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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 6 companies ranked by annual revenue.

1
Cognitive Credit

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.

Revenue
$5M
Customers
-
Year founded
2017
Funding
-
Team size
45
Growth
-
2
StockCharts.com

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.

Revenue
$4.1M
Customers
-
Year founded
1999
Funding
-
Team size
37
Growth
-
3
Alkymi

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.

Revenue
$3.2M
Customers
-
Year founded
2017
Funding
$5M
Team size
47
Growth
42.87%
4
YourStake

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.

Revenue
$1.9M
Customers
-
Year founded
2018
Funding
-
Team size
17
Growth
-
5
Propellant Digital

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.

Revenue
$1.4M
Customers
-
Year founded
2021
Funding
-
Team size
13
Growth
-
6
Deal Point Data

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.

Revenue
$1.2M
Customers
-
Year founded
2012
Funding
-
Team size
11
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.