Boosted.ai
Alfa, an AI research agent that monitors holdings and writes sourced briefs for RIAs, analysts and investment teams
- RIAs
- Asset managers
AI toolsFree tier, paid plans
Investment research and analytics
Investment research and analytics, risk profiling, market data and proposal generation.
Filter
Showing 37 of 37Most complete profiles first, then A to Z
Ethos
Values-based and ESG impact ratings, portfolio analysis and client impact reports for advisors; owned by ACA Group
- RIAs
- Asset managers
Data & researchCustom quote
PitchBookIn the news
Private capital market data and research on companies, deals, investors, funds and limited partners
- Asset managers
Data & research7 integrationsCustom quote
VRGL
Statement extraction, portfolio analytics and proposal workflow for independent advisors and enterprise wealth firms
- RIAs
Data & researchCustom quote
AlphaSense
AI search and research platform for investors and corporate strategy teams
- Asset managers
- Family offices
Data & research2 integrations
Blue Vault
Research portal with performance data on non-traded REITs, BDCs, interval funds and DSTs for advisors
- Broker-dealers
- RIAs
Data & researchFree
FinMason
Investment and risk analytics API for asset managers, wealth firms and insurers
- Asset managers
- RIAs
Data & researchCustom quote
Fintellion
AI equity research and market-event monitoring tied to client portfolios, for wealth firms with investment teams
- RIAs
- Asset managers
AI toolsTiered
FINTRXIn the news
Data and research platform on RIAs, broker-dealers, family offices and their decision-makers
- Asset managers
- RIAs
Data & research9 integrationsCustom quote
Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & research14 integrationsPer seat
MSCI Wealth Manager
Portfolio risk analytics, tax-aware optimization and proposal tools for wealth managers, from MSCI
- RIAs
- Family offices
Data & research1 integrationCustom quote
Nasdaq Dorsey Wright
Relative-strength research platform, model portfolios, custom model builder and SMA strategies for advisors
- RIAs
- Asset managers
Data & researchTiered
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
Vidrio Financial
Managed data services and portfolio software for alternative investment allocators
- Family offices
- Asset managers
Family-office technology2 integrationsCustom quote
Wilshire
Indexes, investment analytics and model portfolios for institutions and advisors
- Broker-dealers
- RIAs
- Family offices
- Asset managers
Data & research6 integrationsCustom quote
Zephyr
Portfolio analytics, proposals, risk profiling and PSN SMA data for advisors, wealth managers and trust teams
- RIAs
- Banks and trust companies
- Asset managers
Data & research1 integrationCustom quote
Adaptive
Options analytics for advisors: downside-protection hedges, covered-call income and risk analysis on client portfolios
- RIAs
Data & researchTiered
Advis Network
Unit investment trust (UIT) data, comparison tools and AdFi Score ratings for advisors and home offices
- Broker-dealers
- RIAs
Data & researchTiered
Beacon Annuity SolutionsIn the news
Annuity product, rate and sales data for carriers and distributors
- Broker-dealers
Insurance & annuity techCustom quote
BondWave
Fixed income portfolio and trade analytics for wealth firms and RIAs
- RIAs
- Asset managers
Data & research1 integration
Bridgewise
Embedded AI investment analysis and chat for brokerages and advisory firms
- Broker-dealers
- Banks and trust companies
AI tools4 integrationsCustom 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
Clarity AIIn the news
Sustainability and ESG data platform for investors and wealth managers
- Asset managers
- Family offices
- Banks and trust companies
Data & researchCustom quote
Due Diligence Works
Rollover and Reg BI documentation software plus product due diligence research for advisors, BDs and banks
- RIAs
- Broker-dealers
- Banks and trust companies
Compliance & risk4 integrationsPer seat
Genesis Risk Monitor
Portfolio risk analytics, model comparison and editable proposal builder for independent advisors and RIAs
- RIAs
Data & researchTiered
Holistico
AI assistant and portfolio analysis platform for RIAs covering proposals, screening, rebalancing and compliance risk
- RIAs
Data & research4 integrationsFree tier, paid plans
Index One
Self-service platform to design, back-test, calculate and distribute custom indices, including for direct indexing
- RIAs
- Asset managers
Portfolio managementTiered
Jacobi
Multi-asset portfolio construction, model management and client engagement platform for institutions and wealth firms
- RIAs
- Asset managers
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & research8 integrationsFree tier, paid plans
Milemarker
Data integration and analytics platform for wealth management firms
- RIAs
- Broker-dealers
- TAMPs
Integrations & operations12 integrationsCustom quote
StrataNova
Revenue-based theme exposure, fund look-through and 13F peer benchmarking for RIAs, platforms and ETF issuers
- RIAs
- TAMPs
- Asset managers
Data & researchCustom quote
TrackinsightIn the news
ETF database, selection and analysis platform for professional investors, advisors and issuers
- Asset managers
Trendrating
Equity trend analytics, stock ratings and strategy backtesting for asset managers, wealth managers and advisors
- Asset managers
Data & researchCustom quote
Veralytic
Independent life insurance policy research and star ratings for brokers, trustees and fiduciary advisors
- RIAs
- Banks and trust companies
- Insurance
Insurance & annuity techTiered
Windham Portfolio Advisor
Asset allocation, portfolio optimization and risk management software from Windham Labs
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
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
Zacks Advisor Tools
Stock, fund and ETF research, model portfolios and proposal tools for advisors from Zacks
- RIAs
Data & researchCustom quote
Investment research and analytics: questions to ask before you buy
Private Wealth Daily member access
Continue this analysis
The full checklist our desk uses to question Investment research and analytics vendors, free with your work email.
Enter a valid work email to continue reading.
Already a reader? Sign inThe Morning Brief, every weekday. Unsubscribe anytime.
Full featuresIn-depth analysis and exclusive reporting.
The buyer’s checklistEvidence, context and the complete story.
One login across the networkAccess every Daily Network publication.
Investment research and analytics in the news
- PitchBook
Inspired Capital closes $450 million fourth venture fund
- Beacon Annuity Solutions
RIA sale prices turn on retention; the structure carries the multiple
- PitchBook
Coatue's $4.75 billion Anthropic stake is marked at $7.5 billion
- Koyfin
55ip extends UMA offering to RIAs with J.P. Morgan and BlackRock SMAs
- Beacon Annuity Solutions
Mariner and Wealthcare pitch giving up Form ADV to join 1099 platforms
- FINTRX
DeVoe: RIA deal volume down 17% as broker-dealers enter M&A