Best Financial Research Software - Page 15

How Many Financial Research Software Products Does G2 Track?

Total Products under this Category: 337

Category Stats (Nov 2026)

  • Average Rating: 4.53/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Endole (+3.72%) - Among all products in this category, Endole recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Financial Research Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 4,100+ Authentic Reviews
  • 337+ 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, 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)

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?

Martian Alpha

Martian Alpha is a research terminal for space stocks and the space economy, built by Nethan Nerella and launched in 2026. It tracks 70+ listed space companies (launch providers, satellite operators, Earth observation, space infrastructure and defense-space) and ties each one to the events that move it: a launch calendar that links launch providers and payload customers to their tickers, a catalyst feed of earnings, contract awards, regulatory filings and insider trades, and a CANSLIM screener with sector filters. It also covers private space companies using SEC Form D filings, a launch reliability scorecard, a satellite constellation tracker (CelesTrak counts for Starlink and others) and a collision and debris monitor. Every quarter it publishes the State of Space Equities report, built from a daily record of launch date changes, constellation counts, close approaches, space weather and stock reactions to launches, with a "how to cite" line. The blog explains the primary sources (SEC filings, NASA, the Space Force budget, FCC reports) behind the numbers. The core terminal is free. Paid plans (Space Enthusiast $5, Professional $25, Entrepreneur $50, Business $100 a month) add higher AI limits, larger watchlists, alerts, exports and API access. Martian Alpha is research, not investment advice.

Who Is the Company Behind Martian Alpha?

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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®

Midas AI

Midas is an AI-native equity research terminal that gives analysts and investors their own AI research team — one that screens public equities, builds live dashboards, and generates sourced, citation-backed research in a single workspace. Ask a question in plain language and Midas assembles the answer as a working deliverable: a research dashboard, a competitive analysis, a financial model, a screener column. Every claim is linked to its source document, so output goes straight into a real research process instead of a chat log. AI research dashboards. Describe an investment thesis and Midas designs a dashboard for it, drawing on a library of nearly 500 widget types — charts, tables, summaries, and screeners. Document intelligence. Semantic search across SEC filings, earnings call transcripts, and news, with cross-document synthesis that connects insights other tools keep siloed. Upload private documents and enrich them with public data. Smart screening. The Midas stock screener goes beyond price and volume with AI-generated columns — sentiment, thesis fit, guidance credibility, dilution risk — that enrich live as new filings and transcripts are processed. Autonomous monitoring. The system runs without prompting. Widgets update themselves and surface changes across a coverage universe, so analysts find out about a guidance shift or a risk-factor change without having known to ask. Outputs are deliverables, not transcripts: charts, tables, reconciliations, redlines, one-pagers and memos, in a form that drops directly into your research workflow. Midas is used by hedge funds, equity research teams, family offices, and individual investors covering US equities, and connects to SEC EDGAR alongside your own uploaded documents. Security is built for financial workflows: SOC 2-aligned controls, encryption in transit and at rest, and zero data retention with model providers. Customer data is never used to train foundation models. Firms that need a dedicated environment can run Midas Bespoke, a single-tenant deployment of the financial research platform. Midas connects the firm's existing sources — SharePoint, AWS S3, Google Drive, Slack, and custom internal data — encodes the house research process, and builds and hosts custom apps, live in as little as two weeks. Every deliverable is verified by a human analyst. The build is free; you pay for the platform, never the engineering. Plans scale from a free tier for individual investors to Fund and Enterprise tiers with pooled credits, unlimited workspaces, API access, SSO/SAML, and dedicated support.

Who Is the Company Behind Midas AI?

  • Seller: Midas AI
  • Year Founded: 2023
  • HQ Location: London, GB
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

ML Alpha

ML Alpha is an innovative investment platform that democratizes access to advanced, AI-powered tools and insights, previously reserved for professional investors and institutions. By leveraging machine learning and a vibrant community of data scientists and investors, ML Alpha empowers users to make informed investment decisions and potentially outperform the stock market. Key Features and Functionality: - AI-Powered Stock Analysis: Utilize AI-driven tools like the generative AI-powered Screener and AI Top Picks to explore and select stocks tailored to your investment objectives. - Comprehensive Data Access: Access over 25 years of historical data on more than 5,000 U.S. publicly traded companies, facilitating in-depth fundamental and technical analysis. - Portfolio Management: Create, track, and gain insights into your portfolios with AI-based ML Alpha Scores, and follow top-performing portfolios from the community for real-time updates. - Data Science Studio: For data scientists, build and test custom machine learning models using curated ML-ready datasets, and monetize predictions by offering them in the marketplace. - Community Marketplace: Engage with a community of investors and data scientists, discover performance-verified portfolios, and share investment insights to earn followers and income. Primary Value and User Solutions: ML Alpha addresses the need for accessible, sophisticated investment tools by providing AI-driven insights and a collaborative community platform. It simplifies stock market research, enhances decision-making with data-backed analysis, and offers opportunities for users to monetize their expertise. Whether you're a novice investor seeking guidance or a seasoned data scientist looking to apply your skills, ML Alpha equips you with the resources to navigate and succeed in the financial markets.

Who Is the Company Behind ML Alpha?

  • Seller: ML Alpha
  • Year Founded: 2022
  • HQ Location: Munchen, DE
  • LinkedIn® Page: www.linkedin.com
    3 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
  • LinkedIn® Page: www.linkedin.com
    8,555 employees on LinkedIn®
  • Ownership: NASDAQ: NDAQ
  • Total Revenue (USD mm): $5,627

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
  • LinkedIn® Page: www.linkedin.com
    8,555 employees on LinkedIn®
  • Ownership: NASDAQ: NDAQ
  • Total Revenue (USD mm): $5,627

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
  • 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®

ORATS

Option Research & Technology Services (ORATS) is a premier option analytics vendor committed to uncovering untapped, alpha-generating strategies through best-of-breed quantitative research, options-related data feeds, and customized options trading decision support solutions.

Who Is the Company Behind ORATS?

  • Seller: ORATS
  • Year Founded: 2001
  • HQ Location: Portsmouth, US
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®
Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024