What Finsheet does

Finsheet is a New York-based, privately-held company founded in 2022 that operates a spreadsheet-native financial data distribution platform. Its product consists of two companion add-ons — one for Microsoft Excel (Mac and Windows) and one for Google Sheets — that allow users to stream real-time and historical market data directly into spreadsheet cells using simple, standardized functions, without any coding. Covered asset classes include US and global equities, ETFs, mutual funds, bonds, futures, forex, and cryptocurrencies, alongside fundamentals, analyst estimates, ETF holdings, and a suite of technical analysis tools. All underlying data is sourced from Finnhub, a third-party institutional data provider.

The company's revenue model is a four-tier subscription (Free, Basic at $20/month, Plus at $45/month, and Pro at $90/month) with both monthly and annual billing, the latter offering up to 35% savings. Distribution is product-led: users self-register on finsheet.io or install the add-on through Microsoft AppSource or Google Workspace Marketplace. Enterprise customers are routed through a separate sales channel with custom commercial agreements, and student/educator discounts of 50-100% are available. Finsheet's stated customer base spans hedge funds, investment banks, mutual funds, and retail/private investors, though no named enterprise logos are publicly disclosed.

Finsheet employs 1-10 people, has no disclosed funding rounds, and appears to operate on a bootstrapped basis with no parent company or known institutional investors. Its competitive positioning emphasizes ease of use (no coding required, max three functions per asset class, identical function names across platforms) and institutional-grade data quality inherited from its Finnhub partnership. The core strategic risk is single-vendor data dependency; the core opportunity is monetization depth via enterprise tier expansion and richer asset coverage.

Name

Finsheet

Legal name

Finsheet

Website

https://finsheet.io

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Finsheet delivers real-time and historical financial market data — stocks, ETFs, forex, cryptos, and fundamentals — directly into Excel and Google Sheets via add-ons, serving retail investors, traders, and financial professionals through tiered subscriptions sourced from Finnhub.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Supply Chain, Technology or R&D, Personnel, Infrastructure

Revenue model

1. Subscription Plans: Four-tier subscription model (Free, Basic, Plus, Pro) with monthly and annual billing options. Annual plans offer up to 35% savings. Corporate pricing available for enterprise clients with custom billing arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels3 records

Core offering

Finsheet provides Excel and Google Sheets add-ins that stream real-time and historical market data — including equities, forex, cryptos, ETFs, mutual funds, bonds, and futures — directly into spreadsheets via simple custom functions requiring no coding. Data is sourced from Finnhub and monetized through tiered subscription plans.

Product overview

Finsheet is a spreadsheet-based financial data platform delivering real-time and historical market data — including equities, forex, cryptos, ETFs, mutual funds, bonds, and futures — directly into Microsoft Excel and Google Sheets via dedicated add-in extensions. The core product consists of two companion add-ins (Finsheet Excel Add-in and Finsheet Google Sheets Add-in) that share identical function names and provide live streaming, end-of-day, and intraday (up to 1-minute resolution) data alongside company fundamentals, analyst estimates, ETF holdings, and technical indicators. Access is tiered through four subscription plans: a Free Plan (US stocks only), a Basic Plan ($20/month, single region), a Plus Plan ($45/month, global equity), and a Pro Plan ($90/month, full historical depth and alternative data). Data is sourced from Finnhub and distributed through Microsoft AppSource and the Google Workspace Marketplace.

Differentiator

Problem solved

Functional benefit

Products and services

• Finsheet Excel Add-in An Excel add-in for Windows and Mac that lets users stream live price data and pull historical market data, financial statements, analyst estimates, and technical indicators directly into Excel worksheets via custom functions. No coding required. For investors, traders, and financial analysts.
• Finsheet Google Sheets Add-in A Google Sheets add-on that provides the same financial data functions as the Excel version, accessible in all browsers. Users authenticate with credentials and the add-on populates spreadsheet cells with real-time and historical market data. For investors, traders, and analysts.

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature5 records

Partnerships

Three partnerships are on record, tiered core.

• FinnhubcoreTechnology or IntegrationFinnhub is Finsheet's primary data provider, supplying institutional-grade market data for stocks, forex, and cryptocurrencies. Finsheet sources all financial data from Finnhub, which is described as one of the most reputable data providers, serving hedge funds, investment banks, and other financial institutions.
• Microsoft (AppSource)coreTechnology or IntegrationFinsheet's Excel add-on is distributed through Microsoft AppSource, making it discoverable to Office users and enabling installation through Microsoft's validated marketplace.
• Google (Workspace Marketplace)coreTechnology or IntegrationFinsheet's Google Sheets add-on is distributed through Google Workspace Marketplace, making it accessible to Google Sheets users and enabling secure token-based authentication integration.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Wisesheets: Excel and Google Sheets add-on providing stock data and financial modeling tools; very similar product targeting retail and professional investors with comparable spreadsheet-native experience and pricing tiers.
• Finnhub: Finsheet's primary data supplier that also sells market data directly to developers and institutional clients; represents both a key partner and a vertical-integration risk.
• Intrinio: Financial data API and feeds for stocks, ETFs, and fundamentals; serves similar customer profiles with comparable data depth and pricing models.
• Alpha Vantage: Market data API offering equities, forex, and crypto data with similar freemium model and spreadsheet-friendly outputs (including Google Sheets add-ons).
• Polygon.io: Real-time and historical market data API covering equities, options, forex, and crypto; competes for the same end users with similar asset coverage and developer-friendly data access.
• EOD Historical Data: Financial data API providing end-of-day and intraday historical data for global equities, ETFs, and forex; comparable data offering and target market to Finsheet.
• TIKR: Stock data and research platform with spreadsheet integration targeting retail and professional investors; overlapping use case with Finsheet's investor-data offering.

Broad incumbents

• FactSet: Institutional financial data and analytics platform serving hedge funds, investment banks, and asset managers; competes for the same institutional customer segment at higher price points.
• Bloomberg: Institutional-grade financial data terminal and analytics serving hedge funds, investment banks, and asset managers; broader portfolio but overlapping data offering for professional users.

Emerging players

• Stock Analysis: Financial data and stock screening platform with fundamentals and analytics; partial overlap with Finsheet's investor-data offering for retail and professional users.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/finsheet_io
• Facebookfacebook.com/finsheet
• LinkedInlinkedin.com/company/finsheet

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Finsheet