>_ alternatives to Investi
12 research tools that do a similar job to Investi, with the facts side-by-side.
See full data, pricing and features on the Investi profile page.
the tool you're replacing
| tool | best for | pricing | who uses it |
|---|---|---|---|
| Investi (this tool) | AI analyst that shows reasoning steps and sources data in real-time | FREE | — |
| DFIN Pro | fundamental investors who want to track more names and follow earnings without assembling filings from scratch. | FREE-$$ | Retail |
| Quilt Labs | institutional investors and broker research teams conducting thematic risk assessment, due diligence, and commentary analysis across public equities, credit, and private investments. | CALL | Hedge Fund, Mutual Fund, Investment Bank, Family Office, RIA |
| Marvin Labs | equity analysts conducting earnings research and financial text analysis | FREE-$$$ | Hedge Fund, Mutual Fund, RIA, Family Office |
| Rogo | bankers and investors at institutions looking to automate research, deal prep, and material creation workflows using ai agents integrated with their existing data platforms. | CALL | Investment Bank, Private Equity, Hedge Fund, Mutual Fund, Family Office, RIA |
| ValuWiki | retail investors seeking institutional-grade equity research with primary-source citations for every claim. | FREE-$$$ | Retail |
| AlphaWatch AI | private equity, growth equity, hedge funds, venture capital, and corporate teams running primary research and diligence. | CALL | Hedge Fund, Private Equity, Venture Capital |
| Fira Research | financial analysts conducting quantitative and qualitative research across hundreds of complex filings and data rooms. | FREE-CALL | RIA, Hedge Fund, Investment Bank, Family Office, Mutual Fund |
| StockInsights AI | value investors and investment professionals conducting recurring research on public companies and portfolio monitoring. | FREE-$ | Retail, RIA, Family Office, Hedge Fund, Mutual Fund |
| Finpilot | investment teams at endowments, foundations, family offices, ocios, and rias performing manager research and portfolio monitoring. | CALL | RIA, Family Office, Mutual Fund, Hedge Fund |
| Pinegap | equity analysts and institutional investors conducting research workflow automation | CALL | RIA, Family Office, Hedge Fund, Mutual Fund |
| SEC Insights | analyzing and comparing complex sec filings with multi-document support and transparent sourcing | FREE-CALL | Retail, Hedge Fund, Mutual Fund, RIA, Investment Bank |
| Researchr | retail investors checking tickers before making calls or monitoring watchlists | FREE-$ | Retail |
- DFIN Pro— Research dashboard for fundamental investors — verifiable answers and company-history workflows from primary sources only.
- Quilt Labs— Factual generative-AI research over filings, newswires, and presentations — KPI detector + autonomous due-diligence agents with citations.
- Marvin Labs— AI research copilot for equity analysts — autonomous agents that run earnings reviews, KPI trackers, and guidance comparisons with citations.
- Rogo— Finance-native AI for investment banks, PE, and hedge funds — searches/analyzes filings, transcripts, and decks; generates pitchbooks and meeting prep.
- ValuWiki— Institutional-grade fundamental analysis for any public company — decisive bull/bear cases with every claim cited to a primary source.
- AlphaWatch AI— Predictive research and due-diligence AI for hedge funds and PE — multi-source synthesis (up to 100 sources/query) over filings, news, and private data.
- Fira Research— AI financial-research assistant (YC-backed) — multi-document Q&A across thousands of filings with granular citations, instant P&L Excel extraction, and peer benchmarking.
- StockInsights AI— AI equity-research assistant for value investors — search, summarize, and tag filings, transcripts, and 8-Ks across US and India.
- Finpilot— AI copilot for analysts, RIAs, and allocators — chat with citations, document extraction, comparison Matrix, and autonomous report agents.
- Pinegap— AI-powered equity research platform built for institutional investors, RIAs, and single-family offices — automates models, dashboards, and reports.
- SEC Insights— Analyzes SEC filings such as 10-Ks and 10-Qs with natural language queries and provides paragraph-level citations across multiple documents.