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.

Koyfin is a financial data and analytics platform focused 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.

280First is a financial services platform operating in the financial technology sector. The company's main service involves analyzing unstructured data from various sources to produce actionable insights from financial documents for investment professionals. The primary customer base of 280First includes investment professionals. It is based in Redwood City, California.

Canoe focuses on alternative investment technology, particularly on automating document and data workflows for the financial sector. The company offers cloud-based machine learning solutions for document collection, data extraction, and data science initiatives, transforming complex documents into actionable intelligence. Canoe primarily serves institutional investors, asset servicers, capital allocators, and wealth managers with its technology. It was founded in 2017 and is based in New York, New York.

Slingshot Insights is a company that focuses on the financial services sector, specifically in the area of investment research. The company provides a platform where investors can conduct due diligence on stocks by interacting with experts, management teams, and through surveys. It also offers a feature for tracking upcoming strategic initiatives and catalysts. It is based in New York, New York.