Company lists · Data refreshed October 2026
Top 25 AI investment research software companies worldwide
RevenueBase identified 2,481 company matches for AI investment research software companies worldwide as of October 2026 and tracks 19,245 professional contacts across them, including 5,127 with verified work emails. The United States is the largest market and New York the largest hub.
This list covers company matches for AI investment research software companies worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 20, 2026. Country and city lists for AI investment research software companies follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest AI investment research software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,420 contacts → | ||||
Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 2 | 414 contacts → | ||||
Exact match “Uzabase is the Asian market intelligence provider trusted by more than organizations worldwide to confidently navigate Asian markets and global emerging industries.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 3 | 328 contacts → | ||||
Exact match “Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 4 | 310 contacts → | ||||
Exact match “Ubiquant is positioned as a technology company that specializes in quantitative methods for value discovery.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 5 | 212 contacts → | ||||
Exact match “At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 6 | 209 contacts → | ||||
Exact match “RavenPack is the leading provider of insights and technology for data-driven companies, trusted by the world’s top hedge funds, banks, and asset managers.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 7 | 204 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 8 | 202 contacts → | ||||
Exact match “At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 9 | 201 contacts → | ||||
Exact match “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 10 | 201 contacts → | ||||
Exact match “MindBridge is the leader in Autonomous Financial Oversight (AFO).” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 11 | 197 contacts → | ||||
Exact match “Univest is a trusted stock advisory and brokerage platform that helps investors make smarter investment decisions across stocks, F&O, commodities, IPOs, and mutual funds.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 12 | 189 contacts → | ||||
Exact match “Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 13 | 181 contacts → | ||||
Exact match “Hebbia is the leading AI platform for finance.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 14 | 156 contacts → | ||||
Exact match “JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 15 | 153 contacts → | ||||
Exact match “Spider Software Pvt ltd is a Leader in developing the best technical analysis software for Indian Share Market Traders,Through our Constant Research and innovation in the field of…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 16 | 148 contacts → | ||||
Exact match “Value Research is a leading provider of independent investment research in India.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 17 | 131 contacts → | ||||
Exact match “BridgeWise is a global leader in investment intelligence, with a mission to bridge gaps in the capital markets by making investment opportunities accessible to everyone…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 18 | 130 contacts → | ||||
Exact match “Tristone provides high-quality, AI-enabled investment research & analytics and transaction support services to investment funds, investment advisors, corporates, and investment…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 19 | 124 contacts → | ||||
Exact match “Tiimely is a platform technology company leading the future of financial assessment through predictive and explainable AI, and configurable, API-led solutions.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 20 | 110 contacts → | ||||
Exact match “PriceHubble is a B2B company that builds innovative, AI-powered solutions for the financial and real estate industries based on property valuations and market insights.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 21 | 107 contacts → | ||||
Exact match “TipRanks is an industry-leading investment research platform that empowers investors with AI-driven tools to enhance portfolio outcomes.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 22 | 105 contacts → | ||||
Exact match “Arta is an AI-driven wealth and financial technology company headquartered in the United States and Singapore.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 23 | 89 contacts → | ||||
Exact match “En Mercap llevamos más de 30 años desarrollando software financiero de alta calidad para el análisis y administración de carteras.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 24 | 89 contacts → | ||||
Exact match “AdvanThink, the French AI pioneer celebrates 35 years.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 25 | 86 contacts → | ||||
Exact match “Liquide Solutions Pvt Ltd | SEBI Reg.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “AI investment research software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 2,481 AI investment research software companies worldwide
See the full list, filter by size, metro and specialty, and access 5,127 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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AI investment research software companies worldwide at a glance
As of Oct 20, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for AI investment research software companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “AI investment research software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 5,127 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on October 20, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
AI investment research software companies by location
17 lists · largest firstEvery AI investment research software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- AI investment research software companies based in the United States573
- AI investment research software companies based in India211
- AI investment research software companies based in the United Kingdom159
- AI investment research software companies based in Canada67
- AI investment research software companies based in France43
- AI investment research software companies based in Germany41
- AI investment research software companies based in Switzerland39
- AI investment research software companies based in Hong Kong35
- AI investment research software companies based in Australia32
- AI investment research software companies based in Israel31
- AI investment research software companies based in Italy28
Cities
- AI investment research software companies based in New York, United States134
- AI investment research software companies based in London, United Kingdom124
- AI investment research software companies based in San Francisco, United States56
- AI investment research software companies based in Bangalore, India34
- AI investment research software companies based in Paris, France32
- AI investment research software companies based in Toronto, Canada31
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “AI investment research software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI investment research software companies are there worldwide?
RevenueBase identified 2,481 company matches for AI investment research software companies worldwide as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Addepar tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most AI investment research software companies?
The United States leads with 573 companies, followed by India (211) and the United Kingdom (159). Every AI investment research software companies list by country and city is linked on this page.
Which city has the most AI investment research software companies?
New York leads with 134 company records, followed by London (124) and San Francisco (56).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 5,127 professional contacts with verified work emails tracked across these 2,481 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 20, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
Company intelligence · public preview
Top 25 AI investment research software companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 2,481 matching company records for AI investment research software companies worldwide, with 19,245 tracked contacts and 5,127 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 AI investment research software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Addeparaddepar.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,420 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Uzabaseuzabase.comHQ: Chiyoda-ku, JapanReported employees: 1,001-5,000 | Chiyoda-ku, Japan | 1,001-5,000 | Exact match | 414 contacts → |
“Uzabase is the Asian market intelligence provider trusted by more than organizations worldwide to confidently navigate Asian markets and global emerging industries.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Communifycommunify.comHQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 328 contacts → |
“Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ubiquantubiquant.com HQ: 北京市, ChinaReported employees: 201-500 | 北京市, China | 201-500 | Exact match | 310 contacts → |
“Ubiquant is positioned as a technology company that specializes in quantitative methods for value discovery.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Investor's Business Dailyinvestors.comHQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 212 contacts → |
“At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Ravenpackravenpack.comHQ: Marbella, SpainReported employees: 51-200 | Marbella, Spain | 51-200 | Exact match | 209 contacts → |
“RavenPack is the leading provider of insights and technology for data-driven companies, trusted by the world’s top hedge funds, banks, and asset managers.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 204 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Forinvestforinvest.comHQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 202 contacts → |
“At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Conquest Planningconquestplanning.comHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 201 contacts → |
“Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Mindbridgemindbridge.aiHQ: Ottawa, ON, CanadaReported employees: 51-200 | Ottawa, ON, Canada | 51-200 | Exact match | 201 contacts → |
“MindBridge is the leader in Autonomous Financial Oversight (AFO).” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Univestunivest.inHQ: Gurgaon, IndiaReported employees: 201-500 | Gurgaon, India | 201-500 | Exact match | 197 contacts → |
“Univest is a trusted stock advisory and brokerage platform that helps investors make smarter investment decisions across stocks, F&O, commodities, IPOs, and mutual funds.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Datazoic INCdatazoic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 189 contacts → |
“Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Hebbiahebbia.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 181 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  jiffy.aijiffy.aiHQ: Palo Alto, CA, United StatesReported employees: 51-200 | Palo Alto, CA, United States | 51-200 | Exact match | 156 contacts → |
“JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Spider Softwarespidersoftwareindia.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 153 contacts → |
“Spider Software Pvt ltd is a Leader in developing the best technical analysis software for Indian Share Market Traders,Through our Constant Research and innovation in the field of…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Value Researchvalueresearchonline.comHQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 148 contacts → |
“Value Research is a leading provider of independent investment research in India.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Bridgewisebridgewise.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 131 contacts → |
“BridgeWise is a global leader in investment intelligence, with a mission to bridge gaps in the capital markets by making investment opportunities accessible to everyone…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Tristonetristone-partners.comHQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 130 contacts → |
“Tristone provides high-quality, AI-enabled investment research & analytics and transaction support services to investment funds, investment advisors, corporates, and investment…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Tiimelytiimely.comHQ: Adelaide, AustraliaReported employees: 51-200 | Adelaide, Australia | 51-200 | Exact match | 124 contacts → |
“Tiimely is a platform technology company leading the future of financial assessment through predictive and explainable AI, and configurable, API-led solutions.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Pricehubblepricehubble.comHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 110 contacts → |
“PriceHubble is a B2B company that builds innovative, AI-powered solutions for the financial and real estate industries based on property valuations and market insights.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Tiprankstipranks.comHQ: Tel Aviv, IsraelReported employees: 51-200 | Tel Aviv, Israel | 51-200 | Exact match | 107 contacts → |
“TipRanks is an industry-leading investment research platform that empowers investors with AI-driven tools to enhance portfolio outcomes.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Arta Financeartafinance.comHQ: Mountain View, United StatesReported employees: 51-200 | Mountain View, United States | 51-200 | Exact match | 105 contacts → |
“Arta is an AI-driven wealth and financial technology company headquartered in the United States and Singapore.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Mercapmercapsoftware.comHQ: Buenos Aires, ArgentinaReported employees: 51-200 | Buenos Aires, Argentina | 51-200 | Exact match | 89 contacts → |
“En Mercap llevamos más de 30 años desarrollando software financiero de alta calidad para el análisis y administración de carteras.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Advanthink Isoftadvanthink.comHQ: Saint-aubin, FranceReported employees: 51-200 | Saint-aubin, France | 51-200 | Exact match | 89 contacts → |
“AdvanThink, the French AI pioneer celebrates 35 years.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Liquideliquide.lifeHQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 86 contacts → |
“Liquide Solutions Pvt Ltd | SEBI Reg.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,481 company matches
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AI investment research software companies: dataset insights
October 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,480 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 2,481 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI investment research software companies by location
17 lists · largest firstEvery AI investment research software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- AI investment research software companies based in the United States573
- AI investment research software companies based in India211
- AI investment research software companies based in the United Kingdom159
- AI investment research software companies based in Canada67
- AI investment research software companies based in France43
- AI investment research software companies based in Germany41
- AI investment research software companies based in Switzerland39
- AI investment research software companies based in Hong Kong35
- AI investment research software companies based in Australia32
- AI investment research software companies based in Israel31
- AI investment research software companies based in Italy28
Cities
- AI investment research software companies based in New York, United States134
- AI investment research software companies based in London, United Kingdom124
- AI investment research software companies based in San Francisco, United States56
- AI investment research software companies based in Bangalore, India34
- AI investment research software companies based in Paris, France32
- AI investment research software companies based in Toronto, Canada31
Questions about this company list
What does Exact match mean for AI investment research software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI investment research software companies did RevenueBase find worldwide?
The saved snapshot records 2,481 matching company records, 19,245 tracked contacts and 5,127 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 AI investment research software companies worldwide. Snapshot: October 20, 2026. https://revenuebase.ai/companies/browse/ai-investment-research-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 AI investment research software companies worldwide
RevenueBase records 2,481 matching company records for AI investment research software companies worldwide, with 19,245 tracked contacts and 5,127 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 AI investment research software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Addeparaddepar.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,420 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Uzabaseuzabase.com HQ: Chiyoda-ku, JapanReported employees: 1,001-5,000 | Chiyoda-ku, Japan | 1,001-5,000 | Exact match | 414 contacts → |
“Uzabase is the Asian market intelligence provider trusted by more than organizations worldwide to confidently navigate Asian markets and global emerging industries.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Communifycommunify.com HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 328 contacts → |
“Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ubiquantubiquant.com HQ: 北京市, ChinaReported employees: 201-500 | 北京市, China | 201-500 | Exact match | 310 contacts → |
“Ubiquant is positioned as a technology company that specializes in quantitative methods for value discovery.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Investor's Business Dailyinvestors.com HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 212 contacts → |
“At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Ravenpackravenpack.com HQ: Marbella, SpainReported employees: 51-200 | Marbella, Spain | 51-200 | Exact match | 209 contacts → |
“RavenPack is the leading provider of insights and technology for data-driven companies, trusted by the world’s top hedge funds, banks, and asset managers.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 204 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Forinvestforinvest.com HQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 202 contacts → |
“At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Conquest Planningconquestplanning.com HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 201 contacts → |
“Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Mindbridgemindbridge.ai HQ: Ottawa, ON, CanadaReported employees: 51-200 | Ottawa, ON, Canada | 51-200 | Exact match | 201 contacts → |
“MindBridge is the leader in Autonomous Financial Oversight (AFO).” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Univestunivest.in HQ: Gurgaon, IndiaReported employees: 201-500 | Gurgaon, India | 201-500 | Exact match | 197 contacts → |
“Univest is a trusted stock advisory and brokerage platform that helps investors make smarter investment decisions across stocks, F&O, commodities, IPOs, and mutual funds.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Datazoic INCdatazoic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 189 contacts → |
“Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Hebbiahebbia.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 181 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | jiffy.aijiffy.ai HQ: Palo Alto, CA, United StatesReported employees: 51-200 | Palo Alto, CA, United States | 51-200 | Exact match | 156 contacts → |
“JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Spider Softwarespidersoftwareindia.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 153 contacts → |
“Spider Software Pvt ltd is a Leader in developing the best technical analysis software for Indian Share Market Traders,Through our Constant Research and innovation in the field of…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Value Researchvalueresearchonline.com HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 148 contacts → |
“Value Research is a leading provider of independent investment research in India.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Bridgewisebridgewise.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 131 contacts → |
“BridgeWise is a global leader in investment intelligence, with a mission to bridge gaps in the capital markets by making investment opportunities accessible to everyone…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Tristonetristone-partners.com HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 130 contacts → |
“Tristone provides high-quality, AI-enabled investment research & analytics and transaction support services to investment funds, investment advisors, corporates, and investment…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Tiimelytiimely.com HQ: Adelaide, AustraliaReported employees: 51-200 | Adelaide, Australia | 51-200 | Exact match | 124 contacts → |
“Tiimely is a platform technology company leading the future of financial assessment through predictive and explainable AI, and configurable, API-led solutions.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Pricehubblepricehubble.com HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 110 contacts → |
“PriceHubble is a B2B company that builds innovative, AI-powered solutions for the financial and real estate industries based on property valuations and market insights.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Tiprankstipranks.com HQ: Tel Aviv, IsraelReported employees: 51-200 | Tel Aviv, Israel | 51-200 | Exact match | 107 contacts → |
“TipRanks is an industry-leading investment research platform that empowers investors with AI-driven tools to enhance portfolio outcomes.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Arta Financeartafinance.com HQ: Mountain View, United StatesReported employees: 51-200 | Mountain View, United States | 51-200 | Exact match | 105 contacts → |
“Arta is an AI-driven wealth and financial technology company headquartered in the United States and Singapore.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Mercapmercapsoftware.com HQ: Buenos Aires, ArgentinaReported employees: 51-200 | Buenos Aires, Argentina | 51-200 | Exact match | 89 contacts → |
“En Mercap llevamos más de 30 años desarrollando software financiero de alta calidad para el análisis y administración de carteras.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Advanthink Isoftadvanthink.com HQ: Saint-aubin, FranceReported employees: 51-200 | Saint-aubin, France | 51-200 | Exact match | 89 contacts → |
“AdvanThink, the French AI pioneer celebrates 35 years.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Liquideliquide.life HQ: Bangalore, IndiaReported employees: 51-200 | Bangalore, India | 51-200 | Exact match | 86 contacts → |
“Liquide Solutions Pvt Ltd | SEBI Reg.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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AI investment research software companies: dataset insights
October 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,480 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 2,481 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI investment research software companies by location
17 lists · largest firstEvery AI investment research software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- AI investment research software companies based in the United States573
- AI investment research software companies based in India211
- AI investment research software companies based in the United Kingdom159
- AI investment research software companies based in Canada67
- AI investment research software companies based in France43
- AI investment research software companies based in Germany41
- AI investment research software companies based in Switzerland39
- AI investment research software companies based in Hong Kong35
- AI investment research software companies based in Australia32
- AI investment research software companies based in Israel31
- AI investment research software companies based in Italy28
Cities
- AI investment research software companies based in New York, United States134
- AI investment research software companies based in London, United Kingdom124
- AI investment research software companies based in San Francisco, United States56
- AI investment research software companies based in Bangalore, India34
- AI investment research software companies based in Paris, France32
- AI investment research software companies based in Toronto, Canada31
Questions about this company list
What does Exact match mean for AI investment research software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI investment research software companies did RevenueBase find worldwide?
The saved snapshot records 2,481 matching company records, 19,245 tracked contacts and 5,127 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
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Cite this list
RevenueBase Data Team. Top 25 AI investment research software companies worldwide. Snapshot: October 20, 2026. https://revenuebase.ai/companies/browse/ai-investment-research-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗