Best Financial Research Software - Page 2

How Many Financial Research Software Products Does G2 Track?

Total Products under this Category: 318

Category Stats (Sep 2026)

  • Average Rating: 4.52/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Dasseti ENGAGE (+1.12%) - Among all products in this category, Dasseti ENGAGE recorded the largest rating increase compared to last month

Last updated: September 30, 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
  • 318+ 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), Inven, and Koyfin.

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=inven&focus%5B%5D=koyfin)

Ideagen Audit Analytics

Ideagen Audit Analytics is an audit intelligence solution that gives accounting firms, law firms, asset managers and insurers structured access to 70+ curated databases covering auditor changes, restatements, regulatory actions and governance disclosures, with data going back more than 20 years. The solution replaces manual extraction from fragmented public filings with a single, searchable source of record. It covers 60,000+ active and historical SEC registrants, Canadian public companies and 8,000 European companies, and is accessible via browser or through a live data feed that integrates directly into CRM, compliance and risk management systems. Core auditor engagement data is refreshed daily. Configurable alerts notify users when new data matching defined criteria is added. Core use cases: Auditor rotation and business development: around 16 US public companies change auditors every week. Every change since 2000 is tracked alongside fee disputes, late filings and mandatory rotation deadlines, enabling firms to identify prospects and engage before public tenders are issued Independence and compliance verification: audit histories, restatements and control disclosures for 60,000+ SEC registrants can be cross-checked before client onboarding, with tools to monitor employee investment exposures against client relationships Regulatory tracking: SEC comment letters, PCAOB inspection reports and enforcement actions are organized by jurisdiction and issue type alongside restatement data categorized by accounting issue since 2000 Risk assessment and due diligence: the Accounting Quality Risk Matrix categorizes governance and reporting risks across five severity levels; dedicated coverage of bank holding companies, broker dealers, 4,300+ NAIC-registered insurers, private funds and registered investment advisers supports D&O and E&O underwriting, portfolio screening and financial services-specific client profiling ESG and cybersecurity monitoring: ESG disclosures and cybersecurity incident data are tracked alongside financial reporting data, providing a consolidated view of governance and operational risk Academic and longitudinal research: structured datasets on restatements, SOX 404 and SOX 302 weaknesses, critical audit matters, audit fees and ESG disclosures have been cited in 1,500+ academic papers across 40+ journals 18 of the top 20 accounting firms and 300+ universities use Ideagen Audit Analytics. The solution is purpose-built for organizations that conduct recurring, high-stakes audit research across US, Canadian and European markets. It is not a general-purpose financial data terminal: it is specialized audit intelligence used where the accuracy and defensibility of conclusions are non-negotiable.

Average Rating: 4.5/5.0

Total Reviews: 88

How Do G2 Users Rate Ideagen Audit Analytics?

  • Financial Analysis: 7.8/10 (Category avg: 8.6/10)
  • Ease of Admin: 7.7/10 (Category avg: 8.7/10)
  • Charting: 6.6/10 (Category avg: 8.2/10)
  • Document Search: 7.7/10 (Category avg: 8.3/10)

Who Is the Company Behind Ideagen Audit Analytics?

  • Seller: Ideagen
  • Company Website:
  • Year Founded: 2000
  • HQ Location: Ruddington, Nottingham
  • Twitter: @Ideagen_
    2,172 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,386 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Assistant Professor
  • Top Industries: Accounting, Higher Education
  • Company Size: 47% Large, 35% Medium

What Do G2 Reviewers Say About Ideagen Audit Analytics?

AI-generated summary from verified user reviews

Pros
  • Users value the reliable and well-organized data from Ideagen Audit Analytics, enhancing their research efficiency significantly.
  • Users value the reliable and comprehensive research data of Ideagen Audit Analytics for informed decision-making.
  • Users appreciate the automated workflows of Ideagen Audit Analytics, enhancing efficiency and focus on strategic auditing tasks.
  • Users value the comprehensive and granular data of Ideagen Audit Analytics, enhancing audit research and strategic decisions.
  • Users commend the responsive and excellent customer support of Ideagen Audit Analytics, enhancing their overall experience.
Cons
  • Users struggle with difficult data management due to an interface that complicates data discovery and merging.
  • Users note that limited accessibility hinders the experience with Ideagen Audit Analytics, making navigation challenging for beginners.
  • Users note the limited data availability in Ideagen Audit Analytics, affecting their ability to consolidate information efficiently.
  • Users struggle with poor usability in Ideagen Audit Analytics, making navigation and data management frustrating for beginners.
  • Users find the difficult navigation of Ideagen Audit Analytics frustrating, particularly for beginners trying to set it up.

What Are Recent G2 Reviews of Ideagen Audit Analytics?

S&P Capital IQ Platform

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: 8.6/10)
  • Ease of Admin: 8.6/10 (Category avg: 8.7/10)
  • Charting: 9.0/10 (Category avg: 8.2/10)
  • Document Search: 8.9/10 (Category avg: 8.3/10)

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

  • Seller: S&P Global
  • HQ Location: New York, NY
  • Twitter: @SPGlobal
    47,349 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    40,459 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?

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

Auquan

data science platform for financial services

Average Rating: 4.5/5.0

Total Reviews: 27

How Do G2 Users Rate Auquan?

  • Financial Analysis: 10.0/10 (Category avg: 8.6/10)
  • Ease of Admin: 9.2/10 (Category avg: 8.7/10)
  • Charting: 9.4/10 (Category avg: 8.2/10)
  • Document Search: 9.3/10 (Category avg: 8.3/10)

Who Is the Company Behind Auquan?

  • Seller: Auquan
  • Year Founded: 2018
  • HQ Location: London
  • LinkedIn® Page: www.linkedin.com
    49 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 48% Small, 30% Medium

What Are Recent G2 Reviews of Auquan?

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Bloomberg Terminal

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: 8.6/10)
  • Ease of Admin: 6.7/10 (Category avg: 8.7/10)
  • Charting: 9.0/10 (Category avg: 8.2/10)
  • Document Search: 8.3/10 (Category avg: 8.3/10)

Who Is the Company Behind Bloomberg Terminal?

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 appreciate the helpful customer support of Bloomberg Terminal, enhancing their overall experience and keeping them informed.
  • Users value the comprehensive financial information provided by Bloomberg Terminal, essential for staying updated in the market.
  • Users value the up-to-date market research provided by Bloomberg Terminal, essential for accurate financial analysis.
  • Users appreciate the accuracy and timeliness of Bloomberg Terminal information, enhancing their market research and analysis capabilities.
  • Users value the accuracy and up-to-date information provided by Bloomberg Terminal for market research and analysis.
Cons
  • Users find the difficult navigation of Bloomberg Terminal challenging, often leading to information overload and confusion.
  • Users find Bloomberg Terminal to be an expensive tool that may not be affordable for everyone.
  • Users often experience information overload with Bloomberg Terminal, making it challenging to find specific answers easily.
  • Users note the poor usability of Bloomberg Terminal, suggesting improvements are needed, despite eventual familiarity with it.

What Are Recent G2 Reviews of Bloomberg Terminal?

What Are G2 Users Discussing About Bloomberg Terminal?

CB Insights

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: 8.6/10)
  • Ease of Admin: 9.2/10 (Category avg: 8.7/10)
  • Charting: 10.0/10 (Category avg: 8.2/10)
  • Document Search: 6.7/10 (Category avg: 8.3/10)

Who Is the Company Behind CB Insights?

  • Seller: CB Insights
  • Year Founded: 2009
  • HQ Location: New York, US
  • Twitter: @CBinsights
    104,175 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 client and competitor understanding daily.
  • Users value the rich competitor insights from CB Insights, enhancing their market strategies and sales outreach.
  • Users find the Chrome extension invaluable for quick prospect research, enhancing their sales strategies seamlessly.
  • Users love the daily intelligence and personalized summaries from CB Insights, enhancing their client and competitor insights.
  • Users love the daily insights from CB Insights, finding it easy to use and valuable for client and competitor intelligence.
Cons
  • Users desire more comprehensive data on early-stage companies and additional personas for better research insights.
  • Users find the inadequate filtering in CB Insights frustrating, especially when searching for early-stage companies.
  • Users feel the limited customization options hinder their ability to research beyond targeted employees effectively.
  • Users find the limited data on early-stage companies in CB Insights somewhat disappointing and affecting their research effectiveness.
  • Users find the search functionality unintuitive at times, making it difficult to navigate effectively.

What Are Recent G2 Reviews of CB Insights?

Nasdaq eVestment™

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

Average Rating: 4.4/5.0

Total Reviews: 46

How Do G2 Users Rate Nasdaq eVestment™?

  • Financial Analysis: 6.2/10 (Category avg: 8.6/10)
  • Ease of Admin: 7.9/10 (Category avg: 8.7/10)
  • Charting: 7.9/10 (Category avg: 8.2/10)
  • Document Search: 7.3/10 (Category avg: 8.3/10)

Who Is the Company Behind Nasdaq eVestment™?

  • Seller: Nasdaq
  • Company Website:
  • Year Founded: 1971
  • HQ Location: New York
  • Twitter: @Nasdaq
    213,584 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8,555 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 commend the responsive customer support of eVestment, appreciating their willingness to assist and provide guidance.
  • Users value the market insights and peer analysis provided by eVestment's Analytics, enhancing competitive strategy evaluation.
  • Users value the ease of use of Nasdaq eVestment™, appreciating its intuitive interface and efficient data management.
  • Users appreciate the user-friendly interface of eVestment, making data navigation and insights straightforward and efficient.
  • Users value the user-friendly platform of Nasdaq eVestment™, facilitating easy navigation and effective market analysis.
Cons
  • Users often experience slow performance, with delays in data loading and refreshing affecting their overall productivity.
  • Users find the subscription fees for Nasdaq eVestment™ very expensive compared to competitors, impacting overall value perception.
  • Users find poor usability in Nasdaq eVestment™, struggling with clunky design and slow data refresh times.
  • Users express concern over data inaccuracy, highlighting gaps that hinder thorough comparative analysis and report accuracy.
  • Users note the limited data availability in Asia, hindering effective sales prospecting and analysis on Nasdaq eVestment™.

What Are Recent G2 Reviews of Nasdaq eVestment™?

Dealroom.co

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: 8.6/10)
  • Ease of Admin: 9.2/10 (Category avg: 8.7/10)
  • Charting: 8.6/10 (Category avg: 8.2/10)
  • Document Search: 8.1/10 (Category avg: 8.3/10)

Who Is the Company Behind Dealroom.co?

  • Seller: Dealroom.co
  • Year Founded: 2013
  • HQ Location: Amsterdam, Noord-Holland
  • Twitter: @dealroomco
    9,362 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 sector overviews, enhancing their research efficiency.
  • Users find Dealroom.co to be comprehensive and information-rich, with relevant suggestions for improvement and functionality.
  • Users praise the excellent customer support provided by Dealroom.co, enhancing their overall experience with the platform.
  • Users value the high data quality of Dealroom.co, enhanced by user-friendly features and excellent support.
  • Users appreciate the ease of use of Dealroom.co, making navigation and data access straightforward and efficient.
Cons
  • Users feel that a stronger integration with LinkedIn would enhance the overall utility of Dealroom.co.
  • Users find the search functionality lacking as filters need improvement to support advanced search options.

What Are Recent G2 Reviews of Dealroom.co?

What Are G2 Users Discussing About Dealroom.co?

FactSet Data Feeds

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: 8.6/10)
  • Ease of Admin: 9.2/10 (Category avg: 8.7/10)
  • Charting: 8.1/10 (Category avg: 8.2/10)
  • Document Search: 8.9/10 (Category avg: 8.3/10)

Who Is the Company Behind FactSet Data Feeds?

  • Seller: FactSet Research Systems
  • Year Founded: 1978
  • HQ Location: Norwalk, CT
  • Twitter: @FactSet
    121,234 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15,326 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?

What Are G2 Users Discussing About FactSet Data Feeds?

Sentieo by AlphaSense

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: 8.6/10)
  • Ease of Admin: 10.0/10 (Category avg: 8.7/10)
  • Charting: 5.8/10 (Category avg: 8.2/10)
  • Document Search: 9.0/10 (Category avg: 8.3/10)

Who Is the Company Behind Sentieo by AlphaSense?

  • Seller: AlphaSense
  • Year Founded: 2011
  • HQ Location: New York
  • Twitter: @AlphaSenseInc
    34,479 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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?

What Are G2 Users Discussing About Sentieo by AlphaSense?

Grata

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: 8.6/10)
  • Ease of Admin: 10.0/10 (Category avg: 8.7/10)
  • Charting: 7.5/10 (Category avg: 8.2/10)
  • Document Search: 7.6/10 (Category avg: 8.3/10)

Who Is the Company Behind Grata?

  • Seller: Grata
  • Company Website:
  • Year Founded: 2016
  • HQ Location: New York, NY
  • Twitter: @grata_inc
    176 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    252 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 search functionality of Grata, finding it fast, intuitive, and invaluable for sourcing businesses.
  • Users praise Grata for its exceptional ease of use, thanks to intuitive features and streamlined processes enhancing productivity.
  • Users value the advanced filtering features of Grata, enabling precise data extraction for thorough analysis.
  • Users praise Grata's phenomenal customer support, which provides quick responses and values user feedback.
  • Users highlight the exceptional functionality of Grata, enjoying its seamless features and advanced AI capabilities.
Cons
  • Users experience data inaccuracies with Grata, leading to potential lost deals and the need for manual verification.
  • Users find data accuracy issues in Grata often lead to critical errors and necessitate manual verification.
  • Users note the limited data available on companies, expressing a desire for more comprehensive information and integrations.
  • Users find the company exclusion limiting, particularly due to a lack of European company data and missing contact info.
  • Users experience data incompleteness with Grata, noting occasional gaps in contact and investor information.

What Are Recent G2 Reviews of Grata?

What Are G2 Users Discussing About Grata?

Backstop Solutions Suite

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: 8.7/10)
  • Charting: 7.5/10 (Category avg: 8.2/10)
  • Document Search: 9.6/10 (Category avg: 8.3/10)

Who Is the Company Behind Backstop Solutions Suite?

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?

What Are G2 Users Discussing About Backstop Solutions Suite?

EquityRT

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: 8.6/10)
  • Ease of Admin: 10.0/10 (Category avg: 8.7/10)
  • Charting: 9.2/10 (Category avg: 8.2/10)

Who Is the Company Behind EquityRT?

  • Seller: EquityRT
  • Year Founded: 2018
  • HQ Location: Marietta, Georgia
  • Twitter: @Equity_RT
    315 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    42 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 and easy to compare complex data effectively.
  • Users value the effortless daily usage of EquityRT for comparing companies and markets with reliable data presentation.
  • Users appreciate the easy data accessibility of EquityRT, making complex comparisons clear and reliable for daily use.
  • Users praise the ease of use of EquityRT, finding it simple to compare and understand complex data.
  • Users value the effortless comparison of companies and markets that EquityRT offers, making complex data easy to understand.
Cons
  • Users find that difficult learning curves exist due to the abundance of tools, requiring time to navigate effectively.

What Are Recent G2 Reviews of EquityRT?

What Are G2 Users Discussing About EquityRT?

Eilla AI

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: 8.7/10)

Who Is the Company Behind Eilla AI?

  • Seller: Eilla AI
  • Year Founded: 2022
  • HQ Location: London, UK
  • Twitter: @eilla_ai
    23 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 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 appreciate the comprehensive information provided by Eilla AI, enhancing workflow and saving valuable time.
  • Users find Eilla AI's content generation simple yet highly effective, significantly enhancing productivity and creativity.
  • Users find Eilla AI to be extremely easy to use, enhancing their productivity and visualisation capabilities effectively.
  • Users find Eilla AI to be highly efficient, saving time and enhancing productivity in their work processes.
  • Users commend Eilla AI for its effective research data generation, enhancing logical and chronological project development.

What Are Recent G2 Reviews of Eilla AI?

Sourcescrub

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: 8.6/10)
  • Ease of Admin: 8.3/10 (Category avg: 8.7/10)
  • Charting: 7.8/10 (Category avg: 8.2/10)
  • Document Search: 7.5/10 (Category avg: 8.3/10)

Who Is the Company Behind Sourcescrub?

  • Seller: Sourcescrub
  • Company Website:
  • Year Founded: 2015
  • HQ Location: San Francisco, California
  • Twitter: @SourceScrub
    174 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    495 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 find Sourcescrub's deal-sourcing capabilities invaluable for efficiently identifying quality private companies and boosting deal flow.
  • Users value the extensive database size of SourceScrub, enhancing their efficiency in finding quality companies.
  • Users value the search functionality of SourceScrub, which enhances efficiency and improves deal flow quality and quantity.
  • Users value the efficient target identification capabilities of Sourcescrub, enhancing their deal sourcing and evaluation processes.
  • Users value the high data accuracy of SourceScrub, enhancing the identification of relevant companies effortlessly.
Cons
  • Users note that data inaccuracy can be an issue with SourceScrub, affecting the reliability of contact information.
  • Users find the limited data in Sourcescrub hampers integration and consistency with other platforms.
  • Users note that Sourcescrub has outdated information, affecting insights and decision-making with past transactions.
  • Users find SourceScrub's poor usability frustrating due to its unintuitive interface and slow performance.
  • Users find the UI clunky and non-intuitive, causing frustration despite satisfaction with the platform's results.

What Are Recent G2 Reviews of Sourcescrub?

What Are G2 Users Discussing About Sourcescrub?

Orion Risk Intelligence

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: 8.6/10)
  • Ease of Admin: 7.9/10 (Category avg: 8.7/10)
  • Charting: 8.3/10 (Category avg: 8.2/10)
  • Document Search: 7.3/10 (Category avg: 8.3/10)

Who Is the Company Behind Orion Risk Intelligence?

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?

What Are G2 Users Discussing About Orion Risk Intelligence?

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