TradingView
tradingview.com
Powerful widgets that will enhance the content of your website and provide your users with live market data. The widgets are completely free, easily customizable and come in many different formats and types. The data coverage consists of many traditional markets across the globe, while forex and crypto are fully covered with real-time price updates. The implementation of the widgets is a simple copy and paste of a pre-made iframe code. TradingView provides additional options for customization, branding removal, data opening and so on - the request can be submitted through the company's website.
Stripe
stripe.com
Stripe is an American financial services and software as a service (SaaS) company headquartered in San Francisco, California, United States. The company primarily offers payment processing software and application programming interfaces (APIs) for e-commerce websites and mobile applications.
Koyfin
koyfin.com
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: ▪️ Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. ▪️ Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. ▪️ Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. ▪️ Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. ▪️ Intuitive Interface: Simplifies complex data analysis with visualization tools. ▪️ Collaboration: Easily share and collaborate on watchlists and portfolios with your team. ▪️ Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact [email protected]
Quicken
quicken.com
Set, track & reach your financial goals with Quicken money management software. Manage spending, budgets, investments, retirement & more. Get Quicken and take control of your finances today.
Stockpile
stockpile.com
Stockpile is the easiest way to start investing. Invest in over 4,000 stocks and ETFs with zero commissions and zero trading fees (only Stockpile eliminates all trading fees).
Hnry
hnry.co.nz
Hnry automatically pays and files all taxes for contractors, freelancers, and sole traders, so they never have to think about tax again.
PitchBook
pitchbook.com
Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York and San Francisco. 1M+ professionals wake up to our newsletter. Get the latest industry news in your inbox: pitchbook.com/subscribe What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution PitchBook’s clients: - Venture capital firms - Corporate development groups - Investment banks - Private equity firms - Limited partners - Law firms - Accounting firms - Lenders - Commercial real estate firms - Executive search firms Request a free trial today and see what comprehensive private market data can do for your business: www.pitchbook.com/free-trial
Dext
dext.com
Dext makes accountants and the businesses you look after more productive and profitable through better data and insights. Combine real time accurate data with practice productivity tools. Free up your team to spend more time adding value. Prepare finances You can Prepare, sort and automatically publish paperwork using Prepare with Receipt Bank. Pull cost data from over 1,400 suppliers and automatically sort and categorise with smart supplier rules. Match paperwork with cost data through bank connections for reconciliation. Use our smart tools to analyse tax, payment timing and talk to your clients about cashflow, all in real time.
Wealthfront
wealthfront.com
Do less and earn more with Wealthfront. Our technology helps make it easy to max your returns, lower your taxes, and build wealth effortlessly.
WeWave
wewave.app
Empowering Your Investing. Find hidden gem stocks effortlessly with WeWave’s draw & search stock screener. It’s time to draw your own ticket.
Plaid
plaid.com
Plaid is a platform with a suite of products that enables developers to build financial applications which can interact with bank accounts, execute payments, and manage risk. It allows a user to easily authenticate and link their bank account to any application and utilize bank-like functionality out of that app. With Plaid, you will be able to develop applications that sync with users’ bank accounts to track and manage their budgets, and transfer funds. Essentially, it serves as the link between banks and financial technologies. Several noted brands like Gusto, Venmo, TransferWise, Charity Water, Robinhood, and Level Money currently use Plaid’s products and solutions. In the case of popular integrated online HR service Gusto, it uses Plaid’s automated clearing house (ACH) functionality to power its payroll direct deposit service. Other fintechs such as budgeting app Level Money utilize the platform to consolidate and clean data from user’s various bank accounts to help them manage and budget their money. In a broad sense, Plaid spans critical segments of financial services including setting up payments and validating financial data. It can help you arrange and execute ACH payments, collect transaction data, validate user’s identity, examine employment and income data, assess the riskiness of users, and embed bank integrations directly inside borrower flows. Developing your own application has never been made easier – with just a few lines of code, you can fit Plaid into whatever you’re building. Overview of the Plaid benefits: Better ACH authentication Authenticating accounts for bank-to-bank payments is made simpler, faster, and more user-friendly. You’ll be able to instantly authenticate transfers without waiting for micro-deposits as well as reduce failed transactions by authenticating and steering users toward ACH. This results in a seamless user experience since you can set up users based on information they already know, effectively eliminating checkbook hunting. It likewise boosts conversions by letting you deploy a mobile-optimized flow that converts much better. Check balances in real-time Working with financial data is simplified with Plaid. In just a few steps you can pull historical data and real-time balance, and get current and available balance info and details about account status and type. You can check in an instant your users’ balances whenever you need to make a transfer. It helps prevent overdrafts and enables pre-funding of transactions with insight into balances. Furthermore, by gaining visibility into available funds before you transfer, you prevent non-sufficient fund (NSF) fees, thereby, reducing if not outright eliminating fraud cost. Curtail bank fraud Plaid enables you to use bank data to verify identities and reduce bank fraud. You can substantiate user identities such as name, phone number, address, and email, and check the information against what’s on file at the bank. You’ll be able to know your users through simple identity check which is further facilitated by auto-fill forms based on account holder info on file with the bank. Clean & categorized transactions Money management is streamlined when you get clean, categorized transaction data that goes back as far as 24 months. You’ll have better details about transactions when placed in context with geolocation, merchant, and category information. With reliable, real-time data that stretches as far back as possible, you gain valuable insights to serve your customers better and reduce cost with low-latency connections that don’t require additional technical resources. Verify borrower assets straight from the source Borrowers can link their bank accounts in seconds to maximize conversions. You get fast processing speeds with a integrated technology that seamlessly connects Plaid into your own experience to reduce friction for borrower. Also expediting connections is the commitment to security such as the use of enterprise-grade 256-bit AES encryption that comes with regular network penetration tests and security reviews.
GoCardless
gocardless.com
GoCardless is on a mission to become the world’s bank payment network. Setting people and businesses free from the frustrations and cost of out-dated payment methods, with simple and secure direct bank payment solutions. Collect instant, one-off payments. Or automated recurring payments. And use our add-ons to automatically recover failed payments (recovering 70%, on average), and fight fraud without compromising your customer’s payment experience. With GoCardless you save time and money, win and retain more customers, get paid on time, and reduce stress. 75,000+ businesses around the world trust us to power their payments, including global names like DocuSign, Carrefour, Norwegian Refugee Council, Trip Advisor, Aon, Survey Monkey, and UNHCR. We enable them to collect payments from 30+ countries, processing over $30 billion each year. And our products are flexible to how you want to use them – whether you want to use them on their own with our easy-to-use online dashboard, connect with one of 350+ systems you might already use to run your business, or build your own custom integration with our API. We’ve been on this mission since 2011, and now have an incredible team of 700+ payments experts across the UK, US, France, and Australia. In fact, you might’ve heard of us before – we’ve been covered by the BBC, Financial Times, TechCrunch, Wall Street Journal, Les Echos, Börsen Zeitung, Australian Financial Review, and hundreds more. Want to learn more? Head over to gocardless.com
YCharts
ycharts.com
A powerful investment research platform designed for you. YCharts was built to help you make smarter investments & visually communicate your insights. Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. That’s why we designed a powerful, customizable tool to help you analyze securities, build portfolios, and communicate investment opportunities.
Snap Projections
snapprojections.com
Snap Projections provides transparent, easy-to-use, and highly flexible financial planning software. Canadian Financial Advisors, Planners, and Investment Managers that use Snap's financial planning software receive more Referrals and easily grow their practices. Advisors can start a 14-day Free Trial of Snap Projections from the website. Snap regularly hosts CE-accredited financial planning webinars and provides industry-leading customer support.
FactSet
factset.com
FactSet provides business data to power your workflow, valuable market analytics to help you outperform, and global market insights to give you perspective.
Alpaca
alpaca.markets
AlpacaJapan is the leading AI and Fintech company in Asia, utilising cutting edge Machine Learning and Deep Neural Networks to provide investment solutions for Bankers, Asset Managers, Traders and Market Makers worldwide.
Buxfer
buxfer.com
Buxfer is a powerful budgeting application built for power users who demand control and flexibility from their finance app. Buxfer brings budgeting, forecasting, investments. and retirement planning together, all at one secure place. With Buxfer, you can see all your accounts at one place, understand where your money goes, reduce unwanted spending, and save for future goals.
Quartr
quartr.com
Quartr is a software company serving the world of finance. The Quartr ecosystem gives millions of investors, corporate professionals, and journalists easy access to first-party information from 9,000+ public companies through a variety of services. Quartr’s product suite includes a free mobile app for both iOS and Android, a web app that is catering to the needs of corporate professionals and retail investors alike, an embeddable player for investor relations sites, and an API solution that gives third parties the ability to stream live earnings calls and distribute documents such as slide decks, earnings reports, and financial segment data from 9,000+ public companies. All products are built with the same purpose – to bring the financial community closer together.
Wefunder
wefunder.com
Get equity and front row seats to the startups and small businesses you love—for as little as $100.
ApprovalMax
approvalmax.com
ApprovalMax is an award-winning B2B software platform used by businesses around the world to build robust financial controls. It streamlines the approval process by allowing users to create automated workflows to approve bills and invoices. ApprovalMax integrates with platforms such as Xero, QuickBooks Online, and NetSuite to unlock powerful efficiencies for accounts payable and accounts receivable functions in any finance team.
Deepvue
deepvue.com
Deepvue is a powerful, intuitive, and comprehensive trading platform providing cutting-edge tools, advanced financial analytics, visualizations, and resources that empower investors at every level to make well-informed decisions.
Receiptor AI
receiptor.ai
Automated Extraction of Receipts and Invoices from Emails. Forget manual searches or downloads. Receiptor AI automatically finds, extracts, and categorizes receipts and invoices from your inbox into accountant-ready reports or auto-forwards them to other systems, saving you — a ton — of time.
MX
mx.com
MX is the leading data platform for banks, credit unions and fintechs, enabling its clients and partners to easily collect, enhance, analyze, present and act on financial data. Using MX platform and products, MX clients are able to understand their customers in real-time like never before, allowing them to be truly customer-centric, empowering them to grow faster and deliver an exceptional customer experience all while reducing costs. Founded in 2010, MX is one of the fastest-growing fintech providers, partnering with more than 2,000 financial institutions and 43 of the top 50 digital banking providers. For more information, visit www.mx.com.
Nasdaq
nasdaq.com
At Nasdaq, our purpose is to advance economic progress for all. We power stronger economies, create more equitable opportunities, and contribute to a more sustainable world to help our communities, clients, employees, and people of all backgrounds reach their full potential.
AlphaSense
alpha-sense.com
AlphaSense is how the world’s most sophisticated companies remove uncertainty from their decision-making. With market intelligence and search built on proven AI, AlphaSense quickly delivers relevant insights from a trustworthy universe of public and private content—including equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. Headquartered in New York City, AlphaSense employs over 1,000 people across offices in the U.S., U.K., Finland, India, and Singapore.
Hebbia
hebbia.ai
Hebbia is an AI-powered search engine that helps users find accurate answers to their questions quickly and efficiently. It enables users to search for broad market research, targeted information extraction and more with an AI Analyst that understands the user's needs. Hebbia's neural search uses cutting-edge AI technology to retrieve answers that humans may overlook, allowing for faster and more reliable research results. Hebbia was founded in August 2020 and has since raised two rounds of financing and hired a diverse team of talented people from around the world. Hebbia also offers open positions for highly passionate and curious individuals who want to make a difference. The company is committed to providing users with the best search experience possible and is dedicated to reinventing the way we work.
Grata
grata.com
Grata is the leading business development solution for M&A. Grata unifies the dealmaking workflow into an all in one solution that helps you find, research, and engage with middle market companies. Powering over $400B of AUM, Grata delivers a competitive edge needed to find and close more middle market deals. Join the world’s leading M&A firms, management consultants, and corporations revolutionizing their business development strategies with Grata.
EILLA
eilla.ai
Eilla AI is an AI-driven platform designed to redefine the conventional workflow of Mergers & Acquisitions (M&A), Venture Capital (VC), and Private Equity (PE) deals. It offers automation of routine tasks while also providing solid support for complex decision-making processes. With a focus on emulating the quality of industry professionals, Eilla AI manages to transform the management of deal flows, thereby enhancing efficiency and productivity. Users can obtain early access to explore the platform's features and capabilities, and shape its ongoing development through their feedback. The platform also provides an 'Insider Program', primarily intended for select companies, allowing them a high level of involvement with the executive and engineering teams to directly influence the development of new features. While the platform aims to drive transaction efficiency, it also places a significant focus on fostering close interactions with the user community, intending to create a user-driven and performance-oriented environment. An enquiry and support system is in place for users requiring assistance or aiming to explore broader potential collaborations.
Dwolla
dwolla.com
Dwolla, Inc. is a fintech company powering innovations with sophisticated account-to-account payment solutions. Dwolla’s robust platform, low-code API and partnership ecosystem simplify the complex process of integrating with the various payment networks to create a single end-to-end solution. Integrating Dwolla’s modern payment technology gives a business the ability to program payments in real-time and on the same day. With minimal development, start-ups to Fortune 500 companies can gain efficiency, flexibility and improved cash flow by working with Dwolla.
QuantConnect
quantconnect.com
QuantConnect is a cloud-hosted algorithmic trading platform for quantitative finance research. We have 250,000 registered engineers, data scientist, and quants who use the platform to design investment strategies for their hedge funds, banks, RIAs, and family offices.
© 2025 WebCatalog, Inc.