Finvera achieves SOC2 security

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Finvera achieves SOC2 security

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Simplify Your
Firms Data Stack

Accelerate firm productivity, automate workflows, and unify financial data at scale with one secure platform

Modernizing The Fintech Industry
One Integration at a Time

Comprehensive Datasets All Delivered From A Single API

01

All your content in one place

02

Transparent, auditable sources

03

Automate your workflows

04

Proprietary document interrogation

Comprehensive Datasets All Delivered From A Single API

03

02

01

Automate your workflows

Transparent, auditable sources

All your content in one place

02

Transparent, auditable sources

03

Automate your workflows

03

04

Automate your workflows

Proprietary document interrogation

03

04

Automate your workflows

Proprietary document interrogation

02

01

Transparent, auditable sources

All your content in one place

Explore Our API Products

Security Master Data

Access a normalized, global universe of tickers, CIKs, exchanges, and instrument metadata—perfect for mapping, linking, and entity resolution.

Conference Call Transcripts

Stream or query transcripts in real time or post-processed format. Supports speaker tags, topics, sentiment, and earnings call summaries.

Company Fundamenals

Tap into GAAP and non-GAAP metrics with full income statement, balance sheet, and cash flow history—audited and investor-ready.

Earnings Estimates & Actuals

View consensus estimates from major research providers alongside reported results—helping you measure earnings surprise and market reaction.

Analyst Ratings

Monitor changes in Buy/Hold/Sell ratings with analyst accuracy scores, firm attribution, and clear upgrade/downgrade tracking.

Company Logos Database

Access clean, high-resolution logos mapped to tickers—useful for platforms, news feeds, and visualizations.

Industry-Leading Financial Data Coverage

Finvera replaces the need for multiple fragmented vendors by offering a single, high-performance API that matches or exceeds the coverage of legacy providers. Our platform is a modern alternative to costly and outdated data stacks — designed for developers, data teams, and decision-makers.

FactSet

Dow Jones

Capital IQ

LSEG

Low-Latency SEC Filings

Filings

Real-time Press Releases

Transcripts

Investor Presentations

Real-time Web & News

We are Flexible and Adapt to How
Your Firm Thinks and Works

Integrations

Prebuilt integrations into cloud storage, CRMs, and analytics environments.

Prompt Library

Predefined prompts help jumpstart research workflows using LLMs and Finvera’s data.

Guided Integration

White-glove support and API docs tailored to your language and architecture.

Custom-Trained Models

We support model training using our structured datasets—enabling smarter downstream applications.

Governance & Permissions

Granular control over who accesses what across your firm.

Single Tenant Deployment

Private hosting options for regulated environments or enhanced security needs.

Security

Built for Enterprise
Robust by Design

SOC 2 Certified & GDPR Compliant

High Availability & Low Latency

Data Encrypted In-Transit and At-Rest

Full Audit Trails & Access Logs

SOC2

ISO 27001

CCPA

GDPR

Security

Built for Enterprise
Robust by Design

SOC 2 Certified & GDPR Compliant

High Availability & Low Latency

Data Encrypted In-Transit and At-Rest

Full Audit Trails & Access Logs

SOC2

ISO 27001

CCPA

GDPR

Security

Built for Enterprise
Robust by Design

SOC 2 Certified & GDPR Compliant

High Availability & Low Latency

Data Encrypted In-Transit and At-Rest

Full Audit Trails & Access Logs

SOC2

ISO 27001

CCPA

GDPR

What Customers Say
About finvera

Back Arrow
Next Arrow

"Our strategic integration of Finvera is going to transform how we deliver value to clients. Finvera enables our teams to analyze market data and identify opportunities with unprecedented speed and precision, while allowing our bankers to focus more deeply on client relationships and strategic advisory."

Patrice Maffre

International Head of Investment Banking, JPMC

What Customers Say
About finvera

Back Arrow
Next Arrow

"Our strategic integration of Finvera is going to transform how we deliver value to clients. Finvera enables our teams to analyze market data and identify opportunities with unprecedented speed and precision, while allowing our bankers to focus more deeply on client relationships and strategic advisory."

Patrice Maffre

International Head of Investment Banking, JPMC

What Customers Say
About finvera

Back Arrow
Next Arrow

"Our strategic integration of Finvera is going to transform how we deliver value to clients. Finvera enables our teams to analyze market data and identify opportunities with unprecedented speed and precision, while allowing our bankers to focus more deeply on client relationships and strategic advisory."

Patrice Maffre

International Head of Investment Banking, JPMC