EquitySet

EquitySet is a platform that specializes in financial data visualization and analysis. In practice that means turning data into dashboards and reports people actually read.

It makes the most sense for analysts and leadership teams. They also list Analytics and Financial Services, so expect those to show up in the feature set. As a very small product team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

EquitySet is based in Chicago, Illinois. Their site is equityset.com.

Before you commit, look at data connectors, modeling layer, and viewer pricing. Ask for a trial on your own data, not a canned demo.

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