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Price
Published entry price$10+per month
Published entry price$99per month
Annual estimate10 people, entry price
Offer
No offer right now
No offer right now
Focus
Wealth Management
Wealth Management
Product
Equity research platform with institutional ownership data, short interest, and SEC filings.
Portfolio analytics software for financial advisors offering portfolio comparison, IPS, and model portfolios.
Headquarters
Washington, DC
Oakland, California
Company size
11-50 employees
11-50 employees
Plan
Published entry price
Published entry price
Published rate
$10+ / month
$99 / month
Billable seats
Flat rate
Flat rate
Source updated
Oct 29, 2026
Oct 29, 2026
Capabilities
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Integrations
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Company size
Security and switching
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Case studies and sources
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Wealth Management
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