Toggle, a renowned financial analyst in your pocket, uses big data and AI to provide real-time market insights for investments. Operating in an industry ripe with advanced financial technologies, Toggle faces competition from firms offering various forms of investment data solutions. Companies like Chenavari Investment Managers, FactSet, and Nasdaq cater to diverse finance segments, each with unique features and offering strategies. This sector is swift-paced, with competitors continuously innovating to provide more accurate data analytics and insightful investment solutions as the world steps further into an era of data-centric decision making.


Top 22 Toggle alternatives

1. Chenavari Investment Managers

  • Website: chenavari.com
  • Headquarters: London, England, United Kingdom
  • Founded: 2008
  • Headcount: 51-200
  • Latest funding type: Post Ipo Equity
  • LinkedIn

Chenavari Investment Managers is an employee-owned asset management firm specializing in European credit. They offer a wide range of credit investment strategies, including corporate and financial bonds, asset-backed securities, and private debt origination. Their independent and entrepreneurial team utilizes a value-based approach to identify investments within their areas of expertise.


2. FactSet

  • Website: factset.com
  • Headquarters: Norwalk, Connecticut, United States
  • Founded: 1978
  • Headcount: 10001+
  • Latest funding type: Ipo
  • LinkedIn

FactSet is a data and technology solutions provider for investment professionals, offering instant access to financial data and analytics. They create transparent and timely ESG data by applying AI to quantify environmental, social, and governance data found in unstructured text sources. FactSet serves global investment professionals with crucial data and analytics for making informed decisions.


3. Nasdaq

  • Website: nasdaq.com
  • Headquarters: New York, New York, United States
  • Founded: 1971
  • Headcount: 1001-5000
  • LinkedIn

NASDAQ is a financial services company that operates as a stock exchange, providing a platform for trading various securities. They offer a range of services including stock quotes, investment calculators, and investor relations support. NASDAQ is known for its focus on sustainability and corporate governance.


4. Causeway Capital Management

  • Website: causewaycap.com
  • Headquarters: Los Angeles, California, United States
  • Founded: 2001
  • Headcount: 51-200
  • Latest funding type: Series Unknown
  • LinkedIn

Causeway Capital Management is a global investment management firm that offers a range of investment strategies. They specialize in international small cap equity, global opportunities, and emerging markets strategies. Causeway uses a combination of fundamental and quantitative analysis for their investment process. Their team of portfolio managers and analysts provide screening and risk management tools to enhance their strategies. The firm focuses on delivering value to investors through informed investment decisions.


5. Intellect Design Arena Ltd

Intellect Design is a global financial technology company that offers innovative solutions to banks and financial institutions. They provide a range of products and services including banking platforms, treasury and capital market solutions, and insurance solutions.


6. Zacks Investment Research

  • Website: zacks.com
  • Headquarters: Chicago, Illinois, United States
  • Founded: 1978
  • Headcount: 201-500
  • LinkedIn

Zacks.com is a professional services company that offers web-based tools and analysis for equity analysts and portfolio managers. They provide financial strength evaluations, earnings revision/growth rate trends, and long-term valuation metrics for companies. Their services include stock picking, screening, and charting, as well as access to proprietary Zacks scores and ranks. They also offer quantitative analysis tools, research reports, and rankings for mutual funds and ETFs. Zacks.com is optimized for advisors and provides customer support and technical assistance.


7. Penn Capital Management Company, LLC

  • Website: penncapital.com
  • Headquarters: Philadelphia, Pennsylvania, United States
  • Founded: 1987
  • Headcount: 51-200
  • Latest funding type: Acquired
  • LinkedIn

Penn Capital is a boutique, SEC registered investment management firm specializing in the leveraged finance market. Their strategies seek high income with downside protection through fundamental research and quantitative risk management. They offer mutual funds and custom managed accounts to clients.


8. Jennison Associates LLC

  • Website: jennison.com
  • Headquarters: New York, New York, United States
  • Founded: 1969
  • Headcount: 201-500
  • LinkedIn

Jennison is an investment advisor and a subsidiary of Prudential Financial. They offer professional money management services, managing $164B in assets. Their investment programs and strategies aim to achieve profitable results, but they highlight the inherent market risks. They provide asset allocation and diversification strategies to suit investors' objectives, risk tolerance, and liquidity needs.


9. Cardinal Capital Management, L.L.C.

  • Website: cardcap.com
  • Headquarters: Greenwich, Connecticut, United States
  • Founded: 1995
  • Headcount: 11-50
  • LinkedIn

Cardcap.com is an investment firm that utilizes a disciplined, bottom-up investment process. They target market niches where they have a structural advantage and focus their research on businesses with predictable cash flow models. The company invests with a long-term time horizon, focusing on absolute risk. They evaluate potential investments based on business models, management competence, significant free cash flow generation, and stock price analysis.


10. Tremblant Capital

Tremblant Capital is a global asset management firm founded in 2001 by Brett Barakett. They offer advisory services and specialize in identifying investments that are trading at a material dislocation from fair value. Their investment approach integrates environmental, social, and governance (ESG) analysis to mitigate risks. Tremblant aims to provide higher growth opportunities in under-earning markets.


11. TimesSquare Capital Management, LLC

  • Website: tscmllc.com
  • Headquarters: New York, New York, United States
  • Founded: 2000
  • Headcount: 51-200
  • LinkedIn

TimesSquare is an equity investment management firm specializing in growth equity strategies for institutional investors. They aim to build diversified portfolios of growth stocks that generate competitive risk-adjusted returns. Their unique approach involves proprietary fundamental research and a disciplined bottom-up process to select companies that meet their definition of quality growth businesses.


12. Nomura

  • Website: nomura.com
  • Headquarters: Tokyo, Tokyo, Japan
  • Founded: 1925
  • Headcount: 10001+
  • Latest funding type: Ipo
  • LinkedIn

Nomura is a global investment bank that offers a wide range of financial services, including investment banking, securities brokerage, and asset management. They provide expertise and solutions to clients worldwide, helping them achieve their financial goals.


13. Toggle

  • Website: toggle.global
  • Headquarters: New York, New York, United States
  • Founded: 2019
  • Headcount: 11-50
  • LinkedIn

Toggle is your own financial analyst. Monitoring all market and fundamental data in real-time, it distills the observations into a cogent stream of timely investment insights. You can also test your intuition against the data, at the speed of thought. Tap into the power of Big Data and AI to answer a wide range of investment questions.


14. Deshe Analytics

Deshe Analytics aims to become the industry standard for financial research by applying advanced AI to provide faster, accessible, and trusted coverage in every language for all global financial instruments. Nowadays, Deshe delivers high-quality and easy-to-read equity reports for >44,000 stocks in 134 exchanges. The bias-controlled machine-generated recommendation surface untapped investment opportunities and makes high-end research accessible to all active inventors worldwide.


15. CFRA Research

  • Website: cfraresearch.com
  • Headquarters: Charlottesville, Virginia, United States
  • Founded: 1994
  • Headcount: 51-200
  • Latest funding type: Private Equity
  • LinkedIn

CFRA Research is an independent investment research firm that provides corporate executives, investors, and financial professionals with comprehensive analysis and insights into industries and companies of interest. They offer a range of solutions including fundamental equity research, market data and research solutions, forensic research, legal edge, and more.


16. Boston Partners Global Investors, Inc.

Boston Partners is a financial services company that offers investment management services to domestic and international clients. They provide a range of investment products and solutions to meet the needs of their clients.


17. FBS Markets Inc

Haloforex.com is a leading trading website that covers various financial products such as forex, stocks, gold commodities, and provides recommendations for selecting a company/broker. They have a team of professional analysts and experienced writers in the field to support readers in interpreting future market movements.


18. EYE Investment Club

  • Website: smueye.com
  • Headquarters: Singapore, Singapore, Singapore
  • Founded: 2002
  • Headcount: 1001-5000
  • LinkedIn

SMU EYE Investment Club is a finance club committed to connecting individuals to the world of finance. With over 1600 members and an alumni network spanning 18 years, our club fosters knowledge exchange and empowerment within a diverse community. Analysts embark on a year-long journey, learning about finance, thesis formation, and valuation methods. They participate in weekly meetings, deliverables, and a final stock pitch guided by experienced alumni.


19. Alphinity Investment Management

Alphinity is a specialist, active manager of Australian and Global equity funds, strongly aligned with clients' objectives.


20. Beach Point Capital Management LP

Beach Point Capital Management is an investment firm that specializes in managing risk and discovering opportunities beyond the traditional approach. With a team of experienced professionals, the company offers strategic investment solutions to navigate the complexities of the market.


21. MKM Partners

  • Website: mkmpartners.com
  • Headquarters: Stamford, Connecticut, United States
  • Founded: 2002
  • Headcount: 51-200
  • Latest funding type: Acquired
  • LinkedIn

MKM Partners is a company that offers investment banking services and solutions. They provide expertise in equity research, sales and trading, and capital markets. The company focuses on delivering innovative strategies and insights to help clients achieve their financial goals. With a commitment to integrity and collaboration, MKM Partners is dedicated to providing exceptional client service and delivering value-driven solutions.


22. Umthombo Wealth (Pty) Ltd

  • Website: umthombow.com
  • Headquarters: Johannebsurg, Gauteng, South Africa
  • Founded: 2013
  • Headcount: 11-50
  • LinkedIn

Umthombo Wealth is a Johannesburg-based independent, owner-managed boutique asset manager providing diversified solutions in the South African financial services industry. They specialize in managing institutional equities and fixed income within the local market.


Want to find more Toggle alternatives?


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