Tool Comparison
CB Insights vs Quartr
- Paid from
- On request
- Free plan
- No
- Platforms
- Web, Mobile, API
Best if
- You want sheets / excel add-ins, screeners, and data visualizations.
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want financials, transcripts, and analyst forecasts.
Pick CB Insights if
CB Insights
Contact for pricing · Web · Mobile · API
- You want sheets / excel add-ins, screeners, and data visualizations.
Pick Quartr if
Quartr
Free • Contact for pricing · Web · Mobile · API
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want financials, transcripts, and analyst forecasts.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
CB Insights and Quartr cover a lot of the same ground (3 shared categories, APIs & data feeds, newsletters, and AI research), so for the basics you won't go far wrong with either. Quartr simply does more: 16 categories to CB Insights's 7, including financials, transcripts, and analyst forecasts. CB Insights counters by keeping things simpler.
What readers say
CB Insights
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Quartr
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Key differences at a glance
- Free plan
- Quartr
- Broader coverage
- Quartr16 vs 7 categories
- Real-time data
- Quartr
- Asset coverage
- CB InsightsAdds other
What CB Insights does best
- Research coverage for private and public companies, investors, funding rounds, M&A, business relationships, earnings, markets, and competitive markets.
- Company profiles, market analytics, visual dashboards, deal analysis, and sector tracking to map markets and competitors.
- Mosaic Score and other proprietary measures to evaluate private-company health and growth signals.
- Strategy Terminal, Browser Analyst, ChatCBI, and team-of-agents workflows for AI-assisted scouting, briefs, trend discovery, and market analysis.
- Access to CB Insights data into workflows through Excel, Salesforce, Microsoft 365 Copilot, Snowflake, Zapier, Affinity, A2A, MCP-style, and data-solution integrations where licensed.
What Quartr does best
- Research coverage for investor-relations material across public companies, including live and recorded earnings calls, transcripts, filings, reports, slide presentations, summaries, and segment data.
- The free iOS and Android app for live calls, recorded calls, searchable transcripts, analyst estimates, valuation multiples, segment splits, watchlists, and offline downloads.
- Monitor earnings calendars, watchlists, dashboards, keyword alerts, and notifications when companies, competitors, products, or events are mentioned.
- Quartr Pro to search across transcripts, filings, reports, and slides in one desktop workspace, then track narrative shifts and source passages quickly.
- Support for asking AI chat questions across first-party IR material and trace answers, quotes, metrics, and slides back to the original document or audio source.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • Contact for pricing |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | 3 limits: Browser Analyst: pricing: Request pricing, Strategy Terminal: pricing: Request pricing +1 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | Yes |
Broker sync | — | No |
Integrations | Salesforce, Microsoft Excel +6 more | MarketBeat |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +8 more |
Categories covered | 7 | 16 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | Latency: Streaming and Real-time |
Data partners | — | MarketBeat |
Capabilities | — | Citation pinning and AI summaries: Transcripts |
Security | — | Status page |
| Try it | Visit CB Insights | Visit Quartr |
Standout features
The best features of CB Insights and Quartr.ShowHide
Standout features
What CB Insights does best
- Research coverage for private and public companies, investors, funding rounds, M&A, business relationships, earnings, markets, and competitive markets.
- Company profiles, market analytics, visual dashboards, deal analysis, and sector tracking to map markets and competitors.
- Mosaic Score and other proprietary measures to evaluate private-company health and growth signals.
- Strategy Terminal, Browser Analyst, ChatCBI, and team-of-agents workflows for AI-assisted scouting, briefs, trend discovery, and market analysis.
- Access to CB Insights data into workflows through Excel, Salesforce, Microsoft 365 Copilot, Snowflake, Zapier, Affinity, A2A, MCP-style, and data-solution integrations where licensed.
What Quartr does best
- Research coverage for investor-relations material across public companies, including live and recorded earnings calls, transcripts, filings, reports, slide presentations, summaries, and segment data.
- The free iOS and Android app for live calls, recorded calls, searchable transcripts, analyst estimates, valuation multiples, segment splits, watchlists, and offline downloads.
- Monitor earnings calendars, watchlists, dashboards, keyword alerts, and notifications when companies, competitors, products, or events are mentioned.
- Quartr Pro to search across transcripts, filings, reports, and slides in one desktop workspace, then track narrative shifts and source passages quickly.
- Support for asking AI chat questions across first-party IR material and trace answers, quotes, metrics, and slides back to the original document or audio source.
All details
Every attribute we track for CB Insights and Quartr.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksOther | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsAnalysts+2 more |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | StreamingReal-time |
Data partners | Not specified | MarketBeat |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyWebhooksDocs |
Integrations | SalesforceMicrosoft ExcelMicrosoft 365 CopilotSnowflakeAffinityZapierA2AMCP | MarketBeat |
Export formats | Not specified | JSONPDF |
| Plans & trust | ||
Security & compliance | Not specified | Status page |
Capability signals | Not specified | Citation pinningAI summaries: Transcripts |
Vendor & support | CB Information Services, Inc.Country: United StatesSupport: Email and Phone | Quartr ABCountry: SwedenFounded 2020 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Free“Mobile app” |
| Custom / enterprise | Contact sales“Browser Analyst”pricing: Request pricing | Contact sales“Quartr Pro” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between CB Insights and Quartr?
CB Insights leans toward APIs & data feeds, sheets / excel add-ins, and screeners, while Quartr puts more weight on financials, transcripts, and analyst forecasts. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
Is CB Insights or Quartr free to use?
Quartr has a free tier, so you can get started without paying anything. CB Insights is paid-only. If budget matters, start with Quartr and see how far it takes you before opening your wallet.
Do CB Insights and Quartr have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose CB Insights or Quartr?
It depends on what you're after. Pick CB Insights if sheets / excel add-ins and screeners matter to you; go with Quartr if you'd rather have financials and transcripts. And if you only need the basics both share, let price decide.
What asset classes do CB Insights and Quartr cover?
Both cover stocks. CB Insights also handles other.
Does CB Insights or Quartr have real-time data?
Quartr offers real-time data, which matters if you trade actively. CB Insights runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which has a better stock screener: CB Insights or Quartr?
CB Insights has a stock screener for surfacing ideas; Quartr doesn't, and focuses its energy elsewhere.
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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.