As of November 2026, Latka tracks 6 financial research software companies with $10M–$100M in annual revenue. They have combined revenues of $257.3M and employ 2K people. They have raised $15.7M and serve 4K 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.
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.
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Showing 6 of 6 companies ranked by annual revenue.
Chicago, Illinois, United States
Tegus is a qualitative research platform for buy-side investors, providing a smart-searchable database of expert call transcripts and company intelligence for decision-makers.
San Francisco, California, United States
Sourcescrub is the market-leading Deal Sourcing Platform for investment and M&A teams who need the most complete, accurate and connected view of private markets.
Chicago, Illinois, United States
YCharts is a Chicago-based web financial data platform founded in 2009 that provides investment research tools, including charting, screening, and analytics, for wealth advisors, institutional investors, and retail investors focused on publicly traded equities, mutual funds, and ETFs. The company positions itself as an affordable alternative to Bloomberg and FactSet, offering what its CEO describes as roughly 90 percent of the functionality of those platforms at approximately one fifth of the price. Sean Brown, who joined as CEO about two and a half years before the February 2019 interview, has overseen a period of accelerating growth. YCharts finished 2018 with approximately $8 million in annual recurring revenue and was tracking toward $8.4 million on an annualized basis as of early 2019, representing roughly 35 percent year-over-year growth. The company reached cash flow positive status without raising additional capital since its last round in 2015. With 4,000 customers, a gross annual MRR churn of 15 percent, an eight-month CAC payback period, and an average customer lifetime of 58 months, YCharts has built a recurring-revenue engine that Brown says is self-sustaining. The 46-person team, two thirds of which is based in Chicago, is targeting the $10 million ARR threshold as its next milestone.
Amsterdam, North Holland, Netherlands
Gain.pro is on a mission to provide global private market visibility. Our industry-leading platform combines advanced AI tech with local-for-local research. It delivers the highest quality information on the companies that matter to you most. We serve 100% of MBB/Big-4 advisories, clients representing >$1 trillion of private equity capital and more than 70% of the top-20 global M&A houses. Examples include Blackstone, Goldman Sachs and McKinsey. We lead the market on customer satisfaction, as validated by external research (User Evidence survey 2023). Gain.pro has been named as one of Europe’s top 50 fastest growing businesses, operating globally with offices in Amsterdam, London, Frankfurt, Warsaw and Bangalore.
New York, New York, United States
Hebbia is an American technology company that develops artificial intelligence and automation tools for financial and legal research.
Bengaluru, Karnataka, India
PrivateCircle is a Research + Connect marketplace platform, that brings together Growth companies, VC & PE funds as well as HNIs looking for exposure to private equity investments. RESEARCH : We enable our customers to conduct on-demand analytics on our platform, that truly helps them identify the right counterparties. ACCESS: Once identified, our customers can connect with the right people with just one-click. ENGAGE: Our platform enables secure sharing of documents/ presentations all at one place, to enable truly meaningful engagement.
Latka tracks 6 financial research software companies with $10M–$100M in annual revenue. Together they generate $257.3M in annual revenue and employ 2K people.
Tegus is the largest, with $78M in annual revenue, founded in 2017.
The average financial research software company in this list makes $42.9M a year, across 6 companies with reported revenue. They serve 4K customers combined.
Ranked by annual revenue, the leaders are Tegus, SourceScrub, YCharts, Gain and Hebbia AI.
The 6 financial research software companies with $10M–$100M in annual revenue tracked here have raised $15.7M in disclosed funding between them.
- 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.