Dataset size
The latest Financial Research Software run found 20 recommended brands and 27 cited sources in AI answers.
Financial Research Software
This weekly AI Brand Index shows how AI tools answer buyer questions in the Financial Research Software category. SupaIntent asks each LLM the same question: which brands are the most visible, significant, and recommended in that niche. Each system returns its own top. We track what brands are recommended, which cited sources are used and how positions move week to week. Use it to see the freshest AI visibility data for this category.
Updated 9 August 2026
Brands
Category coverage
20
ranked across AI engines
Sources
Evidence base
27
domains cited in answers
Brand sites
Official share
34%
from brand-owned domains
AI model filter
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Bloomberg Terminal | 1 |
| FactSet | 2 |
| AlphaSense | 3 |
| Morningstar Direct | 4 |
| LSEG Workspace | 5 |
What AI tools say about Financial Research Software
Movement
What changed this week?
Bloomberg Terminal held the top position, but the ranking below it moved sharply: Bloomberg Terminal and Refinitiv Workspace entered the top 10 this week, while PitchBook and YCharts dropped at least three positions.
Sources
Which sources shape AI answers?
No single publisher dominates. The most cited sources are G2, Worldmetrics and TrustRadius, which means the citation field is open.
Engines
Do AI engines agree on the leader?
The engines disagree on the leader. ChatGPT, Google AI Mode and Perplexity name Bloomberg Terminal first and Gemini names AlphaSense.
Citation-ready
Key facts from this AI Brand Index report
Current leader
Bloomberg Terminal ranks #1 for Financial Research Software in the latest SupaIntent AI Brand Index run.
Top brands
Bloomberg Terminal, FactSet, and AlphaSense lead Financial Research Software across AI answers from ChatGPT, Google AI Mode, Gemini and Perplexity.
Brand sites
G2, Worldmetrics, and TrustRadius are the most cited brand sites in this category.
Weekly movement
Top 10 onlyEntered the index
New in the top 10
Bloomberg Terminal#1
Refinitiv Workspace#10
Biggest gains
Moved up this week
LSEG Workspace7 to #5
S&P Capital IQ5 to #6
Biggest losses
Moved down this week
PitchBook3 to #8
YCharts3 to #11
Unchanged at the top
Leader held position
Rank history
Weekly rank changes for the current top 10
| Rank | Brand | Previous | Current | Change | Best |
|---|---|---|---|---|---|
| #1 | New | #1 | New | #1 | |
| #2 | #3 | #2 | 1 | #1 | |
| #3 | #2 | #3 | 1 | #2 | |
| #4 | #4 | #4 | 0 | #3 | |
| #5 | #12 | #5 | 7 | #5 | |
| #6 | #11 | #6 | 5 | #4 | |
| #7 | #6 | #7 | 1 | #6 | |
| #8 | #5 | #8 | 3 | #5 | |
| #9 | #7 | #9 | 2 | #6 | |
| #10 | New | #10 | New | #10 |
Current brand snapshot
20 brands
| # | Pos. | Brand |  ChatGPT |  Google AI Mode |  Gemini |  Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | New | #1 | #1 | #4 | #1 | | |
| 2 | +1 | #2 | #2 | #3 | #3 | | |
| 3 | -1 | #4 | #5 | #1 | #7 | | |
| 4 | 0 | #6 | #8 | #8 | #5 | | |
| 5 | +7 | #5 | #3 | - | - | | |
| 6 | +5 | #3 | #4 | #7 | #4 | | |
| 7 | -1 | #9 | #6 | #5 | - | | |
| 8 | -3 | #7 | - | #2 | - | | |
| 9 | -2 | #3 | #4 | #7 | #4 | | |
| 10 | New | - | - | - | #2 | | |
| 11 | -3 | #8 | - | #6 | - | | |
| 12 | +4 | #10 | #7 | - | - | | |
| 13 | New | - | - | - | #6 | | |
| 14 | New | - | - | - | #8 | | |
| 15 | -1 | - | #9 | - | - | | |
| 16 | New | - | - | #9 | - | | |
| 17 | New | - | - | - | #9 | | |
| 18 | New | #4 | #5 | #1 | #7 | | |
| 19 | 0 | - | - | #10 | - | | |
| 20 | New | - | #10 | - | - | |
Current source snapshot
27 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 17 | | |
| 2 | 10 | | |
| 3 | 6 | | |
| 4 | HebbiaOfficial | 4 | |
| 5 | 4 | | |
| 6 | Alpha SenseOfficial | 3 | |
| 7 | DaloopaOfficial | 3 | |
| 8 | 2 | | |
| 9 | BloombergOfficial | 1 | |
| 10 | CitiOfficial | 1 | |
| 11 | 1 | | |
| 12 | 1 | | |
| 13 | FactsetOfficial | 1 | |
| 14 | FiscalOfficial | 1 | |
| 15 | 1 | | |
| 16 | IntelligizeOfficial | 1 | |
| 17 | 1 | | |
| 18 | KoyfinOfficial | 1 | |
| 19 | MorningstarOfficial | 1 | |
| 20 | 1 | | |
| 21 | 1 | | |
| 22 | PitchbookOfficial | 1 | |
| 23 | RefinitivOfficial | 1 | |
| 24 | SentieoOfficial | 1 | |
| 25 | SpglobalOfficial | 1 | |
| 26 | TradingviewOfficial | 1 | |
| 27 | YchartsOfficial | 1 | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Bloomberg Terminal | 1 |
| FactSet Workstation | 2 |
| S&P Capital IQ Pro | 3 |
| AlphaSense | 4 |
| LSEG Workspace | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | #1 | - | - | - | | |
| 2 | New | #2 | - | - | - | | |
| 3 | +2 | #3 | - | - | - | | |
| 4 | 0 | #4 | - | - | - | | |
| 5 | +1 | #5 | - | - | - | | |
| 6 | -3 | #6 | - | - | - | | |
| 7 | 0 | #7 | - | - | - | | |
| 8 | 0 | #8 | - | - | - | | |
| 9 | 0 | #9 | - | - | - | | |
| 10 | New | #10 | - | - | - | |
Current source snapshot
9 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 10 | | |
| 2 | 10 | | |
| 3 | 4 | | |
| 4 | Alpha SenseOfficial | 1 | |
| 5 | 1 | | |
| 6 | KoyfinOfficial | 1 | |
| 7 | PitchbookOfficial | 1 | |
| 8 | TradingviewOfficial | 1 | |
| 9 | YchartsOfficial | 1 | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Bloomberg Terminal | 1 |
| FactSet | 2 |
| LSEG Refinitiv | 3 |
| S&P Capital IQ | 4 |
| AlphaSense | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | - | #1 | - | - | | |
| 2 | 0 | - | #2 | - | - | | |
| 3 | New | - | #3 | - | - | | |
| 4 | 0 | - | #4 | - | - | | |
| 5 | -2 | - | #5 | - | - | | |
| 6 | 0 | - | #6 | - | - | | |
| 7 | +1 | - | #7 | - | - | | |
| 8 | +1 | - | #8 | - | - | | |
| 9 | -2 | - | #9 | - | - | | |
| 10 | New | - | #10 | - | - | |
Current source snapshot
8 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | 2 | | |
| 2 | 2 | | |
| 3 | 1 | | |
| 4 | FiscalOfficial | 1 | |
| 5 | 1 | | |
| 6 | 1 | | |
| 7 | 1 | | |
| 8 | 1 | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| AlphaSense | 1 |
| PitchBook | 2 |
| FactSet | 3 |
| Bloomberg Terminal | 4 |
| Koyfin | 5 |
Bloomberg Terminal
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | 0 | - | - | #1 | - | | |
| 2 | 0 | - | - | #2 | - | | |
| 3 | +4 | - | - | #3 | - | | |
| 4 | +4 | BL Bloomberg Terminal | - | - | #4 | - | |
| 5 | -2 | - | - | #5 | - | | |
| 6 | -1 | - | - | #6 | - | | |
| 7 | -1 | - | - | #7 | - | | |
| 8 | -4 | - | - | #8 | - | | |
| 9 | New | - | - | #9 | - | | |
| 10 | 0 | - | - | #10 | - | |
Position history
Position history chart for the top brands in this AI Brand Index category. Lower rank numbers mean stronger visibility.
| Brand | Latest rank |
|---|---|
| Bloomberg Terminal | 1 |
| Refinitiv Workspace | 2 |
| FactSet | 3 |
| S&P Capital IQ | 4 |
| Morningstar Direct | 5 |
Current brand snapshot
10 brands
| # | Pos. | Brand | ChatGPT | Google AI Mode | Gemini | Perplexity | Seen in |
|---|---|---|---|---|---|---|---|
| 1 | New | - | - | - | #1 | | |
| 2 | New | - | - | - | #2 | | |
| 3 | +1 | - | - | - | #3 | | |
| 4 | New | - | - | - | #4 | | |
| 5 | 0 | - | - | - | #5 | | |
| 6 | New | - | - | - | #6 | | |
| 7 | 0 | - | - | - | #7 | | |
| 8 | New | - | - | - | #8 | | |
| 9 | New | - | - | - | #9 | | |
| 10 | New | - | - | - | #7 | |
Current source snapshot
9 sources
| # | Source | Ment.Mentions | LLMs |
|---|---|---|---|
| 1 | Alpha SenseOfficial | 2 | |
| 2 | BloombergOfficial | 1 | |
| 3 | CitiOfficial | 1 | |
| 4 | FactsetOfficial | 1 | |
| 5 | IntelligizeOfficial | 1 | |
| 6 | MorningstarOfficial | 1 | |
| 7 | RefinitivOfficial | 1 | |
| 8 | SentieoOfficial | 1 | |
| 9 | SpglobalOfficial | 1 | |
Common AI search questions about Financial Research Software
Q1
Who leads Financial Research Software in AI answers?
Bloomberg Terminal is the most recommended financial research software brand in the latest AI Brand Index run. The next highest-ranked brands are FactSet and AlphaSense. The engines disagree on the leader. ChatGPT, Google AI Mode and Perplexity name Bloomberg Terminal first and Gemini names AlphaSense.
Q2
Which cited sources are used for Financial Research Software?
The most cited sources for financial research software recommendations are G2, Worldmetrics and TrustRadius, out of 27 tracked sources. No single publisher dominates. The most cited sources are G2, Worldmetrics and TrustRadius, which means the citation field is open.
Q3
How fresh is this Financial Research Software ranking?
The AI Brand Index updates every Sunday. In the latest run, Bloomberg Terminal and Refinitiv Workspace entered the top 10 and LSEG Workspace, S&P Capital IQ, PitchBook and YCharts moved three or more positions in the financial research software index.
How to cite this report
Cite the canonical SupaIntent report page when referencing this AI visibility ranking.
SupaIntent AI Brand Index: Financial Research Software. https://supaintent.com/ai-brand-index/vertical-industry-financial-services-software-financial-research-software
Report data
Download the same ranking data used by the chart, tables and Dataset schema.
AI Brand Index methodology
Rankings use collected AI answers, cited sources, brand-site matching, and provider-level position history.
- SupaIntent measures buying-intent AI answers across ChatGPT, Google AI Mode, Gemini and Perplexity.
- This report uses the latest observed AI answers for Financial Research Software, including 20 recommended brands and 27 cited sources.
- Brand sites are identified from official domains and subdomains, then separated from review, community and publisher sources.
- Weekly movement compares the latest rank with the previous collected position for each brand.
Reveal where AI sends your clients
Track prompt-level visibility across ChatGPT, Gemini, Perplexity, and Google AI search. See which competitors win the answer, which sources shape the response, and where your brand is missing.