Find the right AI tools for any job, task or industry.

SECTOR

Banking & capital markets

Finance companies, manage portfolios, and control financial risk. Specialist tools include Axiocairn, CelerAPI, Fin Codes API and Rogo.

Common tasks

Roles in this sector

Plus 32 general business roles such as project manager. Mapped to ISIC Revision 4 section K. Classification source ↗

Specialist tools

ToolWhat it doesPricingTypeEvidence
AxiocairnNot verifiedPortfolio risk MCP: exposure values with data dates, method notes and coverage gaps.Pricing not verifiedTool + MCPSite checked
CelerAPINot verified21 tools for company and LEI research, SEC filings, FX, time zones and OFAC wallet screening.Pricing not verifiedMCPSite checked
Fin Codes APINot verifiedValidate IBANs and bank codes, verify payee names, and screen names against sanctions lists.Pricing not verifiedMCPSite checked
RogoRogoAI analyst platform built for investment banking and financial research.Pricing not verifiedToolSite checked
Bloomberg TerminalBloombergFinancial data and analytics terminal with AI-powered summaries and search.Pricing not verifiedToolUnconfirmed listing
KoyfinKoyfinFinancial analysis platform with charts, screening and fundamentals.Free + paidToolSite checked
ApexTickNot verifiedGlobal equities, ETFs, FX & crypto quotes, OHLCV history, fundamentals, technicals & options Greeks.Pricing not verifiedMCPSite checked
ArcheNot verifiedSEC EDGAR filings, XBRL facts and normalized financial statements, point-in-time by acceptance.Pricing not verifiedTool + MCPSite checked
AuratoNot verifiedRead-only global payment reference data, metrics, relationships, sources, news and events.Pricing not verifiedTool + MCPSite checked
beatandraise.comNot verifiedSEC EDGAR since 1993: search and read filings, insiders, 13F, statements; verify quotes and figures.Pricing not verifiedMCPSite checked
BeefiNot verifiedUS public company data from SEC EDGAR: financials, insider trades, 13F holdings, filings and macro.Pricing not verifiedMCPSite checked
BharatStockNot verifiedIndian stock market data: NSE/BSE prices, financials, NIFTY/SENSEX, mutual funds, screener.Pricing not verifiedMCPSite checked
Block ScholesNot verifiedDerived & aggregated data: vol surfaces, model-implied prices, forward curves. Index from 2020.Pricing not verifiedTool + MCPSite checked
Bradshaw UK funding roundsNot verifiedUK private-company funding rounds from Companies House filings, each linked to its filing.Pricing not verifiedMCPSite checked
Builders in FintechNot verifiedFintech companies, products, rounds, investors, news, Agent-Ready scores. keyless, CC BY 4.0.Pricing not verifiedMCPSite checked
Cape Partners ExchangeNot verifiedRead-only M&A deal flow: ranked targets and buyers, valuations, and specialist partner services.Pricing not verifiedMCPSite checked
ClarifoNot verifiedSource-cited financial research on US and Nordic company filings.Pricing not verifiedMCPSite checked
ClerkfieldNot verifiedVerify U.S. businesses against state registries and search UCC liens by business or lender.Pricing not verifiedMCPSite checked
ComePassNot verifiedKorean company facts in English: DART financials and filings, KONEPS procurement, NTS status.Pricing not verifiedMCPSite checked
CorpoAPINot verifiedCompany registry data for US states and countries. Search, verify, and run KYB checks.Pricing not verifiedTool + MCPSite checked
COT-ReportsNot verifiedCFTC Commitments of Traders data for every CFTC futures market: positions, history, COT index.Pricing not verifiedMCPSite checked
datastandardNot verifiedThe filed record of India's listed companies, every figure tied to the filing it came from.Pricing not verifiedMCPSite checked
dibsresearchNot verifiedCompany KPIs, financial statements and SEC filing text with sources, plus official economic series.Pricing not verifiedMCPSite checked
EdgarStackNot verifiedSEC EDGAR financials, ratios, peer comps, filing diffs and Excel models.Pricing not verifiedMCPSite checked
ETFIQNot verifiedIndependent US ETF data for research agents: flows, news, strategies, risk checks, each dated.Pricing not verifiedMCPSite checked
ExitValue.ai M&A MultiplesNot verifiedMedian EV/EBITDA and EV/Revenue multiples by industry and deal size from real M&A transactions.Pricing not verifiedMCPSite checked
Financial DatasetsNot verifiedStructured, real-time stock market data for 27,000+ active and delisted U.S. tickers.Pricing not verifiedTool + MCPSite checked
FinancialFilingsNot verifiedFilings and XBRL financials for listed companies worldwide: official filings, as published.Pricing not verifiedMCPSite checked
FinquestNot verifiedKorean stocks & bonds: DART filings, segment trends, earnings drivers, dividends, prices, bonds.Pricing not verifiedMCPSite checked
FinVectorNot verifiedSearch SEC filings by meaning. Every result cites its filing, with a link to sec.gov.Pricing not verifiedMCPSite checked
FinzDataNot verifiedPoint-in-time stocks, ETFs, futures, GEX, crypto, FX, macro, COT, 13F, ships, ports, flights, power.Pricing not verifiedMCPSite checked
FN2 AINot verifiedStock, earnings and macro research with scheduled agents. FN2 account and OAuth required.Pricing not verifiedTool + MCPSite checked
Gale FinanceNot verifiedRisk and return metrics for stocks, ETFs, crypto and commodities, with citable Gale Finance sources.Pricing not verifiedMCPSite checked
hhxg A-share Market DataNot verifiedChina A-share market data, stock screening and research tools.Pricing not verifiedTool + MCPSite checked
IntrinioNot verifiedOfficial Intrinio MCP server. US stock prices, options and fundamentals for AI agents.Pricing not verifiedTool + MCPSite checked
istfinNot verifiedBorsa Istanbul (BIST) licensed data: prices, OHLCV bars, financial statements, ratios, KAP filings.Pricing not verifiedMCPSite checked
KresmionNot verifiedSEC filings and financials with accession links, insider and congress trades, macro. OAuth or key.Pricing not verifiedTool + MCPSite checked
LOPJLB ResearchNot verifiedU.S. equity quant research: market regime, signals, scores, screens and CallCards.Pricing not verifiedTool + MCPSite checked
NarwhalNot verifiedOne API and MCP server for financial and economic data: markets, economics, companies and more.Pricing not verifiedTool + MCPSite checked
newlyraisedNot verifiedNew SEC Form D raises and USD 1M+ SBA loans in six US metros, linked to government records.Pricing not verifiedTool + MCPSite checked
OpenNash EarningsNot verifiedUS earnings results, outlook, KPI history and call transcripts, sourced to SEC filings. Read-only.Pricing not verifiedMCPSite checked
PlainQuantNot verifiedWhat US stocks did after past market events, and trend/business scores for US and HK stocks.Pricing not verifiedMCPSite checked
PrilagoNot verifiedPrimary-filing LP commitments (35,024 records, 4,320 LPs), 578 GP rosters & GP-LP Matchmaker.Pricing not verifiedTool + MCPSite checked
PtDataNot verifiedPoint-in-time US equity fundamentals for quants and AI agents.Pricing not verifiedTool + MCPSite checked
QuantWrightNot verifiedBacktests with costs, a held-out test that counts once, a score that counts every version tried.Pricing not verifiedTool + MCPSite checked
ReportGem Global ResearchNot verifiedGlobal investment research knowledge base: 16M+ bank reports, filings, earnings calls, charts.Pricing not verifiedTool + MCPSite checked
SEC FilingsNot verifiedRead SEC filings, reported financial facts and sampled filing comparisons with original sources.Pricing not verifiedMCPSite checked
Signal8Not verifiedSEC filings, dilution, insider & institutional ownership, and political-trade data for AI agents.Pricing not verifiedMCPSite checked
SN Data by Shikshan NiveshNot verifiedUS company financial statements, insider trades, 13F funds and short interest, each with its filing.Pricing not verifiedTool + MCPSite checked
SplitScannerNot verifiedReverse stock split calendar, history and source filings. Requires SplitScanner or Signal8 Pro.Pricing not verifiedTool + MCPSite checked
StockLensNot verifiedScores for the largest companies in each market with no account. Sign in for analysis and screening.Pricing not verifiedTool + MCPSite checked
StockMapNot verifiedUS stock research: a model's nightly 14-day read on each stock, its reasons, and its graded record.Pricing not verifiedTool + MCPSite checked
Stockmarket LoansNot verifiedPublished US broker margin rates by tier, ranked at any balance, with borrowing-cost math.Pricing not verifiedMCPSite checked
stockrowNot verifiedFinancial statements, metrics, screens and insider trades for US-listed companies.Pricing not verifiedTool + MCPSite checked
TauricNot verifiedMarket data, filings, fundamentals, macro, news and research runs for AI assistants.Pricing not verifiedMCPSite checked
TradeApesNot verifiedStock health scores, valuation verdicts, sector rankings and analyses for 8,000+ US companies.Pricing not verifiedTool + MCPSite checked
Tradytics Market DataNot verifiedUS options flow, ranked dark pool prints, dealer exposure, and stock research from Tradytics.Pricing not verifiedTool + MCPSite checked
Twelve DataNot verifiedReal-time and historical market data: stocks, forex, crypto, ETFs, fundamentals and 60+ indicators.Pricing not verifiedTool + MCPSite checked
ValueinNot verifiedPoint-in-time, survivorship-SEC EDGAR fundamentals + smart-money signals for AI agents.Pricing not verifiedTool + MCPSite checked
VC BoomNot verifiedFundraising for startups: deck scoring, investor matching and search, outreach drafts, CRM.Pricing not verifiedTool + MCPSite checked
WallibleNot verifiedYour Wallible portfolios, holdings and backtests, plus ETF, share and bond search and simulations.Pricing not verifiedTool + MCPSite checked
Zyberno stock valuationNot verifiedBrina Gap valuation, supply chains, screener and market score for US stocks. SEC data, no key.Pricing not verifiedMCPSite checked
ComplyAdvantageComplyAdvantageSanctions, PEP and adverse-media screening and transaction monitoring.PaidToolSite checked
FactSetFactSetFinancial data and analytics platform with a generative AI assistant.Pricing not verifiedToolSite checked
FeedzaiFeedzaiAI platform for fraud detection and anti-money-laundering in banking.Pricing not verifiedToolSite checked
Hawk AIHawkAI for anti-money-laundering and fraud with explainable alerts.Pricing not verifiedToolUnconfirmed listing
NumeraiNumeraiCrowdsourced hedge fund where data scientists submit machine-learning predictions.Pricing not verifiedToolSite checked
QuantConnectQuantConnectAlgorithmic trading research platform built on the open-source LEAN engine.Pricing not verifiedToolSite checked
AlphaSenseAlphaSenseAI search across filings, broker research, expert calls and news.Pricing not verifiedTool + MCPSite checked
EViewsS&P GlobalEconometric and time-series software for forecasting and modelling.Pricing not verifiedToolSite checked
HebbiaHebbiaAI platform for analysing large document sets in finance and law.Pricing not verifiedToolSite checked
SAS ViyaSASEnterprise analytics, statistics and AI platform common in pharma, banking and government.Contact salesToolSite checked
FREDFederal Reserve Bank of St. LouisFree database of economic time series with charting and an API.Pricing not verifiedTool + MCPUnconfirmed listing

General tools that also apply

ToolWhat it doesPricingTypeEvidence
ABN ExpertNot verifiedSearch Australian businesses and look up ABN and GST records from the Australian Business Register.Pricing not verifiedMCPSite checked
HowToRomaniaNot verifiedRomanian company data, e-Factura and legislation: CUI lookup, courts, risk, invoices, laws.Pricing not verifiedMCPSite checked
QuickBooks Intuit IntelligenceIntuitUse business-data-aware chat and accounting automation inside QuickBooks to organize transactions and explore financial questions.PaidToolSource reviewed
UiPathUiPathPlatform combining robotic process automation, AI agents, document processing, and orchestration to automate business operations.PaidToolSource reviewed
Workday IlluminateWorkdayWorkday's AI capabilities support HR, finance, workforce decisions, and workflow automation using business data in the Workday platform.Contact salesToolSource reviewed
OneTrustOneTrustPrivacy, consent and AI-governance software for enterprises.Contact salesToolSite checked
AI Use Policy DraftNot verifiedDrafts a short AI use policy for a small business from eight questions. answers not stored.Pricing not verifiedMCPSite checked
Credo AICredo AIGovernance platform for registering, assessing and tracking AI systems.Pricing not verifiedTool + MCPSite checked
Danmark DataNot verifiedDanish companies (CVR), vehicles (DMR), addresses (DAR/BBR) and phone numbers. Live, read-only.Pricing not verifiedMCPSite checked
FokalsNot verifiedMarket & Company Intelligence for AI agents: next adoptions, company health, signals, market feeds.Pricing not verifiedMCPSite checked
GWIXNot verifiedGlobal market intelligence from premier data partners and government agencies, with citations.Pricing not verifiedMCPSite checked
Infxl AngleNot verifiedCompetitive-intelligence briefs on any company's rivals and market. API key; OAuth planned.Pricing not verifiedMCPSite checked

No paid ranking. Reviewed 2026-11-04. Tool fit is an editorial suggestion based on published capabilities. See sources & methodology →