# The Top 20 Financial Research Software Check out this list of the top Financial Research Software products based on user satisfaction. A product's satisfaction score is calculated by a [proprietary algorithm](https://sell.g2.com/g2-scoring-methodologies) that factors in real-user satisfaction ratings from review data. Software buyers can compare products according to their satisfaction scores to streamline the buying process and quickly identify the best products based on the experiences of their peers. 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All SegmentsEnterprise ( \>1000 emp.)Mid-Market (51-1000 emp.)Small Business (50 or fewer emp.)All RegionsEuropeAsiaNorth America The Top 20 Financial Research Software [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Compare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.&title=Highest+Rated+Financial+Research+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-research%3Ftab%3Dhighest_rated) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Highest+Rated+Financial+Research+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-research%3Ftab%3Dhighest_rated&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-research%3Ftab%3Dhighest_rated) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Highest+Rated+Financial+Research+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-research%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Highest+Rated+Financial+Research+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-research%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") All SegmentsEnterprise ( \>1000 emp.)Mid-Market (51-1000 emp.)Small Business (50 or fewer emp.)All RegionsEuropeAsiaNorth America [Collapse AllExpand All](#) G2 Satisfaction Score Information Compare [Expand/Collapse YCharts](#) #1 [![YCharts](https://images.g2crowd.com/uploads/product/hd_favicon/cce21f85d3d1e17d7cdf217298934066/ycharts.svg)](/products/ycharts/reviews) [YCharts](/products/ycharts/reviews "YCharts") 96 [Expand/Collapse YCharts](#) Overall Satisfaction Score 96 Top Industries of Reviewers: Financial Services 74% Investment Management 23% Automotive 2% Civil Engineering 1% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.3 Meets Requirements Average: 9.1 9.4 Ease of Doing Business With Average: 6.0 10.0 Ease of Setup Average: 6.4 9.5 Quality of Support Average: 9.3 9.9 Ease of Admin Average: 5.9 9.1 [Expand/Collapse Inven](#) #2 [![Inven](https://images.g2crowd.com/uploads/product/hd_favicon/dc2364ee418eb9d983927dd197f50e9e/inven.svg)](/products/inven/reviews) [Inven](/products/inven/reviews "Inven") 94 [Expand/Collapse Inven](#) Overall Satisfaction Score 94 Top Industries of Reviewers: Venture Capital & Private Equity 29% Investment Banking 29% Financial Services 25% Consulting 17% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.4 Meets Requirements Average: 9.1 9.2 Ease of Doing Business With Average: 6.0 9.8 Ease of Setup Average: 6.4 9.6 Quality of Support Average: 9.3 9.7 Ease of Admin Average: 5.9 9.7 [Expand/Collapse Perplexity](#) #3 [![Perplexity](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_1bc31cfaa3db34efccf0e9f8c718f9b2/perplexity.jpg)](/products/perplexity/reviews) [Perplexity](/products/perplexity/reviews "Perplexity") 93 [Expand/Collapse Perplexity](#) Overall Satisfaction Score 93 Top Industries of Reviewers: Information Technology and Services 47% Marketing and Advertising 22% Financial Services 16% Consulting 16% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.5 Meets Requirements Average: 9.1 9.0 Ease of Doing Business With Average: 6.0 8.9 Ease of Setup Average: 6.4 9.9 Quality of Support Average: 9.3 8.5 Ease of Admin Average: 5.9 10.0 [Expand/Collapse PitchBook](#) #4 [![PitchBook](https://images.g2crowd.com/uploads/product/hd_favicon/1496253346/pitchbook.png)](/products/pitchbook/reviews) [PitchBook](/products/pitchbook/reviews "PitchBook") 91 [Expand/Collapse PitchBook](#) Overall Satisfaction Score 91 Top Industries of Reviewers: Financial Services 45% Venture Capital & Private Equity 29% Investment Banking 15% Information Technology and Services 11% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 8.8 Meets Requirements Average: 9.1 8.7 Ease of Doing Business With Average: 6.0 9.0 Ease of Setup Average: 6.4 9.1 Quality of Support Average: 9.3 8.9 Ease of Admin Average: 5.9 8.9 [Expand/Collapse Morningstar Direct](#) #5 [![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg)](/products/morningstar-direct/reviews) [Morningstar Direct](/products/morningstar-direct/reviews "Morningstar Direct") 90 [Expand/Collapse Morningstar Direct](#) Overall Satisfaction Score 90 Top Industries of Reviewers: Financial Services 61% Investment Management 32% Banking 4% Higher Education 3% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 6.9 Meets Requirements Average: 9.1 8.1 Ease of Doing Business With Average: 6.0 8.4 Ease of Setup Average: 6.4 7.7 Quality of Support Average: 9.3 7.9 Ease of Admin Average: 5.9 7.9 [Expand/Collapse Koyfin](#) #6 [![Koyfin](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2d734045120b900cbd749ae924da7481/koyfin.png)](/products/koyfin/reviews) [Koyfin](/products/koyfin/reviews "Koyfin") 87 [Expand/Collapse Koyfin](#) Overall Satisfaction Score 87 Top Industries of Reviewers: Financial Services 59% Investment Management 35% Capital Markets 4% Banking 2% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.0 Meets Requirements Average: 9.1 9.2 Ease of Doing Business With Average: 6.0 9.7 Ease of Setup Average: 6.4 9.2 Quality of Support Average: 9.3 9.1 Ease of Admin Average: 5.9 9.5 [Expand/Collapse AlphaSense](#) #7 [![AlphaSense](https://images.g2crowd.com/uploads/product/hd_favicon/0c32e6c4bc7531f6d84e9c2e33d30921/alphasense.svg)](/products/alphasense/reviews) [AlphaSense](/products/alphasense/reviews "AlphaSense") 80 [Expand/Collapse AlphaSense](#) Overall Satisfaction Score 80 Top Industries of Reviewers: Financial Services 47% Investment Management 24% Pharmaceuticals 18% Biotechnology 11% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 8.6 Meets Requirements Average: 9.1 9.0 Ease of Doing Business With Average: 6.0 9.4 Ease of Setup Average: 6.4 8.9 Quality of Support Average: 9.3 9.3 Ease of Admin Average: 5.9 9.3 [Expand/Collapse Wokelo AI](#) #8 [![Wokelo AI](https://images.g2crowd.com/uploads/product/hd_favicon/47f67752064363e87bcb2edf8c72f369/wokelo-ai.svg)](/products/wokelo-ai/reviews) [Wokelo AI](/products/wokelo-ai/reviews "Wokelo AI") 73 [Expand/Collapse Wokelo AI](#) Overall Satisfaction Score 73 Top Industries of Reviewers: Venture Capital & Private Equity 82% Information Technology and Services 6% Investment Management 6% Management Consulting 6% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.7 Meets Requirements Average: 9.1 9.4 Ease of Doing Business With Average: 6.0 9.4 Ease of Setup Average: 6.4 9.7 Quality of Support Average: 9.3 9.9 Ease of Admin Average: 5.9 9.4 [Expand/Collapse Crunchbase](#) #9 [![Crunchbase](https://images.g2crowd.com/uploads/product/hd_favicon/4e063c5c462fd4949132bd47e8f0a2f3/crunchbase.svg)](/products/crunchbase/reviews) [Crunchbase](/products/crunchbase/reviews "Crunchbase") 69 [Expand/Collapse Crunchbase](#) Overall Satisfaction Score 69 Top Industries of Reviewers: Information Technology and Services 38% Marketing and Advertising 23% Computer Software 23% Financial Services 17% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.3 Meets Requirements Average: 9.1 8.8 Ease of Doing Business With Average: 6.0 10.0 Ease of Setup Average: 6.4 9.6 Quality of Support Average: 9.3 9.3 Ease of Admin Average: 5.9 9.5 [Expand/Collapse Macrobond](#) #10 [![Macrobond](https://images.g2crowd.com/uploads/product/hd_favicon/b59e49fa8e28f100eff628b75c91f1d1/macrobond.svg)](/products/macrobond/reviews) [Macrobond](/products/macrobond/reviews "Macrobond") 63 [Expand/Collapse Macrobond](#) Overall Satisfaction Score 63 Top Industries of Reviewers: Financial Services 73% Consulting 11% Banking 9% Investment Management 7% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 8.3 Meets Requirements Average: 9.1 9.2 Ease of Doing Business With Average: 6.0 9.2 Ease of Setup Average: 6.4 8.6 Quality of Support Average: 9.3 9.2 Ease of Admin Average: 5.9 9.0 [Expand/Collapse Gain](#) #11 [![Gain](https://images.g2crowd.com/uploads/product/hd_favicon/e70693ead32b8fd8b5130c63046ef8e2/gain-pro-gain.svg)](/products/gain-pro-gain/reviews) [Gain](/products/gain-pro-gain/reviews "Gain") 59 [Expand/Collapse Gain](#) Overall Satisfaction Score 59 Top Industries of Reviewers: Venture Capital & Private Equity 45% Consulting 23% Financial Services 18% Investment Banking 14% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.1 Meets Requirements Average: 9.1 8.5 Ease of Doing Business With Average: 6.0 8.8 Ease of Setup Average: 6.4 9.5 Quality of Support Average: 9.3 9.2 Ease of Admin Average: 5.9 8.3 [Expand/Collapse Ideagen Audit Analytics](#) #12 [![Ideagen Audit Analytics](https://images.g2crowd.com/uploads/product/hd_favicon/7a8739a2ef4375633bb33b9483c348ae/ideagen-audit-analytics.svg)](/products/ideagen-audit-analytics/reviews) [Ideagen Audit Analytics](/products/ideagen-audit-analytics/reviews "Ideagen Audit Analytics") 54 [Expand/Collapse Ideagen Audit Analytics](#) Overall Satisfaction Score 54 Top Industries of Reviewers: Accounting 46% Higher Education 36% Research 10% Education Management 7% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 8.6 Meets Requirements Average: 9.1 9.1 Ease of Doing Business With Average: 6.0 8.2 Ease of Setup Average: 6.4 9.5 Quality of Support Average: 9.3 9.2 Ease of Admin Average: 5.9 8.5 [Expand/Collapse Morningstar Direct Advisory Suite (formerly Advisor Workstation)](#) #13 [![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg)](/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") 51 [Expand/Collapse Morningstar Direct Advisory Suite (formerly Advisor Workstation)](#) Overall Satisfaction Score 51 Top Industries of Reviewers: Financial Services 74% Investment Management 19% Banking 5% Investment Banking 2% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 7.5 Meets Requirements Average: 9.1 8.4 Ease of Doing Business With Average: 6.0 9.1 Ease of Setup Average: 6.4 7.9 Quality of Support Average: 9.3 7.6 Ease of Admin Average: 5.9 8.4 [Expand/Collapse EquityRT](#) #14 [![EquityRT](https://images.g2crowd.com/uploads/product/hd_favicon/f2111f3064b910db2ea2d435bc9b287d/equityrt.svg)](/products/equityrt/reviews) [EquityRT](/products/equityrt/reviews "EquityRT") 51 [Expand/Collapse EquityRT](#) Overall Satisfaction Score 51 Top Industries of Reviewers: Financial Services 38% Investment Management 38% Automotive 13% Consumer Goods 13% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 10.0 Meets Requirements Average: 9.1 10.0 Ease of Doing Business With Average: 6.0 0.0 Ease of Setup Average: 6.4 0.0 Quality of Support Average: 9.3 10.0 Ease of Admin Average: 5.9 0.0 [Expand/Collapse Eilla AI](#) #15 [![Eilla AI](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_222f34ec6cade0c4c8d221d8bf104330/eilla-ai.png)](/products/eilla-ai/reviews) [Eilla AI](/products/eilla-ai/reviews "Eilla AI") 39 [Expand/Collapse Eilla AI](#) Overall Satisfaction Score 39 Top Industries of Reviewers: Marketing and Advertising 38% Writing and Editing 31% Computer Software 23% Computer & Network Security 8% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.5 Meets Requirements Average: 9.1 9.5 Ease of Doing Business With Average: 6.0 0.0 Ease of Setup Average: 6.4 0.0 Quality of Support Average: 9.3 10.0 Ease of Admin Average: 5.9 0.0 [Expand/Collapse Sentieo by AlphaSense](#) #16 [![Sentieo by AlphaSense](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_e19986451fa734d5af25fba909ea50bd/sentieo-an-alphasense-company.png)](/products/sentieo-by-alphasense/reviews) [Sentieo by AlphaSense](/products/sentieo-by-alphasense/reviews "Sentieo by AlphaSense") 39 [Expand/Collapse Sentieo by AlphaSense](#) Overall Satisfaction Score 39 Top Industries of Reviewers: Investment Management 43% Financial Services 36% Capital Markets 11% Research 11% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.7 Meets Requirements Average: 9.1 9.6 Ease of Doing Business With Average: 6.0 0.0 Ease of Setup Average: 6.4 0.0 Quality of Support Average: 9.3 9.6 Ease of Admin Average: 5.9 0.0 [Expand/Collapse Grata](#) #17 [![Grata](https://images.g2crowd.com/uploads/product/hd_favicon/509eec457f38ffcce399bfe9d0ccc26e/grata.svg)](/products/grata/reviews) [Grata](/products/grata/reviews "Grata") 35 [Expand/Collapse Grata](#) Overall Satisfaction Score 35 Top Industries of Reviewers: Venture Capital & Private Equity 53% Financial Services 20% Investment Banking 20% Accounting 7% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 8.9 Meets Requirements Average: 9.1 9.9 Ease of Doing Business With Average: 6.0 0.0 Ease of Setup Average: 6.4 0.0 Quality of Support Average: 9.3 9.9 Ease of Admin Average: 5.9 0.0 [Expand/Collapse Auquan](#) #18 [![Auquan](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_e167c75d0c828768f80b1e1ca49e9c10/auquan.jpg)](/products/auquan/reviews) [Auquan](/products/auquan/reviews "Auquan") 35 [Expand/Collapse Auquan](#) Overall Satisfaction Score 35 Top Industries of Reviewers: Computer Software 40% Arts and Crafts 20% Banking 20% Airlines/Aviation 20% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 8.9 Meets Requirements Average: 9.1 9.3 Ease of Doing Business With Average: 6.0 0.0 Ease of Setup Average: 6.4 8.8 Quality of Support Average: 9.3 9.1 Ease of Admin Average: 5.9 0.0 [Expand/Collapse Backstop Solutions Suite](#) #19 [![Backstop Solutions Suite](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_d813117dcecbeb3a4ddcebc597e9558f/backstop-solutions-suite.png)](/products/backstop-solutions-suite/reviews) [Backstop Solutions Suite](/products/backstop-solutions-suite/reviews "Backstop Solutions Suite") 35 [Expand/Collapse Backstop Solutions Suite](#) Overall Satisfaction Score 35 Top Industries of Reviewers: Investment Management 70% Financial Services 20% Printing 10% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.9 Meets Requirements Average: 9.1 8.8 Ease of Doing Business With Average: 6.0 0.0 Ease of Setup Average: 6.4 0.0 Quality of Support Average: 9.3 10.0 Ease of Admin Average: 5.9 0.0 [Expand/Collapse CB Insights](#) #20 [![CB Insights](https://images.g2crowd.com/uploads/product/hd_favicon/b513bda2490ce66fe9b2073ec47f4981/cb-insights-cb-insights.svg)](/products/cb-insights-cb-insights/reviews) [CB Insights](/products/cb-insights-cb-insights/reviews "CB Insights") 34 [Expand/Collapse CB Insights](#) Overall Satisfaction Score 34 Top Industries of Reviewers: Media Production 40% Consumer Services 20% Financial Services 20% Consumer Electronics 20% Ratings from Reviews (out of 10): Ease of Use Average: 9.0 9.2 Meets Requirements Average: 9.1 10.0 Ease of Doing Business With Average: 6.0 0.0 Ease of Setup Average: 6.4 0.0 Quality of Support Average: 9.3 9.2 Ease of Admin Average: 5.9 0.0