Daloopa
- Company typePrivate
- Founded2019
- HeadquartersNew York, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
Daloopa firmographics
Firmographics- Name
- Daloopa
- Legal name
- Daloopa, Inc.
- Website
- https://daloopa.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Daloopa industry classification
Industry- Product category
- Financial Data Infrastructure
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Model Hosting, Serving & Inference Platforms (HDAAACAB)
Keywords
Where Daloopa is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Daloopa business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D
Revenue model
- Subscription (Daloopa Premium): Recurring subscription access to Daloopa Premium tier including Data Sheets, Excel Add-In, Scout, MCP, and API access with enhanced limits. Enterprise pricing via 'Speak with Sales' custom contracts.
- API Subscription (Daloopa Fundamentals API): Programmatic subscription access for client deliverables and analyst benchmarking with comprehensive, research-ready data delivered via standardized JSON/CSV endpoints and webhooks.
- Freemium (Daloopa Core): Free tier with up to 3 Data Sheets per customer; serves as a land-and-expand funnel to convert users to Premium and API paid subscriptions.
- Partner API (BYO-License Model): Third-party developer integration revenue via Partner API with bring-your-own-license model enabling joint customers to connect existing financial data licenses directly into AI platforms like Perplexity.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Annual | Daloopa Core - Free tier with 3 Data Sheets |
| Subscription | Annual | Daloopa Premium - Full feature access via sales |
| Subscription | Annual | Daloopa Fundamentals API - Programmatic data access via sales |
Go-to-market motion4 records
Distribution channels5 records
Marketing channels10 records
Daloopa product offering
Product offeringCore offering
Daloopa provides AI-powered financial data infrastructure that extracts, structures, and source-links fundamental financial data from SEC filings, press releases, investor presentations, and transcripts for 5,500+ global public companies with 14 years of history. Its core offerings include model-ready Data Sheets, an Excel Add-In for earnings season updates, an AI Excel agent (Scout), a Model Context Protocol (MCP) layer for AI agents, a comprehensive REST API, and cloud-native data delivery into Snowflake, Databricks, and AWS S3.
Product overview
Daloopa operates as a platform-plus-modules architecture offering structured financial data infrastructure for AI and agentic workflows in financial services. The core platform delivers source-linked fundamental data for 5,500+ global public companies and powers six distinct products: Daloopa Data Sheets provide model-ready Excel data for building coverage; the Daloopa Add-In automates Excel model updates during earnings season; Daloopa Scout is an AI Excel agent (in beta) that agentically builds and maintains financial models with zero hallucination; Daloopa MCP enables LLMs and AI agents (Claude, ChatGPT, Perplexity, Microsoft 365 Copilot, Glean, Rogo) to access audit-ready financial data via Model Context Protocol; Daloopa API provides programmatic access for technical teams building custom analytics, backtesting, and AI agents; and Daloopa Cloud delivers the dataset natively into AWS S3, Databricks, and Snowflake environments. Together these products serve as the trusted data layer for the financial services agent ecosystem, used by 160+ hedge funds, mutual funds, and bulge bracket banks, as well as the leading AI companies.
Differentiator
Problem solved
Functional benefit
Brands
- Daloopa Scout: AI Excel agent for agentically building and maintaining financial models.
- Daloopa MCP
- Daloopa API
- Daloopa Add-In
- Daloopa Data Sheets
- Daloopa Cloud
- Daloopa Hub
Products and services
- Daloopa Scout AI Excel agent that agentically builds and maintains financial models with a native data layer, delivering source-linked, hallucination-free outputs across 5,500+ tickers globally. Designed for financial analysts and currently in beta testing with limited customers.
- Daloopa MCP Model Context Protocol integration that equips LLMs and AI agents with Daloopa's audit-ready financial data infrastructure on 5,500+ global tickers for trustable AI outputs. Powers integrations with Anthropic Claude, OpenAI ChatGPT, Perplexity, Microsoft 365 Copilot, Glean, and Rogo.
- Daloopa API Comprehensive fundamental data API providing programmatic access to 1,300+ standardized metrics across 12 endpoint groups and 33 unique endpoints for 5,500+ tickers in JSON and CSV formats, with 3 webhooks for notifications.
- Daloopa Add-In Excel plugin that automates data updates by linking to Daloopa's comprehensive fundamental database spanning 5,500+ tickers globally, allowing analysts to update models during earnings season with the click of a button.
- Daloopa Data Sheets Model-ready Excel data sheets for 5,500+ global tickers that allow analysts to quickly initiate coverage or add a tab into existing Excel models, cutting ramp time by up to 70%.
- Daloopa Cloud Cloud-native data delivery providing instant access to fundamental data covering 5,500+ tickers directly in customer cloud workspaces (AWS S3, Databricks, Snowflake) with no ETL or pipelines required.
Quantifiable outcome
- Cuts 70% of the time spent building new models when initiating coverage
- +6 more outcomes
Companies that use Daloopa
Customer profileNamed customers4 records
Segments6 records
Ideal customer profiles4 records
Daloopa technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability9 records
Feature6 records
Daloopa partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and flagship.
- Microsoft (Microsoft 365 Copilot)coreDaloopa launched a new Model Context Protocol (MCP) connector for Microsoft 365 Copilot in June 2026, enabling investment firms to access structured, source-linked financial data directly within Word, Excel, and PowerPoint. The integration covers 5,500+ public companies with hyperlinked data for auditability.
- GleancoreGlean expanded its financial services MCP ecosystem with Daloopa, alongside CB Insights, Crunchbase, FactSet, and S&P Global. Daloopa's MCP delivers source-linked financial data into Glean's enterprise AI search and knowledge platform for verified financial data research.
- PerplexityflagshipDaloopa MCP enables joint customers to connect their existing data licenses directly within Perplexity's AI platform to run complex financial analyses using audit-ready fundamental data. Partnership enables integration with Perplexity Computer digital worker product with bring-your-own-license model.
- OpenAIflagshipDaloopa delivers reliable financial insights that enrich ChatGPT, ChatGPT for Excel, and Codex users' research workflows via Model Context Protocol (MCP). New MCP connector with OpenAI ChatGPT announced December 2025.
- AnthropicflagshipDaloopa is one of the first data connectors for Claude for Finance, delivering comprehensive and accurate historical data to Claude and Claude for Excel users via Model Context Protocol (MCP). Integrated with Claude for Financial Services launched in July 2025.
- RogocoreDaloopa provides structured fundamental data directly within Rogo, an enterprise-grade generative AI platform built for financial services, to power a range of workflows via the MCP.
- Amazon Web Services (AWS)coreDaloopa delivers audit-ready financial data as Parquet files directly within Amazon Simple Storage Service (S3) buckets, enabling cloud-native data delivery to AWS customers.
- DatabrickscoreDaloopa provides seamless access to its comprehensive, audit-ready fundamental dataset natively within Databricks environments, enabling cloud-native data delivery.
- SnowflakecoreDaloopa delivers its complete, source-linked fundamental dataset cloud-natively within Snowflake environments, providing standardized taxonomy and access to 5,500+ tickers.
Scale indicators11 records
Recent moves6 records
Expansion highlights8 records
Daloopa competitors and assessment
Company assessmentDirect peers
- FactSet: FactSet is a leading provider of fundamental financial data, analytics, and workflow tools for the buy-side and sell-side. It is one of Daloopa's most direct competitors in fundamental data for investment research and is already present in Glean's MCP ecosystem alongside Daloopa.
- AlphaSense: AlphaSense is an AI-powered market intelligence platform for investment research, combining proprietary content, expert transcripts, and generative AI search. It overlaps directly with Daloopa in AI-augmented fundamental research workflows and competes for the same hedge fund and corporate research budgets.
- Visible Alpha: Visible Alpha delivers granular, source-linked fundamental financial data and KPIs on public companies to the buy-side. Its standardized, audit-ready dataset competes directly with Daloopa's core 1,300+ metric taxonomy for institutional research use cases.
- YCharts: YCharts provides fundamental financial data, valuation models, and screening tools to advisors and asset managers. It competes with Daloopa's Data Sheets and Premium tiers for the same fundamental-data-driven research workflows in the long-only and advisor segments.
Broad incumbents
- S&P Capital IQ (S&P Global Market Intelligence): S&P Global Market Intelligence delivers fundamental data, analytics, and research through the Capital IQ Pro platform. It is a broad incumbent competitor across Daloopa's hedge fund, mutual fund, and IB segments and is positioned as a rival MCP data provider for AI workflows.
- Bloomberg: Bloomberg Terminal is the dominant incumbent data and analytics platform for investment professionals globally. Its scale, depth of dataset, and embedded workflow make it the broadest competitive threat to Daloopa in enterprise financial data.
- S&P Global (via Visible Alpha) / LSEG (Refinitiv): LSEG (Refinitiv) is a global incumbent in financial market data and analytics serving investment professionals. Its scale, breadth of datasets, and enterprise footprint make it a broad incumbent competitor to Daloopa across fundamental data and AI-driven research workflows.
Emerging players
- Intrinio: Intrinio is a fintech data platform offering standardized financial data via APIs and cloud delivery to developers and fintech builders. It overlaps with Daloopa's API-first developer GTM motion and cloud-native delivery model, serving as a more developer-oriented emerging competitor.
- Rogo: Rogo is an enterprise-grade generative AI platform purpose-built for financial services, integrating Daloopa's data via MCP. As both a current distribution partner and a vertically integrated AI agent platform, Rogo is the most strategically adjacent emerging competitor.
- Quartr: Quartr is an investor relations and research platform providing earnings call transcripts, events, and fundamental data for institutional investors. It overlaps with Daloopa on the AI-powered fundamental research workflow and competes for the same equity research and long-only budgets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Daloopa social profiles
Digital presenceDaloopa financial estimates
Financial estimateRevenue estimate
Valuation estimate
Daloopa leadership team
Management profileNumber of profiles
Profiles3 records
Daloopa funding detail
Funding detailFunding overview
Funding rounds6 records
Investors12 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Daloopa M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Daloopa
What does Daloopa do?
Daloopa provides AI-powered financial data infrastructure that extracts, structures, and source-links fundamental financial data from SEC filings, press releases, investor presentations, and transcripts for 5,500+ global public companies with 14 years of history. Its core offerings include model-ready Data Sheets, an Excel Add-In for earnings season updates, an AI Excel agent (Scout), a Model Context Protocol (MCP) layer for AI agents, a comprehensive REST API, and cloud-native data delivery into Snowflake, Databricks, and AWS S3.
Is Daloopa a public or private company?
Daloopa is a private company. It is classified as venture growth investor backed and is currently operating.
When was Daloopa founded?
Daloopa was founded in 2019. It employs 101 to 250 people.
Where is Daloopa based?
Daloopa is headquartered in New York, United States, in the North America region.
How does Daloopa make money?
Four revenue lines are on record. Subscription (Daloopa Premium) is the primary driver. The others are API Subscription (Daloopa Fundamentals API), freemium (Daloopa Core) and partner API (BYO-License Model).
Who are Daloopa's main competitors?
Direct peers on record are FactSet, AlphaSense, Visible Alpha and YCharts. Broad incumbents are S&P Capital IQ (S&P Global Market Intelligence), Bloomberg and S&P Global (via Visible Alpha) / LSEG (Refinitiv). Emerging players are Intrinio, Rogo and Quartr.
Does Daloopa have an API?
Yes. The Daloopa API is a public, partner-facing REST API providing programmatic access to comprehensive fundamental financial data covering 5,500+ global tickers. It offers 12 endpoint groups with 33 unique endpoints, 1,300+ standardized metrics (income statements, balance sheets, cash flow, market data, industry models, taxonomy, etc.) delivered in machine-readable JSON and CSV formats. Features include lightweight polling options, 3 webhooks (Client View Update, Incremental Update, Series Update) for notification of new data, and best-in-class data accuracy of >99%. Endpoint groups include Companies, Series, Fundamentals, Market Data, Export, Download, Industry Models, Consumption, Taxonomy, Documents, Webhooks, and Datawarehouse. The API also includes OHLCV market data for 2,700+ companies sourced and synced daily. A separate Partner API was launched to enable third-party developers to integrate Daloopa's structured, source-linked financial data into AI workflows. Developer documentation is at docs.daloopa.com/docs/api-authentication.
What industry is Daloopa in?
Daloopa's product category is Financial Data Infrastructure. Its primary akta.pro industry code is HDAAACAB, Model Hosting, Serving & Inference Platforms. Its NAICS code is 54151 and its SIC code is 7370.