Portfolio Management

Companies with NAICS Code 523920

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Stocktwits

stocktwits.com

This platform provides real-time data for stocks, cryptocurrencies, and international markets, enabling users to stay informed about market trends. It features community discussions, news updates, stock rankings, and earnings information. Users can build watchlists, manage portfolios, and share insights with other traders and investors globally.

Financial Technology and Social Media

Preqin

preqin.com

London, England

This platform provides comprehensive data, solutions, and insights focused on alternative assets, catering to investors, fund managers, and financial professionals. It offers tools for performance benchmarking, fundraising, and market analysis, enabling users to make informed investment decisions in private equity, hedge funds, real estate, infrastructure, and other alternative investment sectors.

Financial Services

Street Diligence

streetdiligence.com

New York City, NY

This platform provides dealmakers with advanced tools to analyze and negotiate contracts and legal documents. It offers solutions across various sectors, including credit and lending, investment management, mergers and acquisitions, and venture capital. The technology enhances due diligence processes, contract management, and negotiation strategies, allowing clients to benchmark contracts against market trends and gain insights from their portfolio of agreements.

Financial Technology and Services

SumZero

sumzero.com

This platform serves as a professional investment community where investors can access peer-reviewed research and insights from top analysts and emerging talent in the asset management sector. It focuses on providing high-quality, actionable investment research exclusively from buyside professionals, facilitating networking opportunities, and offering tools for performance tracking and capital introduction. The service is designed to enhance transparency in investment decisions and support career advancement for its members.

Investment Research and Asset Management

Swissblock

swissblock.net

Baar, Switzerland

This business specializes in providing advanced insights and analytical tools for navigating the cryptocurrency and cross-asset investment landscape. It employs a systematic approach to detect market opportunities, utilizing a robust framework that incorporates extensive data analytics. Their offerings include intuitive dashboards, alert systems, and bespoke solutions tailored to deliver in-depth analysis of macro and microeconomic factors affecting digital assets. The target market includes investors and traders looking for actionable insights in the volatile crypto market.

Cryptocurrency and financial analytics

StockCharts

stockcharts.com

This platform provides advanced financial charting and technical analysis tools designed for investors and traders. It offers a comprehensive suite of features including customizable market screens, automatic alerts, and various charting options to help users analyze market trends and make informed investment decisions. The service caters to a diverse audience, from active traders to individuals managing retirement accounts, emphasizing a user-friendly experience with a focus on enhancing investment strategies.

Financial Services and Investment Analysis

FINVIZ

finviz.com

This platform provides a comprehensive stock screener designed for investors and traders, offering various financial visualizations and tools to analyze stock market data. It features real-time quotes, advanced screening capabilities, and insights into market trends, making it a valuable resource for both novice and experienced traders. The service includes functionalities for tracking stock performance, analyzing market movements, and accessing financial news.

Financial services and investment analysis.

Seeking Alpha

seekingalpha.com

US

This platform serves as a comprehensive resource for investors, providing stock market news, analysis, and tools. It offers various features including stock ideas, market outlooks, earnings news, and dividend strategies. Users can access a wide range of investment resources such as podcasts, videos, and educational content, as well as tools for portfolio management and stock screening. The site caters to both individual investors and professionals, promoting a community-driven approach to investing.

Financial Services

TipRanks

tipranks.com

This platform provides comprehensive stock market research and analysis tools, allowing users to evaluate the performance of analysts and bloggers. It offers various features including stock screeners, ETF analysis, insider trading tracking, and economic calendars. The service aims to empower individual investors by providing access to institutional-level research and data, thereby facilitating informed investment decisions.

Financial Services

Benzinga

benzinga.com

Spain

This platform provides actionable trading ideas, real-time financial news, and insights aimed at investors and traders. It offers a range of services including stock market quotes, research reports, and tools for analyzing stocks and market trends. The target market includes individual investors, traders, and financial professionals seeking to enhance their trading strategies and investment decisions. Unique offerings include a subscription service for premium content and tools, as well as a focus on various asset classes including stocks, options, and cryptocurrencies.

Financial Services and Investment Research

Tegus

tegus.com

This platform modernizes and streamlines investment research for institutional investors and companies by providing access to expert insights, financial data, and comprehensive company metrics. It serves various sectors including hedge funds, public equity, venture capital, and private equity, offering tools for expert calls, financial modeling, and compliance. The service is designed to enhance decision-making speed and quality for investment professionals.

Investment Research and Financial Services

Trade Republic

traderepublic.com

Berlin, Germany

This platform provides a user-friendly interface for individuals to invest in stocks, bonds, and ETFs with low entry barriers, allowing investments starting from just 1 €. It offers a subscription-free card for spending and a cash savings feature with competitive interest rates. The service emphasizes safety and ease of use, targeting individual investors looking for accessible investment options.

Financial Services

Trendlyne

trendlyne.com

USA

This platform provides a comprehensive suite of tools for stock market analysis, including stock screeners, fundamental and technical analysis, portfolio reports, and insights on insider trades. It caters to investors looking to stay informed about market trends, upcoming results, and sector performance, offering features like analyst estimates, event calendars, and customizable alerts for portfolio management.

Financial Services

Snapex

snapex.com

This business provides a platform for trading and managing digital assets, focusing on market making, portfolio management, and contract trading. It aims to empower users in the decentralized finance space by offering user-friendly tools and innovative solutions. The company has a significant user base and manages substantial assets, ensuring competitive trading experiences through liquidity provision.

Financial Technology and Decentralized Finance

Valuefy

valuefy.com

London, England

This company provides advanced digital wealth management technology solutions tailored for wealth managers, banks, family offices, and fintech firms. Their offerings include a comprehensive platform that enhances decision-making throughout the investment cycle, focusing on data management, client onboarding, and portfolio intelligence. The solutions aim to improve client and advisor experiences by delivering insights, efficiency, and operational control, while also enabling institutions to develop customized investing applications.

Wealth Management Technology

Vise

vise.com

New York, NY

This business operates as a technology-driven asset manager, providing financial advisors with tools to build, manage, and explain personalized investment portfolios efficiently. It focuses on automating portfolio construction and management, enabling advisors to enhance client outcomes and streamline their operations. The platform integrates various investment strategies and asset classes, catering primarily to registered investment advisors (RIAs) and aggregators, while leveraging artificial intelligence for insights and reporting.

Financial Technology and Asset Management

Alpha Vantage

alphavantage.co

Boston, Massachusetts

This business provides free APIs for accessing real-time and historical stock market data, including options, forex, commodities, and cryptocurrencies. It offers over 50 technical indicators and supports various formats such as JSON and CSV. The platform also features a global market news API and sentiment analysis powered by AI and machine learning. It caters to a diverse audience, including investors, researchers, and developers, and emphasizes democratizing access to high-quality financial data.

Financial Technology

Morningstar

morningstar.nl

Netherlands

This website provides comprehensive, objective, and independent information about investment funds, including analysis of stocks, ETFs, and hedge funds. It offers tools for personal finance management and investment portfolio tracking, catering to both individual and professional investors. The platform emphasizes research and ratings to guide investment decisions.

Financial Services

Vista Equity Partners

vistaequitypartners.com

Austin, TX

This investment firm specializes in investing in enterprise software, data, and technology companies. They utilize various investment strategies including private equity, permanent capital, credit, and public equity. The firm focuses on empowering companies to achieve growth and transformation, leveraging a collaborative network to unlock potential and drive advancements in the digital economy.

Private Equity and Investment Management

New York Life Investments

newyorklifeinvestments.com

Jersey City, NJ

This business operates as a global investment manager, overseeing over $725 billion in assets. It offers a variety of investment solutions including mutual funds, ETFs, closed-end funds, and alternative investments. The firm focuses on providing tailored investment strategies and insights to a diverse clientele, including individual and institutional investors, while emphasizing sustainable investment practices and a commitment to client relationships.

Investment Management