G2 Vendor Directory

Financial Research

41

Products

4,000

Total reviews

4.5

Avg. rating

Morningstar Direct by Morningstar leads the Financial Research category with a 4.1 rating from 439 reviews. AlphaSense has the strongest momentum in the category, up +146.2% quarter-over-quarter.

LLM citations

Monthly citations by AI answer engines for the top products in Financial Research.

LLM citations · Financial Research

Source: G2 review data

Key stats

Morningstar Direct

AlphaSense

Small Business

Category trends

How the Financial Research market is moving, from G2 review and Grid data.

Which products are most adopted?
1
AlphaSense302 2
Morningstar Direct298 3
PitchBook264 4
Morningstar Direct Advisory Suite (formerly Advisor Workstation)195 5
YCharts140
Which products climbed the Grid most?
1
YCharts4 2
Nasdaq eVestment™3 3
S&P Capital IQ Pro3 4
Sentieo by AlphaSense2 5
AlphaSense1
Which products are reviewers switching to?
1
YCharts19 2
Koyfin15 3
PitchBook15 4
FactSet Workstation14 5
AlphaSense9
Which products do enterprises choose?
1
AlphaSense141 2
Morningstar Direct92 3
PitchBook91 4
Morningstar Direct Advisory Suite (formerly Advisor Workstation)44 5
Ideagen Audit Analytics41
Which products do mid-market buyers choose?
1
Morningstar Direct78 2
PitchBook70 3
AlphaSense55 4
Ideagen Audit Analytics30 5
Crunchbase25
Which products do small businesses choose?
1
Morningstar Direct Advisory Suite (formerly Advisor Workstation)123 2
AlphaSense103 3
PitchBook101 4
YCharts100 5
Morningstar Direct94

Fastest growing

Ranked by G2 Momentum score.

1

AlphaSense

by AlphaSense · 368 reviews

4.6
2

Inven

by Inven · 101 reviews

4.7
3

Koyfin

by Koyfin · 134 reviews

4.8

All products

Ranked by G2 Grid position.

1

Morningstar Direct

by Morningstar · 439 reviews

4.1
2

PitchBook

by PitchBook Data · 268 reviews

4.5
3

AlphaSense

by AlphaSense · 368 reviews

4.6
4

YCharts

by YCharts · 140 reviews

4.7
5

Perplexity

by Perplexity AI · 364 reviews

4.4

Showing 5 of 41