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Freemium

Daloopa

AI data infrastructure that extracts fundamental financial data from filings and feeds it straight into analyst models.

4.4 Finance & Fintech AI
4.4 Very good 4.4
Cuts manual re-keying of earnings data directly out of the analyst workflow Institutional pricing is not published and requires a sales conversation
Reviewed by Challenging Voice Editorial · Updated Jul 2026 How we rate
PricingFree
Free planYes
CompanyDaloopa
PlatformsAPI, Web
CategoryFinance & Fintech AI
Founded2019
Last reviewedJul 2026

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Overview

Daloopa was founded in 2019 in New York City by Daniel Chen, Thomas Li, and Jie Huang, and has since raised $103 million across multiple rounds, including a $47 million Series C led by Brighton Park Capital that closed in May 2026. Investors across its rounds include Credit Suisse Asset Management's NEXT Investors, Squarepoint Capital, Touring Capital, and Morgan Stanley.

Daloopa pulls line-item financial data out of filings, earnings releases, and investor presentations for more than 6,000 public companies, structures it into an auditable database, and pushes it directly into an analyst's own Excel model rather than a separate dashboard. When a company reports earnings, Daloopa can update a linked model within minutes of the release, letting analysts spend the call itself on questions instead of manually re-keying numbers.

Built for equity research analysts, investment teams, and financial institutions that maintain detailed fundamental models and need fast, auditable data after every earnings release. Daloopa runs a free account for individual analysts to start, with institutional pricing for full data coverage and Excel integration set on request rather than published.

Key features

  • Automated extraction of line-item data from filings and earnings materials
  • Coverage across 6,000+ public companies
  • Direct push of structured data into an analyst's existing Excel model
  • Near-real-time model updates within minutes of an earnings release
  • Auditable data trail linking every figure back to its source document
  • Free account tier for individual analysts

Screenshots & demo

Demo video

Screenshots

Daloopa screenshot 1

Pricing

Daloopa offers a free plan, with paid upgrades for higher limits and more features.

  • Pricing modelFreemium
  • Starting priceFree
  • Free planYes
Visit Daloopa

Pricing is provided as a guide. Check the official site for the latest plans.

Is Daloopa expensive?

Daloopa has no advertised paid tier. Among the 28 priced tools we list in Finance & Fintech AI, the median entry price is $29 a month.

23% of Finance & Fintech AI tools in the directory offer a free tier, and this is one of them.

Compared against every priced listing in Finance & Fintech AI, recalculated as the catalogue changes. Method and the full market breakdown are in our AI tool pricing study.

Pros & cons

Pros

  • Cuts manual re-keying of earnings data directly out of the analyst workflow
  • Fast post-earnings turnaround (minutes, not hours) versus manual model updates
  • Well-capitalized ($103M raised) with investors experienced in financial data and research tooling
  • Auditability of every data point matters for institutions with compliance requirements

Cons

  • Institutional pricing is not published and requires a sales conversation
  • Coverage and value concentrate on public companies with regular filings, less useful for private-company research
  • Deep integration with Excel models means a learning curve to fit into non-standard workflows
  • Niche fit, built specifically for equity research rather than broader corporate finance use

How it compares

ToolRatingFreeFromBest known for
Daloopa (this tool)4.4YesFreeAutomated extraction of line-item data from filings and earnings materials
BeeBee3.9Yes$6.99/moAutomated earnings call transcript breakdown
Fiscal.ai3.6No—AI-powered Terminal for stock research
AlphaResearch3.6No$49.99/moAI search across millions of SEC filings, transcripts, and press releases

Alternatives to Daloopa

4 tools matched to Daloopa on what they do, their category and their price.

AlphaResearch

3.6

AI search across millions of SEC filings, earnings transcripts and press releases – plus sentiment analysis that flags divergence between what executives say and how analysts actually react.

Frequently asked questions

What is Daloopa?
Daloopa was founded in 2019 in New York City by Daniel Chen, Thomas Li, and Jie Huang, and has since raised $103 million across multiple rounds, including a $47 million Series C led by Brighton Park Capital that closed in May 2026.
Is Daloopa free?
Yes, Daloopa offers a free plan. Paid plans unlock more features and higher usage limits.
What are the best Daloopa alternatives?
The closest matches in the directory are BeeBee, Fiscal.ai, and AlphaResearch, compared side by side above.

Reviews

4.4 Editorial rating No reviews yet

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