- Revenue
- $880K
- Year founded
- 2024
- Team size
- 8
Top 9 Financial Research Software Companies Under $1M Revenue (November 2026)
As of November 2026, Latka tracks 9 financial research software companies under $1M in annual revenue. They have combined revenues of $5M and employ 46 people. They have raised $1M and serve 22 customers combined.
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
- 9
- Revenue
- $5M
- Funding
- $1M
- Employees
- 46
Filters
Sorting: Highest -> Lowest
Top Financial Research Software Companies Under $1M Revenue
Showing 9 of 9 companies ranked by annual revenue.
- Revenue
- $829.4K
- Customers
- 22
- Year founded
- 2017
- Funding
- $840K
- Team size
- 5
- Revenue
- $800K
- Year founded
- 2023
- Team size
- 10
- Revenue
- $770K
- Year founded
- 2023
- Team size
- 7
5
Theseus AI
Bordeaux, Nouvelle-Aquitaine, France
Conversational Intelligence for Capital Markets professionals
- Revenue
- $550K
- Funding
- $165.8K
- Team size
- 5
- Revenue
- $440K
- Year founded
- 2024
- Team size
- 4
- Revenue
- $330K
- Year founded
- 2023
- Team size
- 3
8
ChatterQuant
United States
ChatterQuant is an award-winning collective intelligence and natural language processing company servicing the financial industry. We use advanced machine learning algorithms to parse unstructured textual data and provide structured insights to banks, traders, hedge funds, and other financial institutions. Our commitment to innovation and excellence has been recognized by the industry, as we have won the TradeTech 2022 Innovation award, the 2022 IEC award, and the 2022 Hackfort award, among others. At ChatterQuant, we are passionate about using technology to improve the efficiency and effectiveness of financial trading. With our cutting-edge solutions, we help our clients stay ahead of the competition and achieve their goals.
- Revenue
- $220K
- Year founded
- 2021
- Team size
- 2
9
Tradl AI
Bengaluru, Karnataka, India
... AI can change this and the future of trading will look very different. The future sits at the intersection of Quant Intelligence powered by AI and backed by real-time market data. We’re quietly building TRADL: an AI x trading platform that turns raw market data, zero‑code algos, and quant research into real, usable...
- Revenue
- $220K
- Year founded
- 2025
- Team size
- 2
Frequently asked questions about Financial Research Software Companies Under $1M Revenue
How many financial research software companies under $1M in annual revenue are there?
Latka tracks 9 financial research software companies under $1M in annual revenue. Together they generate $5M in annual revenue and employ 46 people.
Which financial research software company under $1M in annual revenue is the largest?
Lapis AI is the largest, with $880K in annual revenue, founded in 2024.
How much revenue does a typical financial research software company under $1M in annual revenue make?
The average financial research software company in this list makes $559.9K a year, across 9 companies with reported revenue. They serve 22 customers combined.
Who are the leading Financial Research software vendors under $1M in annual revenue?
Ranked by annual revenue, the leaders are Lapis AI, Findcra, VectorShift, Multibagg AI and Theseus AI.
How much funding have financial research software companies under $1M in annual revenue raised?
The 9 financial research software companies under $1M in annual revenue tracked here have raised $1M in disclosed funding between them.
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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.