Tool directory 173 of 173
AlphaSenseResearchMarket intelligence search over filings, transcripts, broker research
TegusResearchExpert call transcripts (now part of AlphaSense)
HebbiaAgentsAI agent platform (Matrix) for document-heavy finance work
RogoAgentsAI analyst for banks and investment firmsBBrightwaveResearchAI research assistant generating investment researchFFintoolResearchEquity research copilot over SEC filings
Fiscal.aiResearchFinancial data and AI copilot (formerly FinChat)
QuartrResearchEarnings calls, transcripts and IR materials
Bigdata.comDataRavenPack AI search and data for financeRReflexivityResearchAI market insights platform
Boosted.aiAgentsAI agents (Alfa) for investment managers
AuquanAgentsAI agents for research and due diligence
Finster AIResearchAI for institutional company research
DaloopaModelingAI-extracted fundamental data into modelsAAccernDataNo-code NLP for financial servicesKKoyfinDataMarket data and charting
Perplexity FinanceResearchAI answer engine finance hub
Bloomberg TerminalDataMarket data terminal with AI features
TikrDataStock research terminal for individual investors
Simply Wall StResearchVisual stock analysis
Seeking AlphaResearchCrowdsourced research with AI summaries and quant ratings
DanelfinResearchAI stock scores
KavoutResearchAI stock ranking
TickeronTradingAI pattern recognition and trading bots
Trade IdeasTradingAI stock scanner
TrendSpiderTradingAutomated technical analysis
ComposerTradingAI-assisted automated trading strategies
QuantConnectTradingAlgorithmic trading platform
NumeraiTradingCrowdsourced AI hedge fund
MagnifiPortfolio monitoringConversational AI investing assistant
PortfolioPilotPortfolio monitoringAI financial advisor
Public.comTradingBrokerage with AI features
StockanalysisDataFree stock data
FinvizDataStock screener
WealthfrontPortfolio monitoringAutomated investing
BettermentPortfolio monitoringRobo-advisor
PitchBookDataPrivate market data
CrunchbaseDataPrivate company data with AI predictions
CB InsightsDataMarket intelligence on private companies
HarmonicSourcingStartup discovery and sourcing
GrataSourcingPrivate company search for PE
SourceScrubSourcingPrivate company sourcing data
SpecterSourcingFounder and company signals
DealroomDataStartup and VC data
TracxnDataPrivate market tracking
EvertraceSourcingStealth founder signal trackingMMorphaisSourcingPre-seed startup discovery
AffinityCRMRelationship intelligence CRM
AttioCRMAI-native CRM
DealCloudCRMDeal management CRM (Intapp)
4DegreesCRMRelationship CRM for private capital
AltviaCRMCRM and investor relations for private capitalTTaghashCRMDeal and portfolio platform
VisiblePortfolio monitoringInvestor updates and portfolio reporting
Standard MetricsPortfolio monitoringPortfolio data collection
ChronographPortfolio monitoringPortfolio monitoring for PE and LPs
CartaFund adminCap tables and fund administration
AngelListFund adminFund infrastructure
RunditPortfolio monitoringPortfolio management
VestberryPortfolio monitoringPortfolio intelligence
CobaltPortfolio monitoringPrivate markets portfolio monitoring (FactSet)
CanoeLP toolsAlternative investment document automation
DassetiDiligenceOperational due diligence software
AddeparPortfolio monitoringWealth data and reporting
MasttroPortfolio monitoringWealth platform for family offices
AsoraPortfolio monitoringFamily office wealth platform
Eton SolutionsPortfolio monitoringFamily office ERP
ArchLP toolsAlternative investment document management
MosaicModelingAI financial modeling for PE
MacabacusModelingExcel and PowerPoint productivity
ShortcutModelingAI agent for Excel
EndexModelingAI agent in Excel for finance
Claude for Financial ServicesAgentsClaude finance offering
ChatGPTAgentsGeneral assistant
GrokAgentsGeneral assistant with X data
GeminiAgentsGeneral assistant
ManusAgentsAutonomous agent
ExaResearchAI search API
GranolaMeeting notesAI meeting notes
FirefliesMeeting notesMeeting transcription
OtterMeeting notesMeeting transcription
Wispr FlowProductivityVoice dictation
SuperhumanProductivityAI email
NotionProductivityWorkspace with AI
V7 GoDiligenceAI document agents
KeyeDiligenceAI due diligence for PE
Blueflame AIAgentsAI platform for alternative investment managers
DatasiteDiligenceVirtual data rooms with AI
DealRoom (M&A)DiligenceM&A diligence platform
AnsaradaDiligenceData rooms
KiraDiligenceContract analysis (Litera)
LuminanceDiligenceAI legal document review
HarveyDiligenceAI for legal and professional services
CherreDataReal estate data platformCCoStarDataCommercial real estate data
ReonomyDataCRE property intelligence
CrexiDataCRE marketplace and intelligence
EnodoModelingMultifamily underwriting
ProdaDataRent roll and data automation
ArcherModelingMultifamily underwriting automation
HelloDataDataMultifamily market data
Placer.aiDataFoot traffic analytics
MessariResearchCrypto research with AI
NansenDataOn-chain analytics with AI
ArkhamDataOn-chain intelligence
DuneDataOn-chain SQL analytics
KaitoResearchAI crypto search and mindshare
Token TerminalDataCrypto fundamentals data
GlassnodeDataOn-chain market intelligence
SantimentDataCrypto behavior analytics
DefiLlamaDataDeFi TVL data
DatarailsModelingFP&A for Excel users
HolistiplanPlanningTax planning for advisors
JumpMeeting notesAI assistant for financial advisors
ZocksMeeting notesAI for financial advisorsTToggle AIResearchAI investment insights
AieraResearchEvent and earnings call intelligence
CaptideResearchAI for financial disclosuresSSamaya AIResearchExpert AI for financial services
Linq AlphaResearchAI for buy-side research
Landytech (Sesame)Portfolio monitoringInvestment reporting and consolidation
FundCountFund adminPartnership and investment accounting for FOs
AletaPortfolio monitoringWealth reporting platform with AI document reading and MCP
KuberaPortfolio monitoringNet worth and asset tracking incl. alternativesAAltooPortfolio monitoringWealth consolidation platform
RidgelinePortfolio monitoringInvestment management platform
OrionPortfolio monitoringWealthtech reporting and portfolio management
FactSetDataFinancial data and analytics
Juniper SquareLP toolsInvestor management and fund admin with AI
FundPanelFund adminFund and investor management
Wealth AccessPortfolio monitoringWealth data aggregation and reportingAAsset VantagePortfolio monitoringFamily office accounting and reporting
Kristal.aiPortfolio monitoringDigital private wealth platformTTrovataDataAI cash management and forecasting
FundGuardFund adminAI investment accounting
AllvueFund adminAlternative investment software
eMoneyPlanningFinancial planning software
SS&CFund adminFund admin and wealth software (incl. Black Diamond)
Long AngleCommunityPeer community for high-net-worth investors
TamarixPortfolio monitoringFamily office software
GemFirm: Recruiting/talent
AshbyFirm: Recruiting/talent
JuiceboxFirm: Recruiting/talent
GetroFirm: Recruiting/talent
ConsiderFirm: Recruiting/talent
RampFirm: Internal finance/accounting
BrexFirm: Internal finance/accounting
RilletFirm: Internal finance/accounting
PuzzleFirm: Internal finance/accounting
BillFirm: Internal finance/accounting
CanvaFirm: Marketing/brand/content
TypefullyFirm: Marketing/brand/content
DescriptFirm: Marketing/brand/content
GammaFirm: Marketing/brand/content
VantaFirm: Fund admin/compliance
SmarshFirm: Fund admin/compliance
ComplySciFirm: Fund admin/compliance
HadriusFirm: Fund admin/compliance
PassthroughFirm: Fund admin/compliance
SpellbookFirm: Legal/docs
IroncladFirm: Legal/docs
DocuSignFirm: Legal/docs
LegoraFirm: Legal/docsDDynamo SoftwareFirm: IR/fundraising/LP comms
EddaFirm: IR/fundraising/LP commsDDocSendFirm: IR/fundraising/LP commsCarta LP portalFirm: IR/fundraising/LP comms
ZapierFirm: Ops/back office
n8nFirm: Ops/back office
TaskletFirm: Ops/back office
RipplingFirm: Ops/back office
GleanFirm: Ops/back office
ClaudeAgentsGeneral AI assistant from Anthropic with Claude Code, Cowork and MCP connectors