CB Insights adds Data APIs, Sheets / Excel Add-ins, Screeners, Data Visualizations, Acquisitions, and AI coverage that Wealth Hub — Hedge Fund Letters skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
CB Insights vs Wealth Hub — Hedge Fund Letters comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Wealth Hub — Hedge Fund Letters includes Blogs 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..
Wealth Hub — Hedge Fund Letters is known for: Quarterly collections of hedge fund investor letters and reports, with archives reaching back multiple years., Letters are distributed via Dropbox folders linked directly from the index., and Index is regularly updated, with a call for readers to submit additional material..
Wealth Hub — Hedge Fund Letters keeps a free entry point that CB Insights lacks.
CB Insights ships a mobile app. Wealth Hub — Hedge Fund Letters 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
Web
Mobile
API
Pricing
Subscription
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.
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Wealth Hub — Hedge Fund Letters
miltonfmr.com
Free public index of hedge fund investor letters organized by quarter. Each entry links to Dropbox folders maintained by the site, giving readers direct access to recent and historical letters. Wealth Hub also runs separate paid products—an archive and a Discord community—but these are distinct from the freely available letters page.
Categories
Platforms
Web
Pricing
Free
Quick highlights
- Quarterly collections of hedge fund investor letters and reports, with archives reaching back multiple years.
- Letters are distributed via Dropbox folders linked directly from the index.
- Index is regularly updated, with a call for readers to submit additional material.
- Optional newsletter sign-up for new article alerts, plus social links on X/Twitter and LinkedIn.
- Operated by Wealth Hub Capital, based in New York (590 Madison Avenue).
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Overlap
Shared focus areas
1 overlapBoth tools cover this research theme.
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.
Wealth Hub — Hedge Fund Letters
Distinct strengths include:
- Quarterly collections of hedge fund investor letters and reports, with archives reaching back multiple years.
- Letters are distributed via Dropbox folders linked directly from the index.
- Index is regularly updated, with a call for readers to submit additional material.
- Optional newsletter sign-up for new article alerts, plus social links on X/Twitter and LinkedIn.
Feature-by-feature breakdown
| Attribute | CB Insights | Wealth Hub — Hedge Fund Letters |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Newsletters Unique: Data APIs, Sheets / Excel Add-ins, Screeners, Data Visualizations, Acquisitions, AI | Shared: Newsletters Unique: Blogs |
Asset types Supported asset classes and universes | Stocks, Other | Other |
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 |
Pricing High-level pricing models | Subscription | Free |
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 Wealth Hub — Hedge Fund Letters both support?
Both platforms cover Newsletters workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Wealth Hub — Hedge Fund Letters 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 Wealth Hub — Hedge Fund Letters 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 Wealth Hub — Hedge Fund Letters stands out for Quarterly collections of hedge fund investor letters and reports, with archives reaching back multiple years., Letters are distributed via Dropbox folders linked directly from the index., and Index is regularly updated, with a call for readers to submit additional material..
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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.