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

Singapore, Singapore, Singapore

Smartkarma is an AI-augmented Investment Intelligence Platform, trusted by global asset owners and managers, bulge bracket banks, exchanges, corporate decision makers and future-forward wealth intermediaries. We empower strategic decision-making through real-time actionable insight, premium data analytics, and direct connectivity to top-ranked investment analysts. Smartkarma is honored to be a recipient of the Monetary Authority of Singapore's prestigious Enterprise Knowledge Award. Usual disclaimers apply. https://on.skr.ma/disclaimer

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.

Seattle, Washington, United States

Wokelo is a Gen-AI powered investment research platform designed to automate complex research workflows like due diligence, sector research, and portfolio monitoring.

West Palm Beach, Florida, United States

Developer of a financial technology platform intended to re-image how people discover business opportunities. The company's platform is powered by artificial intelligence, deep learning and NLP-driven algorithms that help companies, advisors and investors to see relationships and emerging opportunities in the global private capital markets as they happen, enabling VC firms, private equity firms and family offices to make the funding process more efficient and more productive.