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Best Financial Research Software - Page 2

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

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.

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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Best Financial Research Software At A Glance

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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262 Listings in Financial Research Available
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The S&P Capital IQ Pro platform combines fundamental data with sector-specific metrics and analytics that are relevant to the industries we cover, plus key asset data, mapping tools, regulatory in

    Users
    • Associate
    Industries
    • Financial Services
    • Investment Banking
    Market Segment
    • 36% Enterprise
    • 33% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • S&P Capital IQ Pro features and usability ratings that predict user satisfaction
    9.7
    Financial Analysis
    Average: 8.4
    7.8
    Ease of Admin
    Average: 8.7
    10.0
    Charting
    Average: 8.2
    9.7
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    New York, NY
    Twitter
    @SPGlobal
    46,013 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    43,207 employees on LinkedIn®
    Ownership
    NYSE: SPGI
Product Description
How are these determined?Information
This description is provided by the seller.

The S&P Capital IQ Pro platform combines fundamental data with sector-specific metrics and analytics that are relevant to the industries we cover, plus key asset data, mapping tools, regulatory in

Users
  • Associate
Industries
  • Financial Services
  • Investment Banking
Market Segment
  • 36% Enterprise
  • 33% Mid-Market
S&P Capital IQ Pro features and usability ratings that predict user satisfaction
9.7
Financial Analysis
Average: 8.4
7.8
Ease of Admin
Average: 8.7
10.0
Charting
Average: 8.2
9.7
Document Search
Average: 8.2
Seller Details
HQ Location
New York, NY
Twitter
@SPGlobal
46,013 Twitter followers
LinkedIn® Page
www.linkedin.com
43,207 employees on LinkedIn®
Ownership
NYSE: SPGI
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 st

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 56% Small-Business
    • 31% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • CB Insights Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    AI Technology
    1
    Chrome Extension
    1
    Competitor Insights
    1
    Market Research
    1
    Prospect Identification
    1
    Cons
    Inadequate Filtering
    1
    Limited Data
    1
    Missing Information
    1
    Search Functionality
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • CB Insights features and usability ratings that predict user satisfaction
    10.0
    Financial Analysis
    Average: 8.4
    9.2
    Ease of Admin
    Average: 8.7
    10.0
    Charting
    Average: 8.2
    6.7
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2009
    HQ Location
    New York, US
    Twitter
    @CBinsights
    103,592 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    273 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 st

Users
No information available
Industries
No information available
Market Segment
  • 56% Small-Business
  • 31% Enterprise
CB Insights Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
AI Technology
1
Chrome Extension
1
Competitor Insights
1
Market Research
1
Prospect Identification
1
Cons
Inadequate Filtering
1
Limited Data
1
Missing Information
1
Search Functionality
1
CB Insights features and usability ratings that predict user satisfaction
10.0
Financial Analysis
Average: 8.4
9.2
Ease of Admin
Average: 8.7
10.0
Charting
Average: 8.2
6.7
Document Search
Average: 8.2
Seller Details
Year Founded
2009
HQ Location
New York, US
Twitter
@CBinsights
103,592 Twitter followers
LinkedIn® Page
www.linkedin.com
273 employees on LinkedIn®

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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 sc

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 54% Small-Business
    • 42% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Dealroom.co Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Company Research
    1
    Customer Support
    1
    Data Quality
    1
    Ease of Use
    1
    User Experience
    1
    Cons
    Integration Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Dealroom.co features and usability ratings that predict user satisfaction
    8.9
    Financial Analysis
    Average: 8.4
    9.2
    Ease of Admin
    Average: 8.7
    8.6
    Charting
    Average: 8.2
    8.0
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2013
    HQ Location
    Amsterdam, Noord-Holland
    Twitter
    @dealroomco
    8,627 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    73 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 sc

Users
No information available
Industries
No information available
Market Segment
  • 54% Small-Business
  • 42% Mid-Market
Dealroom.co Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Company Research
1
Customer Support
1
Data Quality
1
Ease of Use
1
User Experience
1
Cons
Integration Issues
1
Dealroom.co features and usability ratings that predict user satisfaction
8.9
Financial Analysis
Average: 8.4
9.2
Ease of Admin
Average: 8.7
8.6
Charting
Average: 8.2
8.0
Document Search
Average: 8.2
Seller Details
Year Founded
2013
HQ Location
Amsterdam, Noord-Holland
Twitter
@dealroomco
8,627 Twitter followers
LinkedIn® Page
www.linkedin.com
73 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 pro

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 43% Mid-Market
    • 29% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • FactSet Data Feeds features and usability ratings that predict user satisfaction
    9.2
    Financial Analysis
    Average: 8.4
    9.2
    Ease of Admin
    Average: 8.7
    8.1
    Charting
    Average: 8.2
    8.9
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1978
    HQ Location
    Norwalk, CT
    Twitter
    @FactSet
    120,246 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    14,729 employees on LinkedIn®
    Ownership
    FDS
Product Description
How are these determined?Information
This description is provided by the seller.

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 pro

Users
No information available
Industries
  • Financial Services
Market Segment
  • 43% Mid-Market
  • 29% Enterprise
FactSet Data Feeds features and usability ratings that predict user satisfaction
9.2
Financial Analysis
Average: 8.4
9.2
Ease of Admin
Average: 8.7
8.1
Charting
Average: 8.2
8.9
Document Search
Average: 8.2
Seller Details
Year Founded
1978
HQ Location
Norwalk, CT
Twitter
@FactSet
120,246 Twitter followers
LinkedIn® Page
www.linkedin.com
14,729 employees on LinkedIn®
Ownership
FDS
(79)4.8 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Grata is the leading private-market platform that helps M&A professionals source deals, streamline diligence, and connect with other dealmakers — all in one place. 

    Users
    • Associate
    • Managing Partner
    Industries
    • Venture Capital & Private Equity
    • Financial Services
    Market Segment
    • 76% Small-Business
    • 15% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Grata Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Search Functionality
    26
    Ease of Use
    25
    Filtering Features
    20
    Customer Support
    18
    Functionality
    17
    Cons
    Data Inaccuracy
    18
    Inaccuracy
    9
    Limited Data
    8
    Company Exclusion
    6
    Data Incompleteness
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Grata features and usability ratings that predict user satisfaction
    7.2
    Financial Analysis
    Average: 8.4
    10.0
    Ease of Admin
    Average: 8.7
    7.5
    Charting
    Average: 8.2
    7.6
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Grata
    Company Website
    Year Founded
    2016
    HQ Location
    New York, NY
    Twitter
    @grata_inc
    177 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    257 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Grata is the leading private-market platform that helps M&A professionals source deals, streamline diligence, and connect with other dealmakers — all in one place. 

Users
  • Associate
  • Managing Partner
Industries
  • Venture Capital & Private Equity
  • Financial Services
Market Segment
  • 76% Small-Business
  • 15% Mid-Market
Grata Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Search Functionality
26
Ease of Use
25
Filtering Features
20
Customer Support
18
Functionality
17
Cons
Data Inaccuracy
18
Inaccuracy
9
Limited Data
8
Company Exclusion
6
Data Incompleteness
5
Grata features and usability ratings that predict user satisfaction
7.2
Financial Analysis
Average: 8.4
10.0
Ease of Admin
Average: 8.7
7.5
Charting
Average: 8.2
7.6
Document Search
Average: 8.2
Seller Details
Seller
Grata
Company Website
Year Founded
2016
HQ Location
New York, NY
Twitter
@grata_inc
177 Twitter followers
LinkedIn® Page
www.linkedin.com
257 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Started by a team of enthusiastic financial professionals, software engineers and data scientists, the concept for Valutico was born out of frustration with the lack of quality, user-friendly tools av

    Users
    No information available
    Industries
    • Financial Services
    • Accounting
    Market Segment
    • 95% Small-Business
    • 5% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • VALUTICO Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Comprehensive Data
    1
    Customer Support
    1
    Data Accessibility
    1
    Database Quality
    1
    Cons
    Data Management
    1
    Limited Customization
    1
    Poor Usability
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • VALUTICO features and usability ratings that predict user satisfaction
    8.1
    Financial Analysis
    Average: 8.4
    9.2
    Ease of Admin
    Average: 8.7
    7.7
    Charting
    Average: 8.2
    7.4
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    VALUTICO
    Year Founded
    2014
    HQ Location
    Vienna
    Twitter
    @Valutico1
    284 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    62 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Started by a team of enthusiastic financial professionals, software engineers and data scientists, the concept for Valutico was born out of frustration with the lack of quality, user-friendly tools av

Users
No information available
Industries
  • Financial Services
  • Accounting
Market Segment
  • 95% Small-Business
  • 5% Mid-Market
VALUTICO Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Comprehensive Data
1
Customer Support
1
Data Accessibility
1
Database Quality
1
Cons
Data Management
1
Limited Customization
1
Poor Usability
1
VALUTICO features and usability ratings that predict user satisfaction
8.1
Financial Analysis
Average: 8.4
9.2
Ease of Admin
Average: 8.7
7.7
Charting
Average: 8.2
7.4
Document Search
Average: 8.2
Seller Details
Seller
VALUTICO
Year Founded
2014
HQ Location
Vienna
Twitter
@Valutico1
284 Twitter followers
LinkedIn® Page
www.linkedin.com
62 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 redef

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 76% Small-Business
    • 20% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Backstop Solutions Suite features and usability ratings that predict user satisfaction
    0.0
    No information available
    9.2
    Ease of Admin
    Average: 8.7
    7.5
    Charting
    Average: 8.2
    9.6
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2000
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    157 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 redef

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 76% Small-Business
  • 20% Mid-Market
Backstop Solutions Suite features and usability ratings that predict user satisfaction
0.0
No information available
9.2
Ease of Admin
Average: 8.7
7.5
Charting
Average: 8.2
9.6
Document Search
Average: 8.2
Seller Details
Year Founded
2000
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
157 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Nasdaq eVestment™ brings transparency and efficiency to the global institutional market, equipping managers, asset owners and consultants to make data-driven decisions, deploy their resources more pro

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 52% Enterprise
    • 29% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Nasdaq eVestment™ Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    5
    Analytics
    3
    Ease of Use
    3
    User Interface
    3
    Ease of Access
    2
    Cons
    Slow Performance
    4
    Expensive
    3
    Poor Usability
    3
    Data Inaccuracy
    2
    Limited Data
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Nasdaq eVestment™ features and usability ratings that predict user satisfaction
    4.5
    Financial Analysis
    Average: 8.4
    7.9
    Ease of Admin
    Average: 8.7
    7.3
    Charting
    Average: 8.2
    6.9
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Nasdaq
    Company Website
    Year Founded
    1971
    HQ Location
    New York
    Twitter
    @Nasdaq
    167,014 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8,214 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Nasdaq eVestment™ brings transparency and efficiency to the global institutional market, equipping managers, asset owners and consultants to make data-driven decisions, deploy their resources more pro

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 52% Enterprise
  • 29% Small-Business
Nasdaq eVestment™ Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
5
Analytics
3
Ease of Use
3
User Interface
3
Ease of Access
2
Cons
Slow Performance
4
Expensive
3
Poor Usability
3
Data Inaccuracy
2
Limited Data
2
Nasdaq eVestment™ features and usability ratings that predict user satisfaction
4.5
Financial Analysis
Average: 8.4
7.9
Ease of Admin
Average: 8.7
7.3
Charting
Average: 8.2
6.9
Document Search
Average: 8.2
Seller Details
Seller
Nasdaq
Company Website
Year Founded
1971
HQ Location
New York
Twitter
@Nasdaq
167,014 Twitter followers
LinkedIn® Page
www.linkedin.com
8,214 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 acces

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 55% Small-Business
    • 36% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • EquityRT Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Accuracy
    1
    Daily Usage
    1
    Data Accessibility
    1
    Ease of Use
    1
    Research Data
    1
    Cons
    Difficult Learning
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • EquityRT features and usability ratings that predict user satisfaction
    9.2
    Financial Analysis
    Average: 8.4
    10.0
    Ease of Admin
    Average: 8.7
    9.2
    Charting
    Average: 8.2
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    EquityRT
    Year Founded
    2018
    HQ Location
    Marietta, Georgia
    Twitter
    @Equity_RT
    327 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 acces

Users
No information available
Industries
No information available
Market Segment
  • 55% Small-Business
  • 36% Mid-Market
EquityRT Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Accuracy
1
Daily Usage
1
Data Accessibility
1
Ease of Use
1
Research Data
1
Cons
Difficult Learning
1
EquityRT features and usability ratings that predict user satisfaction
9.2
Financial Analysis
Average: 8.4
10.0
Ease of Admin
Average: 8.7
9.2
Charting
Average: 8.2
0.0
No information available
Seller Details
Seller
EquityRT
Year Founded
2018
HQ Location
Marietta, Georgia
Twitter
@Equity_RT
327 Twitter followers
LinkedIn® Page
www.linkedin.com
29 employees on LinkedIn®
(56)4.5 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Financial Services
    • Venture Capital & Private Equity
    Market Segment
    • 73% Small-Business
    • 20% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Sourcescrub Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Business Acquisition
    9
    Database Size
    8
    Search Functionality
    8
    Target Identification
    8
    Data Accuracy
    6
    Cons
    Data Inaccuracy
    13
    Limited Data
    5
    Outdated Information
    5
    Poor Usability
    5
    UX Improvements
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Sourcescrub features and usability ratings that predict user satisfaction
    6.5
    Financial Analysis
    Average: 8.4
    8.3
    Ease of Admin
    Average: 8.7
    7.8
    Charting
    Average: 8.2
    7.5
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2015
    HQ Location
    San Francisco, California
    Twitter
    @SourceScrub
    174 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    525 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Financial Services
  • Venture Capital & Private Equity
Market Segment
  • 73% Small-Business
  • 20% Mid-Market
Sourcescrub Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Business Acquisition
9
Database Size
8
Search Functionality
8
Target Identification
8
Data Accuracy
6
Cons
Data Inaccuracy
13
Limited Data
5
Outdated Information
5
Poor Usability
5
UX Improvements
5
Sourcescrub features and usability ratings that predict user satisfaction
6.5
Financial Analysis
Average: 8.4
8.3
Ease of Admin
Average: 8.7
7.8
Charting
Average: 8.2
7.5
Document Search
Average: 8.2
Seller Details
Company Website
Year Founded
2015
HQ Location
San Francisco, California
Twitter
@SourceScrub
174 Twitter followers
LinkedIn® Page
www.linkedin.com
525 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 75% Small-Business
    • 22% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Orion Risk Intelligence features and usability ratings that predict user satisfaction
    6.8
    Financial Analysis
    Average: 8.4
    7.9
    Ease of Admin
    Average: 8.7
    8.3
    Charting
    Average: 8.2
    7.3
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    Omaha, NE
    Twitter
    @orionwealthtech
    7,819 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,917 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 75% Small-Business
  • 22% Mid-Market
Orion Risk Intelligence features and usability ratings that predict user satisfaction
6.8
Financial Analysis
Average: 8.4
7.9
Ease of Admin
Average: 8.7
8.3
Charting
Average: 8.2
7.3
Document Search
Average: 8.2
Seller Details
HQ Location
Omaha, NE
Twitter
@orionwealthtech
7,819 Twitter followers
LinkedIn® Page
www.linkedin.com
1,917 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Growjo provides intelligence about private companies that are growing quickly. Our platform allows you to filter out startups by employee size growth, a specific sector or feature, estimated revenue,

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 60% Small-Business
    • 30% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Growjo features and usability ratings that predict user satisfaction
    10.0
    Financial Analysis
    Average: 8.4
    10.0
    Ease of Admin
    Average: 8.7
    10.0
    Charting
    Average: 8.2
    10.0
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Growjo
    Year Founded
    2019
    HQ Location
    Boulder, Colorado
    Twitter
    @GrowjoUS
    317 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Growjo provides intelligence about private companies that are growing quickly. Our platform allows you to filter out startups by employee size growth, a specific sector or feature, estimated revenue,

Users
No information available
Industries
No information available
Market Segment
  • 60% Small-Business
  • 30% Enterprise
Growjo features and usability ratings that predict user satisfaction
10.0
Financial Analysis
Average: 8.4
10.0
Ease of Admin
Average: 8.7
10.0
Charting
Average: 8.2
10.0
Document Search
Average: 8.2
Seller Details
Seller
Growjo
Year Founded
2019
HQ Location
Boulder, Colorado
Twitter
@GrowjoUS
317 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 in

    Users
    No information available
    Industries
    • Investment Management
    • Financial Services
    Market Segment
    • 74% Small-Business
    • 21% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Sentieo by AlphaSense features and usability ratings that predict user satisfaction
    6.9
    Financial Analysis
    Average: 8.4
    10.0
    Ease of Admin
    Average: 8.7
    5.8
    Charting
    Average: 8.2
    9.0
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2011
    HQ Location
    New York
    Twitter
    @AlphaSenseInc
    30,910 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,736 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 in

Users
No information available
Industries
  • Investment Management
  • Financial Services
Market Segment
  • 74% Small-Business
  • 21% Enterprise
Sentieo by AlphaSense features and usability ratings that predict user satisfaction
6.9
Financial Analysis
Average: 8.4
10.0
Ease of Admin
Average: 8.7
5.8
Charting
Average: 8.2
9.0
Document Search
Average: 8.2
Seller Details
Year Founded
2011
HQ Location
New York
Twitter
@AlphaSenseInc
30,910 Twitter followers
LinkedIn® Page
www.linkedin.com
2,736 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities tha

    Users
    • Investor Relations
    Industries
    • Mining & Metals
    • Financial Services
    Market Segment
    • 75% Small-Business
    • 18% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Irwin Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customization
    1
    Cons
    Limited Accessibility
    1
    Limited Data
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Irwin features and usability ratings that predict user satisfaction
    8.3
    Financial Analysis
    Average: 8.4
    8.9
    Ease of Admin
    Average: 8.7
    8.6
    Charting
    Average: 8.2
    7.9
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2017
    HQ Location
    Toronto, Ontario
    LinkedIn® Page
    www.linkedin.com
    152 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities tha

Users
  • Investor Relations
Industries
  • Mining & Metals
  • Financial Services
Market Segment
  • 75% Small-Business
  • 18% Mid-Market
Irwin Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customization
1
Cons
Limited Accessibility
1
Limited Data
1
Irwin features and usability ratings that predict user satisfaction
8.3
Financial Analysis
Average: 8.4
8.9
Ease of Admin
Average: 8.7
8.6
Charting
Average: 8.2
7.9
Document Search
Average: 8.2
Seller Details
Year Founded
2017
HQ Location
Toronto, Ontario
LinkedIn® Page
www.linkedin.com
152 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 a

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 55% Small-Business
    • 36% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Hebbia Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Features
    6
    Document Management
    5
    Useful
    5
    Ease of Use
    4
    Helpful
    4
    Cons
    File Management
    4
    Usage Limitations
    4
    Poor Usability
    3
    Upload Issues
    3
    Context Understanding
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Hebbia features and usability ratings that predict user satisfaction
    7.6
    Financial Analysis
    Average: 8.4
    0.0
    No information available
    5.0
    Charting
    Average: 8.2
    9.3
    Document Search
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Hebbia
    Year Founded
    2020
    HQ Location
    New York, NY
    LinkedIn® Page
    www.linkedin.com
    140 employees on LinkedIn®
    Phone
    212-655-5043
Product Description
How are these determined?Information
This description is provided by the seller.

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 a

Users
No information available
Industries
  • Financial Services
Market Segment
  • 55% Small-Business
  • 36% Mid-Market
Hebbia Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Features
6
Document Management
5
Useful
5
Ease of Use
4
Helpful
4
Cons
File Management
4
Usage Limitations
4
Poor Usability
3
Upload Issues
3
Context Understanding
2
Hebbia features and usability ratings that predict user satisfaction
7.6
Financial Analysis
Average: 8.4
0.0
No information available
5.0
Charting
Average: 8.2
9.3
Document Search
Average: 8.2
Seller Details
Seller
Hebbia
Year Founded
2020
HQ Location
New York, NY
LinkedIn® Page
www.linkedin.com
140 employees on LinkedIn®
Phone
212-655-5043