# Best Financial Research Software - Page 17

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

**Total Products under this Category:** 286

### 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
- 3,900+ Authentic Reviews
- 286+ 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=1280082&focus%5B%5D=19643)

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

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

**Sponsored**

### Nasdaq eVestment™

Nasdaq eVestment™ is the definitive source for Institutional Investment Intelligence -bringing transparency and efficiency to the global institutional market. As a primary data-driven intelligence platform for managers, asset owners, and consultants, we empower our clients to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.

[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=2026-08-14T20%3A18%3A51Z&secure%5Bdisplayable_resource_id%5D=1465&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1465&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=36416&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%3FhsCtaTracking%3Da821d26c-d660-4c11-a438-2112d0f9991d%257C5c90e238-1fc4-4a0a-a2f1-8a6683852bd1%26page%3D17&secure%5Btoken%5D=f25625d7564222627956de3dee6badeb45298a4cc8a035ad45a855d0cbe71b62&secure%5Burl%5D=https%3A%2F%2Fwww.nasdaq.com%2Fsolutions%2Fevestment%2Fppc%3Futm_medium%3Dppc%26utm_source%3Dg2%26utm_campaign%3DAnalytics_eVestment_G2_PPC&secure%5Burl_type%5D=custom_url)

### [Sismo](https://www.g2.com/products/sismo/reviews)

Sismo is a “quantamental” visual platform exclusively designed for portfolio managers by investment and corporate valuation specialists. We are a spirited team of financial analysts and quant experts with asset management and investment banking background, fully-dedicated to providing high value-added services to our clients. With Sismo, we bring to the investment community an intuitive, versatile and scalable analytical solution, for improved investment strategies, in a highly competitive and cost-constraint environment

#### Who Is the Company Behind Sismo?

- **Seller:** [Sismo](https://www.g2.com/sellers/sismo)
- **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=003b54d215fd251595b2c2ee0564cad08d318d7f6c2d555a41acd556908b6731&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsismo-visual-platform-for-portfolio-managers%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [SledgeKey](https://www.g2.com/products/sledgekey/reviews)

SledgeKey is a stock screening and backtesting platform for financial advisors, analysts, small funds, and serious individual investors. Screen more than 5,000 NYSE and NASDAQ companies across 31 fundamental metrics, then backtest strategies against up to 10 years of point-in-time data that keeps delisted and acquired companies in the sample, eliminating survivorship bias. Every backtest ships with a full research PDF, an 8-sheet Excel workbook, AI-written analysis, and a Monte Carlo projection.

#### Who Is the Company Behind SledgeKey?

- **Seller:** [SledgeKey](https://www.g2.com/sellers/sledgekey)
- **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=516983e2373bbbec6ce0db7bb0c89cfa593d677a290c0abdda1c19a5a822a6c8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsledgekey&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Social Market Analytics](https://www.g2.com/products/social-market-analytics/reviews)

Social Media Analytics provides the quantitative and financial communities an NLP-powered tool to enhance returns, reduce risk, and evaluate financial reports.

#### Who Is the Company Behind Social Market Analytics?

- **Seller:** [Social Market Analytics](https://www.g2.com/sellers/social-market-analytics)
- **Year Founded:** 2011
- **HQ Location:** Chicago, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6591b298acc9570362333ee4d243f305ffb0e1ff34cb81a83072938b56849e58&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsocial-market-analytics-inc-&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

### [SoloCheck](https://www.g2.com/products/solocheck/reviews)

SoloCheck.ie is an internet-based service for finding new leads, checking clients and researching the competition.

#### Who Is the Company Behind SoloCheck?

- **Seller:** [Solocheck](https://www.g2.com/sellers/solocheck)
- **HQ Location:** Boro, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1ecb96bf3a21caa3ce83dd5cf305d955f3d816d1f1380c9d59bf0288c8f6308c&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcampbell-jewellers-limited&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [StMetric](https://www.g2.com/products/stmetric/reviews)

Searching for market research and basic metrics to build a financial forecast typically takes up ¾ of the time for the entire simulation, but with our service, this time is drastically reduced. StMetric provides data-driven insights, research data and marketing metrics to give Entrepreneurs, Product Managers, Analysts, Marketers and Investors the knowledge and power to succeed.

#### Who Is the Company Behind StMetric?

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

### [StockGeist](https://www.g2.com/products/neurotechnology-stockgeist/reviews)

StockGeist is an innovative, interactive platform for monitoring the current popularity of 2200+ publicly traded companies through textual information from social media. Every minute traders leave dozens or even hundreds of posts on social media. Making sense of huge amounts of data is far from trivial. Our platform provides traders with the tool, powered by AI deep learning-based solutions, to analyze this live data with just a few clicks.

#### Who Is the Company Behind StockGeist?

- **Seller:** [NeuroTechnology](https://www.g2.com/sellers/neurotechnology)
- **Year Founded:** 1990
- **HQ Location:** Vilnius, LT
- **Twitter:** @StockGeist  
273 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2ecff37c2e0cb29afbff327b41434db873bef588885849fdeeb7a4e2023e835b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fneurotechnology%2F&secure%5Burl_type%5D=linkedin_company_website)  
89 employees on LinkedIn®

### [StockInsights](https://www.g2.com/products/stockinsights/reviews)

stockinsights.ai makes qualitative public company data accessible for investment research using AI. It is built to enable value-investors with fundamental research to help with opportunity discovery, conduct company research and track porfolio effectively. The tool offers AI-enabled search, auto-generated summaries, pre-defined classifictions on earnings call transcripts, SEC filings.

#### Who Is the Company Behind StockInsights?

- **Seller:** [StockInsights](https://www.g2.com/sellers/stockinsights)
- **Year Founded:** 2023
- **Twitter:** @stockinsightsai  
484 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d45dd25998d8d0ed63eddb1f0b72534d9b9274cd16c4c881b2c38c53ba30a1d3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstockinsights-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [StockLight Pty Ltd](https://www.g2.com/products/stocklight-pty-ltd/reviews)

StockLight is an app available for free on iPhone, iPad and Android phones and tablets. StockLight will help you find attractive opportunities and keep your portfolio in good shape.

#### Who Is the Company Behind StockLight Pty Ltd?

- **Seller:** [StockLight](https://www.g2.com/sellers/stocklight)
- **Year Founded:** 2010
- **HQ Location:** Melbourne, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fa44dd3bd85819cdf169ea4e469246744d26d9cf80261bea45b001e4c3837776&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3745438&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Stockpulse](https://www.g2.com/products/stockpulse/reviews)

StockPulse offers a variety of datasets suitable for a broad range of purposes, e. g. building quantitative models or integration into risk management systems.

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Stockpulse?

- **Seller:** [Stockpulse GmbH](https://www.g2.com/sellers/stockpulse-gmbh)
- **Year Founded:** 2011
- **HQ Location:** Bonn, DE
- **Twitter:** @Stockpulse1  
289 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b5590a595d55c1e55f8d7030b7810bbb0a9bcd68b546552090e4ec0644953860&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstockpulse&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

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

**["Stockpulse review"](https://www.g2.com/survey_responses/stockpulse-review-7097955)**

**Rating:** 4.0/5.0 stars

_— Scott L._

[Read full review](https://www.g2.com/survey_responses/stockpulse-review-7097955)

### [Stocktagon](https://www.g2.com/products/stocktagon/reviews)

Stocktagon is a unique way of finding companies talking about a topic. Stocktagon is a new kind of equity market research tool. Gone are the days of poring over pages of results.

#### Who Is the Company Behind Stocktagon?

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

### [STOCKVIEWS](https://www.g2.com/products/stockviews/reviews)

StockViews is committed to the production of high-quality, differentiated and independent research.

#### Who Is the Company Behind STOCKVIEWS?

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

### [Stoxo](https://www.g2.com/products/stoxo/reviews)

Stoxo is an stock market AI trading assistant that helps investors make smarter decisions with real-time insights, analysis, and SEBI-registered expert guidance.

#### Who Is the Company Behind Stoxo?

- **Seller:** [Stockgro](https://www.g2.com/sellers/stockgro)
- **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=72d48e2dd452b955c6e6c6cf6902e208b69937afef5cd28b1eacc1d65d0e9228&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstockgro%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Streamlined Finance](https://www.g2.com/products/streamlined-finance/reviews)

Streamlined Finance is a comprehensive financial research platform that reimagines how financial analysis should be done. - Track financial markets - Analyze stocks - Gain macro economic insights - Build personalized dashboards

#### Who Is the Company Behind Streamlined Finance?

- **Seller:** [Streamlined Finance](https://www.g2.com/sellers/streamlined-finance)
- **HQ Location:** N/A
- **Twitter:** @Streamlined\_fi  
69 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e9ef169d97e9328db346d361af4d5000387b51108d717671e9586be820001271&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstreamlined-finance%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [Sumscope](https://www.g2.com/products/sumscope/reviews)

Sumscope is a financial technology company established in 2010, specializing in the Chinese RMB financial markets. It offers a comprehensive suite of real-time financial information services and tools designed to enhance transparency and efficiency in investment and trading decisions. Serving over 10,000 institutions, including commercial banks, securities firms, fund management companies, asset management firms, and insurance companies, Sumscope has become a trusted partner in the financial sector. Key Features and Functionality: - Qeubee Terminal: A financial terminal providing real-time market data, analysis tools, and financial news across various asset classes, including bonds, currencies, and derivatives. - Data Services: Comprehensive RMB market data integration with financial institutions' systems, supporting trading, risk management, and valuation needs. - Trading Solutions: Systems for currency brokers and bond issuance, offering full lifecycle management and risk control for trading activities. - Fixed Income Trading System: Enables real-time market calculations and supports various trading strategies with integrated market data and order matching. Primary Value and Solutions: Sumscope addresses the need for transparent and standardized financial data in the RMB market by providing innovative tools and services that empower clients' investment and trading decisions. By integrating real-time market data and offering comprehensive trading solutions, Sumscope enhances market efficiency and supports financial institutions in managing risks and optimizing their operations.

#### Who Is the Company Behind Sumscope?

- **Seller:** [Ningbo SUMSCOPE Information Technology Co., Ltd.](https://www.g2.com/sellers/ningbo-sumscope-information-technology-co-ltd)
- **Year Founded:** 2010
- **HQ Location:** Shanghai, CN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=15c6e6ecf166cfe6ca6004edf283c50a4c6c36709d51eaebe586025b933fe8ae&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsumscope&secure%5Burl_type%5D=linkedin_company_website)  
161 employees on LinkedIn®

### [SyMath](https://www.g2.com/products/symath/reviews)

With SyMath you can stress-test your investment portfolio under a suite of real-world economic scenarios, hedge portfolios for future risks, simulate human investment behavior, measure portfolio performance in terms of various performance indicators and gain insight in the economy and various risk profiles.

#### Who Is the Company Behind SyMath?

- **Seller:** [Symetrics](https://www.g2.com/sellers/symetrics)
- **Year Founded:** 2012
- **HQ Location:** Breukelen, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e85e67dd0d9fa8b8146274eecf9dc48e233ded98554096f690b7fea20a5abe69&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsymetrics-b-v-&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

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[Browse Financial Research Themes](/categories/financial-research/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated October 3, 2024

Financial research software helps portfolio managers and other investment professionals locate, sort, and analyze relevant data to help shape the investment decision-making process. These solutions contain search functionality, access to the latest financial market information, and other tools to aid financial services professionals in their research and analysis.

The main function of financial research software is to provide financial analysts and investors with easy access to key documents, estimates, market news, and financial statements. Solutions in this category also may offer custom reporting, contain risk analytics features, perform stock screens, and include charting tools. Financial research software helps investment professionals manage the analytics and market evaluation critical to portfolio selection by offering them access to massive data sets and the tools to analyze that data. Analysts and other finance professionals use these solutions to keep up to date on the markets, issue market predictions, offer investment advice, and shape their own investing process.

Financial research software is typically offered as a standalone solution, but one that integrates with trading software and other [financial services software](https://www.g2.com/categories/financial-services).

To qualify for inclusion in the Financial Research category, a product must:

- Aggregate and provide real-time access to financial market news and key documents
- Provide access to macroeconomic data, company information, transaction information, and capital structure information
- Contain tools for analyzing financial data

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