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Top 11 Financial Research Software SaaS Companies in May 2026

As of May 2026, there are 11 SaaS companies in Financial Research Software. They have combined revenues of $33.4M and employ 319 people. They have raised $5.8M and serve 22 customers combined.

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
11
Revenue
$33.4M
Funding
$5.8M
Employees
319

Filters

Sorting: Highest -> Lowest

Filters

Top Financial Research Software Companies

Showing 10 of 2 companies ranked by annual revenue.

1
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
Customers
-
Year founded
2020
Funding
-
Team size
72
Growth
-
2
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
Customers
-
Year founded
2012
Funding
-
Team size
65
Growth
-

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.