Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
Alternatives to PitchBook
PitchBook is a data and research service covering the private capital markets: private companies, deals, investors, funds, limited partners, lenders, credit, service providers and the people at each. Its customers include private equity and venture firms, limited partners, investment banks, credit investors, corporates and asset managers, who use it for market intelligence, deal sourcing, due diligence, fundraising, benchmarking, asset allocation and business development. Read the PitchBook profile.
PreqinIn the news
Private markets data, benchmarks and research on funds, managers, investors and deals
- Asset managers
- Insurance
- Banks and trust companies
Data & researchCustom 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 & researchCustom quote
KoyfinIn the news
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
VRGL
Statement extraction, portfolio analytics and proposal workflow for independent advisors and enterprise wealth firms
- RIAs
Data & researchCustom quote
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