YCharts operates as a financial research and proposal platform within the financial services industry. The company provides inclusive data, visualization tools, and analytics for equity, mutual fund, and exchange-traded fund (ETF) data and analysis, enabling investment professionals to improve client engagements and simplify complex financial topics. YCharts primarily serves the financial advisory and asset management sectors. It was founded in 2009 and is based in Chicago, Illinois.

Prosights specializes in providing a research platform tailored for private equity investors within the financial services domain. The company offers tools for private investment analysis, including financial data aggregation and insights into market trends. It primarily serves professionals in the private equity and investment sectors. The company was founded in 2024 and is based in San Francisco, California.

280First is a financial services platform that analyzes unstructured data to provide insights for investment professionals. The company offers a platform that helps investment professionals identify opportunities and manage risks in financial documents. This platform supports investment professionals in managing a broader portfolio of companies. It is based in Redwood City, California.

Koyfin is a financial data and analytics platform that focuses on equipping investors with comprehensive market insights and analysis tools across various asset classes. The company offers live market data, advanced graphing, customizable dashboards, and a suite of features to support investment decisions for a range of financial instruments, including stocks, mutual funds, and more. Koyfin primarily serves independent investors, financial advisors, traders, research analysts, students, and enterprise clients with its data-driven solutions. It was founded in 2016 and is based in Miami, Florida.

Canoe Intelligence provides alternative investment data management within the financial technology sector. The company offers cloud-based solutions that facilitate document collection, data extraction, and data science initiatives, allowing financial institutions to process complex investment documents. Canoe's technology is utilized by institutional investors, asset servicers, capital allocators, and wealth managers to manage their data workflows. It was founded in 2017 and is based in New York, New York.

Calcbench provides an interactive financial data platform for the financial services industry. The company offers access to as-filed SEC filings, earnings press releases, and tools for financial analysis, including an Excel add-in and an API. Calcbench serves buy-side and sell-side analysts, quants, auditors, academics, and corporate finance professionals. It was founded in 2011 and is based in New York, New York.