CircleUp Helio

CircleUp Helio

Designed for investors seeking growth, this platform provides access to extensive longitudinal data and intelligent algorithms that unveil consumer goods brands closely aligned with investment strategies. Users can analyze brand performance, gather insights from product reviews, and leverage strategic expertise from a network of over 100 CPG companies for informed decision-making and post-investment support.

Top CircleUp Helio Alternatives

1

Addepar

This wealth management platform enhances investment strategies by providing a unified view of client portfolios, including complex assets.

2

POSIT

POSIT serves as a global equity crossing venue, facilitating anonymous trading in US stocks and ETFs across 36 countries.

3

Portfolio Visualizer

Portfolio Visualizer enables users to backtest investment strategies using historical data, allowing them to evaluate past performance while analyzing risk and return.

4

Equity+ Security Workstation

The Equity+ Securities Workstation offers real-time streaming market data tailored for portfolio intelligence, empowering front to middle office decision-making.

5

Venn by Two Sigma

Venn by Two Sigma offers a robust investment analytics solution that empowers institutional clients to navigate multi-asset portfolios with precision.

6

Visible for Investors

Built for founders and investors, this platform enhances capital-raising efforts with tailored investor updates, secure pitch deck sharing, and intuitive data rooms.

7

MineralSoft

It integrates revenue tracking, well data, and rig activity to help users identify prime acreage...

8

Geneva

It integrates real-time data, automated workflows, and precise reporting capabilities, enabling firms to streamline operations...

9

Enverus MineralSoft

With real-time insights, users can identify lucrative opportunities, streamline operations, and make informed decisions on...

10

SS&C Advent

With over 30 years of expertise, their services streamline workflows, enhance decision-making, and prepare businesses...

11

InvestorVision

It allows fund managers to share critical data such as financial reports, capital calls, and...

12

Advent Genesis

It enhances efficiency for firms managing institutional assets and individual wealth, facilitating quick adjustments to...

13

Total Return

It seamlessly integrates fund and partnership accounting with tax processing on a single platform, enhancing...

14

AdviceWorks

With advanced tools, users can tailor financial strategies and enhance collaboration among teams...

15

SS&C Singularity

With AI-driven technologies, it streamlines trade processing and settlement operations while providing real-time insights...