Alternatives to Brisa

Portfolio-aware AI copilot that links your brokerages, banks and crypto, then watches them around the clock.

Revi runs AI-assisted M&A target sourcing for private equity and corporate development teams.

Kavout pairs seven AI research agents with Kai Score stock picking across 30+ global markets for self-directed investors.

VectorShift is an AI operating system for private market investors, tracing every figure back to the source document and page.

FinceptTerminal is an AI financial research terminal for agentic equity, quant and macro research, from $15 per seat.

Open-source equity research agent that turns a ticker into a structured report — with every number produced by deterministic operators, not by a language model.

R0Y turns plain-English questions into live investment dashboards for stocks, crypto, FX, and macro.

AI equity research and Excel financial modelling with worldwide fundamental data, API and MCP access.

Metal is an AI context layer for private capital that turns firm documents, CRM and email into one cited Context Graph.

AI sentiment and on-chain terminal for crypto and equity traders, plus 15 proprietary TradingView indicators.

Build your own financial workspace: self-hosted dashboards, your data, and governed AI agents on infrastructure you own

AI investment research terminal that pulls earnings call summaries, SEC filings, sentiment, and macro data into one dashboard.

Magnifi is an AI investing app that turns plain-English questions into portfolio analysis, research, and commission-free trades.

Sylvera delivers independent A-F carbon credit ratings and market intelligence so buyers can price and defend every tonne they transact.

Broker-connected trading analytics that auto-reviews your real trades with AI-Nalysis.

Finster AI is an agentic finance platform that automates data synthesis, analysis, and PowerPoint-ready output for investment banking, asset management, and

AlphaSense is AI market intelligence search that turns 500M+ premium financial documents into cited, traceable answers.

Trade Ideas is an AI stock scanner that fires real-time momentum alerts and can auto-trade the top three setups for you.

AI 量化交易入门中文开源书稿：用 spec 加 AI 编程工具，从零跑通第一个 ETF 策略回测

Hudson Labs is an AI research co-analyst for SEC filing search with a No Hallucination Guarantee.

EDINET DB (Dexter Jp) turns Japanese securities filings into AI-ready fundamental data via REST API and MCP server.

AI search and NLP platform for SEC filings, earnings call transcripts, and global financial documents.

Agentic and predictive AI that ranks relative stock, sector and index performance for institutional investment teams.

Open-source MIT-licensed CLI agent that runs a four-stage AI pipeline over live financial news to produce sentiment and risk reports.

Rolo by Alphawatch AI turns your existing network into off-market deal discovery with warm-introduction search.

AI financial terminal that turns NAIC filings, CMS star ratings and state Medicaid data into an always-updated healthcare sector model.

Wintel maps world events through sectors to the specific companies and supplier relationships they touch, with the filing text behind each link.

San Francisco AI research lab building reasoning-driven agents for automated trading research

Real-time breakout alerts, smart-money tracking and 30+ AI agents in a $99/mo trading research terminal for self-directed traders.

AI for investment firms that turns your deal history into memos, comps, and screening decisions