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Top 2 Financial Research Software Companies With $5M–$10M Revenue (September 2026)

As of September 2026, Latka tracks 2 financial research software companies with $5M–$10M in annual revenue. They have combined revenues of $15.1M and employ 137 people.

Every company below sells financial research software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.

What Financial Research Software Companies do

Financial research software encompasses a range of tools designed to facilitate the analysis and interpretation of financial data. These solutions are primarily used by analysts, financial advisors, and investment managers to inform decision-making processes related to investments and financial planning. Common features include data aggregation, visualization capabilities, and forecasting tools that enable users to generate insights and develop strategies based on comprehensive financial analysis. These tools streamline workflows by allowing users to conduct scenario analysis, monitor market trends, and evaluate the performance of various financial instruments. Effective financial research software empowers users to produce detailed reports and dashboards that provide critical insights for various stakeholders. Buyers of these solutions typically include finance professionals such as investment analysts, financial planners, and corporate finance teams, seeking to leverage data for more informed decision-making.

Companies
2
Revenue
$15.1M
Funding
-
Employees
137

Filters

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Top Financial Research Software Companies With $5M–$10M Revenue

Showing 2 of 2 companies ranked by annual revenue.

1Quartr logo
Quartr

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.

Revenue
$7.9M
Year founded
2020
Team size
72
2Bipsync logo
Bipsync

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.

Revenue
$7.2M
Year founded
2012
Team size
65

Frequently asked questions about Financial Research Software Companies With $5M–$10M Revenue

How many financial research software companies with $5M–$10M in annual revenue are there?

Latka tracks 2 financial research software companies with $5M–$10M in annual revenue. Together they generate $15.1M in annual revenue and employ 137 people.

Which financial research software company with $5M–$10M in annual revenue is the largest?

Quartr is the largest, with $7.9M in annual revenue, founded in 2020.

How much revenue does a typical financial research software company with $5M–$10M in annual revenue make?

The average financial research software company in this list makes $7.5M a year, across 2 companies with reported revenue.

Who are the leading Financial Research software vendors with $5M–$10M in annual revenue?

Ranked by annual revenue, the leaders are Quartr and Bipsync.

Related Vertical Industry Software categories

All Vertical Industry Software SaaS categoriesEvery category we track inside Vertical Industry Software, each ranked by revenue.Browse every SaaS industryThe full A-Z of SaaS categories Latka tracks, from Financial Research to everything else.

Inclusion Criteria

- The software must offer data aggregation and analysis features for financial metrics. - It should include tools for generating forecasts and financial modeling. - Must support visualization of financial data to facilitate understanding of trends. - Should be capable of automating the collection and sorting of financial information. - Not just for basic tracking; must also enable in-depth analysis and reporting of financial performance.