YCharts Alternatives (September 2025)

EquityRT helps investors to research stock market with its advanced financial charts and dynamic stock data. Follow financial news, analyze finance market.

Koyfin provides tools for investors to research stocks & other asset classes. Koyfin covers equities, ETFs, mutual funds, forex, bonds, etc.

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.

Equisoft/analyze helps effectively compare investment products, design suitable portfolios & create powerful proposals & presentations. Ideal for advisors, small firms, larger enterprises & fund companies.

Morningstar Direct is a comprehensive investment platform that helps asset and wealth managers build their assets and manage their portfolios.

Grow your wealth through an integrated wealth builder platform combining portfolio management and investment research in a single platform.

Explore AlternativeSoft, a leading alternative investment analytics platform. Optimize portfolios with powerful risk management software and analysis tools.

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

Grow your AUM, streamline client engagement, and protect your firm

Build a diversified portfolio and master the markets all in one place. Open an account with E*TRADE - The original place to invest online. Learn more

Make confident investment decisions with our unique fundamental analysis and in-depth visual reports. Research and discover new stocks with Simply Wall St.

Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.

Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

InvestCloud is powering the digital transformation of the financial services industry. Expand your business with digital wealth services and APL network access through InvestCloud.

Ethic is working towards a future where all investing is sustainable investing. We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals.

Transform your financial planning process and client relationships with Asset-Map - the user-friendly mapping software with informative visualizations.

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

Through our innovative wealth management solutions, we make personalized investing at scale easy so you can deliver customized solutions to more clients.

Financial Planning software designed for Canadian Advisors, Planners and Wealth Managers to grow your AUM and receive more referrals.

Develop a view on private companies in minutes with Gain.pro. Access insights on financial sponsors, deals, industries and more to gain your competitive edge.

Altruist combines a self-clearing brokerage with software for account opening, trading, reporting, and billing.

Equisoft/plan is an intuitive financial planning solution that provides comprehensive financial portraits. Click to learn more.

Premier provider of flexible, cloud-based Private Equity Software for Fund Managers. Unleash the power of your relationships and data.

The Bloomberg Terminal is the most powerful, flexible tool for financial professionals who need real-time data, news, and analytics.

S&P Capital IQ Pro is a single platform for essential market intelligence. Access deeper data on global financial markets and companies that impact your business.

Global provider of software for the alternative investments ecosystem - private equity and hedge funds, funds of funds and institutional investors.

No matter how often you trade, Fidelity has the trading tools and features you need to help uncover and act on new opportunities.

Streamline cap table management, shareholder communication, and equity administration with an easy-to-use platform built for private businesses and family enterprises.

Trade Ideas: Real-time AI stock scanning, automated trades, entry/exit signals & trade alerts. Manage your portfolio, mitigate risk, backtest, & analyze markets

Discover Vestberry, a trusted source of insight for successful data-driven investment strategies. Investment transaction tracking. Portfolio KPI collection. LP...

PitchBook provides readers with the best private market data through the PitchBook Platform, a suite of award-winning software applications. Learn more now!

27 years of equity plan and cap table expertise in the industry's most flexible and intuitive platform

The equity management software platform that streamlines planning, automates financial reporting & cap table management with global compliance.

Q4 helps you create IR websites that capture the imagination, drives behaviour & converts visitors into investors. Make your online vision a reality.

AlphaSense finds information on companies, data and themes from within millions of research documents in seconds, all with ONE simple search.

Pry is the first real alternative to Excel for pro forma financials. One platform for financial forecasting, headcount planning, and KPI dashboards.

Pepper

We consolidate data from any front or back-office systems you use on a daily basis and seamlessly fit into you investment decision process

Meet Cash Flow Portal, an alternative investing platform that accelerates capital raising. We’ve already helped many GPs and fund managers raise over $6B.

Grow your financial planning business with Covisum's suite of software products. Get a 10-day free trial today.

The UK's most powerful equity management platform. Full Companies House integration. Issue shares, manage shareholders and view your cap table on Vestd.

FinAlyzer automates all aspects of Financial Consolidation, Analytics, Management & Statutory Reporting and MIS Dashboards

Founder-friendly fundraising, stakeholder communication, and reporting tools for startup founders and the investors who back them.

Join the fastest-growing firms using Clockwork to launch and grow advisory services, deliver client results in minutes, and build a more profitable business.

One Stop Solution for Startups & Companies to manage their ESOP, Cap Table, and Equity for investors and employees to back their growth & operations in real-time

IDU budgeting, forecasting and reporting tools provide real-time, online access to critical financial information across your business.

Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step.

9fin is a leading provider of debt market intelligence and offers everything you need to analyse a credit, or win a mandate in one AI-powered platform

We help business owners to manage cap table and issue shares to founders, employees & investors.

Med Planacy arbetar ni mer effektivt och datadrivet med era budget, prognos och planeringsprocesser oavsett bransch, roll och processer.

Discover Equisoft/connect Gain exclusive access to the web-based CRM software designed specifically for insurance and finance professionals . Equisoft/connect is an indispensable tool for financial advisors seeking to optimize their business practice and customer relationship management. See how Equisoft/connect will provide you with all the essentials you need to maximize and simplify your book of business. 792f0012-abfd-403c-aba5-75c5c13e0895

Raise capital, manage complex waterfall distributions and secure investor commitments with ease. From accreditation to commitment, distributing and receiving funds, InvestNext’s integrated platform streamlines your entire syndication process.

eFront is the go-to solution suite for alternative investment professionals. Find an alternative investment solution here with eFront.

Trade Data Pro is one of the World's Leading Trade Data platforms. Unlock comprehensive import-export trade data, including details by country, HS code, importer-exporter, value and more.

Carta's 409A valuation services are trusted with more than 15,000 valuations per year. Get fast, audit-ready valuations for your startup or private company.

PlanGuru business planning software offers the budgeting and forecasting tool of choice designed to help businesses and nonprofits make better decisions

Fidelity Private Shares is an equity management platform that generates, executes, and stores legal documents. Raise your next round with confidence.

Revolutionize your processes with our submission management software. Simplify and optimize submissions like never before. Discover more at Submit.com!

ZoomCharts explorable and interactive JavaScript charts library allows you to easily integrate content drilldown and multi-touch enabled big data visualizations into your web projects

Enhance productivity and transparency with Rundit's portfolio management and LP reporting platform. Request a free trial.

Upmetrics is a modern business planning software that helps entrepreneurs create winning business plans, accurate forecasts, and compelling pitch decks faster.

Business-outcome-driven enterprise architecture software. Digital business strategy, enterprise architecture planning. Change management tool

Visualize your HR data with the software solution by Ingentis and turn them into a valuable basis for your business decisions.

Finmark is a financial modeling tool that makes it easy for startups to build models and forecast their finances without spreadsheets.

The E-Valuator

A diligence technology for the asset management industry, with 70,000 fund managers, service providers, and allocator users across the world

JavaScript charts for web and mobile apps. 95+ chart types, 1400+ maps and 20+ business dashboards with pre-built themes for any business use-case. Build fast, responsive and highly customizable data visualizations trusted by over 28,000 customers and 750,000 developers worldwide.

Build your own online intake forms. Send them privately to your clients or embed them in your website. We are HIPAA compliant and support e-signatures

Budgeto is the financial management platform that businesses use to create annual business budgets, produce reports, manage cash flow.

Proven Platform helps VC and PE firms to make vendor selection easy for portfolio companies.

For Traders By Traders

Symphony is the most secure and compliant markets’ infrastructure and technology platform, where solutions are built or integrated to standardize, automate and innovate financial services workflows. It is a vibrant community of over half a million financial professionals with a trusted directory and serves over 1000 institutions. Symphony is powering over 2,000 community built applications and bots.

Jirav is the financial planning and analysis solution for accounting firms and SMB's. An 'all-in-one' software for forecasting, budgeting and modeling.

Agora is an all-in-one real estate investment management software that accelerates fundraising, fosters investor relations, and optimizes efficiency.

Carta is an ownership and equity management platform trusted by thousands of founders, investors, and employees. Learn more.

WebChartMD is medical transcription software used to create and manage healthcare documents. ​Over 40,000 users have created over 15 million documents using WebChartMD.

Taxaroo: leading tax & accounting practice management software. Boost efficiency, automate tasks, and improve client satisfaction.

Learn about Shareworks, a complete equity compensation platform. Explore our full suite of private and public equity solutions at Morgan Stanley at Work.

Growth metrics for SaaS

The Org Chart You Need, Whenever You Need It Unlock the power of the org chart. Watch Video Smarter Business Planning Sta

Drive your subscription revenue to the next level. Fincome is an affordable subscription analytics platform to easily monitor your SaaS KPIs: MRR, Churn, Customers...

FactSet provides business data to power your workflow, valuable market analytics to help you outperform, and global market insights to give you perspective.

A comprehensive portfolio management and accounting platform for Family Offices

Compyl is an end-to-end security and compliance platform. We enable automated continuous security and compliance for your business!

Innovative Domain Name Investor Platform for registering domains, monetizing domains, and buying or selling domains.

ASC provides cost-effective Retirement Plan Systems as well as Continuing Education Credits. We're quoted in industry leading publications.

TBM software from Upland ComSci builds IT financial intelligence so you can collaborate with the business and accelerate growth.

Our leading equity management platform helps companies maintain the most accurate & trustworthy view of their equity. Learn more about our unbeatable offer.

Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.

Connect programs, projects, resources, and financials with business outcomes using portfolio management software from Planview.

Analytics software that helps you centralize your data, automate reporting, make better decisions, and improve your performance. Try it free!

We help you easily manage business relationship workspaces for each of your prospects, customers and partners, where you schedule, meet, chat, share materials, sign and much more, all in one place.

Datarails is an FP&A software solution providing finance experts with an easy way to conduct FP&A, budgeting, and forecasting.

Automatically detect your organization’s software subscriptions, see where to save money, automate software provisioning, and more.

100 Handshakes is a visual account planning tool for business hierarchy visualization. Elevate your strategic sales with org structure mapping of key accounts. Add context to your contacts, define champions and blockers, and visualize the path to close your next killer deal.