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]
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
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.
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.
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.
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.
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.
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.
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.
Profit.com
profit.com
Profit.com is a pioneering fintech company reshaping the landscape of trading analytics, financial research, and trading education. With a mission to democratize financial technology, we empower traders and investors of all levels to make smart investment decisions and achieve maximum profitability. Backed by state-of-the-art technology, cutting-edge solutions, and an experienced team, Profit.com is the go-to destination for individuals seeking a competitive edge in the financial markets, enabling them to unlock their full trading and investment potential.
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.
OpenBB
openbb.co
OpenBB is building an AI-powered research and analytics workspace. Our mission is to make research effective, powerful and accessible to everyone.
Streamlined Finance
streamlined.finance
Streamlined Finance is a modern investment research tool designed to assist individual investors and professionals in making informed investment decisions. The platform is focused on providing pertinent financial information on various investment entities including US Stocks, ETFs, Cryptocurrencies, Bonds, and more. It enables users to discover and analyze stocks, compare their fundamentals, and offers features for identifying under or overvalued stocks, high growth stocks, and dividend stocks. One of its strengths is in data visualization that transforms complex financial information into easy-to-understand charts and tables. The AI-powered Analysis feature summarizes earnings transcripts and distills news articles, enhancing your fundamental analysis efforts. One key aspect is the ability to view multiple charts simultaneously, compile watchlists, and research macroeconomic data. Streamlined Finance also provides options for building custom dashboards to monitor various metrics, trends or specific lists of stocks. Dashboards are organized around specific areas of financial interest such as the Federal Reserve, US Inflation, and Eurodollar, enabling users to access comprehensive overviews. Furthermore, it aids in portfolio management, allowing the users to build uncorrelated portfolios. This tool is aimed at those who want to approach investing with confidence and appreciates data to support decision-making. With a focus on simplifying the research component, Streamlined Finance aims to make the process of discovering, analyzing, comparing, and investing in stocks more efficient and insightful.
Finch
tryfinch.com
Unlock organization, pay, and benefits data from over 200 payroll and HRIS systems with one integration. Our mission is to democratize access to the infrastructure that underpins the employment sector, unlock much-needed innovations, and create tremendous products for employers and employees.
Merge
merge.dev
Merge is one API to add hundreds of integrations to your product. Merge’s platform makes secure data access easy by offering Unified APIs across key software categories, including HRIS, accounting, CRM, file storage, and more. Merge handles the full integrations lifecycle — from an easy initial build taking just weeks, to providing integration observability tools ensuring customer delight, and fully owning the maintenance of integrations. Thousands of companies use Merge to power their integrations, enabling them to unblock sales, reduce customer churn, accelerate time to market for new products and save engineering costs and resources.
StockInsights AI
stockinsights.ai
stockinsights.ai empowers investors to navigate the complex world of public company filings by providing generative AI-enabled features, designed for intuitive and efficient fundamental research. Our goal is to enable investors to spend more time on Investment Decision Making and less time on Data Collation & Analysis leveraging AI. stockinsights.ai is trusted by a diverse range of users, from individual investors to small hedge funds, leveraging our platform to unlock productivity and scale. Our platform is built with a Large Language Models (LLMs) first approach, offering unparalleled efficiency and depth of analysis, embodying our vision of accessible, high-caliber research for every investor. Experience the future of investment analysis with stockinsights.ai and transform your investment workflow with enhanced efficiency and strategic insight.
Stockpulse
stockpulse.ai
Stockpulse is an artificial intelligence (AI) based tool specialized in the analysis of financial news and communities. It utilizes features such as large language models to provide insights from a variety of financial media sources. The firm offers a broad range of services to diverse sectors including Quantitative Asset Management, Brokers, Exchanges and Financial Regulators, Private Equity & Family Offices, Reputation Management, Cryptocurrency Markets, and Cyber Intelligence. The tool has various solutions such as Datasets, LLM Training Datasets, AI Automated Reports, AI Alpha Signals, Industry Analyzer, and Crime & Cyber Intelligence. Stockpulse supports data-driven, quantitative decision making for a broad range of participants in the financial markets by collecting, analyzing, and connecting alternative data from worldwide online sources using AI and machine learning methods. It also focuses on sentiment analysis to tap into the collective user activity on social media, offering unique sets of AI and Deep Learning tools to increase the competitive advantages of its users.
Gain.pro
gain.pro
~75% of the world’s sizeable businesses are private, but gaining visibility on them is not easy. Gain.pro is on a mission to bring more visibility into the private markets by utilizing a “high tech & high touch” approach. We achieve this by blending advanced sourcing technology with the highest quality local-for-local research. Get deeper insights into companies, investors and industries & investment activity, all presented to you via our user-friendly private market intelligence platform. Our clients include: - Private equity firms - VC firms - Corporate strategy and M&A firms - M&A advisors - Consultancies - Law firms - B2B sales firms
Dealroom.co
dealroom.co
Discover the world's most promising companies and tech ecosystems. Global data platform for intelligence on startups, innovation, high-growth companies, ecosystems and investment strategies.
Consumer Edge
consumer-edge.com
Consumer Edge is the leading provider of global transaction revenue signals, enabling businesses to harness the power of consumer market intelligence. Our full suite of consumer transaction data-driven products enable near real-time earnings predictions, data blending & forecasting, sales growth opportunities, customer retention, market share, and more. With a robust data-driven approach and a team of industry experts, Consumer Edge empowers organizations worldwide to make informed decisions, drive growth, and stay ahead in today’s competitive marketplace.
Coinseeker.co
coinseeker.co
Coinseeker helps professional investors, businesses, and venture capital in identifying the most recent fundraising rounds for crypto and blockchain companies.
Apideck
apideck.com
Apideck enables developers to build integrations at scale through a set of Unified APIs covering Accounting, CRM, HRIS, ATS, File Storage, Project Management and eCommerce. Saving time and maintenance cost so engineers can focus on the core product. We help global SaaS companies like Invoice2go, Degreed, Gong, and Personio accelerate their integration strategy through a single platform.
Finbox
finbox.com
finbox.io provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.
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