financial-data
(30)
Dealogic keeps score on Wall Street. It also helps run the game.
Banks use Dealogic to see who is winning business, find their next mandate and manage the machinery of a capital raise. The interesting business sits between the league table and the order book.
Preqin’s £2.5 billion business: knowing what private money is doing
Preqin built a business answering the questions private markets prefer to leave complicated. Now BlackRock is putting its data inside the software investors use to choose funds, measure returns and follow the money.
Codat wants your bank to read between the ledger lines
After years connecting business software, Codat is teaching commercial banks what to do with the data. Its next test is whether better information makes for a better conversation.
Moneyhub left the app business. Your bank is its next screen.
The British fintech is trading its consumer storefront for a place inside banks, lenders and pension apps. Its pitch starts with a surprisingly expensive problem: financial data that nobody can quite make sense of.
Token.io Wants the Card Machine to Become a Bank Login
The London fintech does not want shoppers to know its name. It wants banks and payment companies to put their own names on a cheaper route from checkout to current account.
The Paperwork Factory Behind 20 Million Investment Documents
Structured products are sold as financial ingenuity. Behind them sits a paperwork problem of industrial scale - and WSD has spent more than 15 years turning that mess into infrastructure.
SOLVE Turned Bond Traders' Messy Inboxes Into a Market Data Machine
The bond market still speaks in fragments - runs, chats, spreadsheets and stale prints. SOLVE built a business by teaching machines to read that mess, then used more than $80 million and a string of acquisitions to turn the resulting data into pricing intelligence.
The $6 Trillion Plumbing Job: How BetaNXT Is Rewiring Wealth’s Back Office
Most investors will never see BetaNXT. Yet its systems touch roughly 50 million of them, process about 37 million transactions a day and sit beneath more than $6 trillion in assets. The company’s wager is simple: Wall Street’s old plumbing can become one connected data network without ripping out every pipe at once.
AlphaSense Turned Ctrl+F Anxiety Into a $7.5 Billion Research Machine
AlphaSense began with an analyst's fear of missing one decisive sentence. Fifteen years, five acquisitions and more than 500 million documents later, it wants to turn research from a scavenger hunt into an always-on system.
InvestCloud Put $4 Trillion on One Screen. The Hard Part Is Making the Plumbing Disappear.
InvestCloud grew by turning the wealth industry’s jumble of old systems into modular software. After a $1 billion deal made the platform much bigger, its next test is harder: make public and private assets feel like one portfolio without making the machinery visible.
The $5.3 Billion Deal That Died - and the API That Got Bigger
Plaid was supposed to disappear into Visa. Instead, the blocked $5.3 billion sale left it free to turn a bank-linking button into a broader financial intelligence network - with a valuation reset, a privacy reckoning and one very copyable startup lesson along the way.
Consumer Edge Turned Your Receipts Into Wall Street's Early-Warning System
Consumer Edge began as one analyst's escape from Wall Street turf wars. Now it turns card swipes, receipts and web traffic into an unusually practical answer to the question every brand and investor asks: what is the customer doing before the quarter closes?
Reap Is Teaching AI the One Trick Investor Relations Cannot Fake: Knowing When to Shut Up
A nine-person fintech is turning filings, earnings calls and investor questions into an always-on IR desk. Its real product is not fluent answers - it is disciplined silence when the documents run out.
The Company That Decides Which Markets Count
MSCI turns messy global markets into three-letter labels like EAFE and ACWI - and roughly $6.4 trillion in investor money follows where those labels point.
The Financial Terminal That Started on a Bicycle
Before FactSet became a $2.3 billion data business, its product arrived as four sheets of paper by bicycle messenger. The delivery method changed; the useful idea did not.
The Stock Exchange That Became a Software Company
Nasdaq still rings the bell. But the business behind the blue-lit tower increasingly sells the machinery, data and risk controls that keep markets running long after the ceremony ends.
The Company That Owns Wall Street's Plumbing
ICE began by dragging energy trading onto the internet. Twenty-six years later, its machinery runs beneath oil benchmarks, bond desks, the New York Stock Exchange and much of the American mortgage system.
S&P Global
It scores the debt of nations, names the index in your retirement account, and prices the oil in your tank. Meet the 165-year-old data company most people have never Googled.
Equifax
Most people meet Equifax as a credit score. Its larger business is the invisible machinery that helps decide who gets a mortgage, a job, a benefit or a second look - rebuilt on a $3 billion cloud platform and shadowed by the breach that changed the company.
BETA DATA
The Shanghai wealthtech firm arming banks with AI advisory workbenches - now expanding across Asia from Singapore and Hong Kong.
Wealor
Wealor is a San Francisco startup building an AI-native platform for wealth managers. It creates a single source of truth across wealth management, tax, and legal, then runs specialized AI agents that automate back-office work directly inside firms' existing legacy systems using APIs and browser automation. Backed by Y Combinator (Spring 2026 / P26), it targets an industry that oversees roughly $90 trillion on infrastructure built decades ago, where advisors report spending most of their day on administrative work rather than with clients.
Tarabut
Tarabut (formerly Tarabut Gateway) is the MENA region's first and largest regulated open banking platform, connecting a network of banks and fintechs through a universal API. Founded in Bahrain by Abdulla Almoayed and now headquartered in Riyadh, the company provides banking-as-a-service, embedded finance, account-to-account payments, and data-driven credit tools that let financial institutions and businesses build personalized financial products across Saudi Arabia, the UAE and Bahrain.
9fin
9fin is a London-based, AI-native intelligence platform for the global debt markets. Founded in 2016 by former banker Steven Hunter and former engineer Huss El-Sheikh, it uses machine learning to extract structured data from dense financial documents and pairs that data with news, analytics, and AI-powered workflows. Its platform covers leveraged loans, high-yield bonds, distressed debt, CLOs, private credit, and asset-based finance, and is used by investment banks, asset managers, hedge funds, law firms, and advisors. In March 2026 the company raised a $170M Series C at a $1.3 billion valuation.
Apptopia
Apptopia is a Boston-based mobile app intelligence company that turns billions of app performance signals into investor-grade data. Using machine learning and a real-user device panel of 15M+ devices, it estimates downloads, revenue, usage and engagement across thousands of public and private apps, then packages those signals for institutional investors, brands and publishers. More than 200 financial firms use Apptopia to read consumer behavior ahead of earnings, and its metrics are distributed through the Bloomberg Terminal.
Credit Benchmark
Credit Benchmark is a London- and New York-based financial data analytics company that turns the internal credit risk views of 40+ of the world's largest banks into anonymized, aggregated Credit Consensus Ratings. By pooling the assessments of roughly 20,000 credit analysts, it produces obligor-level ratings and analytics on 110,000+ public and private entities across 160 countries - covering many companies, funds and sovereigns that traditional agencies never rate - and delivers them through a web app, Excel add-in, API and partners such as Bloomberg and Snowflake.
Public Technologies
Public Technologies (branded 'Public', formerly noodls) is a New York-based information-services company that runs what it describes as the market's largest public disclosure platform. Every day its automated pipeline collects, normalizes, categorizes and distributes tens of thousands of corporate announcements, press releases, government statements and regulatory filings issued in dozens of languages by tens of thousands of organizations across nearly 200 countries. It sells this structured, taxonomy-tagged content stream to media organizations that want broader coverage at lower newsgathering cost and to market-data and financial-information providers who need to fill the gaps left by fragmented disclosure channels.
Qodeo
Qodeo is a matching platform that connects entrepreneurs seeking capital with the venture capital and private equity firms most likely to fund them. Using proprietary, AI-enabled algorithms, it filters thousands of investors down to ranked 'Hot, Warm or Cool' matches based on a company's profile and funding criteria - free for investors and without taking commission. Led by founder and CEO Simon Glass and backed by cornerstone investor Sir Harvey McGrath, Qodeo tracks over 22,000 organisations globally and aims to democratise venture by giving all entrepreneurs, especially diverse founders, access to investors they would otherwise struggle to reach.
Estimize
Estimize is a financial estimates platform that crowdsources earnings-per-share and revenue forecasts from a community of more than 120,000 contributors - including buy-side, sell-side and independent analysts, students, academics and private investors. By aggregating and weighting these estimates, Estimize produces a consensus that has repeatedly proven more accurate and more timely than the traditional Wall Street sell-side consensus, and sells that data to hedge funds, asset managers and quantitative researchers. Since 2021 it has operated as part of alternative-data and quant research firm ExtractAlpha.
Databento
Databento is a licensed market data provider that lets traders, quants, and developers pull live exchange feeds and decades of historical tick data through a single API with a pay-as-you-go model. Founded in 2019 by former quant hedge fund traders, it replaces the slow, expensive, contract-heavy process of buying market data with self-service access across 45+ trading venues and a unified data format.
Rutter
Rutter is a unified API that lets B2B software read and write financial data across 60+ accounting, commerce, payments, and ads platforms - from QuickBooks and NetSuite to Shopify, Amazon, and Stripe - through a single integration. Founded in 2021 by Peter Zhou and Eric Yu, the New York company is positioning itself as the 'Plaid for commerce,' powering financial workflows like lending, AP/AR automation, supplier enablement, and agentic commerce for 100+ fintech companies including Ramp, Airwallex, and Payoneer.