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Private Wealth Daily

Investment research and analytics

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

12 vendors · Updated October 26, 2026

News on Investment research and analytics in your edition and on My Desk.
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Showing 12 of 12Most 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

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

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

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

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.

Investment research and analytics: 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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