Best Financial Research Software - Page 10

How Many Financial Research Software Products Does G2 Track?

Total Products under this Category: 314

Category Stats (Sep 2026)

  • Average Rating: 4.52/5 (↑0.01 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Dasseti ENGAGE (+1.76%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month

Last updated: September 15, 2026

How Does G2 Rank Financial Research Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 4,000+ Authentic Reviews
  • 314+ 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

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

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-research/grids.json?focus%5B%5D=morningstar-direct&focus%5B%5D=pitchbook&focus%5B%5D=alphasense&focus%5B%5D=ycharts&focus%5B%5D=perplexity&focus%5B%5D=morningstar-direct-advisory-suite-formerly-advisor-workstation&focus%5B%5D=koyfin&focus%5B%5D=inven)

CI Futures

CI-Futures provides detailed forecasting for sound data-based decisions, without the impact of bias, sentiment or opinion. Our platform allows evaluation of currencies, commodity, equity markets, economics and trade to provide a complete global picture.

Who Is the Company Behind CI Futures?

cmdtyNewswires

cmdtyNewswires delivers actionable news, market analysis, and proprietary data sets that give commodity professionals what they need to make business critical decisions every day. Subscribers receive real-time premium content 24 hours a day containing the information that matters most. Content is accessed through Barchart Market Data Solutions or through the users' current desktop provider. Easily integrate cmdtyNewswires into your client-facing applications, improving news ROI, and overall customer engagement. Key Features – Proprietary OTC grain prices – Market moving headlines and news – Global futures market reports – Market analysis – State and County level reports for cash grain – Market chatter from industry insiders

Who Is the Company Behind cmdtyNewswires?

  • Seller: Barchart
  • Year Founded: 1980
  • HQ Location: Chicago, US
  • Twitter: @Barchart
    521,184 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    93 employees on LinkedIn®

cmdtyStats

cmdtyStats™ is the source for economic data and commodity statistics – all made available in one easy to use API. Users can access key economic releases from the U.S. Census, including Construction Spending, New Home Sales, Durable Goods Orders, Manufacturers’ Shipments, and Wholesale trade through the cmdtyStats API or inside cmdtyView®, Barchart's market data terminal. Data available over the cmdtyStats API or within cmdtyView® includes: Agriculture – Production, pricing, and global trade data for grain, livestock, and more covering all major countries and territories – with data going back to inception Energy – Petroleum, gas, and hundreds of other energy products are covered with information on production, storage, and stocks available with extensive history and regional precision Metals - Key fundamental data on the Metals industry including production, consumption, and trade. Price data is also available. Economics – Global statistics coverage of employment, inflations, trade flows, production, and consumption – over thousands of different commodity products and economic index series.

Who Is the Company Behind cmdtyStats?

  • Seller: Barchart
  • Year Founded: 1980
  • HQ Location: Chicago, US
  • Twitter: @Barchart
    521,184 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    93 employees on LinkedIn®

Coinseeker.co

Coinseeker helps professional investors, businesses, and venture capital in identifying the most recent fundraising rounds for crypto and blockchain companies.

Who Is the Company Behind Coinseeker.co?

Collaboration Capital

Collaboration Capital is a digital investment bank allowing companies to connect with M&A targets worldwide. The platform offers various applications dedicated to M&A operations: - AI sourcing of M&A targets - Pipeline management and collaborative features - Data enrichment - Contact of M&A targets, to collect their feedback on the operation. More than 10 000 companies in 120 countries use the platform, like Nestlé, Pfizer, Liebherr, L'Occitane, etc.

Who Is the Company Behind Collaboration Capital?

Contexter

Contexter provides instant access to trusted economic and demographic data, presented in a highly visual and consistent way that's easy to grasp and act on. Precisely tailored to CRA performance context guidelines, Contexter allows banks to quickly glean important insights about their markets and make informed decisions about how to invest, lend, and serve to make the greatest impact in their communities.

Who Is the Company Behind Contexter?

  • Seller: findCRA
  • Year Founded: 2013
  • HQ Location: Louisville, US
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

CoreX Signal AI

CoreX Signal AI is an AI-powered market intelligence and signal analytics platform for trading teams, fintech businesses, and white-label operators. It combines multi-market analysis, explainable AI, real-time signal delivery, risk context, configurable dashboards, and API access to support professional market-analysis workflows. The platform is powered by CoreX Capital AI infrastructure and is also available for dedicated white-label deployments.

Who Is the Company Behind CoreX Signal AI?

Countercyclical

Countercyclical is the definitive investment research and valuation platform built for teams discovering hidden value in the capital markets. Craft insightful valuations, collaborate in real-time, and work securely all in the same place. Capture the entire flow of your investment lifecycle while keeping everyone at your company on the same page. Founded in 2022, our mission is to empower investors with tools to discover the world’s value. For more information, visit https://countercyclical.io

Who Is the Company Behind Countercyclical?

  • Seller: Countercyclical
  • Year Founded: 2022
  • HQ Location: Chicago, Illinois
  • Twitter: @countercyclicaI
    88 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

CRB BLS Spot Commodity Indexes

The CRB BLS Spot Market Price is a measure of price movements of 22 basic commodities whose markets are among the first to be influenced by changes in economic conditions. Sub-indices for six major asset classes are calculated. Asset Classes Calculated: -Metals -Textiles -Raw Materials -Foodstuffs -Fats & Oils -Livestock

Who Is the Company Behind CRB BLS Spot Commodity Indexes?

  • Seller: Barchart
  • Year Founded: 1980
  • HQ Location: Chicago, US
  • Twitter: @Barchart
    521,184 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    93 employees on LinkedIn®

CrossCheck

BornTec’s CrossCheck is a platform that empowers business users by consolidating execution data into a single, unified view, unlocking value and insights. Centralizing and harmonizing diverse data sets for easier access enables real-time risk management, surveillance, and regulatory reporting. CrossCheck streamlines operations, reduces reliance on IT, and fosters proactive risk mitigation—all while supporting scalable growth. Trusted by top-tier FCMs, brokers, and banks, CrossCheck ensures that businesses operate efficiently, comply with regulatory demands, and maximize the value of their data.

Who Is the Company Behind CrossCheck?

  • Seller: BornTec
  • Year Founded: 2002
  • HQ Location: Chicago, US
  • LinkedIn® Page: www.linkedin.com
    18 employees on LinkedIn®

Databento

Databento makes it simpler and faster to access institutional-grade financial data. Its self-service model allows users to instantly pick up live exchange feeds and terabytes of historical data for US equities and futures—and only pay for what they use. Databento’s servers are hosted in the colocation facilities of various trading venues for low-latency and high-fidelity data capture, direct from the source.

Who Is the Company Behind Databento?

  • Seller: Databento
  • Year Founded: 2019
  • HQ Location: Salt Lake City, US
  • LinkedIn® Page: www.linkedin.com
    31 employees on LinkedIn®

Datastream

Datastream is a comprehensive financial time series database offering over 120 years of historical data across 175 countries. It provides financial professionals with the tools and information necessary to analyze market trends, economic cycles, and the impact of global events. With access to more than 35 million instruments and indicators, including 8.5 million active economic indicators, Datastream supports in-depth macroeconomic analysis, market scenario creation, and investment strategy testing. Key Features and Functionality: - Extensive Data Coverage: Access to over 35 million instruments and indicators, encompassing all major asset classes and 8.5 million active economic indicators. - Historical Depth: Data spanning up to 120 years, covering 175 countries, enabling long-term trend analysis and historical comparisons. - Analytical Tools: Advanced charting and analytical functions integrated with Microsoft Office, facilitating efficient data visualization and analysis. - Flexible Access: Multiple delivery options, including desktop applications, APIs, and bulk data feeds, catering to diverse user needs. - Unique Content: Inclusion of proprietary datasets such as I/B/E/S Estimates aggregates, Worldscope Fundamentals, point-in-time data, and Reuters Polls, providing exclusive insights. Primary Value and User Solutions: Datastream empowers financial professionals—including investment managers, traders, economists, and researchers—to: - Monitor Economic Events: Track real-time economic data releases and assess their market impact. - Conduct Comparative Analyses: Analyze and compare domestic and international economies using standardized economic data. - Develop Proprietary Indicators: Create custom indicators and share them across teams for collaborative analysis. - Visualize Data Effectively: Generate insightful, branded charts with features like correlation analysis and interactive annotations. - Enhance Workflow Efficiency: Utilize dynamic chart libraries and integrate with Microsoft Office to streamline reporting and presentations. By offering a vast repository of economic and financial data coupled with powerful analytical tools, Datastream enables users to make informed decisions, identify opportunities, and mitigate risks in a complex global market environment.

Who Is the Company Behind Datastream?

DataYes

DataYes is a global FinTech company headquartered in Shanghai, dedicated to empowering investors through the integration of human expertise and machine intelligence. By leveraging advanced technologies such as big data, artificial intelligence, and knowledge graphs, DataYes offers a comprehensive suite of services ranging from investment analysis to portfolio management. These services are designed to support financial institutions and individual investors in making informed and efficient investment decisions. Key Features and Functionality: - Financial Big Data: Provides over 14 categories of traditional financial data and 9 categories of alternative data, ensuring comprehensive, high-quality, and low-latency financial data services suitable for fundamental and quantitative investment research, trading, and risk management. - Intelligent Investment Research: Offers tools like intelligent search, smart monitoring, and investment research management, enabling users to track investment trends, discover opportunities, and manage risks effectively. - Fund Investment Advisor: Enhances fund selection and asset allocation processes by providing an integrated research framework, comprehensive fund evaluation metrics, and portfolio management support. - Intelligent FOF : Delivers customized asset allocation and full life-cycle management for diverse users, utilizing AI-driven market forecasts and deep understanding of financial products. - Portfolio Analysis and Risk Management: Integrates risk analysis and portfolio management tools to detect risks and help users adapt to changing market conditions through features like attribution analysis, stress testing, and regulatory reporting. - Quantitative Investment: Provides alternative data, factor discovery tools, model development resources, strategy management platforms, and portfolio optimization systems to support the entire quantitative research lifecycle. Primary Value and User Solutions: DataYes addresses the challenges faced by investors in navigating complex financial markets by offering intelligent, data-driven solutions that enhance investment research, portfolio management, and risk control. By combining cutting-edge technology with innovative investment philosophies, DataYes empowers clients to track investment dynamics, identify opportunities, manage risks, and accumulate investment knowledge efficiently. This comprehensive approach enables both institutional and individual investors to make smarter, more informed investment decisions.

Who Is the Company Behind DataYes?

  • Seller: DataYes
  • Year Founded: 2013
  • HQ Location: Shanghai, CN
  • LinkedIn® Page: www.linkedin.com
    216 employees on LinkedIn®

DD360

Who Is the Company Behind DD360?

  • Seller: CENTRL
  • Year Founded: 2015
  • HQ Location: Mountain View, US
  • Twitter: @oncentrl
    61 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    69 employees on LinkedIn®

Dealgrotto

Dealgrotto is a specialized M&A Deal Pipeline Management platform designed to cater to the nuanced needs of various financial sectors, including private equity, venture capital, corporates, and family offices. Its primary objective is to streamline and enhance the M&A process, shifting focus from administrative burdens to strategic decision-making. At its core, Dealgrotto offers robust Pipeline Management tools, allowing users to effectively track and organize M&A deals. This feature provides clear visibility into each deal stage, aiding in efficient management and informed decision-making. Customizable to specific workflows, it supports advanced filtering and sorting, enabling quick navigation and prioritization. Team collaboration is another key aspect of Dealgrotto. It enables seamless coordination among team members, facilitating task assignments, and real-time information sharing. This fosters a collaborative environment essential for the complexities of M&A transactions. Progress tracking in Dealgrotto ensures a comprehensive view of each deal's progression. Users can set, monitor, and report on key milestones and objectives, maintaining an up-to-date overview crucial for timely project completion. The platform also serves as a centralized repository for all deal-related documents. This data storage feature guarantees secure, organized access to essential documents, streamlining the typically extensive documentation process in M&A deals. In essence, Dealgrotto is a versatile and user-centric solution, transforming M&A deal management through enhanced efficiency, teamwork, and strategic insight. It's an indispensable tool for financial professionals aiming to navigate the complexities of M&A activities with ease and precision.

Who Is the Company Behind Dealgrotto?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024