Top Free Financial Research Software
Check out our list of free Financial Research Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.
If you'd like to see more products and to evaluate additional feature options, compare all Financial Research Software to ensure you get the right product.
View Free Financial Research Software
Turn insights into investments with Morningstar Direct. Morningstar Direct helps you quickly understand markets, position your products with confidence, analyze the competitive landscape, and communic
236,051 Twitter followers
Meet AlphaSense: the world's leading market intelligence and search platform. AlphaSense is a market intelligence platform used by the world’s top companies and financial institutions to help profes
32,319 Twitter followers
PitchBook is an all-in-one private capital market solution. Access vital data and insights on millions of companies, investors, professionals, and more with robust platform and intuitive features. Pit
47,750 Twitter followers
Morningstar Direct Advisory Suite is a comprehensive software solution designed to assist financial advisors in delivering effective investment advice and managing client relationships. This connected
236,051 Twitter followers
YCharts is an all-in-one platform for investment research, proposal generation, and risk/stress testing that is trusted by thousands of financial professionals. According to the 2025 Kitces Tech Re
40,482 Twitter followers
Crunchbase defines predictive intelligence for private markets. We turn our proprietary data into private company forecasts that help your team spot emerging opportunities long before the competition.
Crunchbase is a platform that provides structured and reliable data on companies, funding, investors, and market trends, aiding in prospecting, market analysis, and competitor research. Users frequently mention the ease of use, the ability to filter and search for specific data, and the valuable insights provided by the platform in understanding the startup landscape and identifying potential prospects. Reviewers experienced issues with outdated or limited data for smaller or newer companies, the lack of contact details on company pages, and the need for more efficient integration with internal workflows.
151,954 Twitter followers
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios,
73,111 Twitter followers
Private market sourcing is still stuck in the past — manual research, incomplete data, and missed opportunities. Inven changes that. Our deal sourcing platform helps M&A teams quickly find,
192 Twitter followers
Macrobond is an integrated research platform designed to eliminate inefficiencies in traditional financial research workflows. We replace siloed spreadsheets with a dynamic, fully connected enviro
Sentieo, an AlphaSense company, provides the first financial intelligence platform specifically designed for the research needs of investors. Sentieo’s AI-powered financial search engine aggregates in
32,319 Twitter followers
Orion Risk Intelligence is a suite of risk-focused tools and intelligence to help quantify the potential impacts of future risks and make more informed decisions in the face of global uncertainty. The
7,821 Twitter followers
The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and intuitive technology. Integrating over 800 data sources acr
120,564 Twitter followers
Dealroom is a global data intelligence platform to discover the most promising companies and tech ecosystems around the world. As an API-first company with 100+ data points on over 2M+ startups and sc
8,807 Twitter followers
Irwin is an investor relations and capital markets solution for innovative public companies and their advisors built by a team of passionate entrepreneurs who know the challenges and opportunities tha
CB Insights provides market intelligence for high-stakes decisions. We track and compare the world’s companies. Our AI agents keep you a step ahead of competitors and disruption. From corporate st
103,433 Twitter followers
