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Daloopa

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“The future of financial data.”

Daloopa is a pioneering financial technology company headquartered in New York that is redefining how institutional investors interact with fundamental data. By leveraging proprietary machine learning and advanced automation, Daloopa transforms the labor-intensive process of financial modeling into a seamless, real-time experience. The company’s core mission is to eliminate the manual friction associated with data entry and reconciliation, allowing financial professionals to focus their expertise on high-value analysis and decision-making rather than data collection. By converting unstructured information from SEC filings, earnings reports, and transcripts into structured, audit-ready datasets, Daloopa provides a reliable foundation for modern investment research.

The Daloopa ecosystem is built around a comprehensive suite of products designed to integrate directly into the existing workflows of analysts and portfolio managers. The flagship Daloopa Platform serves as the central hub for automating the extraction and standardization of complex financial metrics. For teams requiring programmatic integration, the Daloopa API offers robust, research-ready access to historical and forward-looking data, ensuring consistency across client deliverables and internal benchmarks. Furthermore, the Daloopa Excel Plugin provides a familiar interface for analysts to pull granular, vetted data directly into their proprietary models. Recognizing the shift toward artificial intelligence, the company has also introduced the Daloopa Model Context Protocol, a sophisticated connector that enables LLMs and autonomous AI agents to access high-fidelity, auditable financial data, ensuring that machine-driven insights remain grounded in accurate, verified source material.

Targeting a diverse range of institutional clients, including hedge funds, asset managers, and investment banks, Daloopa addresses the critical need for speed and accuracy in fast-moving markets. The platform is particularly valuable for fundamental research teams that require deep historical context and real-time updates following earnings releases. By standardizing data across thousands of public companies, Daloopa enables users to perform rapid cross-company comparisons and benchmarking without the risk of human error inherent in manual data scraping. This level of precision is essential for compliance-focused environments where auditability and data provenance are paramount.

Technically, Daloopa distinguishes itself through its rigorous approach to data normalization and its ability to handle the nuances of corporate reporting. The company’s infrastructure is engineered to ingest, clean, and map disparate data points into a unified, coherent structure, providing users with a single source of truth. By bridging the gap between raw, unstructured filings and actionable intelligence, Daloopa empowers its clients to maintain a competitive edge in an increasingly data-driven landscape. Through its commit

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Intelligence Score
47/100
Your Rating
Products

7

Type

data_provider, platform

HQ

US

Founded

2018

Employees

65

Domain

daloopa.com

Offering

Fundamental Data Platform

Cost Tier

$$

Data Quality SignalsB

Freshness

Recently enriched

API Status

API Available

83Completeness

Compliance (vendor-reported)

SOC 2
ISO 27001
GDPR
CCPA

Quality Breakdown

Data Coverage
52
Documentation
85
Compliance
78
Pricing Clarity
100

Signal Analysis

Categories

Earnings DataFinancial DataFundamental Data

Delivery Methods

REST APIPython SDKWeb UI download

Geographic Coverage

Global (focus on US and major international public markets)

Procurement Intelligence

Primary OfferingAutomated extraction and standardization of financial data from company filings and earnings transcripts into model-ready datasets.
Best ForFundamental equity analysts and quant researchers building financial models and earnings forecasts.
Benefits
  • High-fidelity data extraction from unstructured filings
  • Seamless integration with Excel and financial modeling workflows
  • Direct LLM connectivity via Model Context Protocol
  • Significant reduction in manual data entry for analysts
Disadvantages
  • Limited coverage of non-public or private market data
  • Less suited for high-frequency trading compared to specialized market data feeds
Intelligence ScoresAll pillars scored
Market Presence
27
Trust & Compliance
66
Integration
31
Business Maturity
35
AI Readiness
44
Support & Ops
84
Product Quality
34
Extended Analytics
Price Compete
38
Price Clarity
100
Causal Authority
68
Causal Depth
100

Deep Intelligence

Enriched85% coverage

Web Authority

Notable
22
11 mentions·3 platforms
LinkedIn
9 × 2 pts+18
Reddit
1 × 3 pts+3
linkedin company
1 × 1 pts+1
Evidence5 sources
Reddit

Revolutionizing Financial Analysis: Daloopa's AI-Powered ...

Revolutionizing Financial Analysis: Daloopa's AI-Powered Solution. multiplatform.ai. Open. Upvote 1. Downvote 0 Go to comments

LinkedIn

Daloopa raises $13M for AI data platform expansion - LinkedIn

... data platform. The funding will support the global expansion of Daloopa's platform and the launch of its new Model Context Protocol (MCP) ...

LinkedIn

How Daloopa solved edge cases | Thomas Li posted on the topic

Daloopa's data is pretty darn good, but it isn't perfect. Every day, we find ourselves uncovering new edge cases—companies find new ways to ...Missing: geographic coverage

Trust & Compliance
Trust Score
75/100

Based on vendor-reported attestations, not verified by Vedex. Breach history is not scored.

SOC 2
ISO 27001
GDPR
Encryption: aes256_tls12Pen Test: annual_third_party

These are the vendor's own attestations as collected from public sources, not Vedex's. Verify directly with the vendor.

SOC 2 Type IIYes (current report available)
GDPRFully compliant (DPA available)
ISO 27001No
Risk ScoreB+
Encryptionaes256_tls12
Penetration Testingannual_third_party
Audit LoggingYes (on request)
Breach HistoryNo public incident found in our search (unverified)
Data Privacy OfficerExternal/outsourced
Compliance OfficerYes (part-time)
Privacy LawsGDPR, CCPA/CPRA
Data ResidencyUS
Personal Data BasisNot applicable as dataset is primarily financial/corporate data
Sub-processor TransparencyAvailable on request

Products (7)

Earnings Transcript Data
discoveryAPI

Mentioned in the context of earnings data extraction.

quarterlyGLOBALPython SDK, REST API, Web UI Download
Alternative DataEarnings DataFinancial DataFundamental Data
Value 39Coverage 48Trial 15
Pricing (estimated)
~$15,000/yr est.
Daloopa API
discoveryAPI

Programmatic access to comprehensive, research-ready financial data for client deliverables and analyst benchmarking.

quarterlyGLOBALAPI
Earnings DataFinancial DataFundamental Data
Value 39Price P63Coverage 48Trial 15
Pricing (estimated)
~$15,000/yr est.
Daloopa Platform
discoveryAPI

Platform for automating the extraction and standardization of financial data from company filings and earnings transcripts.

quarterlyGLOBALAPI, Web Platform
Corporate FilingsEarnings DataFinancial DataFundamental Data
Value 37Coverage 48Trial 15
Pricing (estimated)
~$25,000/yr est.
Company Filings Data
discoveryAPI

Part of their core offering for financial data extraction.

dailyGLOBALPython SDK, REST API, Web UI Download
Earnings DataFinancial DataFundamental Data
Value 44Price P63Coverage 70Trial 15
Pricing (estimated)
~$15,000/yr est.

About Daloopa

Daloopa is a data provider & platform vendor headquartered in US, founded in 2018 with approximately 65 employees. Daloopa specializes in earnings data, financial data, fundamental data data. This vendor has a Vedex Intelligence Score of 47 out of 100, reflecting market presence, compliance posture, integration readiness, and business maturity.

Data Categories

Daloopa operates in the following alternative data categories.

Earnings DataFinancial DataFundamental Data

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