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


  • 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 sectors and 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


"Sentieo makes it much easier to tag and track management language across time so we can identify common patterns of language across a sector—saving our research team valuable time and uncovering insights more efficiently. And moving to a centralised RMS portal also allows us to better track our views on a stock as they evolve.”

Lloyd Liew

Equity Research Analyst

"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

"The Sentieo platform is a ‘must have’ for our team. We constantly get questions from our clients about how a company is talking about ‘fill in the blank’ topic. Sentieo helps us literally fill in the blank quickly by pulling together analysis on what a peer set is saying about a topic, such as holiday inventory. It’s a very efficient way to improve our workflow and cut down on time spent researching.”

Nicole Briguet

Account Supervisor, Financial Communications & Capital Markets

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.