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Private Wealth Daily

Market data

Investment research and analytics, risk profiling, market data and proposal generation.

14 vendors · Updated October 26, 2026

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PitchBookIn the news

Private capital market data and research on companies, deals, investors, funds and limited partners

  • Asset managers

Data & research7 integrationsCustom quote

FINTRXIn the news

Data and research platform on RIAs, broker-dealers, family offices and their decision-makers

  • Asset managers
  • RIAs

Data & research9 integrationsCustom quote

PreqinIn the news

Private markets data, benchmarks and research on funds, managers, investors and deals

  • Asset managers
  • Insurance
  • Banks and trust companies

Data & research4 integrationsCustom quote

Tradier

Brokerage with trading APIs for partner platforms and active traders

  • RIAs

Custody & clearing2 integrationsFree tier, paid plans

Wilshire

Indexes, investment analytics and model portfolios for institutions and advisors

  • Broker-dealers
  • RIAs
  • Family offices
  • Asset managers

Data & research6 integrationsCustom quote

BITA

Index construction, calculation and direct indexing technology for asset managers, wealth managers and ETF sponsors

  • Asset managers

Portfolio management

BondWave

Fixed income portfolio and trade analytics for wealth firms and RIAs

  • RIAs
  • Asset managers

Data & research1 integration

CANNEX

Annuity and bank product pricing exchange and analytics

  • Broker-dealers
  • RIAs
  • Banks and trust companies

Insurance & annuity techCustom quote

CFRA

Independent equity, fund and ETF research and data for wealth firms

  • Broker-dealers
  • RIAs
  • Banks and trust companies
  • Family offices

Data & researchCustom quote

KoyfinIn the news

Market data, portfolio analytics and client reporting for advisors

  • RIAs

Data & research8 integrationsFree tier, paid plans

QUODD

Market, pricing and reference data delivered by API, feed and workstation

  • Banks and trust companies
  • Broker-dealers
  • RIAs

Data & researchCustom quote

YCharts

Investment research, portfolio analytics and proposal software for advisors

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Asset managers

Data & research12 integrationsPer seat

Tick two to four vendors, then compare them side by side.

Market data: questions to ask before you buy

  1. Which firms like ours, by size and business model, run on it today, and may we speak to two of them?
  2. What does the full first-year cost come to, including implementation, data conversion, training and integrations?
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