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Private Wealth Daily

Data & research

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

23 vendors · Updated October 26, 2026

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Showing 23 of 23Most complete profiles first, then A to Z

AlphaSense

AI search and research platform for investors and corporate strategy teams

  • Asset managers
  • Family offices

Data & research2 integrations

FinMason

Investment and risk analytics API for asset managers, wealth firms and insurers

  • Asset managers
  • RIAs

Data & researchCustom quote

RPAGIn the news

Technology platform for retirement plan advisors and their firms

  • RIAs
  • Broker-dealers
  • Asset managers
  • Retirement plans

Data & researchTiered

Tradier

Brokerage with trading APIs for partner platforms and active traders

  • RIAs

Custody & clearing2 integrationsFree tier, paid plans

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

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

CANNEX

Annuity and bank product pricing exchange and analytics

  • Broker-dealers
  • RIAs
  • Banks and trust companies

Insurance & annuity techCustom quote

Capital Preferences

Behavioral client discovery and preference profiling software for wealth managers

  • RIAs
  • Asset managers

Data & research1 integrationCustom 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

DataPoints

Behavioral finance assessments and risk tolerance questionnaires for advisors

  • RIAs

Data & research3 integrationsPer seat

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

Ortec Finance

Goal-based financial and wealth planning software for banks and wealth managers

  • Banks and trust companies
  • Asset managers

Financial planning1 integration

Oxford Risk

Behavioural risk profiling and suitability software for wealth managers and advisers

  • RIAs
  • Banks and trust companies
  • Asset managers

Data & researchPer seat

Quantifeed

Digital wealth management platform for banks and brokerages

  • Banks and trust companies
  • Broker-dealers

Portfolio management1 integrationCustom quote

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.

Data & research: 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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