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WebCatalog Desktop

Turn websites into desktop apps with WebCatalog Desktop, and access a wealth of exclusive apps for Mac, Windows. Use spaces to organize apps, switch between multiple accounts with ease, and boost your productivity like never before.

Top Financial Research Software - United States

Financial research software assists portfolio managers and investment professionals in finding, sorting, and analyzing relevant data to inform their investment decisions. These tools include search functionalities, access to the latest financial market information, and various features designed to support financial services professionals in their research and analysis. The primary purpose of financial research software is to provide analysts and investors with easy access to essential documents, estimates, market news, and financial statements. Many solutions in this category also offer custom reporting, risk analytics, stock screening, and charting tools. This software enables investment professionals to manage the analytics and market evaluations vital for portfolio selection by granting access to extensive data sets and analytical tools. Analysts and finance professionals use these solutions to stay informed about market trends, make predictions, provide investment advice, and refine their investment strategies.

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TradingView

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 cry...

Koyfin

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 pro...

PitchBook

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, a...

YCharts

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 designe...

FactSet

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.

AlphaSense

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...

Grata

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 mar...

Quartr

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 f...

EILLA

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 emul...

Nasdaq

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.

Consumer Edge

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 opp...

AlphaResearch

AlphaResearch

alpharesearch.io

AlphaResearch helps investors extract information from unstructured texts, filings, earnings call transcripts, and much more.

Hebbia

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 c...

Dealroom.co

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.

Countercyclical

Countercyclical

countercyclical.io

Countercyclical is the definitive investment research and valuation platform built for teams discovering hidden value in the capital markets. Craft insightful valuations, collaborate in real-time, and work securely all in the same place. Capture the entire flow of your investment lifecycle while kee...

Gain.pro

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 qual...

Stockpulse

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 incl...

Standard Metrics

Standard Metrics

standardmetrics.io

Standard Metrics is an automated data platform that enables financial transparency between startups and investors, empowering founders to make better decisions in scaling their companies.

Tegus

Tegus

tegus.com

Tegus modernizes and streamlines the way institutional investors and companies do research.

StockInsights AI

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 C...

Streamlined Finance

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,...

Quill AI

Quill AI

quillai.com

AI for financial documents. Parse documents, get SEC alerts, and generate financial models. Quill AI automates the tedious parts of researching and investing in public equities. Extract back-linked data from SEC filings and earnings calls, get excel-downloadable financial historicals with company-s...

Growjo

Growjo

growjo.com

Growjo tracks the fastest growing companies and startups in the world using annual revenue, competitor analysis, “number of employees” growth, funding news, sales & financials, valuation increases and other growth triggers.

QuantConnect

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.

OpenBB

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.

MarktoMarket

MarktoMarket

marktomarket.io

MarktoMarket is a data and analytics platform designed to help M&A professionals generate better ideas, faster. Our software connects advisers and investors to the UK’s most comprehensive and easily searchable database of private company intelligence.

Jacobi

Jacobi

jacobistrategies.com

Jacobi streamlines multi-asset investment processes with a customizable cloud-based platform for portfolio design, analysis, and engagement. Jacobi is a pioneer of “front office-to-client” integration and digitization which sits above and across traditional bottom-up portfolio management application...

Doceo

Doceo

doceo.tv

Our mission is to promote transparency to all shareholders by providing retail investors with a platform to access regular, timely updates direct from investment managers through bite-size, analytical videos.

Deepvue

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.

Databento

Databento

databento.com

Databento makes it simpler and faster to access institutional-grade financial data. Its self-service model allows users to instantly pick up live exchange feeds and terabytes of historical data for US equities and futures—and only pay for what they use. Databento’s servers are hosted in the colocati...

Coinseeker.co

Coinseeker.co

coinseeker.co

Coinseeker helps professional investors, businesses, and venture capital in identifying the most recent fundraising rounds for crypto and blockchain companies.

BlueGamma

BlueGamma

bluegamma.io

Easy to use market data platform for financing teams to download EURIBOR, SONIA and SOFR curves.

BeyondIRR

BeyondIRR

beyondirr.com

At BeyondIRR, our vision is to build a B2B wealth-tech business to empower investment specialists (RMs, Bankers, Advisors, IFAs, MFDs, RIAs) so that they can deliver a better experience to their clients. We intend to assist them with technology-enabled and insights-driven capabilities on markets, in...

Aiera

Aiera

aiera.com

Aiera is the only LIVE event monitoring and search platform covering all available Wall Street events, providing real-time transcription and one-click audio. The experience is available through an easy-to-use desktop and mobile app that also provides search and collaboration across filings, news, an...

PrivCo

PrivCo

privco.com

Discover valuable insights into the financial health, market position, and growth trajectory of private companies in the U.S. with PrivCo - your go-to source for industry-leading intelligence. Our platform provides comprehensive coverage of truly private companies, which make up the majority of U.S....

Finbox

Finbox

finbox.com

finbox.io provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.

Kwanti

Kwanti

kwanti.com

Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios, and generate proposals for prospects. The web-based portfolio analytics s...

Profit.com

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....

Synaptic

Synaptic

synaptic.com

Synaptic helps investors and decision-makers get company insights from a wide spectrum of alternative data on a no-code platform. We unify data from proprietary and custom sources layered with a rich analytics toolkit, to make investment research more efficient—from sourcing and tracking to due dili...

Cyndx

Cyndx

cyndx.com

Cyndx is an AI-powered deal search and discovery engine that uses machine learning (ML) and natural language processing (NLP) to identify closely-similar companies for deal sourcing, client prospecting, and more. Instead of relying on keywords, static company classifications, and purely historical d...

Sourcescrub

Sourcescrub

sourcescrub.com

Sourcescrub is the market-leading Deal Sourcing Platform for investment and M&A teams who need the most complete, accurate, and connected view of private markets. Using a proprietary Expert-in-the-loop AI process, Sourcescrub weaves more than 190,000 information Sources and 15M companies into a web ...

Valutico

Valutico

valutico.com

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 available for valuation practitioners to conduct their analysis thoroughly and efficiently. Today, we ...

Tradepost.ai

Tradepost.ai

tradepost.ai

At Tradepost.ai, we are revolutionizing the way financial information is analyzed and utilized. As an independent software development company, we're dedicated to empowering traders and investors with state-of-the-art AI tools and analytics. Our Products and Services: * AI-Powered Analysis of Finan...

Inven

Inven

inven.ai

Inven is an AI-powered tool designed to help its users find potential Merger and Acquisition (M&A) targets with enhanced speed and efficiency. By scanning millions of websites, Inven provides detailed data on companies that align with specific search criteria, thereby transforming manual desktop res...

Dasseti

Dasseti

dasseti.com

Dasseti (formerly Diligend) is an award-winning software provider that helps institutional investors, investment consultants and investment managers meet the rigorous demands for data collection, analysis, exchange, reporting and compliance at every stage of the investment lifecycle. Dasseti Collect...

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