AI Tools for Research & Analysis

17 tools in this category, curated for finance professionals.

AlphaSense

AI-powered market intelligence platform searching millions of research documents, filings and earnings transcripts.

Research & AnalysisEnterprise

Hebbia

AI agent platform (Matrix) for deep document analysis across filings, decks and data rooms.

Research & AnalysisEnterprise

Kensho

S&P Global's AI unit: NLP, transcription and entity-linking for financial data.

Research & AnalysisEnterprise

Daloopa

AI-extracted fundamental data and auto-updating financial models from filings.

Research & AnalysisPaid

Fintool

ChatGPT-style equity research copilot over SEC filings and earnings calls.

Research & AnalysisPaid

Rogo

AI analyst for investment banks and asset managers, trained on financial workflows.

Research & AnalysisEnterprise

Brightwave

AI research assistant generating investment research drafts from filings and news.

Research & AnalysisPaid

Fiscal.ai (FinChat)

AI-assisted fundamental data terminal with conversational stock research.

Research & AnalysisFreemium

Quartr

Earnings call audio, transcripts and AI summaries for listed companies.

Research & AnalysisFreemium

Aiera

Real-time event transcription and AI summarization for earnings and conferences.

Research & AnalysisEnterprise

Koyfin

Market data and analytics terminal with AI-assisted charting and screening.

Research & AnalysisFreemium

Bigdata.com (RavenPack)

AI research workflows on top of RavenPack's news analytics and alternative data.

Research & AnalysisPaid

Boosted.ai

Machine learning platform (Boosted Insights) for portfolio managers and analysts.

Research & AnalysisEnterprise

Reflexivity

AI-powered visual reasoning and knowledge graph for institutional investors.

Research & AnalysisEnterprise

Accern

No-code NLP platform extracting signals from financial text at scale.

Research & AnalysisEnterprise

Auquan

AI agents automating deep work for financial services: risk briefs, DDQs, monitoring.

Research & AnalysisEnterprise

Finster AI

AI agent for institutional-grade company research and financial workflows.

Research & AnalysisEnterprise