Fintech Integration Marketplace

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CFRA consistently identifies actionable opportunities from which clients can gain an investment edge and avoid risk. Through a differentiated proprietary methodology that blends forensic accounting and fundamental equity research, CFRA empowers sophisticated investment professionals, advisors and risk managers to uniquely analyze industries, funds and companies of their interest. CFRA’s global subscribers include the world’s leading institutional investors, wealth advisors, corporations, academics and governments.

In October 2016, CFRA acquired S&P Global’s Equity and Fund Research business and is now a leading global provider of independent research and commentary with offerings focused on stocks, ETFs and mutual funds as well as sectors and industries. The Equity and Fund Research business originated in the 1920’s and has amassed a worldwide base of investing clients.

In August 2019 CFRA acquired First Bridge Data, further strengthening its already robust ETF research offerings to include the industry’s most comprehensive database of ETF constituent holdings data, reference and classification data, investment analytics, and daily pricing, flows and statistics.

CFRA is committed to be the world’s leading independent investment research firm with 75 global analysts, authoring in-depth qualitative research on 1,500+ companies. In addition, CFRA offers a comprehensive view on global sector themes, industries, and funds, through in-depth qualitative research on 11 Sectors, 68 Industries, 1,800+ ETFs, 15,000+ Mutual Funds, as well as quantitative company research on 11,000+ global companies.

Founded as the “Center for Financial Research and Analysis” in 1994, today our company is simply known as CFRA. However, our mission remains to be the “center” for our global clients by providing independent, differentiated, and actionable analysis to make better investment and business decisions.

CFRA Research
  • Forensic Research
  • Fundamental Research
  • Bespoke Solutions
  • Analytical Tools & Data
CFRA Research

Companies that integrate with CFRA

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.

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