VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing CB Insights and Estimize will find that Both CB Insights and Estimize concentrate on Data APIs, and Screeners workflows, making them natural alternatives for similar investment research jobs. CB Insights leans into Sheets / Excel Add-ins, Data Visualizations, and Acquisitions, which can be decisive for teams that need depth over breadth. Estimize stands out with Alerts, Calendar, and Analyst Forecasts 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
CB Insights vs Estimize
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- CB Insights adds Sheets / Excel Add-ins, Data Visualizations, Acquisitions, Newsletters, and AI coverage that Estimize skips.
- Estimize includes Alerts, Calendar, Analyst Forecasts, and Inflation Rates categories that CB Insights omits.
- CB Insights 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., and Microsoft Excel add-in to pull in CB Insights company data, Mosaic Scores, and taxonomies directly into spreadsheets..
- Estimize is known for: Crowdsourced EPS and revenue estimates on a non-GAAP basis, with more than 120,000 contributors and coverage of over 3,000 stocks and 80+ macro indicators each quarter., Earnings and economic calendars (including CPI and PPI) with the ability for users to submit their own estimates., and Premium subscription provides access to the complete Estimize dataset without the need to contribute, plus advanced screening tools and customizable alerts ($99/month)..
- Estimize keeps a free entry point that CB Insights lacks.
- CB Insights ships a mobile app. Estimize is web/desktop only.
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.
Estimize
estimize.com
Crowdsourced earnings and macro estimates platform. The free community tier lets you view and contribute forecasts, while Premium ($99/month) unlocks the full dataset without contributing, plus screening and alerts. Enterprise clients can access data through real-time APIs, daily FTP feeds, or Excel files. A public REST API exists for community data.
Platforms
Pricing
Quick highlights
- Crowdsourced EPS and revenue estimates on a non-GAAP basis, with more than 120,000 contributors and coverage of over 3,000 stocks and 80+ macro indicators each quarter.
- Earnings and economic calendars (including CPI and PPI) with the ability for users to submit their own estimates.
- Premium subscription provides access to the complete Estimize dataset without the need to contribute, plus advanced screening tools and customizable alerts ($99/month).
- APIs and data delivery: a public REST API with some open endpoints, plus enterprise delivery via real-time API, daily FTP, or daily Excel files.
- Embeddable Estimize widget available for third-party sites.
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
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.
Estimize
Distinct strengths include:
- Crowdsourced EPS and revenue estimates on a non-GAAP basis, with more than 120,000 contributors and coverage of over 3,000 stocks and 80+ macro indicators each quarter.
- Earnings and economic calendars (including CPI and PPI) with the ability for users to submit their own estimates.
- Premium subscription provides access to the complete Estimize dataset without the need to contribute, plus advanced screening tools and customizable alerts ($99/month).
- APIs and data delivery: a public REST API with some open endpoints, plus enterprise delivery via real-time API, daily FTP, or daily Excel files.
Feature-by-feature breakdown
| Attribute | CB Insights | Estimize |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data APIs, Screeners Unique: Sheets / Excel Add-ins, Data Visualizations, Acquisitions, Newsletters, AI | Shared: Data APIs, Screeners Unique: Alerts, Calendar, Analyst Forecasts, Inflation Rates |
Asset types Supported asset classes and universes | Stocks, Other | Stocks |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile, API | Web, API |
Pricing High-level pricing models | Subscription | Free, 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 CB Insights and Estimize both support?
Both platforms cover Data APIs, and Screeners workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Estimize 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 Estimize focuses on web or desktop access.
What unique strengths set the two platforms apart?
CB Insights differentiates itself with 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., whereas Estimize stands out for Crowdsourced EPS and revenue estimates on a non-GAAP basis, with more than 120,000 contributors and coverage of over 3,000 stocks and 80+ macro indicators each quarter., Earnings and economic calendars (including CPI and PPI) with the ability for users to submit their own estimates., and Premium subscription provides access to the complete Estimize dataset without the need to contribute, plus advanced screening tools and customizable alerts ($99/month)..
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.