# Best Financial Research Software - Page 2

## 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**

### Amazon Redshift

Tens of thousands of customers use Amazon Redshift, a fast, fully managed, petabyte-scale data warehouse service that makes it simple and cost-effective to efficiently analyze all your data using your existing business intelligence tools. It is optimized for datasets ranging from a few hundred gigabytes to a petabyte or more and costs less than $1,000 per terabyte per year, a tenth the cost of most traditional data warehousing solutions.

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### [S&P Capital IQ Platform](https://www.g2.com/products/s-p-capital-iq-platform/reviews)

The S&P Capital IQ platform is your single source for a powerful array of financial data, analytics, and research. Our web-based platform combines deep information on companies, markets, and people worldwide with robust tools for analysis, idea generation, and workflow management.

**Average Rating:** 4.3/5.0

**Total Reviews:** 36

#### How Do G2 Users Rate S&P Capital IQ Platform?

- **Financial Analysis:** 9.0/10 (Category avg: 8.5/10)
- **Ease of Admin:** 8.6/10 (Category avg: 8.6/10)
- **Charting:** 9.0/10 (Category avg: 8.3/10)
- **Document Search:** 8.9/10 (Category avg: 8.3/10)

#### Who Is the Company Behind S&P Capital IQ Platform?

- **Seller:** [S&P Global](https://www.g2.com/sellers/s-p-global)
- **HQ Location:** New York, NY
- **Twitter:** @SPGlobal  
47,349 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3a6973c9f8d6bfe7e222c70e8d265acdbe29fd0d66a948d8545f9b05a1fc79fd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2934%2F&secure%5Burl_type%5D=linkedin_company_website)  
40,842 employees on LinkedIn®
- **Ownership:** NYSE: SPGI

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 39% Large, 36% Medium

#### What Are Recent G2 Reviews of S&P Capital IQ Platform?

**["S&P Capital IQ : A premiere financial database"](https://www.g2.com/survey_responses/s-p-capital-iq-platform-review-8239637)**

**Rating:** 5.0/5.0 stars

_— Verified User in Food & Beverages_

[Read full review](https://www.g2.com/survey_responses/s-p-capital-iq-platform-review-8239637)

**["A qualitative and trustable insight of the most invaluable financials."](https://www.g2.com/survey_responses/s-p-capital-iq-platform-review-8607062)**

**Rating:** 4.5/5.0 stars

_— Azmat A._

[Read full review](https://www.g2.com/survey_responses/s-p-capital-iq-platform-review-8607062)

#### What Are G2 Users Discussing About S&P Capital IQ Platform?

- [What is S&P Capital IQ Platform used for?](https://www.g2.com/discussions/what-is-s-p-capital-iq-platform-used-for)

### [Bloomberg Terminal](https://www.g2.com/products/bloomberg-terminal/reviews)

The Bloomberg Terminal is a comprehensive software system developed by Bloomberg L.P. that provides financial professionals with real-time access to financial market data, news, analytics, and trading tools. Since its inception in 1982, it has become an essential platform for monitoring and analyzing global financial markets, facilitating informed decision-making and efficient trade execution. Key Features and Functionality: - Extensive Market Coverage: Offers data on markets, industries, companies, and securities across all asset classes, ensuring users have a holistic view of the financial landscape. - Advanced Data and Analytics: Provides powerful tools for data analysis, including proprietary and third-party research, enabling users to perform in-depth evaluations and forecasts. - Integrated Collaboration Tools: Features such as Instant Bloomberg (IB) allow real-time communication and information sharing with a global network of over 350,000 financial professionals. - Multi-Asset Execution Capabilities: Facilitates efficient trade execution and order management with sophisticated pre- and post-trade analytics, streamlining the trading process. - Customizable Workspace: The Launchpad feature enables users to create dynamic, multi-asset class monitors, set up alerts, and access advanced charting tools tailored to their specific needs. Primary Value and User Solutions: The Bloomberg Terminal addresses the critical need for timely and accurate financial information in a rapidly evolving market environment. By consolidating vast amounts of data, news, and analytical tools into a single platform, it empowers users to make informed decisions swiftly. Its integrated communication features enhance collaboration among financial professionals, while the comprehensive market coverage and advanced analytics support strategic planning and risk management. Ultimately, the Bloomberg Terminal serves as a vital resource for navigating the complexities of global financial markets.

**Average Rating:** 4.4/5.0

**Total Reviews:** 69

#### How Do G2 Users Rate Bloomberg Terminal?

- **Financial Analysis:** 9.5/10 (Category avg: 8.5/10)
- **Ease of Admin:** 6.7/10 (Category avg: 8.6/10)
- **Charting:** 9.0/10 (Category avg: 8.3/10)
- **Document Search:** 8.3/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Bloomberg Terminal?

- **Seller:** [Bloomberg Industry Group](https://www.g2.com/sellers/bloomberg-industry-group)
- **Year Founded:** 1929
- **HQ Location:** Arlington, VA
- **Twitter:** @BBGIndustry  
19,514 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0aef7eca2b205e07a160f4f555b2ff74ab7cb3fcc41494a53941326c15ab160b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F40893491%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,907 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 41% Large, 32% Small

#### What Do G2 Reviewers Say About Bloomberg Terminal?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise Bloomberg Terminal for its **comprehensive financial information** , keeping them informed and up to date on markets.
- Users value the **accurate and up-to-date market research** capabilities of Bloomberg Terminal, essential for analysts.
- Users value the **accuracy and timeliness** of Bloomberg Terminal's information, enhancing their market research capabilities.
- Users commend the **extensive analytics** of Bloomberg Terminal, which keeps them informed on financial markets effectively.
- Users find Bloomberg Terminal the **best tool for company research** , providing comprehensive information and real-time updates.

##### Cons

- Users find the **difficult navigation** of Bloomberg Terminal to be a barrier in efficiently accessing necessary information.
- Users find Bloomberg Terminal to be **expensive** , making it inaccessible for many potential users.
- Users find the **information overload** on Bloomberg Terminal challenging, complicating their ability to find specific answers.
- Users find the **poor usability** of Bloomberg Terminal challenging initially, but appreciate its features after adapting.

#### What Are Recent G2 Reviews of Bloomberg Terminal?

**["The Ultimate Financial Market Tool—Comprehensive, User-Friendly, and Top-Notch Support"](https://www.g2.com/survey_responses/bloomberg-terminal-review-11885925)**

**Rating:** 5.0/5.0 stars

_— Karen N._

[Read full review](https://www.g2.com/survey_responses/bloomberg-terminal-review-11885925)

**["Best source of financial information out there"](https://www.g2.com/survey_responses/bloomberg-terminal-review-11794979)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/bloomberg-terminal-review-11794979)

#### What Are G2 Users Discussing About Bloomberg Terminal?

- [What is Bloomberg Terminal used for?](https://www.g2.com/discussions/what-is-bloomberg-terminal-used-for)
- [Is Bloomberg terminal free?](https://www.g2.com/discussions/is-bloomberg-terminal-free)
- [Is a Bloomberg terminal worth it?](https://www.g2.com/discussions/is-a-bloomberg-terminal-worth-it)
- [What do Bloomberg terminals do?](https://www.g2.com/discussions/what-do-bloomberg-terminals-do)
- [What makes Bloomberg Terminal special?](https://www.g2.com/discussions/what-makes-bloomberg-terminal-special)

### [CB Insights](https://www.g2.com/products/cb-insights-cb-insights/reviews)

CB Insights provides market intelligence for high-stakes decisions. We track and compare the world’s companies. Our AI agents keep you a step ahead of competitors and disruption. From corporate strategy and innovation to M&A and venture investing, teams use CB Insights to answer high-stakes questions like: What markets should we enter next? Which startups could disrupt — or partner with—us? Who’s gaining traction in a space, and why? At the center of CB Insights is a proprietary dataset that tracks millions of private and public companies — covering funding rounds, financials, partnerships, hiring, IP, and more. What sets us apart is how this data is structured, analyzed, and made actionable. CB Insights uniquely applies AI agents trained on our structured data and proprietary research. These agents automate complex workflows — from surfacing relevant companies to analyzing market dynamics — so teams can move from question to insight, faster. Whether you're benchmarking competitors, identifying acquisition targets, or testing new market theses, our AI agents act as force multipliers for strategy, innovation, and corp dev teams. Across industries like pharma, financial services, retail, and enterprise tech, teams rely on CB Insights to: -Track private companies and investment trends globally -Spot early signals of disruption in emerging tech -Benchmark markets and competitors using real-time data -Discover startups for partnership, M&A, or investment -Accelerate GenAI initiatives using high-quality structured data

**Average Rating:** 4.4/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate CB Insights?

- **Financial Analysis:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Admin:** 9.2/10 (Category avg: 8.6/10)
- **Charting:** 10.0/10 (Category avg: 8.3/10)
- **Document Search:** 6.7/10 (Category avg: 8.3/10)

#### Who Is the Company Behind CB Insights?

- **Seller:** [CB Insights](https://www.g2.com/sellers/cb-insights)
- **Year Founded:** 2009
- **HQ Location:** New York, US
- **Twitter:** @CBinsights  
104,175 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d92610cde238eb30ac8312c4b827b475385bd8b0b7ee4973ad138e6dff321f0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1140722%2F&secure%5Burl_type%5D=linkedin_company_website)  
267 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 56% Small, 31% Large

#### What Do G2 Reviewers Say About CB Insights?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **intelligence and insights** provided by CB Insights, enhancing their client and competitor understanding.
- Users value the **detailed competitor insights** from CB Insights, enhancing their market strategies and outreach efforts effectively.
- Users find the **Chrome extension helpful** for researching prospects quickly during sales calls, enhancing their outreach efforts.
- Users adore the **daily insights** from CB Insights, finding them easy to use and valuable for client and competitor analysis.
- Users love the **intelligence and ease of use** of CB Insights, enhancing their daily insights on clients and competitors.

##### Cons

- Users find the tool helpful but desire **more detailed information** on accounts and early-stage companies for better insights.
- Users find the **inadequate filtering** limits search ease, particularly for early-stage companies with sparse data.
- Users feel the **limited customization** of CB Insights restricts their ability to research diverse personas effectively.
- Users find the **limited data** on early-stage companies to be insufficient, impacting their investment decisions.
- Users wish the **search functionality was more intuitive** , leading to occasional frustrations in finding relevant data.

#### What Are Recent G2 Reviews of CB Insights?

**["Excellent Intelligence Platform for Growing Startups"](https://www.g2.com/survey_responses/cb-insights-review-11766319)**

**Rating:** 5.0/5.0 stars

_— Joe D._

[Read full review](https://www.g2.com/survey_responses/cb-insights-review-11766319)

**["Insightful Intelligence and Personalized Daily Summaries"](https://www.g2.com/survey_responses/cb-insights-review-12085634)**

**Rating:** 5.0/5.0 stars

_— Robert G._

[Read full review](https://www.g2.com/survey_responses/cb-insights-review-12085634)

### [Nasdaq eVestment™](https://www.g2.com/products/nasdaq-evestment/reviews)

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.

**Average Rating:** 4.4/5.0

**Total Reviews:** 45

#### How Do G2 Users Rate Nasdaq eVestment™?

- **Financial Analysis:** 5.7/10 (Category avg: 8.5/10)
- **Ease of Admin:** 7.9/10 (Category avg: 8.6/10)
- **Charting:** 7.7/10 (Category avg: 8.3/10)
- **Document Search:** 7.3/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Nasdaq eVestment™?

- **Seller:** [Nasdaq](https://www.g2.com/sellers/nasdaq)
- **Company Website:** www.nasdaq.com
- **Year Founded:** 1971
- **HQ Location:** New York
- **Twitter:** @Nasdaq  
213,584 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f924015b775f41c31ef39a6eb429c872e681e4d33d3565011bd0b7e87fa2ff8c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnasdaq%2F&secure%5Burl_type%5D=linkedin_company_website)  
8,468 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 41% Large, 41% Medium

#### What Do G2 Reviewers Say About Nasdaq eVestment™?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **fantastic customer support** provided by Nasdaq eVestment, enhancing their overall user experience and satisfaction.
- Users value the **insightful analytics** of Nasdaq eVestment™, enhancing their understanding of market trends and competitive strategies.
- Users value the **ease of use** of Nasdaq eVestment™, highlighting its intuitive interface and helpful customer support.
- Users appreciate the **intuitive user interface** of eVestment, enabling easy navigation and efficient data retrieval.
- Users value the **user-friendly access** of Nasdaq eVestment™, facilitating effortless navigation and market analysis.

##### Cons

- Users experience **slow performance** when downloading data, making report creation and analysis time-consuming and cumbersome.
- Users find the subscription fees for Nasdaq eVestment™ to be **very expensive** compared to competitors, impacting overall value.
- Users experience **poor usability** with eVestment™, citing clunky design and slow data refresh times that hinder productivity.
- Users find **data inaccuracies** in eVestment, with gaps hindering effective analysis and overall satisfaction with the tool.
- Users express frustration over **limited data** availability, especially in Asia, impacting their sales and analytics effectiveness.

#### What Are Recent G2 Reviews of Nasdaq eVestment™?

**["Straightforward, Data-Rich Platform with Helpful Support and Easy Exports"](https://www.g2.com/survey_responses/nasdaq-evestment-review-13151642)**

**Rating:** 4.5/5.0 stars

_— Jonathan M._

[Read full review](https://www.g2.com/survey_responses/nasdaq-evestment-review-13151642)

**["Fresh Improvements, Strong Integrations for Market Intelligence, and Quarterly Masterclasses."](https://www.g2.com/survey_responses/nasdaq-evestment-review-12973925)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/nasdaq-evestment-review-12973925)

### [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: 8.6/10)
- **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?

**["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)

**["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)

#### 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)

### [FactSet Data Feeds](https://www.g2.com/products/factset-data-feeds/reviews)

Company Data: FactSet offers expansive company data to help you make smarter investment decisions. Whether you want to gain a complete understanding of a company's credit strength and overall debt profile, or individual equity components, we can help you understand a company's true investment potential.

**Average Rating:** 4.0/5.0

**Total Reviews:** 14

#### How Do G2 Users Rate FactSet Data Feeds?

- **Financial Analysis:** 9.2/10 (Category avg: 8.5/10)
- **Ease of Admin:** 9.2/10 (Category avg: 8.6/10)
- **Charting:** 8.1/10 (Category avg: 8.3/10)
- **Document Search:** 8.9/10 (Category avg: 8.3/10)

#### Who Is the Company Behind FactSet Data Feeds?

- **Seller:** [FactSet Research Systems](https://www.g2.com/sellers/factset-research-systems)
- **Year Founded:** 1978
- **HQ Location:** Norwalk, CT
- **Twitter:** @FactSet  
121,234 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=725d8705ca37c8ba17fb26f365cbc985f0ed0413f4f9692a2c4df7c24a6b1818&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F163755%2F&secure%5Burl_type%5D=linkedin_company_website)  
15,218 employees on LinkedIn®
- **Ownership:** FDS

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 43% Medium, 29% Large

#### What Are Recent G2 Reviews of FactSet Data Feeds?

**["Factset for financial analysis and valuation of a company"](https://www.g2.com/survey_responses/factset-data-feeds-review-5104022)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/factset-data-feeds-review-5104022)

**["FactSet - best app for productivity and a complete database"](https://www.g2.com/survey_responses/factset-data-feeds-review-4961894)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/factset-data-feeds-review-4961894)

#### What Are G2 Users Discussing About FactSet Data Feeds?

- [What products does FactSet offer?](https://www.g2.com/discussions/what-products-does-factset-offer)
- [What is FactSet used for?](https://www.g2.com/discussions/what-is-factset-used-for)
- [How do you use FactSet data?](https://www.g2.com/discussions/how-do-you-use-factset-data)
- [What data does FactSet provide?](https://www.g2.com/discussions/what-data-does-factset-provide)

### [Auquan](https://www.g2.com/products/auquan/reviews)

data science platform for financial services

**Average Rating:** 4.4/5.0

**Total Reviews:** 13

#### How Do G2 Users Rate Auquan?

- **Financial Analysis:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Admin:** 9.0/10 (Category avg: 8.6/10)
- **Charting:** 9.2/10 (Category avg: 8.3/10)
- **Document Search:** 9.4/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Auquan?

- **Seller:** [Auquan](https://www.g2.com/sellers/auquan)
- **Year Founded:** 2018
- **HQ Location:** London
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b9f97758907127cffc87c980c908bca3502b5d67f747ab4862ef380a4e651b12&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fauquan%2F&secure%5Burl_type%5D=linkedin_company_website)  
49 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 40% Large, 40% Small

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

**["Auquan Makes Large-Scale Data Insights Fast and Easy"](https://www.g2.com/survey_responses/auquan-review-13207820)**

**Rating:** 4.5/5.0 stars

_— LOKESH G._

[Read full review](https://www.g2.com/survey_responses/auquan-review-13207820)

**["Auquan Streamlines AI Research with Fast, Actionable Insights"](https://www.g2.com/survey_responses/auquan-review-13205928)**

**Rating:** 4.5/5.0 stars

_— Subhashree S._

[Read full review](https://www.g2.com/survey_responses/auquan-review-13205928)

### [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: 8.6/10)
- **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?

**["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)

**["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)

#### 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)

### [Hebbia AI](https://www.g2.com/products/hebbia-ai-2026-02-24/reviews)

Hebbia is an advanced AI platform purpose-built for financial institutions to transform how analysts, bankers, and investors handle document-intensive workflows. Its flagship product, Matrix, serves as a co-pilot for finance, automating processes that rely on parsing and analyzing vast sets of PDFs, spreadsheets, and data rooms. How Matrix Works Matrix leverages large language models (LLMs) such as OpenAI and Anthropic, but extends them with agentic execution that decomposes financial queries into multi-step actions. The system presents results in a transparent data grid with citations, so teams can audit, verify, and collaborate in real time. Key Features Financial Data Analysis at Scale: Extracts and structures information from CIMs, loan agreements, credit models, and filings with unmatched speed and accuracy. Multi-Modal Processing: Handles PDFs, spreadsheets, redlines, emails, and nested tables seamlessly. Agentic Execution: Breaks down valuation, comps, and diligence queries into actionable steps for precise outcomes. Transparent AI Grid: Shows every reasoning step, making workflows auditable and collaborative. Enterprise-Grade Security: End-to-end encryption trusted by top investment banks and funds. The Value Matrix makes financial workflows up to ten times faster and more accurate. By automating the extraction, structuring, and analysis of millions of documents, Hebbia helps finance professionals overcome information overload and move from raw data to investment decisions in record time. Unlike generic LLM solutions, Hebbia integrates seamlessly with existing financial data sources and requires no custom model training—delivering immediate business value that compounds over time.

**Average Rating:** 4.4/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate Hebbia AI?

- **Financial Analysis:** 7.9/10 (Category avg: 8.5/10)
- **Ease of Admin:** 7.8/10 (Category avg: 8.6/10)
- **Charting:** 5.5/10 (Category avg: 8.3/10)
- **Document Search:** 8.8/10 (Category avg: 8.3/10)

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

- **Seller:** [Hebbia](https://www.g2.com/sellers/hebbia)
- **Year Founded:** 2020
- **HQ Location:** New York, NY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ae74614e9a3b05ef5019f7b4f2a656f2851a7cb42814a57646e46df4cbcf2993&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhebbia%2F&secure%5Burl_type%5D=linkedin_company_website)  
159 employees on LinkedIn®
- **Phone:** 212-655-5043

#### Who Uses This Product?

- **Top Industries:** Financial Services, Information Technology and Services
- **Company Size:** 45% Medium, 32% Small

#### What Do G2 Reviewers Say About Hebbia AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **intuitive features** of Hebbia AI, enhancing their workflow and streamlining information extraction processes.
- Users appreciate the **efficient document management** capabilities of Hebbia AI, significantly enhancing their workflow and saving valuable time.
- Users find Hebbia AI to be **extremely useful** , significantly enhancing productivity and saving valuable time in asset management tasks.
- Users appreciate the **ease of use** of Hebbia AI, enjoying its intuitive interface and streamlined research processes.
- Users find Hebbia AI extremely **helpful** for streamlining tasks and enhancing research efficiency across multiple documents.

##### Cons

- Users find the **file management interface cumbersome** , especially when handling numerous files and seeking customization options.
- Users face **usage limitations** with Hebbia AI due to lack of customization and basic functionality issues.
- Users find the **poor usability** of Hebbia AI frustrating, especially when managing multiple documents and navigating its interface.
- Users face **upload issues** with Hebbia, finding the file management interface cumbersome and lacking integration with Sharepoint.
- Users find that Hebbia AI lacks **context understanding** , often providing irrelevant or incomplete answers to specific queries.

#### What Are Recent G2 Reviews of Hebbia AI?

**["Hebbia AI Makes Unstructured Document Research Fast, Accurate, and Intuitive"](https://www.g2.com/survey_responses/hebbia-ai-review-13227203)**

**Rating:** 4.5/5.0 stars

_— Atharva S._

[Read full review](https://www.g2.com/survey_responses/hebbia-ai-review-13227203)

**["Hebbia AI Delivers Fast, Cited Insights Across Unstructured Documents"](https://www.g2.com/survey_responses/hebbia-ai-review-13213280)**

**Rating:** 4.5/5.0 stars

_— Subhashree S._

[Read full review](https://www.g2.com/survey_responses/hebbia-ai-review-13213280)

### [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: 8.6/10)
- **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

### [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews)

Backstop, a service of ION Analytics, has a mission to help clients break down the barriers to data access and deliver better decisions. As part of ION Analytics, our industry-leading services redefine the way firms operate in private markets, reshaping the institutional investment industry at the intersection of human insight and machine intelligence. Our core strength lies in developing technology that serves as a definitive source of truth, empowering clients with actionable insights, and seamless institutional knowledge sharing, while optimizing day-to-day success. Backstop is an investment management platform for consultants, OCIOs, pensions, funds of funds, family offices, endowments, foundations, hedge funds, private equity, venture capital, and real estate investment firms.

**Average Rating:** 4.7/5.0

**Total Reviews:** 46

#### How Do G2 Users Rate Backstop Solutions Suite?

- **Ease of Admin:** 9.2/10 (Category avg: 8.6/10)
- **Charting:** 7.5/10 (Category avg: 8.3/10)
- **Document Search:** 9.6/10 (Category avg: 8.3/10)

#### Who Is the Company Behind Backstop Solutions Suite?

- **Seller:** [ION Analytics](https://www.g2.com/sellers/ion-analytics)
- **Year Founded:** 2000
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=93f62ea61f9af2f2bc3397f86f3b89da68cb324111734cf62d03057ae5fd2aa1&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Facuris-global&secure%5Burl_type%5D=linkedin_company_website)  
157 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Investment Management
- **Company Size:** 76% Small, 20% Medium

#### What Are Recent G2 Reviews of Backstop Solutions Suite?

**["Configurations & flexibility to meet our internal processes & based on industry standard practices"](https://www.g2.com/survey_responses/backstop-solutions-suite-review-7010036)**

**Rating:** 4.5/5.0 stars

_— Kimberly B._

[Read full review](https://www.g2.com/survey_responses/backstop-solutions-suite-review-7010036)

**["Powerful CRM, difficult UI"](https://www.g2.com/survey_responses/backstop-solutions-suite-review-7124378)**

**Rating:** 4.0/5.0 stars

_— Mark Q._

[Read full review](https://www.g2.com/survey_responses/backstop-solutions-suite-review-7124378)

#### What Are G2 Users Discussing About Backstop Solutions Suite?

- [What is Backstop Solutions Suite used for?](https://www.g2.com/discussions/what-is-backstop-solutions-suite-used-for)

### [EquityRT](https://www.g2.com/products/equityrt/reviews)

EquityRT is an innovative investment research platform that empowers finance and investment professionals with accurate data and intuitive tools to make research easier, faster and smarter. Get access to comprehensive global financial market data which includes rich fundamental analytics, shareholder analysis, stock estimates, sector analysis and much more. To complete your view of the world markets we have included access to global economic data for 200 countries in the same platform. It’s all about experience. With access to such a wide range of data, it is essential that you have the right tools on hand to analyze the data. Working with analysts across the globe, we have created a range of easy-to-use tools geared for analysis with speed and precision. Stay on top of your model portfolios, create eye-catching visualizations with advanced charting and grid capabilities, or do more advanced analysis using our excel addin. EquityRT - The easiest way to do investment research. Reach out to sales@equityrt.com for more information, or sign up for a free trial at equityrt.com.

**Average Rating:** 4.9/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate EquityRT?

- **Financial Analysis:** 9.2/10 (Category avg: 8.5/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.6/10)
- **Charting:** 9.2/10 (Category avg: 8.3/10)

#### Who Is the Company Behind EquityRT?

- **Seller:** [EquityRT](https://www.g2.com/sellers/equityrt)
- **Year Founded:** 2018
- **HQ Location:** Marietta, Georgia
- **Twitter:** @Equity\_RT  
315 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0823a1bd9ac3e7ef4f2fa917e9af0905e41d63524beb0171316b9672a7d4d2ea&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fequityrt-official%2F&secure%5Burl_type%5D=linkedin_company_website)  
30 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 55% Small, 36% Medium

#### What Do G2 Reviewers Say About EquityRT?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **accuracy** of EquityRT, finding it reliable for clear and organized data comparisons.
- Users find daily usage of EquityRT to be **effortless and reliable** , enabling easy comparison of companies and markets.
- Users value the **effortless data accessibility** of EquityRT, enabling easy comparisons and reliable insights for informed decisions.
- Users find EquityRT's **ease of use** exceptional, facilitating seamless comparisons and clear data organization.
- Users value the **effortless company and market comparison** in EquityRT, praising its clarity and reliability.

##### Cons

- Users find the **difficult learning curve** of EquityRT requires time to explore and understand its many features.

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

**["Effortless Market Comparisons with Reliable, Clear Data"](https://www.g2.com/survey_responses/equityrt-review-11972093)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/equityrt-review-11972093)

**["A verified and trusted source for equity analysis"](https://www.g2.com/survey_responses/equityrt-review-6729960)**

**Rating:** 5.0/5.0 stars

_— Ozgur T._

[Read full review](https://www.g2.com/survey_responses/equityrt-review-6729960)

#### What Are G2 Users Discussing About EquityRT?

- [What is EquityRT used for?](https://www.g2.com/discussions/what-is-equityrt-used-for)

### [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: 8.6/10)

#### 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)

### [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: 8.6/10)
- **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: 8.6/10)
- **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)**

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 ![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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