Tool Comparison
CB Insights vs Roic AI
- Paid from
- On request
- Free plan
- No
- Platforms
- Web, Mobile, API
Best if
- You do a lot of your research from your phone
- You want data visualizations, corporate actions & special situations, and newsletters.
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You'd rather start free and only pay if you outgrow it
- You want financials, transcripts, and news.
Pick CB Insights if
CB Insights
Contact for pricing · Web · Mobile · API
- You do a lot of your research from your phone
- You want data visualizations, corporate actions & special situations, and newsletters.
Pick Roic AI if
Roic AI
Free • From $29/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- You want financials, transcripts, and news.
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 Roic AI cover a lot of the same ground (4 shared categories, including APIs & data feeds, sheets / excel add-ins, and screeners), so for the basics you won't go far wrong with either. Roic AI simply does more: 10 categories to CB Insights's 7, including financials, transcripts, and news. CB Insights counters by keeping things simpler.
What readers say
CB Insights
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Roic AI
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Key differences at a glance
- Free plan
- Roic AI
- Broader coverage
- Roic AI10 vs 7 categories
- Mobile app
- CB Insights
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 Roic AI does best
- Research coverage for public companies through web pages that combine business summaries, financial statements, earnings call transcripts, news, identifiers, and stock split history.
- The stock screener to filter companies by exchange, industry, revenue, market cap, operating margin, geography, and related criteria.
- Access the REST API with an API key and receive JSON by default or spreadsheet-ready TSV where supported.
- Financial statement, transcript, news, stock split, company-logo, ticker-search, and spreadsheet batch endpoints from the API surface.
- Use the Excel or Google Sheets add-in, spreadsheet batch endpoints, and TSV output for financial models.
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 • From $29/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | 3 limits: Browser Analyst: pricing: Request pricing, Strategy Terminal: pricing: Request pricing +1 more | 22 limits: Free: api requests per minute: 5, Free: historical data: 2 years +20 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | — | No |
Integrations | Salesforce, Microsoft Excel +6 more | Microsoft Excel, Google Sheets +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | — |
Categories covered | 7 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | Granularity: EOD |
Capabilities | — | Universe builder |
| Try it | Visit CB Insights | Visit Roic AI |
Standout features
The best features of CB Insights and Roic AI.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 Roic AI does best
- Research coverage for public companies through web pages that combine business summaries, financial statements, earnings call transcripts, news, identifiers, and stock split history.
- The stock screener to filter companies by exchange, industry, revenue, market cap, operating margin, geography, and related criteria.
- Access the REST API with an API key and receive JSON by default or spreadsheet-ready TSV where supported.
- Financial statement, transcript, news, stock split, company-logo, ticker-search, and spreadsheet batch endpoints from the API surface.
- Use the Excel or Google Sheets add-in, spreadsheet batch endpoints, and TSV output for financial models.
All details
Every attribute we track for CB Insights and Roic AI.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksOther | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | Identifiers: Ticker, ISIN, and CUSIP |
| Data | ||
Data granularity | Not specified | EOD |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKey |
Integrations | SalesforceMicrosoft ExcelMicrosoft 365 CopilotSnowflakeAffinityZapierA2AMCP | Microsoft ExcelGoogle SheetsClaudeChatGPTCursorVS Code CopilotCodexMCP Server |
Export formats | Not specified | ExcelJSON |
| Plans & trust | ||
Capability signals | Not specified | Universe builder |
Vendor & support | CB Information Services, Inc.Country: United StatesSupport: Email and Phone | Roic AI, Inc.Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Freeapi requests per minute: 5 · historical data: 2 years · +4 more |
| Entry paid plan | — | $29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +4 more |
| Top plan | — | $89/mo“Professional”api requests: Unlimited · historical data: All available years · +4 more |
| Custom / enterprise | Contact sales“Browser Analyst”pricing: Request pricing | Contact sales“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between CB Insights and Roic AI?
CB Insights leans toward APIs & data feeds, sheets / excel add-ins, and screeners, while Roic AI puts more weight on financials, transcripts, and news. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is CB Insights or Roic AI free to use?
Roic AI has a free tier, so you can get started without paying anything. CB Insights is paid-only. If budget matters, start with Roic AI and see how far it takes you before opening your wallet.
Can I use CB Insights or Roic AI on my phone?
CB Insights lists a dedicated mobile app, so it travels better. Roic AI doesn't list a dedicated mobile app; its documented access is web and API.
Do CB Insights and Roic AI 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 Roic AI?
It depends on what you're after. Pick CB Insights if data visualizations and corporate actions & special situations matter to you; go with Roic AI 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 Roic AI cover?
Both cover stocks. CB Insights also handles other. Roic AI adds ETFs and closed-end funds on top.
Can I export data from CB Insights and Roic AI?
Roic AI exports to Excel. CB Insights is stingier about getting data out.
Which has a better stock screener: CB Insights or Roic AI?
Both CB Insights and Roic AI include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
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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.