-13122073)** **Rating:** 4.0/5.0 stars _— Verified User_ [Read full review](https://www.g2.com/survey_responses/ideagen-audit-analytics-review-13122073) ### [Sourcescrub](https://www.g2.com/products/sourcescrub/reviews) Sourcescrub is the market-leading Deal Sourcing Platform for investment and M&A teams who need the most complete, accurate, and connected view of private markets. Using a proprietary Expert-in-the-loop AI process, Sourcescrub weaves more than 220,000 information Sources and 16M companies into a web of insight in our AI-powered platform to discover, track, and engage the best targets. **Average Rating:** 4.5/5.0 **Total Reviews:** 55 #### How Do G2 Users Rate Sourcescrub? - **Financial Analysis:** 6.5/10 (Category avg: 8.5/10) - **Ease of Admin:** 8.3/10 (Category avg: 8.7/10) - **Charting:** 7.8/10 (Category avg: 8.3/10) - **Document Search:** 7.5/10 (Category avg: 8.3/10) #### Who Is the Company Behind Sourcescrub? - **Seller:** [Sourcescrub](https://www.g2.com/sellers/sourcescrub) - **Company Website:** www.sourcescrub.com - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @SourceScrub 174 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2288abf70a7bdd6e46cb547a512617ca924f35e142a57ccbbce08abde822c534&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsourcescrub%2F&secure%5Burl_type%5D=linkedin_company_website) 500 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Venture Capital & Private Equity - **Company Size:** 73% Small, 20% Medium #### What Do G2 Reviewers Say About Sourcescrub? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **efficiency in deal sourcing** with SourceScrub, enhancing prospect quality and deal flow significantly. - Users value the **extensive database size** of SourceScrub, enhancing efficiency and quality in finding target companies. - Users value the **search functionality** of SourceScrub, enhancing efficiency and improving deal flow quality significantly. - Users value the **effective target identification** capabilities of Sourcescrub, streamlining the deal-sourcing process efficiently. - Users appreciate the **data accuracy** of SourceScrub, which enhances prospect identification and research efficiency. ##### Cons - Users often face **data inaccuracy** , with unverified emails and outdated information impacting the reliability of SourceScrub. - Users encounter **limited data** integration in Sourcescrub, affecting the accuracy and comprehensiveness of their CRM systems. - Users are concerned about the **outdated information** in Sourcescrub, which limits insights into previous transactions and deals. - Users find the **poor usability** of SourceScrub frustrating, as the UI is clunky and slow with unverified information. - Users find the **clunky UI** and slow performance of SourceScrub detracting from their overall experience. #### What Are Recent G2 Reviews of Sourcescrub? **["Great solution for private company data"](https://www.g2.com/survey_responses/sourcescrub-review-10997597)** **Rating:** 4.0/5.0 stars _— Chris S._ [Read full review](https://www.g2.com/survey_responses/sourcescrub-review-10997597) **["Powerful platform for investment research and origination"](https://www.g2.com/survey_responses/sourcescrub-review-10987133)** **Rating:** 4.0/5.0 stars _— Tulsi R._ [Read full review](https://www.g2.com/survey_responses/sourcescrub-review-10987133) #### What Are G2 Users Discussing About Sourcescrub? - [What is SourceScrub used for?](https://www.g2.com/discussions/what-is-sourcescrub-used-for) ### [Orion Risk Intelligence](https://www.g2.com/products/orion-risk-intelligence/reviews) Orion Risk Intelligence is a suite of risk-focused tools and intelligence to help quantify the potential impacts of future risks and make more informed decisions in the face of global uncertainty. The cloud-based platform includes a macro-scenario library for portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring. Start a free trial here: https://orion.com/advisor-tech/risk-intelligence **Average Rating:** 4.5/5.0 **Total Reviews:** 35 #### How Do G2 Users Rate Orion Risk Intelligence? - **Financial Analysis:** 6.8/10 (Category avg: 8.5/10) - **Ease of Admin:** 7.9/10 (Category avg: 8.7/10) - **Charting:** 8.3/10 (Category avg: 8.3/10) - **Document Search:** 7.3/10 (Category avg: 8.3/10) #### Who Is the Company Behind Orion Risk Intelligence? - **Seller:** [Orion Advisor Tech](https://www.g2.com/sellers/orion-advisor-tech) - **HQ Location:** Omaha, NE - **Twitter:** @orionwealthtech 7,828 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea6adc8001dcfefde9ef0f9342b25ba44fa162f278fe869811a83655a00c6929&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Forionwealthtech%2F&secure%5Burl_type%5D=linkedin_company_website) 1,947 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Investment Management - **Company Size:** 75% Small, 22% Medium #### What Are Recent G2 Reviews of Orion Risk Intelligence? **["It's made easy to analyse the stock"](https://www.g2.com/survey_responses/orion-risk-intelligence-review-9152760)** **Rating:** 4.0/5.0 stars _— Darshan S._ [Read full review](https://www.g2.com/survey_responses/orion-risk-intelligence-review-9152760) **["Invaluable Resource"](https://www.g2.com/survey_responses/orion-risk-intelligence-review-4412731)** **Rating:** 4.5/5.0 stars _— Nick T._ [Read full review](https://www.g2.com/survey_responses/orion-risk-intelligence-review-4412731) #### What Are G2 Users Discussing About Orion Risk Intelligence? - [What is HiddenLevers used for?](https://www.g2.com/discussions/what-is-hiddenlevers-used-for) - 1 comment ### [VALUTICO](https://www.g2.com/products/valutico/reviews) Started by a team of enthusiastic financial professionals, software engineers and data scientists, the concept for Valutico was born out of frustration with the lack of quality, user-friendly tools available for valuation practitioners to conduct their analysis thoroughly and efficiently. Today, we empower our clients around the world by enhancing their analysis and operations whilst simplifying their processes through the use of the Valutico platform. **Average Rating:** 4.5/5.0 **Total Reviews:** 21 #### How Do G2 Users Rate VALUTICO? - **Financial Analysis:** 8.1/10 (Category avg: 8.5/10) - **Ease of Admin:** 9.2/10 (Category avg: 8.7/10) - **Charting:** 7.7/10 (Category avg: 8.3/10) - **Document Search:** 7.4/10 (Category avg: 8.3/10) #### Who Is the Company Behind VALUTICO? - **Seller:** [VALUTICO](https://www.g2.com/sellers/valutico) - **Year Founded:** 2014 - **HQ Location:** Vienna - **Twitter:** @Valutico1 264 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ebf2cb93c57a7818965d210be667a1931db403faec307ff24094adc40ad207e2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvalutico&secure%5Burl_type%5D=linkedin_company_website) 78 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Accounting - **Company Size:** 95% Small, 5% Medium #### What Do G2 Reviewers Say About VALUTICO? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **data accessibility** of VALUTICO, finding all necessary information for business valuation readily available. ##### Cons - Users find **limited customization** options in VALUTICO, which constrains their flexibility and adherence to default settings. #### What Are Recent G2 Reviews of VALUTICO? **["For Biscay 360, Valutico has been a good choice."](https://www.g2.com/survey_responses/valutico-review-10982353)** **Rating:** 5.0/5.0 stars _— Javier S._ [Read full review](https://www.g2.com/survey_responses/valutico-review-10982353) **["Extensive variables to perform generic valuations, but has a missing "last mile"."](https://www.g2.com/survey_responses/valutico-review-9571234)** **Rating:** 4.0/5.0 stars _— Adrián C._ [Read full review](https://www.g2.com/survey_responses/valutico-review-9571234) ### [Eilla AI](https://www.g2.com/products/eilla-ai/reviews) Eilla is an AI platform powering the M&A, VC and PE deal workflow. It mirrors highest quality industry professionals to automate mundane tasks and support complex decision-making. The platform uses a complex network of Gen AI models that picks industry trusted sources, aggregates all useful data from them and formats it in industry-relevant output to assist with tasks such as creating company profiles, market mapping and analysis, buyer selection, competitive analysis and others. To date, Eilla AI has been used by advisors and investors from more than 50 M&A banks and VC and PE funds to help optimize their specific tasks. **Average Rating:** 5.0/5.0 **Total Reviews:** 24 #### How Do G2 Users Rate Eilla AI? - **Ease of Admin:** 10.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind Eilla AI? - **Seller:** [Eilla AI](https://www.g2.com/sellers/eilla-ai) - **Year Founded:** 2022 - **HQ Location:** London, UK - **Twitter:** @eilla\_ai 23 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=522816ac8c24c982dfc5b396178adb1474ebecb339e6665fc882b280c580ef5f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Feilla-ai%2F&secure%5Burl_type%5D=linkedin_company_website) 10 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising - **Company Size:** 63% Small, 25% Medium #### What Do G2 Reviewers Say About Eilla AI? _AI-generated summary from verified user reviews_ ##### Pros - Users find Eilla AI to provide **comprehensive information** , enhancing their workflow and delivering excellent value. - Users highlight the **effective content generation** of Eilla AI, appreciating its simplicity and time-saving benefits. - Users find Eilla AI to be **simple and effective** , enhancing their workflow and saving time with ease of use. - Users find Eilla AI to be **extremely efficient** , saving time and enhancing productivity in their tasks. - Users find Eilla AI's **research data capabilities** invaluable for visualisation, enhancing productivity and workflow efficiency. #### What Are Recent G2 Reviews of Eilla AI? **["Eilla saves time"](https://www.g2.com/survey_responses/eilla-ai-review-7793643)** **Rating:** 5.0/5.0 stars _— Sashka A._ [Read full review](https://www.g2.com/survey_responses/eilla-ai-review-7793643) **["Fantastic, intuitive and impressively accurate - Eilla is the Gold Standard in AI platforms"](https://www.g2.com/survey_responses/eilla-ai-review-7795837)** **Rating:** 5.0/5.0 stars _— Samira S._ [Read full review](https://www.g2.com/survey_responses/eilla-ai-review-7795837) ### [Sentieo by AlphaSense](https://www.g2.com/products/sentieo-by-alphasense/reviews) Sentieo, an AlphaSense company, provides the first financial intelligence platform specifically designed for the research needs of investors. Sentieo’s AI-powered financial search engine aggregates internal and external content into a single shared workspace for a more efficient research process. Over 1,100 global customers use Sentieo to surface, visualize, and share the insights that give them an edge. **Average Rating:** 4.5/5.0 **Total Reviews:** 40 #### How Do G2 Users Rate Sentieo by AlphaSense? - **Financial Analysis:** 6.9/10 (Category avg: 8.5/10) - **Ease of Admin:** 10.0/10 (Category avg: 8.7/10) - **Charting:** 5.8/10 (Category avg: 8.3/10) - **Document Search:** 9.0/10 (Category avg: 8.3/10) #### Who Is the Company Behind Sentieo by AlphaSense? - **Seller:** [AlphaSense](https://www.g2.com/sellers/alphasense) - **Year Founded:** 2011 - **HQ Location:** New York - **Twitter:** @AlphaSenseInc 34,479 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e1737ffc0c82ab43e8f3e2fd5d8603c6b6d1da72c144738fe8320037b63bdcf7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2316358%2F&secure%5Burl_type%5D=linkedin_company_website) 3,341 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Investment Management, Financial Services - **Company Size:** 73% Small, 20% Large #### What Are Recent G2 Reviews of Sentieo by AlphaSense? **["Efficient Financial Research with a Clean UI and Instant Market Insights"](https://www.g2.com/survey_responses/sentieo-by-alphasense-review-13053833)** **Rating:** 5.0/5.0 stars _— dinesh N._ [Read full review](https://www.g2.com/survey_responses/sentieo-by-alphasense-review-13053833) **["Reliable, high quality intuitive features with excellent support"](https://www.g2.com/survey_responses/sentieo-by-alphasense-review-6992568)** **Rating:** 4.5/5.0 stars _— Verified User in Accounting_ [Read full review](https://www.g2.com/survey_responses/sentieo-by-alphasense-review-6992568) #### What Are G2 Users Discussing About Sentieo by AlphaSense? - [Is Sentieo free?](https://www.g2.com/discussions/is-sentieo-free) - [What does Sentieo cost?](https://www.g2.com/discussions/what-does-sentieo-cost) - 1 comment - [Is Sentieo a startup?](https://www.g2.com/discussions/is-sentieo-a-startup) - [What does Sentieo do?](https://www.g2.com/discussions/what-does-sentieo-do) ### [Irwin](https://www.g2.com/products/irwin/reviews) Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities that companies face when building relationships with the investment community. We empower thousands of IROs worldwide to manage and enhance their relationships with world-class technology, industry-leading data, award-winning support, and inspiring content. **Average Rating:** 4.5/5.0 **Total Reviews:** 57 #### How Do G2 Users Rate Irwin? - **Financial Analysis:** 8.3/10 (Category avg: 8.5/10) - **Ease of Admin:** 8.9/10 (Category avg: 8.7/10) - **Charting:** 8.6/10 (Category avg: 8.3/10) - **Document Search:** 7.9/10 (Category avg: 8.3/10) #### Who Is the Company Behind Irwin? - **Seller:** [Platform Group Limited](https://www.g2.com/sellers/platform-group-limited) - **Year Founded:** 2017 - **HQ Location:** Toronto, Ontario - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c610b24de9e6567a99ca17dc71d9b6e5737ccc44b25784db1e113e06ac198bb4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Firwinsoftware%2F&secure%5Burl_type%5D=linkedin_company_website) 151 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Investor Relations - **Top Industries:** Mining & Metals, Financial Services - **Company Size:** 75% Small, 18% Medium #### What Do G2 Reviewers Say About Irwin? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **customization** of Irwin for effectively managing investor relations and campaigns. ##### Cons - Users find the **limited accessibility** of contacts and screening options frustrating compared to other software. - Users find the **limited data** with Irwin restricts their contact options and screening capabilities significantly. #### What Are Recent G2 Reviews of Irwin? **["Very organized platform that has a lot of features for issuers and investors."](https://www.g2.com/survey_responses/irwin-review-7293546)** **Rating:** 4.5/5.0 stars _— Jay R._ [Read full review](https://www.g2.com/survey_responses/irwin-review-7293546) **["Irwin is one of the only software available for corporates to manage Investor Relations."](https://www.g2.com/survey_responses/irwin-review-7313971)** **Rating:** 4.5/5.0 stars _— Saumya C._ [Read full review](https://www.g2.com/survey_responses/irwin-review-7313971) #### What Are G2 Users Discussing About Irwin? - [What is Irwin used for?](https://www.g2.com/discussions/what-is-irwin-used-for) - [‹ Prev‹ Prev](/categories/financial-research/small-business?order=g2_score#product-list) - [1](/categories/financial-research/small-business?order=g2_score#product-list) - 2 - Next ›Next › Spotlight Categories [VoIP Providers](https://www.g2.com/categories/voip) [ETL Tools](https://www.g2.com/categories/etl-tools) [Mobile Device Management (MDM) Software](https://www.g2.com/categories/mobile-device-management-mdm) [Employee Communications Software](https://www.g2.com/categories/employee-communications) [AI Writing Assistants](https://www.g2.com/categories/ai-writing-assistant) 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)