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 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.

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.

Convergence is a data and analytics company that provides insights and consulting services for the financial services industry. The company offers support for business development, operational efficiency, and non-investment business risk management, as well as outsourced data services. Convergence serves asset managers, service providers, and institutional investors, offering analytics, research, and advisory services. It was founded in 2013 and is based in Norwalk, Connecticut.

FE fundinfo specializes in providing data and technology solutions for the fund management industry. The company offers a range of services, including fund data management, regulatory compliance support, and investment research and analysis tools. FE fund info primarily serves fund managers, distributors, and financial advisers. FE fundinfo was formerly known as Financial Express. It was founded in 1996 and is based in London, United Kingdom.