Best Financial Research Software - Page 14

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)

LSEG T1 Wealth

LSEG T1 Wealth is a comprehensive front-to-back-office workflow solution designed to empower wealth advisors by integrating client and market data, enabling the delivery of personalized financial advice. This platform combines robust content and analytics to support advisors throughout the investment lifecycle, from client onboarding and proposal creation to portfolio management and client relationship enhancement. Key Features and Functionality: - Integrated Workflow: Seamlessly combines in-house and third-party applications, allowing effortless navigation and scalability in a dynamic environment. - Comprehensive Data and Analytics: Provides access to world-leading content and intuitive workflows, enabling advisors to deliver personalized advice for clients' financial well-being. - Market Monitoring: Keeps advisors informed of market developments, allowing quick assessment of potential impacts on their business. - Investment Proposal Tools: Offers tools to create compelling investment proposals, enhancing client engagement and trust. - Client Reporting: Includes book management and client reporting tools to uncover actionable insights and strengthen client relationships. Primary Value and User Solutions: LSEG T1 Wealth addresses the need for efficient and adaptable advisory services in today's fast-paced financial environment. By integrating comprehensive data and analytics with intuitive workflows, it enables advisors to deliver personalized, data-driven insights, enhancing decision-making and client engagement. The platform's scalability and seamless integration with existing systems allow firms to adapt swiftly to changing market conditions, ensuring sustained growth and client satisfaction.

Who Is the Company Behind LSEG T1 Wealth?

LUSID

LUSID is a complete investment data machine that powers multi-asset, multi-sector, multi-geography strategies. It brings unrivalled functionality and services to help you get the most out of your data. Harness LUSID's open community, API-first approach and investment platform to create a world class operational model for all your middle and back-office functions.

Who Is the Company Behind LUSID?

M&A deal platform

M&A Deal Platform is a comprehensive digital solution designed to streamline mergers and acquisitions processes for small and medium-sized enterprises . By integrating advanced cloud technology, the platform offers secure virtual auctions, data rooms, and automated document workflows, significantly reducing the complexities and time associated with M&A transactions. This enables business owners to focus on strategic decision-making while ensuring efficient and successful deal closures. Key Features and Functionality: - Advisor Copilot & Secure Chat GPT: Allows practice employees to securely query client business models and data rooms, enhancing advisory capabilities. - Lead Generation Applications & Content: Assists in identifying and qualifying potential clients, expanding business opportunities. - Business Advisory Tools: Facilitates the delivery of comprehensive advisory reports and reviews, supporting informed decision-making. - Corporate Finance Tools: Accelerates the creation of valuation reports, business plans, and information memorandums, streamlining financial documentation. - Secure & Private Marketplace: Connects company owners with buyers and partners in a confidential environment, ensuring data privacy and controlled access. Primary Value and Solutions Provided: M&A Deal Platform addresses the challenges SMEs face in the M&A landscape by offering a digital marketplace that simplifies the buying and selling of businesses. It provides a secure and private environment where company data remains confidential, and owners have full control over interactions with potential buyers. The platform's automation of document workflows and integration of advanced tools reduce the overhead and time traditionally associated with M&A transactions. By connecting owners with qualified buyers and partners, M&A Deal Platform facilitates successful capital raises, accurate valuations, and efficient company exits, ultimately empowering SMEs to achieve their strategic financial goals.

Who Is the Company Behind M&A deal platform?

MarketGrader

MarketGrader marries AI and Big Data to collect, analyze and interpret millions of data records across 39,000 public companies daily. This allows us to rate every investable stock in the world, or 99% of the world’s market capitalization.

Who Is the Company Behind MarketGrader?

MarketPing

Indian listed companies file thousands of announcements a day — results, orders, buybacks, pledges, resignations, rating changes. Almost none of it reaches a retail investor in time, and none of it comes with the one number that matters: what the stock did next. MarketPing fixes both. It ingests every NSE and BSE filing the moment the exchange publishes it, reads the document with AI (page-cited, never invented), classifies it across 106 signals, and delivers the filings for your companies to WhatsApp within about a minute. Every alert carries an importance score, a plain-English summary and, once the market has reacted, the measured price move across 14 horizons — 500,000+ filings decoded so far, 1.9 million reactions measured. Around the alerts is a full research stack: a 108-metric fundamentals screener with custom formulas, single-scroll company pages, AI reads of earnings calls and annual reports, Discover lists of stocks by catalyst (contract wins, buybacks, pledges released, QIPs…), an IPO tracker covering 1,150+ issues with live subscription data and deliberately no grey-market premium, FPI/FII flow tracking, a daily AI market briefing, 33 free calculators, a 60-term glossary, and an official MCP server (20 free tools) so Claude, ChatGPT and Cursor can query the same data. MarketPing publishes no buy/sell calls, no price targets and no ratings — it shows what companies filed and what happened next. Free for 5 companies with WhatsApp delivery included; Investor ₹199/month for 30 companies; Trader ₹599/month for 100. Built in India for NSE/BSE investors.

Who Is the Company Behind MarketPing?

MarktoMarket

MarktoMarket is a data and analytics platform designed to help M&A professionals generate better ideas, faster. Our software connects advisers and investors to the UK’s most comprehensive and easily searchable database of private company intelligence.

Who Is the Company Behind MarktoMarket?

MB9

MB9 provides Cloud, Mobile and Enterprise software solutions. MB9 has vast experience in software development, consulting and product service across industries like Media, Finance, Travel, Automobiles and Entertainment. MB9 is headquartered in Singapore.

Who Is the Company Behind MB9?

  • Seller: MB9
  • Year Founded: 2008
  • HQ Location: Kallang, SG
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Mercatus

Mercatus operates in the energy finance industry, driving deal velocity and quality while reducing financing costs of energy projects.

Who Is the Company Behind Mercatus?

  • Seller: Mercatus
  • Year Founded: 1984
  • HQ Location: Burlington, Massachusetts, United States
  • LinkedIn® Page: www.linkedin.com
    1,230 employees on LinkedIn®

Modano

Modano is a financial model content management and sharing system for Microsoft Excel.

Who Is the Company Behind Modano?

  • Seller: Modano
  • Year Founded: 2010
  • HQ Location: Global, OO
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Nasdaq Data Link

Nasdaq Data Link is a cloud-based platform that provides access to over 250 curated financial, economic, and alternative datasets through APIs. It serves a diverse user base, including analysts, hedge funds, and retail brokerages, by offering high-quality, actionable intelligence. The platform supports seamless integration with tools like R, Python, and Excel, facilitating efficient data analysis and application development. Key Features and Functionality: - Extensive Data Catalog: Offers a wide range of datasets, including real-time and historical market data, financial fundamentals, and alternative data. - Flexible API Access: Provides streaming and REST APIs for real-time, delayed, and historical data, enabling effortless integration into various applications. - User-Friendly Integration: Supports integration with popular tools such as R, Python, and Excel, enhancing accessibility for data analysis and application development. - Curated Data Selection: Ensures high-quality data by selecting fewer than 1 in 100 datasets analyzed, resulting in a best-in-class catalog. Primary Value and User Solutions: Nasdaq Data Link empowers users to generate alpha, manage risk, and gain transparency into public and private markets by providing comprehensive and reliable data. Its cloud-based infrastructure and flexible APIs reduce time-to-market for customer-designed applications, enabling users to efficiently discover and integrate market data and analytics into their investment strategies and financial applications.

Who Is the Company Behind Nasdaq Data Link?

  • Seller: Nasdaq
  • Year Founded: 1971
  • HQ Location: New York
  • Twitter: @Nasdaq
    213,584 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8,555 employees on LinkedIn®
  • Ownership: NASDAQ: NDAQ

Nasdaq Dorsey Wright Technical Research

The Dorsey Wright Technical Leaders Index family selects the highest relative strength companies from within their respective investment universes. In addition, the Focus Five Indexes select the five ETFs from the First Trust Portfolios product line with powerful relative strength characteristics.

Who Is the Company Behind Nasdaq Dorsey Wright Technical Research?

  • Seller: Nasdaq
  • Year Founded: 1971
  • HQ Location: New York
  • Twitter: @Nasdaq
    213,584 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8,555 employees on LinkedIn®
  • Ownership: NASDAQ: NDAQ

Neobanque Analytics

Outperform the competition and gain market share

Who Is the Company Behind Neobanque Analytics?

Novus Public Ownership Research

Search, analyze and conduct powerful research on 10,000+ institutions across hedge funds, mutual funds, investment advisors and other institutional investors to better understand their positions, profitability, alpha-generation and fundamental performance indicators

Who Is the Company Behind Novus Public Ownership Research?

Obermind

Obermind Platform is a modular, full-stack financial technology platform that enables businesses to build, launch and operate branded fintech products without developing the underlying infrastructure from scratch. It combines the core systems required for trading, investing, banking and digital assets within one configurable ecosystem. Businesses can use Obermind to offer multi-asset trading across FX, cryptocurrencies, equities, futures, CFDs and options, alongside real-time market data, order execution, risk management, clearing and settlement. The platform also includes customer onboarding and compliance tools such as KYC, KYB and AML; crypto wallets and custody; IBAN and SWIFT accounts; payment processing; branded debit cards; portfolio management; CRM and back-office functionality; marketing automation; and partner or introducing-broker management. Obermind is API-first and connects to external trading venues, liquidity providers, payment gateways and other services through FIX, REST and WebSocket APIs. Companies can deploy ready-made, branded web and mobile applications, integrate individual Obermind modules into existing systems, or customise and license a more complete platform. In practical terms, Obermind acts as a financial operating system for brokers, crypto exchanges, digital banks, proprietary trading firms, portfolio managers and fintech companies. Its purpose is to reduce the time, cost and technical complexity involved in launching and scaling regulated financial products while allowing each business to retain its own brand, customer relationships, data and platform configuration.

Who Is the Company Behind Obermind?

  • Seller: Obermind Ltd
  • HQ Location: London
  • Twitter: @obermind
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®
  • Ownership: Alexander Talei
  • Phone: +44 330 120 1660

OpenBB Terminal

The first AI-powered financial terminal.

Who Is the Company Behind OpenBB Terminal?

  • Seller: OpenBB
  • Year Founded: 2021
  • HQ Location: New York City, US
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®
Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024