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Insights That Win

Sentieo is a financial and corporate research platform that empowers competitive investors and corporations to rapidly and confidently discover the insights they need to win.

Driving Insights

How Does the Sentieo Platform Drive Insights?

Sentieo is leading the change in adopting financial and corporate research platforms to replace disconnected, inefficient, and expensive tools. We uniquely bring together financial document search, data extraction and modeling, market data, and research management to empower the complete analyst research process.

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Solutions

Solutions that empower competitive investors and corporations to rapidly discover insights so they can make smarter investments and execute winning strategies

Product

  • Document Search

    Sentieo’s AI-driven Document Search solution is the fastest and most powerful way to search through millions of documents and content sources. By applying natural language processing and advanced linguistic algorithms to the search process, Sentieo saves you time and helps you find the winning, uncharted insights others miss in their research.

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  • Equity Data Terminal

    Sentieo’s integrated Equity Data Terminal saves analysts time and eliminates context switching with historical financial and consensus data from Refinitiv; multiple modeling tools; shareholders and M&A data; stock pricing, charts, and public and private comparables; filings, transcripts, and news; and profiles on over 980,000 private companies.

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  • Data Analysis

    Sentieo helps analysts discover uncharted insights and make confident decisions faster with a suite of integrated tools to build financial models, analyze language, and visualize trends quickly.

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  • Research Management

    Sentieo’s integrated platform helps streamline workflows, eliminating the need for multiple tools and steps to conduct financial and corporate research.

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Customer Stories

“Our team is dedicated to building and protecting our clients’ assets — we don’t have time to waste on anything that detracts from that mission, especially inefficient research processes. Sentieo research workflows just work, streamlining document management and collaboration so our team can concentrate on what’s most important: our clients.”

Chris Taylor

Head of Equities Management

“I would definitely recommend Sentieo as a financial research platform. It’s intuitive and doesn’t require the many hours of training that Bloomberg requires to get proficient. Plus, I’ve found the support to be highly responsive and useful."

Archit Sheth-Shah

Principal

"We were looking for a solution to simplify the financial modeling process by making historical data from a company’s financial statements easily available. And we wanted our investment team to be able to save time and eliminate context switching by storing our data, theses, and all investment workflows within one platform.”

Amanda Battista

Senior Investment Analyst

“Sentieo is a powerful platform that enables me to track my competitors and peer group companies. It saves me hours of research time that was previously spent on manual tracking and modeling. And it enables me to sound a little smarter, since so much of the data that I need is at my fingertips in Sentieo.”

Mark Lewis

CFO

"We chose Sentieo to replace a legacy market data provider and a few months in we’re very happy with how easy the transition has been. We really appreciate the training, help desk assistance, and professional “can do” attitude, from the Sales, Customer Success and Product Specialist teams, and look forward to working with Sentieo as our research workflow partner.”

Brooke Picken

Chief Operating Officer

Learn what Sentieo can do for you

Sentieo’s Financial and Corporate Research Platform empowers investors and corporations to rapidly discover insights so they can make smarter investments and execute winning strategies.