VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Business Quant and CB Insights will find that Both Business Quant and CB Insights concentrate on Screeners, Data Visualizations, and Data APIs workflows, making them natural alternatives for similar investment research jobs. Business Quant leans into Stock Comparison, Financials, and Scores, which can be decisive for teams that need depth over breadth. CB Insights stands out with Sheets / Excel Add-ins, Acquisitions, and Newsletters that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Business Quant vs CB Insights
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Business Quant adds Stock Comparison, Financials, Scores, Flags, 13F, and Insider Data coverage that CB Insights skips.
- CB Insights includes Sheets / Excel Add-ins, Acquisitions, Newsletters, and AI categories that Business Quant omits.
- Business Quant highlights: Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks., Extensive KPI and operating metrics library with 100,000+ datasets covering more than 1,800 companies., and Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4)..
- CB Insights is known for: Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., APIs and enterprise data feeds providing structured access to company, funding, and investor datasets., and Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets..
- Business Quant has a free tier, while CB Insights requires a paid plan.
- CB Insights offers mobile access, which Business Quant skips.
Business Quant
businessquant.com
A U.S. equities research platform combining fundamentals, ownership data, and operating metrics. The free plan includes 15+ years of history with delayed updates. Pro subscribers get daily updates, KPI datasets, and data downloads, while Enterprise adds API access and rights for commercial use.
Platforms
Pricing
Quick highlights
- Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks.
- Extensive KPI and operating metrics library with 100,000+ datasets covering more than 1,800 companies.
- Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4).
- Comparison modules for individual stocks, industry aggregates, time-series tables, and customizable charts.
- Download capabilities in CSV and Excel for most datasets and visualizations.
CB Insights
cbinsights.com
An enterprise-grade market intelligence platform covering both private and public companies. CB Insights combines company profiles, deal tracking, and predictive scoring with AI-powered search and visual analytics. APIs and enterprise integrations (Salesforce, Excel, Snowflake, Microsoft 365 Copilot) are available on paid plans. A 10-day free trial is offered for new users.
Platforms
Pricing
Quick highlights
- Global company intelligence platform covering private and public companies, investors, deals, and M&A activity.
- APIs and enterprise data feeds providing structured access to company, funding, and investor datasets.
- Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.
- Salesforce integration to embed company and investor insights into CRM workflows.
- Microsoft 365 Copilot Graph Connector to surface CB Insights data directly inside Copilot experiences.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Business Quant
Distinct strengths include:
- Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks.
- Extensive KPI and operating metrics library with 100,000+ datasets covering more than 1,800 companies.
- Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4).
- Comparison modules for individual stocks, industry aggregates, time-series tables, and customizable charts.
CB Insights
Distinct strengths include:
- Global company intelligence platform covering private and public companies, investors, deals, and M&A activity.
- APIs and enterprise data feeds providing structured access to company, funding, and investor datasets.
- Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets.
- Salesforce integration to embed company and investor insights into CRM workflows.
Feature-by-feature breakdown
| Attribute | Business Quant | CB Insights |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Data Visualizations, Data APIs Unique: Stock Comparison, Financials, Scores, Flags, 13F, Insider Data | Shared: Screeners, Data Visualizations, Data APIs Unique: Sheets / Excel Add-ins, Acquisitions, Newsletters, AI |
Asset types Supported asset classes and universes | Stocks | Stocks, Other |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, Mobile, API |
Pricing High-level pricing models | Free, Subscription | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Business Quant and CB Insights both support?
Both platforms cover Screeners, Data Visualizations, and Data APIs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Business Quant offers a free entry point, while CB Insights requires a paid subscription. Review the pricing table to see how the paid tiers compare.
Which tool has mobile access?
CB Insights ships a dedicated mobile experience, while Business Quant focuses on web or desktop access.
What unique strengths set the two platforms apart?
Business Quant differentiates itself with Stock screener with over 700 financial metrics and flexible filtering across 8,000+ U.S. stocks., Extensive KPI and operating metrics library with 100,000+ datasets covering more than 1,800 companies., and Integrated SEC filings (15+ years), institutional ownership via 13F reports, and insider trading disclosures (Form 4)., whereas CB Insights stands out for Global company intelligence platform covering private and public companies, investors, deals, and M&A activity., APIs and enterprise data feeds providing structured access to company, funding, and investor datasets., and Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets..
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.