Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
It's no secret that the finance industry has been slower than most to innovate and break free of the traditional, restrictive ways of doing business. We want to speed that up.
Our mission is to power the innovators defining the future of finance through modern data technologies. That means automating the data supply chain with advanced infrastructure and machine learning, delivering high-quality data through cutting-edge tools designed for developers and engineers, and getting it all in the hands of people who are challenging the system.
If you're creating the next big thing, we're here to help- see what it means to be #PoweredbyIntrinio
Our Equity Data packages includes an extensive network of US company fundamentals and stock market data suitable for all types of business needs and budgets.
Our Options fast, simple, real-time stock option pricing data allows users to leverage Intrinio's powerful infrastructure to pull clean options data without the time and cost of connecting to OPRA directly.
Intrinio provides a comprehensive global set of consensus ESG ratings constructed by CSRHub. Enhance your ESG expertise, benchmark your firm's ESG ratings against your peers, and provide your clients with the ESG data they need.
Description
Vestiio serves as a portfolio management tool and AI-driven analyst tailored for individual investors who possess stocks and ETFs across multiple brokerage accounts.
You can easily connect your US and Canadian brokerage accounts in a read-only format via Plaid, or you can opt to import your statements manually. Vestiio provides insights into your time-weighted returns in comparison to your selected benchmarks, tracks your dividend income, and reveals the actual composition of your holdings—highlighting duplicated companies, ETF overlaps, and the genuine distribution of sectors within your portfolio.
You can engage with the AI analyst regarding your personal portfolio, which is aware of your assets, annotations, and investment strategies, offering responses informed by real-time market data. The Pro version includes a feature called Radar, which sends you news alerts related to your holdings, while the Premium version introduces Scouts, allowing you to pose questions that Vestiio will verify on a weekly basis.
Research capabilities are robust, featuring a stock screener that utilizes the V-Score, access to 13F filings from prominent fund managers, and comprehensive market briefings. Additionally, you can share your portfolio privately or compete on a leaderboard with others.
It's important to note that Vestiio operates in a read-only capacity, meaning it does not engage in trading or financial transactions. All data is securely stored in Switzerland, ensuring user privacy. You can begin with a Demo using sample data without the need for a credit card, and subscription plans start at a very affordable rate of $19 per month. This makes Vestiio a valuable resource for investors seeking detailed insights and management tools for their portfolios.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Everysk
Yes
Fintech Sandbox
Yes
Interactive Brokers
No
Plaid
No
Quantower
Yes
Quickwork
Yes
Integrations
Everysk
No
Fintech Sandbox
No
Interactive Brokers
Yes
Plaid
Yes
Quantower
No
Quickwork
No
Pricing Details
$150/month
We offer financial data packages for entry, mid and enterprise level.
Different Types of Data Offered:
-US Equities (Fundamentals and Stock Market Data)
-Options Data (Real-time, 15 min Delayed and Historical)
-ESG Data, Ratings, and Rankings
Different Types of Data Offered:
-US Equities (Fundamentals and Stock Market Data)
-Options Data (Real-time, 15 min Delayed and Historical)
-ESG Data, Ratings, and Rankings
Free Trial
Yes
Free Version
No
Pricing Details
$19/month
Basic $19, Pro $39, Premium $59 a month. Yearly plans include two months free. 14-day trial, no card needed.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Intrinio
Founded
2010
Country
United States
Website
intrinio.com
Vendor Details
Company Name
Vestiio GmbH
Founded
2026
Country
Switzerland
Website
vestiio.com/en
Product Features
B2B Data
B2B Contact Data
No
B2B Intent Data
No
B2B Leads Data
No
B2B Marketing Data
No
Business Ownership Data
No
Company Data
Yes
Employee Data
No
Firmographic Data
No
Job Posting Data
No
Salary Data
No
Technographic Data
No
Big Data
Collaboration
Yes
Data Blends
No
Data Cleansing
No
Data Mining
No
Data Visualization
No
Data Warehousing
No
High Volume Processing
No
No-Code Sandbox
No
Predictive Analytics
No
Templates
No
Financial Services
Analytics
Yes
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
Yes
For Traders
Yes
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No