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
Investment bankerEquity research analystQuantitative analystInvestment banking analystGraduate analyst in financePortfolio managerPrivate equity associateVenture capital analystWealth adviserCredit analystTreasury analystQuantitative researcherAlgorithmic traderRisk analystAML analystFraud analystModel risk analystChief risk officerHead of research at a bankBank branch managerJunior database administratorJunior SQL developerJunior data engineerDatabase administratorDatabase reliability engineerNoSQL database engineerDatabase security specialistSQL developerDatabase developerData modellerData engineerETL developerAnalytics engineerData warehouse developerData quality engineerBI developerVector database engineerSenior database administratorDatabase architectSenior data engineerLead data engineerData architectData platform engineerDatabase managerData engineering managerDirector of data engineeringChief data officer
Plus 32 general business roles such as project manager. Mapped to ISIC Revision 4 section K. Classification source ↗
Specialist tools
| Tool | What it does | Pricing | Type | Evidence |
|---|---|---|---|---|
| AxiocairnNot verified | Portfolio risk MCP: exposure values with data dates, method notes and coverage gaps. | Pricing not verified | Tool + MCP | Site checked |
| CelerAPINot verified | 21 tools for company and LEI research, SEC filings, FX, time zones and OFAC wallet screening. | Pricing not verified | MCP | Site checked |
| Fin Codes APINot verified | Validate IBANs and bank codes, verify payee names, and screen names against sanctions lists. | Pricing not verified | MCP | Site checked |
| RogoRogo | AI analyst platform built for investment banking and financial research. | Pricing not verified | Tool | Site checked |
| Bloomberg TerminalBloomberg | Financial data and analytics terminal with AI-powered summaries and search. | Pricing not verified | Tool | Unconfirmed listing |
| KoyfinKoyfin | Financial analysis platform with charts, screening and fundamentals. | Free + paid | Tool | Site checked |
| ApexTickNot verified | Global equities, ETFs, FX & crypto quotes, OHLCV history, fundamentals, technicals & options Greeks. | Pricing not verified | MCP | Site checked |
| ArcheNot verified | SEC EDGAR filings, XBRL facts and normalized financial statements, point-in-time by acceptance. | Pricing not verified | Tool + MCP | Site checked |
| AuratoNot verified | Read-only global payment reference data, metrics, relationships, sources, news and events. | Pricing not verified | Tool + MCP | Site checked |
| beatandraise.comNot verified | SEC EDGAR since 1993: search and read filings, insiders, 13F, statements; verify quotes and figures. | Pricing not verified | MCP | Site checked |
| BeefiNot verified | US public company data from SEC EDGAR: financials, insider trades, 13F holdings, filings and macro. | Pricing not verified | MCP | Site checked |
| BharatStockNot verified | Indian stock market data: NSE/BSE prices, financials, NIFTY/SENSEX, mutual funds, screener. | Pricing not verified | MCP | Site checked |
| Block ScholesNot verified | Derived & aggregated data: vol surfaces, model-implied prices, forward curves. Index from 2020. | Pricing not verified | Tool + MCP | Site checked |
| Bradshaw UK funding roundsNot verified | UK private-company funding rounds from Companies House filings, each linked to its filing. | Pricing not verified | MCP | Site checked |
| Builders in FintechNot verified | Fintech companies, products, rounds, investors, news, Agent-Ready scores. keyless, CC BY 4.0. | Pricing not verified | MCP | Site checked |
| Cape Partners ExchangeNot verified | Read-only M&A deal flow: ranked targets and buyers, valuations, and specialist partner services. | Pricing not verified | MCP | Site checked |
| ClarifoNot verified | Source-cited financial research on US and Nordic company filings. | Pricing not verified | MCP | Site checked |
| ClerkfieldNot verified | Verify U.S. businesses against state registries and search UCC liens by business or lender. | Pricing not verified | MCP | Site checked |
| ComePassNot verified | Korean company facts in English: DART financials and filings, KONEPS procurement, NTS status. | Pricing not verified | MCP | Site checked |
| CorpoAPINot verified | Company registry data for US states and countries. Search, verify, and run KYB checks. | Pricing not verified | Tool + MCP | Site checked |
| COT-ReportsNot verified | CFTC Commitments of Traders data for every CFTC futures market: positions, history, COT index. | Pricing not verified | MCP | Site checked |
| datastandardNot verified | The filed record of India's listed companies, every figure tied to the filing it came from. | Pricing not verified | MCP | Site checked |
| dibsresearchNot verified | Company KPIs, financial statements and SEC filing text with sources, plus official economic series. | Pricing not verified | MCP | Site checked |
| EdgarStackNot verified | SEC EDGAR financials, ratios, peer comps, filing diffs and Excel models. | Pricing not verified | MCP | Site checked |
| ETFIQNot verified | Independent US ETF data for research agents: flows, news, strategies, risk checks, each dated. | Pricing not verified | MCP | Site checked |
| ExitValue.ai M&A MultiplesNot verified | Median EV/EBITDA and EV/Revenue multiples by industry and deal size from real M&A transactions. | Pricing not verified | MCP | Site checked |
| Financial DatasetsNot verified | Structured, real-time stock market data for 27,000+ active and delisted U.S. tickers. | Pricing not verified | Tool + MCP | Site checked |
| FinancialFilingsNot verified | Filings and XBRL financials for listed companies worldwide: official filings, as published. | Pricing not verified | MCP | Site checked |
| FinquestNot verified | Korean stocks & bonds: DART filings, segment trends, earnings drivers, dividends, prices, bonds. | Pricing not verified | MCP | Site checked |
| FinVectorNot verified | Search SEC filings by meaning. Every result cites its filing, with a link to sec.gov. | Pricing not verified | MCP | Site checked |
| FinzDataNot verified | Point-in-time stocks, ETFs, futures, GEX, crypto, FX, macro, COT, 13F, ships, ports, flights, power. | Pricing not verified | MCP | Site checked |
| FN2 AINot verified | Stock, earnings and macro research with scheduled agents. FN2 account and OAuth required. | Pricing not verified | Tool + MCP | Site checked |
| Gale FinanceNot verified | Risk and return metrics for stocks, ETFs, crypto and commodities, with citable Gale Finance sources. | Pricing not verified | MCP | Site checked |
| hhxg A-share Market DataNot verified | China A-share market data, stock screening and research tools. | Pricing not verified | Tool + MCP | Site checked |
| IntrinioNot verified | Official Intrinio MCP server. US stock prices, options and fundamentals for AI agents. | Pricing not verified | Tool + MCP | Site checked |
| istfinNot verified | Borsa Istanbul (BIST) licensed data: prices, OHLCV bars, financial statements, ratios, KAP filings. | Pricing not verified | MCP | Site checked |
| KresmionNot verified | SEC filings and financials with accession links, insider and congress trades, macro. OAuth or key. | Pricing not verified | Tool + MCP | Site checked |
| LOPJLB ResearchNot verified | U.S. equity quant research: market regime, signals, scores, screens and CallCards. | Pricing not verified | Tool + MCP | Site checked |
| NarwhalNot verified | One API and MCP server for financial and economic data: markets, economics, companies and more. | Pricing not verified | Tool + MCP | Site checked |
| newlyraisedNot verified | New SEC Form D raises and USD 1M+ SBA loans in six US metros, linked to government records. | Pricing not verified | Tool + MCP | Site checked |
| OpenNash EarningsNot verified | US earnings results, outlook, KPI history and call transcripts, sourced to SEC filings. Read-only. | Pricing not verified | MCP | Site checked |
| PlainQuantNot verified | What US stocks did after past market events, and trend/business scores for US and HK stocks. | Pricing not verified | MCP | Site checked |
| PrilagoNot verified | Primary-filing LP commitments (35,024 records, 4,320 LPs), 578 GP rosters & GP-LP Matchmaker. | Pricing not verified | Tool + MCP | Site checked |
| PtDataNot verified | Point-in-time US equity fundamentals for quants and AI agents. | Pricing not verified | Tool + MCP | Site checked |
| QuantWrightNot verified | Backtests with costs, a held-out test that counts once, a score that counts every version tried. | Pricing not verified | Tool + MCP | Site checked |
| ReportGem Global ResearchNot verified | Global investment research knowledge base: 16M+ bank reports, filings, earnings calls, charts. | Pricing not verified | Tool + MCP | Site checked |
| SEC FilingsNot verified | Read SEC filings, reported financial facts and sampled filing comparisons with original sources. | Pricing not verified | MCP | Site checked |
| Signal8Not verified | SEC filings, dilution, insider & institutional ownership, and political-trade data for AI agents. | Pricing not verified | MCP | Site checked |
| SN Data by Shikshan NiveshNot verified | US company financial statements, insider trades, 13F funds and short interest, each with its filing. | Pricing not verified | Tool + MCP | Site checked |
| SplitScannerNot verified | Reverse stock split calendar, history and source filings. Requires SplitScanner or Signal8 Pro. | Pricing not verified | Tool + MCP | Site checked |
| StockLensNot verified | Scores for the largest companies in each market with no account. Sign in for analysis and screening. | Pricing not verified | Tool + MCP | Site checked |
| StockMapNot verified | US stock research: a model's nightly 14-day read on each stock, its reasons, and its graded record. | Pricing not verified | Tool + MCP | Site checked |
| Stockmarket LoansNot verified | Published US broker margin rates by tier, ranked at any balance, with borrowing-cost math. | Pricing not verified | MCP | Site checked |
| stockrowNot verified | Financial statements, metrics, screens and insider trades for US-listed companies. | Pricing not verified | Tool + MCP | Site checked |
| TauricNot verified | Market data, filings, fundamentals, macro, news and research runs for AI assistants. | Pricing not verified | MCP | Site checked |
| TradeApesNot verified | Stock health scores, valuation verdicts, sector rankings and analyses for 8,000+ US companies. | Pricing not verified | Tool + MCP | Site checked |
| Tradytics Market DataNot verified | US options flow, ranked dark pool prints, dealer exposure, and stock research from Tradytics. | Pricing not verified | Tool + MCP | Site checked |
| Twelve DataNot verified | Real-time and historical market data: stocks, forex, crypto, ETFs, fundamentals and 60+ indicators. | Pricing not verified | Tool + MCP | Site checked |
| ValueinNot verified | Point-in-time, survivorship-SEC EDGAR fundamentals + smart-money signals for AI agents. | Pricing not verified | Tool + MCP | Site checked |
| VC BoomNot verified | Fundraising for startups: deck scoring, investor matching and search, outreach drafts, CRM. | Pricing not verified | Tool + MCP | Site checked |
| WallibleNot verified | Your Wallible portfolios, holdings and backtests, plus ETF, share and bond search and simulations. | Pricing not verified | Tool + MCP | Site checked |
| Zyberno stock valuationNot verified | Brina Gap valuation, supply chains, screener and market score for US stocks. SEC data, no key. | Pricing not verified | MCP | Site checked |
| ComplyAdvantageComplyAdvantage | Sanctions, PEP and adverse-media screening and transaction monitoring. | Paid | Tool | Site checked |
| FactSetFactSet | Financial data and analytics platform with a generative AI assistant. | Pricing not verified | Tool | Site checked |
| FeedzaiFeedzai | AI platform for fraud detection and anti-money-laundering in banking. | Pricing not verified | Tool | Site checked |
| Hawk AIHawk | AI for anti-money-laundering and fraud with explainable alerts. | Pricing not verified | Tool | Unconfirmed listing |
| NumeraiNumerai | Crowdsourced hedge fund where data scientists submit machine-learning predictions. | Pricing not verified | Tool | Site checked |
| QuantConnectQuantConnect | Algorithmic trading research platform built on the open-source LEAN engine. | Pricing not verified | Tool | Site checked |
| AlphaSenseAlphaSense | AI search across filings, broker research, expert calls and news. | Pricing not verified | Tool + MCP | Site checked |
| EViewsS&P Global | Econometric and time-series software for forecasting and modelling. | Pricing not verified | Tool | Site checked |
| HebbiaHebbia | AI platform for analysing large document sets in finance and law. | Pricing not verified | Tool | Site checked |
| SAS ViyaSAS | Enterprise analytics, statistics and AI platform common in pharma, banking and government. | Contact sales | Tool | Site checked |
| FREDFederal Reserve Bank of St. Louis | Free database of economic time series with charting and an API. | Pricing not verified | Tool + MCP | Unconfirmed listing |
General tools that also apply
| Tool | What it does | Pricing | Type | Evidence |
|---|---|---|---|---|
| ABN ExpertNot verified | Search Australian businesses and look up ABN and GST records from the Australian Business Register. | Pricing not verified | MCP | Site checked |
| HowToRomaniaNot verified | Romanian company data, e-Factura and legislation: CUI lookup, courts, risk, invoices, laws. | Pricing not verified | MCP | Site checked |
| QuickBooks Intuit IntelligenceIntuit | Use business-data-aware chat and accounting automation inside QuickBooks to organize transactions and explore financial questions. | Paid | Tool | Source reviewed |
| UiPathUiPath | Platform combining robotic process automation, AI agents, document processing, and orchestration to automate business operations. | Paid | Tool | Source reviewed |
| Workday IlluminateWorkday | Workday's AI capabilities support HR, finance, workforce decisions, and workflow automation using business data in the Workday platform. | Contact sales | Tool | Source reviewed |
| OneTrustOneTrust | Privacy, consent and AI-governance software for enterprises. | Contact sales | Tool | Site checked |
| AI Use Policy DraftNot verified | Drafts a short AI use policy for a small business from eight questions. answers not stored. | Pricing not verified | MCP | Site checked |
| Credo AICredo AI | Governance platform for registering, assessing and tracking AI systems. | Pricing not verified | Tool + MCP | Site checked |
| Danmark DataNot verified | Danish companies (CVR), vehicles (DMR), addresses (DAR/BBR) and phone numbers. Live, read-only. | Pricing not verified | MCP | Site checked |
| FokalsNot verified | Market & Company Intelligence for AI agents: next adoptions, company health, signals, market feeds. | Pricing not verified | MCP | Site checked |
| GWIXNot verified | Global market intelligence from premier data partners and government agencies, with citations. | Pricing not verified | MCP | Site checked |
| Infxl AngleNot verified | Competitive-intelligence briefs on any company's rivals and market. API key; OAuth planned. | Pricing not verified | MCP | Site checked |
No paid ranking. Reviewed 2026-11-04. Tool fit is an editorial suggestion based on published capabilities. See sources & methodology →
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