Top 15 Financial Research Software Companies (October 2026)

Chicago, Illinois, United States

YCharts is a Chicago-based web financial data platform founded in 2009 that provides investment research tools, including charting, screening, and analytics, for wealth advisors, institutional investors, and retail investors focused on publicly traded equities, mutual funds, and ETFs. The company positions itself as an affordable alternative to Bloomberg and FactSet, offering what its CEO describes as roughly 90 percent of the functionality of those platforms at approximately one fifth of the price. Sean Brown, who joined as CEO about two and a half years before the February 2019 interview, has overseen a period of accelerating growth. YCharts finished 2018 with approximately $8 million in annual recurring revenue and was tracking toward $8.4 million on an annualized basis as of early 2019, representing roughly 35 percent year-over-year growth. The company reached cash flow positive status without raising additional capital since its last round in 2015. With 4,000 customers, a gross annual MRR churn of 15 percent, an eight-month CAC payback period, and an average customer lifetime of 58 months, YCharts has built a recurring-revenue engine that Brown says is self-sustaining. The 46-person team, two thirds of which is based in Chicago, is targeting the $10 million ARR threshold as its next milestone.

Amsterdam, North Holland, Netherlands

Gain.pro is on a mission to provide global private market visibility. Our industry-leading platform combines advanced AI tech with local-for-local research. It delivers the highest quality information on the companies that matter to you most. We serve 100% of MBB/Big-4 advisories, clients representing >$1 trillion of private equity capital and more than 70% of the top-20 global M&A houses. Examples include Blackstone, Goldman Sachs and McKinsey. We lead the market on customer satisfaction, as validated by external research (User Evidence survey 2023). Gain.pro has been named as one of Europe’s top 50 fastest growing businesses, operating globally with offices in Amsterdam, London, Frankfurt, Warsaw and Bangalore.

Stockholm, Stockholm County, Sweden

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 11,000+ 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 caters 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 10,000+ public companies. All products are built with the same purpose – to bring the financial community closer together.

New York, New York, United States

Bipsync is a leading provider of research and workflow management solutions purpose-built for investment management. We use modern technologies, agile processes, and user-centered design to drive speed, agility, quality, and efficiency into our customers’ processes to drive better decisions, faster. Bipsync clients span the entire investment management industry across asset class, strategy and size. The world’s largest allocators right through to pre-launch fund managers rely on Bipsync as a single system of record and modern productivity environment to help them power their unique investment processes and drive operational excellence.

London, England, United Kingdom

We provide the world's leading credit investors with specialist data and analytics to form smarter, faster credit views. Our solutions are designed by credit investors, for credit investors. We deliver detailed credit models automatically updated within minutes of earnings release, paired with workflow tools that elevate your productivity and empower your team to develop more actionable investment ideas, quicker than ever before.

Redmond, Washington, United States

StockCharts.com is the web's leading technical analysis and financial charting platform for online retail investors. Founded in 1999 by early Microsoft developer Chip Anderson, the company has been an industry leader in the financial technology space for nearly two decades, providing innovative, award-winning charting and analysis tools to a global audience. By using technology to help investors visualize financial data, StockCharts.com allows users to better analyze the markets, monitor and manage their portfolios, find promising new stocks and funds to buy, and ultimately make smart, well-timed investment decisions. With over 1.5 million active monthly users and counting around the world, the company serves an ever-growing, ever-changing array of active traders and investors. Visit StockCharts.com to start your free 1-month trial today and explore all that the web's best charting and analysis tools can do for you.

New York, New York, United States

Developer of an enterprise platform designed to help financial services companies automate manual tasks on documents. The company's platform ingests and normalizes wide range of unstructured data such as documents, PDFs, images and XML, extracts the relationships, entities and concepts delivered in formats that are easy to integrate with existing systems and applies flexible analytics and customized search to enable data discovery and content metrics, allowing organizations to automatically extract and analyze data from a large number of equity research reports easily.

Brooklyn, New York, United States

YourStake provides the #1 rated tools financial advisors need to help provide personalization to their client’s investments. We offer advisors a suite of tools that bring immense time efficiencies and insights to client prospecting, reporting, and portfolio analytics. We also help with investment research and optimization to provide scalable personalization for clients.

United States

Gain deeper, richer insights into the Fixed Income market with Propellant Digital. Leveraging the most extensive transparency dataset in Fixed Income, our analytics technology brings clarity and insight to transparency and trading data, delivered on a single platform. Contact us to explore how Propellant drives performance and efficiency in trading, sales, research, risk management, market intelligence and compliance.

Newark, New Jersey, United States

Deal Point Data is transforming the way M&A, securities and corporate governance research is done. Deal Point Data streamlines the process of identifying precedents and analyzing market trends. Our data-driven applications enable the world’s leading law firms, investments banks and hedge funds to work smarter and faster than ever.