Alternatives to Hub-Equity
Compare Hub-Equity alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Hub-Equity in 2026. Compare features, ratings, user reviews, pricing, and more from Hub-Equity competitors and alternatives in order to make an informed decision for your business.
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1
CFOUR
CFOUR
CFOUR is a financial software for consolidation that assists inter-company accounting by centralizing data from various sources. It allows for flexible collaboration to process consolidation faster and get accurate consolidated reports instantly. CFOUR instills simplicity by replicating the familiar consolidation process in accounting into the four distinct stages of the consolidation. Our system takes off by collating data from different sources such as Excel or ERP into one data stream. A stabilized compilation of the subsidiary accounts to produce management accounts. Inter-company reconciliation involves journal entries where inter-company elimination is logged and validated through a simple user-friendly interface. Consolidate the subsidiary accounts with a clear vision into the holding company and produce consolidated statements. Generate XBRL or iXBRL files instantly to report to ESMA or GAAP with the corresponding taxonomy. -
2
VT Final Accounts
VT Software
If you have not already done so, download the installation file from here. This installs the following programs on your PC: VT Filer; VT Fact Viewer; VT Transaction+ and VT Cash Book. VT Final Accounts is not a standalone program itself but gets installed as a set of VT Add-ins to Excel. If you experience any issue when installing see Installation. After installation the Add-ins tab appears in the main Excel menu, containing VT menu commands. If this is not visible, follow the steps at Add-ins missing. VT Final Accounts enables you to create a set of accounts in Excel (known as the 'accounts workbook'), from which you can generate an iXBRL file which can be submitted to Companies House. Stored directly in the workbook in Excel ('manual entry') if you want to enter a trial balance directly in the workbook or import a trial balance from another source. In the Workbook Properties dialog, enter the company details and financial period, select any of the options that are relevant to you.Starting Price: $196.32 per year -
3
Gen XBRL Software
SAG Infotech
Gen XBRL Software for Validation and Preparation Sheets offers a powerful solution for professionals, such as Company Secretaries and Chartered Accountants, who often face the challenge of spending significant time on preparing and e-filing balance sheets and profit & loss accounts in the latest XBRL format. With our user-friendly XBRL return software, these tasks can now be accomplished with ease, saving valuable time and effort. Our software provides the flexibility to prepare XML for accounting standards and Indian accounting standards (IND AS) for both standalone and consolidated financial statements. Keeping up with the latest requirements, our Gen XBRL filing software is regularly updated, ensuring compliance with MCA Business Rules and Taxonomy. It simplifies the import and export of XML data for the current and previous years, streamlining the process of managing financial information.Starting Price: ₹10000 -
4
Accurri
Accurri
Accurri is a cloud-based statutory financial reporting solution designed to automate and simplify the production of annual and interim statutory accounts for private and public companies, helping teams complete even the most challenging reporting scenarios with greater ease and accuracy. It replaces manual templates with structured workflows and features such as audit trails, balance checks, and automated XBRL tagging for online filing, reducing risk and boosting confidence in outputs. Users can access ready-to-use content that remains easily editable or replaceable, drag and drop to reorder notes and sections, and import or export data seamlessly via Word and Excel, making customization and collaboration straightforward. It supports the full suite of financial statements, including cash flows, changes in equity, comprehensive income, and financial position, as well as detailed report components like directors’ reports, corporate directories, sustainability/ESG reports, etc.Starting Price: $7,000 per year -
5
CoreFiling
CoreFiling
Regulatory compliance is the greatest challenge facing organisations and public services today and XBRL is required for the financial reporting frameworks: COREP, FINREP and Solvency II. CoreFiling is the leading developer of international best practice in regulatory reporting and taxonomy development. CoreFiling is a trusted advisor to regulators, governments, financial institutions and filers worldwide.Build faster applications and get smarter answers using True North’s® financial data aggregation application, the leading repository of public company data including SEC and Companies House filings. The True North® data platform facilitates search, display and analysis of individual company financial accounts, or large complex datasets. Apply structure and meaning to complex, disparate and siloed data by defining, normalizing and categorizing it at source. -
6
aSISt
FINGO
Since 2007 banks are required to submit financial reporting compliant with COREP and FINREP taxonomies in the XBRL standard. Under the new regulations many Polish banks faced a massive challenge. The reports were not only difficult to prepare, but also the market lacked relevant tools for managing and preparing XBRL reports. To address this, we partnered with GPM Systems Sp. z o.o. and created an application that allows to prepare and manage these mandatory filings in line with the XBRL format. aSISt hides the technical complexity of XBRL behind an interface and vastly simplifies the filing process. The user is given forms similar to Excel sheets, which makes the application uniquely intuitive. The process of preparing filings was simplified to four basic steps. aSISt supports reporting periods, taxonomies (dictionaries) versioning management and ensures compliance with the selected taxonomy version for each report. -
7
GeminIQ
GeminIQ
GeminIQ is a fundamental research platform that pulls financial data directly from raw SEC EDGAR filings — no third-party aggregator in between. Every number stays traceable to its original XBRL tag, so what you see is what the company actually filed, not a normalized summary. Core features: Financial Statements spanning 17+ years of quarterly/annual filings; 50+ Calculated Metrics (ROIC, Free Cash Flow Per Share, Altman Z-Score, and more) computed from tagged filing data; Custom Tables for building reusable templates from specific line items; Interactive Visualizations for charting any metric over time; an Advanced Screener with 100+ filterable metrics and built-in presets (Buffett-Style, Magic Formula, Piotroski F-Score, etc.); Custom Watchlists; Insider Transaction tracking (Form 4); Institutional Ownership data (13F); and Price Variance/Earnings Reaction Heatmaps showing historical post-filing stock performance. New filings are processed within one business day of hitting EDGARStarting Price: $29/month billed annually -
8
BrightAccountsProduction
Bright
BrightAccountsProduction is a cloud-based annual accounts production tool designed to help accounting professionals prepare fully compliant financial statements for sole traders, partnerships, LLPs, companies, schools, farms, charities, and more. It allows seamless trial-balance imports from systems like Sage, Xero, and QuickBooks, supports one-click iXBRL tagging and submission, and provides online access from any device so teams and clients can collaborate remotely. The software offers a variety of FRS formats (e.g., FRS 102, FRS Section 1A, FRS 105) via tailored templates, enables instant editing of final accounts directly within the document, and embeds a built-in workflow status tracker that records each stage from data collection to filing. With automated compliance updates, a comprehensive compliance database, Microsoft Azure-based security infrastructure, and secure e-signing for faster client approvals, BrightAccountsProduction streamlines year-end accounts preparation.Starting Price: $1,485.15 per year -
9
KnotAPI
KnotAPI
Knot is the missing link to interoperability between online accounts. Build a more interconnected future for everyone. Automate everyday online actions on behalf of your users in just a few seconds (create accounts, cancel services, switch payment methods, etc.) Programmatically update card on file information, cancel subscriptions, and change passwords with Knot. Knot fits into your existing tech stack in hours, not weeks. Simple and beautiful screens that maximize conversion and make the experience enjoyable. Knot uses top-tier security. Your data is always protected and only shared with your consent. Knot provides developers with simple tools they can use to create great experiences for their customers. Card issuers use KnotAPI to automatically switch saved payment methods on behalf of their users. Accelerate customer spend from day 0 with just a few lines of code. Knot fits into your existing tech-stack in hours, not weeks. -
10
PreIPO
PreIPO
PreIPO® is an innovative global fintech brand. This disruptive private equity platform is uniquely designed to optimize distribution, maximize liquidity and democratize the capital formation process for issuers, intermediaries, and investors. PreIPO is a hub for Investors (accredited investors & qualified purchasers, on-shore and off-shore/family offices), to view & seamlessly transact in pre-IPO deals. We work with financial services industry professionals such as investment bankers, broker-dealers, private equity, hedge funds, and venture capital to list their offerings. Access the PreIPO platform for cutting-edge technology, proprietary tools, and insights to optimize distribution, maximize liquidity and democratize the capital formation process for issuers, intermediaries, and investors. -
11
IRIS CARBON
IRIS CARBON
IRIS CARBON is a cloud-based SaaS platform that simplifies financial, regulatory, and ESG reporting. Built on Microsoft 365, it lets teams keep working in familiar Word and Excel environments while collaborating on reports in real time, with multiple stakeholders reviewing, editing, and approving simultaneously. The platform connects data from ERPs and financial systems, reducing manual reconciliation, and automates XBRL/iXBRL tagging using AI trained on real regulatory filings and taxonomies. It supports major mandates including SEC, FERC, ESEF, HMRC, CIPC, and CSRD, along with ESG frameworks like GRI, TCFD, and ISSB. Features such as version management, smart document linking, and real-time validation strengthen governance, transparency, and accuracy across every disclosure. IRIS CARBON is ranked #1 for XBRL/iXBRL filing quality in the US for over 20 consecutive quarters and is trusted by companies across 29 countries, from Fortune 100 firms to mid-market businesses. -
12
FlashAlpha
FlashAlpha
FlashAlpha is a pre-computed options analytics API for quant developers and systematic traders. One API call delivers live gamma exposure (GEX), volatility surfaces, dealer exposure, IV rank, and all 15 Greeks across 6,000+ US equities and ETFs — updated every 15 seconds. Unlike raw data providers, FlashAlpha pre-computes the entire analytics layer — eliminating data engineering overhead entirely. The only options analytics platform with a native MCP server, making live options data directly queryable by AI agents like Claude and Cursor. Free tier available. No credit card required. First API call in under 60 seconds.Starting Price: $63/month -
13
Intrinio
Intrinio
Intrinio is a full-service financial data provider with a focus on serving the B2B market from startups to enterprise level customers. Intrinio offers introductory price points and data subscription packages to scale, making it still affordable and accessible for developers and quants. If you go to our website and sign up or chat the team, you can get an account, API keys, and trial the data within minutes. Intrinio offers trials, monthly and annual pricing, fully customer support, and co-marketing. Our data is backed by an expert team and infrastructure that is light years ahead of our competitors. By focusing on foundational data products such as stock market data, esg and fundamentals, we're able to provide high-quality data, cutting-edge tools, and premium support to our clients. We are experts in XBRL, standardization, licensing, customization, tools, and support.Starting Price: $150/month -
14
BrightTax
Bright
BrightTax is a cloud-based tax and accounts-production platform built for UK-based accounting practices that combines Self-Assessment, Corporation Tax, Annual Accounts, and VAT into one integrated solution. It enables you to file individual tax returns (SA100, SA800, SA900) with built-in calculators, real-time error checks, and HMRC validation alerts, and to prepare corporation-tax returns (CT600, supplementary forms) with automatic data population, capital-allowances calculations, and one-click iXBRL tagging. The accounts-production module supports sole traders, partnerships, and limited companies with compliant templates including FRS 102 1A and FRS 105, full integration with Companies House and HMRC, and data imports from major bookkeeping systems. A live dashboard gives you client-task status and deadlines, plus client-filtering and search tools. The system is fully cloud-native, supports integrations with HMRC, Companies House, and bookkeeping software.Starting Price: $12.75 per year -
15
Optio
Optio
The premier equity compensation solution for European and multinational companies. Your business is unique, and so are your equity management needs. Our software adapts to your evolving requirements, providing a flexible framework that grows alongside your organization, ensuring long-term relevance and value. Master equity compensation with our world-class platform. Ensure compliance, save time, and inspire your team for optimal performance. Navigate grants, exercises, and purchases with our intuitive admin portal. It's designed to cut through the complexity, automating key tasks and offering a single source of truth for documents, signatures, and data. Provide your employees with clear, understandable insights into their equity. This transparency not only boosts morale but also aligns employee interests with your company's success, fostering a culture of ownership and engagement. -
16
BTCSoftware
Bright
Tax, Accounts Production and Practice Management Software plus much more. Unite our software with tools you use most. Accountancy practice software for a more efficient and profitable practice, helping you streamline your client work. Effortless tax and accounts production that’s affordable and simple to use for businesses. Simple and intuitive to use, it enables accountancy and legal practices to support their clients efficiently and profitably and represents excellent value for money. It is also used by accounting and finance professionals in businesses to ensure tax compliance and accounts production runs smoothly and effortlessly in their business. Our accountancy software combines a suite of products for accounting professionals in practice and business, including Practice Management, Accounts Production, Self-Assessment, and Corporation Tax. Powerful integrations make life easy for our customers, and features like automatic iXBRL tagging and direct submission to HMRC.Starting Price: $425 per year -
17
CtrlPrint
CtrlPrint
CtrlPrint is a cloud-based, collaborative corporate reporting platform that streamlines the end-to-end creation, review, version control, tagging, and publication of financial, sustainability, and regulatory reports, helping teams eliminate manual work, ensure accuracy, and meet compliance requirements. It centralizes work across drafting, editing, review, approval, and final publication while supporting major reporting formats such as ESEF, UKSEF, CSRD, DK-GAAP, Inline XBRL (XHTML), and print PDFs from a single source of truth, reducing duplication and errors. It offers secure, role-based access with audit-proof version control, supports integration of live data from Excel and Word into designed layouts with automated updates, and enhances collaboration with clear workflows, permissions, and real-time visibility across contributors. Built-in XBRL tagging, validation tools, and compliance features ensure regulatory standards are met. -
18
RaptorXML Server
Altova
In today’s organizations, Big Data trends and XBRL mandates are producing huge, ever increasing amounts of XML, XBRL, JSON, and Avro data. Now, there is finally a modern, hyper-fast engine to validate, process, transform, and query it all. RaptorXML provides strict conformance with all relevant XML, XBRL, and JSON standards and is continuously submitted to rigorous regression and conformance testing against Altova’s substantial in-house collection of conformance and test suites, as well as industry test suites and customer use-cases. JSON popularity is ever rising, and alongside it the requirement to ensure validity of transacted data. RaptorXML has you covered with JSON syntax checking, JSON validation, JSON Schema validation.Starting Price: €400 one-time payment -
19
CompTrak
HRSoft
One Platform for All Your Compensation Needs CompTrak's enterprise software brings incentive, equity, merit review and total rewards into a single platform. It allows companies to innovate, customize and manage complex compensation plans and ensure that they are linked to corporate strategic goals while eliminating the need for manual processes, spreadsheets, and dependency on legacy systems. CompTrak looks to optimize how organizations engage employees and leverage all the various components of compensation as levers for mutual value. CompTrak is made up of three core products: Compensation Management, Equity Plan Management and Total Rewards Statements. Each module is available separately or integrated into one solution. By eliminating manual processes, spreadsheets and dependency on legacy systems, CompTrak allows companies to manage and administer compensation plans globally and bring a personalized, mobile Total Rewards experience to employees. -
20
Transform SEC Filing
CompSci Resources
CompSci understands that preparing your filings for submission with the SEC can be challenging. That’s why we’ve created a complete SEC reporting software solution that allows you to generate EDGAR-compliant HTML documents, accurately tag XBRL/iXBRL using the latest taxonomies, and generate XML filings using current technical specifications. We know that endless emails back and forth can be a hassle, so we want you to have more options when it comes time to file. We give you the tools and training you need to create compliant SEC filings. We create, tag, and process your required SEC filings for you. -
21
Finnworlds
Finnworlds
Finnworlds is a real-time and historical financial data vendor that aims to develop user-friendly APIs with seamless integration in various programming languages (JSON, Python, Scala, PHP, Java, C#, Rust, Strest, Ruby, etc.) and cutting-edge downloadable databases. The state-of-art tech tools serve as key data delivery methods of the local (US) and global coverage of company and financial data. Finnworlds maintains a portfolio of the following data products: general company information, financial statements including balance sheets, cash flow and income statements, SEC filings, 70+ financial ratios, 100+ stock technical indicators, analyst ratings, ETFs, mutual funds, stock identifiers, macro trend and stock search trends. The data users are of diverse background including fintech start-ups, universities, freelance developers, quantity investment firms, financial institutions, research firms, professionals or novices in trading or investing, consulting firms and many more.Starting Price: $99 per month -
22
Tradefeeds
Tradefeeds
Tradefeeds is financial service software company that provides real-time and historic company, financial and alternative data of more than 7000 publicly traded companies in the USA. Our product portfolio includes: company information, SEC filings, company financial statements, financial ratios, technical indicators, ETF holdings, mutual funds, stock identification, analyst ratings, macro and search trends data. You can request data retrieval from Tradefeeds Financial Database in various formats: either through JSON REST API or as downloadable CVS and Excel files. Keep in mind that our developer-friendly API is available in several programming languages including Javascript, JQuery, VueJS, Angular, JAVA, PHP, NodeJS, Python, Go, Ruby, C#, R, Strest, Rust, Swift and Scala. Regardless of the format of your choice, you will access data instantly. Our customer base is diverse and it consists of fintechs, financial institutions, investors, traders, universities, developers and more.Starting Price: $99/month -
23
Greatwill
Greatwill Oy
Greatwill is Finnish consolidation software built for preparing consolidated financial statements under the Finnish Accounting Act (FAS, Finnish GAAP). It breaks the consolidation down into group events: each event is a short form, and the elimination entries, reconciliations and the consolidation worksheet are generated from the data entered in the forms. There is a form for every group event: founding and acquiring a subsidiary, intra-group income, expenses, receivables and payables, unrealised margins in inventory and fixed assets, intra-group dividends, translation differences of foreign subsidiaries, minority interests, the transfer of depreciation differences and tax-based reserves to equity and deferred tax, equity-method accounting for associates, and the sale or merger of a subsidiary. Each form asks only for what matters; exchange rates, tax effects and minority shares are handled automatically.Starting Price: $3,500/year -
24
Finapolis
Finapolis Inc
Finapolis brings stock research and portfolio management together in one web application, built for self-directed investors and small investment firms working with US stocks. Screener filters US stocks and ETFs by sector, proprietary grades and 26 fundamental metrics, and includes a collar options screener. Analyzer covers financial statements, peer comparisons and an editable discounted cash flow (DCF) model. Reporter produces equity research reports on public companies, each listing the filings and earnings-call transcripts it draws on. Trader builds multi-leg options strategies with Black-Scholes pricing, the Greeks and options-overlay backtests. Portfolio tracks brokerage-synced holdings with risk metrics, rebalancing and tax-loss harvesting candidates. Napoli, the built-in AI assistant, runs screens, analysis and portfolio checks from plain-language requests. Finapolis is not a brokerage and does not give investment advice. 14-day free trial, no credit card required.Starting Price: $79/month/user -
25
Adanos
Adanos Software GmbH
Adanos is a market sentiment API aggregating retail investor and financial discussion from five sources into unified signals for stocks, ETFs, and crypto. Coverage spans 35,000 plus equities and ETFs across global exchanges, plus 5,000 plus cryptocurrencies. Sources: Reddit (wallstreetbets, stocks, investing, crypto subs), X cashtag conversations, 50 plus financial news publishers, Polymarket prediction markets, and crypto communities. Output includes a Buzz Score from 0 to 100, sentiment scores from minus 1.0 to plus 1.0, bullish and bearish percentages, mention counts, engagement metrics, daily trend history, and AI-generated explanations. Endpoints cover trending, per-ticker analysis, comparison, search, sector and country aggregation, and raw mentions on Professional tier. Delivered as REST API with JSON, plus a Finance Sentiment CLI for AI agents. Pricing: Free, Hobby at 29 USD per month, Professional at 299 USD per month. Built in Berlin.Starting Price: $29/month/user -
26
ArcPro
Donnelley Financial Solutions
As the market leader, DFIN knows that total control over your content matters the most - from anywhere, anytime. As part of DFIN’s Arc Suite end-to-end solution, ArcPro offers intuitive, cloud-based workflow tools and managerial dashboards to streamline the review and approval process for prospectus building and a wide range of other regulatory communications. See how the ArcPro shareholder content management system provides a comprehensive solution for every step of the regulatory process. An industry-leading content management solution proving seamless version control. Provides in-app, automated publishing capabilities for producing print or web-ready PDFs, blacklined drafts, EDGAR documents, and automated iXBRL. Your common source for creating, managing, and publishing documents. Real-time, consistent shared content updating across all documents. Leverage variable content to vary language where appropriate. -
27
Advise Wise
Advise Wise
Advise Wise is a cloud-based financial advisory platform that helps advisers source, compare, and manage later-life mortgage and equity release products tailored to clients’ needs with powerful filters, integrated property and medical underwriting, side-by-side plan comparisons, and Quick Quote tools for fast preliminary figures. It includes an integrated CRM where advisers can store client data, case documents, product searches, and key fact illustrations in one secure place, upload files of any format, and track case progress while fulfilling regulatory requirements such as Consumer Duty and FCA guidance. It also features an integrated Fact Find template that pre-populates with client and property information, AI-assisted Suitability Letter creation, and one-click submission of KFIs and online applications via API connections with lenders; advisers can also select and instruct specialist solicitors directly from a client case. -
28
FinancialReports
FinancialReports
Europe's financial data is complex. It spreads across many national registries. Language differences and inconsistent formats mix it up. FinancialReports.eu, launched in 2022, solves this problem. It collects millions of financial filings from thousands of listed companies in 44 European markets. All this information is available on one easy-to-use platform. Picture a tool that not only gathers data but turns it into an asset, whether you’re an individual investor or a global firm. -
29
Financial Modeling Prep
Financial Modeling Prep
Fast, accurate, and developer-friendly financial market data at an affordable price. Our API allows businesses to quickly unlock opportunities to meet their unique needs We cover over 70,000+ securities covered across 46 Countries data back 30+ years. We provide standardized and as-reported fundamentals for US-based publicly traded companies, real-time market data, ESG ratings and scores, ETFs and Mutual Fund Holding We are a free stock API | historical data API | financial statements API. We update our financial statements in real time, every statements is audited, standardized, and up to date. We cover NYSE and NASDAQ, AMEX. EURONEX. TSX. INDEXES. ETFs. MUTUAL FUNDS. FOREX. CRYPTO.Starting Price: $14 per month -
30
ShareForce
ShareForce
ShareForce is a web-based platform that brings automation and simplicity to employee incentive management. ShareForce offers a comprehensive solution integrating HR, CRM, payroll, and communication systems. Perform audit-ready plan valuations and performance calculations. Generate reports in real-time. Account for your cash or equity plans while staying 100% IFRS / GAAP compliant. Generate expense and disclosure reports with ease. Gain access to a highly skilled deployment team dedicated to providing a stress-free migration process. Track and manage the award lifecycle and communicate with staff. This includes share plan administration, issuances, elections, vestings and settlements. Through an easy-to-use, secure portal, your employees can accept and exercise awards and view the company’s share price to determine their stake in the business. Design and test equity or cash incentive plans, including long and short-term performance-driven plans. -
31
Upstock
Upstock
75% of top tech companies choose RSUs over stock options, and now you can too with Upstock.io equity as a service. We spent five years working with top legal experts to automate the timely and costly process of equity because we believe that big dreams grow from humble beginnings and all companies regardless of size should be able to offer their team the best equity plan possible. Our process is intuitive and instantaneous. So getting started won't burn you out. Get set up and send out legal agreements for your workers. Align stakeholders while increasing worker engagement and retention with a dashboard that shows the value of equity earned in real-time.Starting Price: $10 per month -
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Equibles
Equibles
Equibles is an AI-powered US stock-market data platform for investors and developers. It covers SEC filings with full-text search, earnings-call transcripts, 13F institutional holdings, insider trading, congressional trades, short interest and squeeze scores, FRED/CFTC/CBOE macro data, valuation multiples, and a fast stock screener — surfaced through an AI research assistant (ALVIS), a hosted Model Context Protocol (MCP) server, and a public REST API documented with OpenAPI. The free tier gives 100 API calls/day with no credit card. -
33
BizEquity
BizEquity
The world's leading and only patented online business valuation service. Discover a business's worth in minutes. BizEquity's step-by-step valuation process calculates your business value based on 143 data points. Monitor your value on our dashboard and understand what forces and metrics can affect your company. Optimize your business with BizEquity's extensive library of information and useful resources. Knowing the true value of your business is critical to proper business planning and achieving personal goals. Through our valuation process, we can help answer the questions that will lead you to make informed decisions for your future. BizEquity offers certified business valuation reports that meet legal requirements where financial information must be verified. Our CBV reports are personally prepared by a professional. Plan for the future of your business with a qualified succession plan. Prepare for taxable events such as gifting or grants.Starting Price: $999 per month -
34
Lighter Capital
Lighter Capital
Keep your equity, board seats, and vision intact. 100% transparent process. No hidden fees. No personal guarantees or warrants. Quick and easy access to up to $3M capital. Lighter Capital is the largest provider of non-dilutive debt capital to start ups. Over the past decade, we’ve invested hundreds of millions of dollars into growth companies. We don’t require you to be profitable, but we do like to see a path to profitability. You’re currently supplying your products or services to at least 5 clients. Funding that scales as your company grows. Follow-on rounds in as little as a week. With our simple online tool, get real figures for how much value and ownership you could retain raising revenue-based financing compared to traditional equity sources. -
35
NineThirty
Tradomate One
NineThirty is an AI-first stock screener and backtester for US equities and ETFs. Describe a setup in plain English and it writes the filter logic across 40+ technical indicators with configurable parameters, 20+ fundamentals from the income statement, cash flow and balance sheet, news filtered by sentiment and impact, and corporate actions including insider trades. Conditions nest with AND and OR so a full setup resolves in one expression on the same bar, and you can define custom candle sizes from minutes upward instead of fixed timeframes. You can then backtest the screen itself rather than only a coded strategy, seeing how often it triggered per stock, the historical win rate, the average return, the best holding period and a trade log with MFE and MAE on every occurrence. This is historical analysis with the usual hindsight limits, not a signal. DrMarket, a multi-agent AI analyst, answers questions on live setups from first-party computed data and links every figure to its source.Starting Price: $19.90/month -
36
idaciti
idaciti
Revolutionize your data analysis process with idaciti. Our platform makes it easy to turn complex financial and ESG documents into actionable insights within seconds. Let idaciti revolutionize your approach to extracting vital insights from financial and ESG disclosures with speed and precision. Our market-tested platform transforms complex documents into clear, intuitive data, enabling you to uncover crucial connections and make data-driven decisions in mere minutes. Embrace the future of advanced analytics and reporting tools, unlocking unprecedented growth potential, cost reduction, and operational optimization. Discover the essential Financial and ESG data sets you need, from fundamentals and footnotes to climate, diversity, equity, and inclusion data, all with idaciti. Our innovative XBRL-first framework, enhanced by AI and machine learning, empowers your team to handpick the most valuable data points for strategic decision-making. -
37
Koyfin
Koyfin
Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 300,000 investors. We offer global coverage of equities, analyst estimates, transcripts, filings, screeners, financials, charting, model portfolios, macro data and custom dashboards.Starting Price: Free -
38
Genus Bankruptcy
Alto Bankruptcy Software
This is a bankruptcy petition preparation program. It is the collaboration of lawyers and computer engineers to create a software program that meets or exceeds the best available programs of this type. Includes artificial intelligence, 50 state exemptions, exemption picker, equity analysis on property, zip code lists, census bureau statistics and more. It contains a free version that is an invaluable resource for a one time consumer bankruptcy filer. For professionals the program has e filing capabilities which are enabled with an initial purchase of $99.00 for the paid version, and a renewal of the ECF capability yearly at a cost of $99.00 for professionals using the software as part of their practice.Starting Price: $99 one time fee -
39
Bridgewise
Bridgewise
Bridgewise is a technological research company that leverages proprietary AI to generate analysis of more than 90% of global securities. Today, the vast majority of global equities aren’t covered by any financial institution. This leaves a fundamental gap in information available to investors and represents an obstacle to issuers looking to increase discoverability and exposure. Bridgewise has developed machine learning algorithms and generative AI to bridge this information gap, helping to unveil hidden investment opportunities to investors around the world, producing analysis and content in the language of their choice. Bridgewise partners with leading financial institutions around the world, including exchanges, trading platforms, investment houses, financial advisors, and financial media & education platforms. Its innovative AI-driven content solutions are integrated into financial platforms, helping increase investor awareness and activity. -
40
Quantera.ai
Quantera.ai
Quantera.ai is an AI-powered financial research platform that automates equity analysis and generates verified, data-driven insights from official filings and large datasets to help users work faster and make better investment decisions. It is built to accelerate workflows for investment banks, private equity firms, management consultants, analysts, and asset managers by using autonomous AI agents to extract, analyze, and summarize complex financial data such as balance sheets, income statements, and earnings reports, all within a unified interface, significantly reducing the time needed to generate initial reports and identify trends, risks, and opportunities. It processes official documents and structured data quickly, provides comprehensive company metrics, supports competitive market analysis, and offers tools for trend mapping and deal investigation, preserving relationships between data points and maintaining full citation traceability for quality assurance and compliance. -
41
Syncfy
Syncfy
The easiest way to connect banks, payment gateways, and financial data to your app in minutes. Syncfy performs a number of easy-to-implement, high-value functions that integrate with your existing solutions or help you develop new ones! Get seamless feeds of financial data in a unified, easy-to-use JSON format. Link to government institutions to automatically pull in issued and received e-invoices and other relevant info as well as obtain monthly and annual fiscal reports. Create and stamp invoices in bulk following all tax authority requirements using one of our certified providers. Instantly and securely verify identity and financial credentials. Offer fraud detention and prevention solutions based on transactional data. Get a complete view of applicants' financial standing and verify income so you can make sound lending decisions in minutes.Starting Price: $65 per month -
42
Financial Data API
Financial Data
Financial Data API provides end-of-day and intraday stock market data, company financial statements and ratios, insider and institutional trading data, sustainability data, earnings releases. Over 20 years of historical data available, including information on 17.000+ stocks, 20.000+ funds, 2000+ ETFs, 13.000+ OTC securities, and 200.000+ derivatives.Starting Price: $0 -
43
Osayk
Osayk
The Osayk Platform is a cloud application that allows accountants to take their accounting office to the Internet. Through a s ystem full financial management for the accounting client with the brand and visual identity of its accounting office. Complete Financial Management for the client companies of the accounting office with import of OFX files, issuer of service and trade notes, customer/supplier registration and drive in the cloud. Financial Management System for your customers with your brand. Financial and accounting accounts plans. Exporting the Release File to your accounting system. Drive in the Cloud Shared with your customers. Billing, Collection and issuer NFS-e and NF-s for your accounting. Inventory Control System. Accounting Financial Management System included in the license. Shared Development, software customized by service users. -
44
Altova MissionKit
Altova
MissionKit is a software development suite of enterprise-class XML, JSON, SQL, and UML tools for information architects and application developers. MissionKit includes Altova XMLSpy, MapForce, StyleVision, and other market-leading products for building today’s real-world software solutions. Synergy among Altova MissionKit tools means you'll not only save development time, but save on your bottom line, as well. Instead of making individual product purchases, choose MissionKit to get all the products listed below – that’s 7 for less than the price of 2!* The Altova XMLSpy JSON and XML editor offers the world’s leading graphical schema designer, a code generator, file converters, debuggers, profilers, full database integration, support for XSLT, XPath, XQuery, WSDL, SOAP, XBRL, and Open XML (OOXML), plus Visual Studio and Eclipse integration, and more.Starting Price: €759 one-time payment -
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XMLSpy
Altova
Altova XMLSpy is the world's best-selling JSON and XML editor for modeling, editing, transforming, and debugging related technologies. XMLSpy JSON and XML Editor give developers the tools they need to build the most sophisticated applications with its graphical schema designer, code generation, file converters, debuggers, and profilers for working with XSD, XSLT, XQuery, XBRL, SOAP, and more. Developers need a JSON and XML editor that adds value beyond bracket matching and basic validation checking. XMLSpy provides the comprehensive feature set below and includes graphical views, code generators, wizards, and other intelligent JSON and XML editing functionality that help you get the job done faster than ever. XMLSpy abstracts away the complexity of editing XML and related technologies through its intuitive user interface and rich variety of views and options. Whether you prefer to edit XML documents in a text-based or graphical XML viewer, XMLSpy provides intelligent guidance.Starting Price: $499 one-time payment -
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Astrella
Astrella
Manage and create cap tables with ease and precision using Astrella’s cap table management software. Our solution uses artificial intelligence and blockchain technology to automate the cumbersome task of administrative processes while preserving complete transparency and control. This intuitive system helps save time, so you can focus on the success and growth of your business. Managing equity is the cost of doing business, but a cost that can turn into a profitable engine of growth for your company. The Astrella equity management platform helps companies, from startups to employee-owned organizations and publicly traded businesses, maintain the most accurate and trustworthy view of their equity. No matter where they are in their ownership journey, these companies trust Astrella to help them understand their value, prepare for their IPO, and utilize equity to attract top talent.Starting Price: Free -
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Zeal
Zeal
Zeal powers modern payroll solutions for companies innovating new technology to pay workers in the digital age. Our API platform provides unprecedented control for companies to onboard employers and employees, run payroll, and manage compliance with ease. Payroll is the biggest line item for most businesses with over $8.8 trillion processed annually in the United States. Zeal helps SaaS platforms and direct employers build enterprise-level payroll products and scale their business. Expand your product offering and reach new markets by incorporating a payroll solution. The sticky product will increase the lifetime value of existing customers and attract new customers onto your platform as an all-in-one business solution. Additionally, payroll is the ideal wedge into offering a full suite of financial services. -
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EquityZen
EquityZen
EquityZen is a financial technology investment platform and private market marketplace that connects shareholders of private companies (often employees or early investors looking to sell their equity) with accredited investors seeking access to pre-IPO investment opportunities. It simplifies secondary market transactions in late-stage private company stock by providing a clear process and structured investment products that help introduce liquidity to traditionally illiquid private markets and enable participation in the growth of leading private firms. Since its 2013 launch, EquityZen’s marketplace has facilitated tens of thousands of private placements across hundreds of companies, bringing together buyers and sellers and offering pooled investment vehicles and direct share acquisitions to accredited investors. Its tools and network aim to unlock equity compensation value for shareholders while giving investors diversified access to private company shares. -
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Stock Rover
Stock Rover
Stock Rover is a powerful investment research and analysis tool that goes well beyond what investors are used to from existing equity research sites. - Screening --> Our screening capabilities are unmatched at any price point. Many users discover Stock Rover first for its powerful screeners that can find and rank stocks. - Comparison --> Comparison is our specialty. No other site evaluates competing investment options like Stock Rover. We compute fair values and margin of safety, warn about trends that deserve your attention, and score companies for quality, growth, value and sentiment. - Portfolios -->View performance metrics that are accurate to the minute. Link to your brokerage for automatic portfolio updates -Charting --> Our charts go beyond the industry standard to let you compare screeners, portfolios and any benchmark. You can even chart fundamental metrics. Categories-- Trading --> Stock Analysis + Charting + Stock Portofolio Mgmt + ScreeningStarting Price: $7 per month -
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Capboard
Capboard
Capboard is an equity management solution helping companies keep their cap table up to date, have all documents in one place, simulate funding rounds and exits, and much more. With our suite of tools and services: - Companies have a one source of truth for their cap table, simulations and investor updates. Equity plans are managed on autopilot, saving HR and Finance time. - Investors have their portfolio updated automatically, and all compliance documents and reporting in one place. - Employees have full visibility on their equity grants and can simulate exit scenarios, increasing their retention.Starting Price: 24$
