FINTRXIn the news
Data and research platform on RIAs, broker-dealers, family offices and their decision-makers
- Asset managers
- RIAs
Data & researchCustom quote
Alternatives to AlphaSense
AlphaSense runs a market intelligence platform that lets investment and corporate teams search and summarize research content with AI. Its financial services customers include asset managers, hedge funds, private equity firms and investment banks, and its asset management pages also pitch the service to family offices, mutual fund and ETF managers, and pension funds. Read the AlphaSense profile.
Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
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 & researchCustom quote
Holistico
AI assistant and portfolio analysis platform for RIAs covering proposals, screening, rebalancing and compliance risk
- RIAs
Data & researchFree tier, paid plans
Koyfin
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & researchPer seat
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 & researchCustom quote
PREZENTD
AI workspace that turns advisor meeting notes and files into branded client presentations and proposals
- RIAs
Data & researchTiered