Top 6 Financial Research Software Companies With $1M–$5M Revenue (September 2026)

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.