SimFin records 15,391 monthly visits with -27.5% month-over-month growth and Freemium pricing. Uprise records 4,419 monthly visits with +17.9% growth and Contact for Pricing pricing.
Fundamental stock data, screening and backtesting for self-directed investors
Embedded tax filing and CFP-led financial planning for SMB platforms
| Dimension / Metric | | |
|---|---|---|
| Official Domain | simfin.com | uprise.us |
| Pricing Model | Freemium | Contact for Pricing |
| Monthly Visits | 15.39K (15,391) | 4.42K (4,419) |
| MoM Traffic Delta | -5.84K (-27.5%) | +670 (+17.9%) |
| Primary Market & Share | 🇺🇸 United States (49.4%) | 🌐 Global (—) |
| Direct Visits / mo | 6.25K | 1.61K |
| User Rating | 4.4 | 4.2 |
| Supported Platforms | Website | Website |
Fundamental stock data, screening and backtesting for self-directed investors
Filter thousands of stocks with 80+ built-in indicators and unlimited custom conditions, then visualize the matches as line charts, scatter plots or distribution plots.
Test single stocks or weighted multi-criteria portfolios over 20+ years of history, with weekly to yearly rebalancing and sector benchmark comparisons.
Pull the same dataset through a Python package, Excel plugin, JSON web API or CSV bulk download, with tiered call-rate limits from 2 to 20 requests per second.
Monthly credit budgets from 500 to 30,000 let heavy users run intensive screens and backtests without throttling the interactive app.
Embedded tax filing and CFP-led financial planning for SMB platforms
Roll out branded tax filing and financial advisory services inside your own platform in days, with Uprise handling delivery and compliance overhead.
For deeper integrations, use Uprise APIs to customise enrollment, data flow and advisory touchpoints to match your product experience.
Certified Financial Planners™ and tax professionals advise business owners across registration, tax savings, payroll, funding, profit distribution and retirement goals.
Surface insights about customer goals and finances, including assets held off your platform, to inform offers and support conversations.
Purpose-built AI and trusted content for legal, tax, risk and trade professionals
Purpose-built AI and trusted content for legal, tax, risk and trade professionals
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
AI trading indicators, real-trade orderflow and charts in one platform
AI trading indicators, real-trade orderflow and charts in one platform
Global macro data and AI research platform for smarter economic decisions
Global macro data and AI research platform for smarter economic decisions
AI investing copilot for stock research, screening and market signals
AI investing copilot for stock research, screening and market signals
AI-driven stock scores that rank every pickable stock by probability of beating the market
AI-driven stock scores that rank every pickable stock by probability of beating the market
AI APIs for credit underwriting and digital customer onboarding
AI APIs for credit underwriting and digital customer onboarding
Enterprise LLMs and document AI that turn unstructured work into data
Free / Open-sourceInstitution-grade crypto and equities intelligence, delivered through a chat-style AI analyst.
AI-native platform for extra-financial intelligence
Free / Open-sourceConnect your bank and let an AI accountant handle bookkeeping and Schedule C prep
Free / Open-sourceConnect your bank and let an AI accountant handle bookkeeping and Schedule C prep
SpecialistInstitutional-depth market research with an AI copilot that builds, backtests, and screens for you
SpecialistInstitutional-depth market research with an AI copilot that builds, backtests, and screens for you
