Best client data analysis tools in 2025

SimFin

Access extensive financial data and analyze stock performance easily.

Gorilla Terminal

AI-powered financial insights for quick stock analysis and updates.

Gpt4autocoder

Create interactive web applications directly from Python scripts.

Captide

Automated financial data extraction from SEC filings and earnings calls.

Wallet.AI

Financial insights driven by AI for informed decisions.

Stockpulse

AI-driven insights for tracking financial news and market sentiment.

PitchBook VC Exit Predictor

Predicts venture capital exit trends with real-time data.

CorgiLabs

Payment optimization and fraud detection for businesses.

Genius Sheets

Connect QuickBooks data to Excel and Google Sheets seamlessly.

Borea AI

Predicts stock prices and provides investment insights.

Freshly

Analyze stock relationships to find trading opportunities.

Kniru

Manage personal finances with ease and clarity.

Avanzai

Transforms financial data into clear insights for better decisions.

FlowCog

Visual financial management for informed business decisions.

Nvidia GPU Cloud (NGC)

GPU-optimized software for AI and machine learning development.

LexisNexis CounselLink

Centralized management for legal operations and contract workflows.

MonkeeMath

Real-time stock sentiment analysis using AI and social media insights.

Investing

Real-time financial data and analysis for informed investing.

Clear

Quickly analyze financial reports with plain language queries.

Parthean

Streamlined financial planning for advisors and clients.

Finpilot

Advanced AI for swift financial document analysis.

InvoiceOCR

Automated invoice processing for accurate and efficient data management.

EarningsEdge

Intelligent analysis of earnings calls for informed investing.

Inven

Accelerates the search for acquisition opportunities using AI.

Valuemetrix

AI-powered investment analysis for smarter portfolio management.