VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing CB Insights and Roic AI will find that Both CB Insights and Roic AI concentrate on Data APIs, Sheets / Excel Add-ins, and Screeners workflows, making them natural alternatives for similar investment research jobs. CB Insights leans into Data Visualizations, Acquisitions, and Newsletters, which can be decisive for teams that need depth over breadth. Roic AI stands out with Financials, Transcripts, and News 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 Roic AI
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- CB Insights adds Data Visualizations, Acquisitions, Newsletters, and AI coverage that Roic AI skips.
- Roic AI includes Financials, Transcripts, News, Splits, and Stock Handbook 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..
- Roic AI is known for: Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights., and Earnings call transcripts are provided for US companies, available via the site and through API endpoints..
- Roic AI keeps a free entry point that CB Insights lacks.
- CB Insights ships a mobile app. Roic AI 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.
Roic AI
roic.ai
Roic AI offers financial data, transcripts, screeners, and exports under a tiered plan structure. Free users get US-only annual financials with no downloads. Paid tiers expand to global coverage with quarterly/TTM data, Excel export, API access, and unlimited downloads. Enterprise plans unlock multi-user access, commercial API rights, and higher bandwidth. Earnings call transcripts are limited to US companies across all plans.
Platforms
Pricing
Quick highlights
- Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts.
- Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights.
- Earnings call transcripts are provided for US companies, available via the site and through API endpoints.
- Powerful stock screener with filters for exchange, industry, revenue, market cap, operating margin, and more. Saved searches and export features included.
- API v2 is REST-based with API key authentication. Returns JSON by default, with CSV available as an option. API and Excel plugin require a Professional or higher plan.
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.
Roic AI
Distinct strengths include:
- Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts.
- Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights.
- Earnings call transcripts are provided for US companies, available via the site and through API endpoints.
- Powerful stock screener with filters for exchange, industry, revenue, market cap, operating margin, and more. Saved searches and export features included.
Feature-by-feature breakdown
| Attribute | CB Insights | Roic AI |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data APIs, Sheets / Excel Add-ins, Screeners Unique: Data Visualizations, Acquisitions, Newsletters, AI | Shared: Data APIs, Sheets / Excel Add-ins, Screeners Unique: Financials, Transcripts, News, Splits, Stock Handbook |
Asset types Supported asset classes and universes | Stocks, Other | Stocks, ETFs, Closed-End Funds |
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 | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Highlighted |
Frequently Asked Questions
Which workflows do CB Insights and Roic AI both support?
Both platforms cover Data APIs, Sheets / Excel Add-ins, 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?
Roic AI 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 Roic AI 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 Roic AI stands out for Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights., and Earnings call transcripts are provided for US companies, available via the site and through API endpoints..
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.