Alex IzydorczykAI for Hedge Funds Startup Tracker
This page tracks startups in the AI for Hedge Funds space. These are startups whose primary customers are alternative asset managers (hedge funds, private equity, venture capital, etc.) and who are using LLMs in a primary capacity. I originally published this on Magis, my blog, here.
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💼 Private Markets & Deals |
Yann Magnan, Abhishek Pandey+1+2 | Series B · $55MFeb 20252 rounds | $65M | |||
73 Strings is an AI platform for alternative asset managers in private equity, private credit, infrastructure and venture capital. It extracts and standardizes portfolio-company data from documents, monitors portfolios and produces audit-ready valuations across equity and credit.
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🤖 AI Hedge Fund |
Apoorva Mehta ex-Instacart | Seed · $100MApr 2026 | $100M | |||
Palo Alto-based hedge fund building an ‘AI capital allocator’: AI agents source information, generate ideas, pick and size long/short public-equity positions and place trades. It trades mainly its own capital and plans to extend to other asset classes.
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🧠 Research Copilot |
Pulkit Jaiswal, Daniel McCooey+1+2 ex-Citi | Seed · $8.7MJun 20252 rounds | $11M | |||
New York company whose specialist AI agents (macro, sentiment, quant, options, earnings) investigate names, run calculations, structure trade ideas and turn recurring desk analysis into governed workflows for banks, hedge funds and asset managers, hosted or on-prem.
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🗄️ Data Providers |
Daniele Marmiroli PhD+2 | |||||
Ahead Innovation Labs uses generative AI to create synthetic market data and forward-looking scenarios that financial institutions use for stress testing, backtesting and model validation. It is delivered via APIs/SDKs, in the cloud or on-premise. |
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🧠 Research Copilot |
Ken Sena, Bryan Healey+1 ex-Evercoreex-Credit Suisse | Series B · $25MJun 20254 rounds | $36M+ | |||
Aiera provides AI-enabled, permissioned access to proprietary financial content (broker research, expert insights, event transcripts, filings and news) for buy-side and sell-side firms, delivered via APIs, MCP, embeddable components and desktop/mobile apps.
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🧮 Quant & Trading |
Stefan Klauser, Nino Antulov-Fantulin+1 | Seed extension · CHF 2MAug 20263 rounds | $4.7M | |||
ETH Zurich spin-off whose AI Insights Platform gives asset managers, family offices and independent wealth managers machine-learning return and risk forecasts, LLM news-sentiment signals, backtesting and portfolio optimisation, with AI agents for monitoring and rebalancing.
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🖥️ Terminal 2.0 |
Anwaar Malik, Rida Malik+1 | Pre-seed · C$600KMar 2026 | $438K | |||
Toronto-based AI research terminal for equity teams at asset managers, hedge funds, sell-side desks and corporate IR. A financial ontology links licensed data (FactSet, S&P Capital IQ, LSEG, MSCI, broker research) with a firm’s own files for chat, grids, reports and agents.
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🧠 Research Copilot |
Luodan Li, Yuchun Cui+1+2 | Series B · $50MSep 20263 rounds | $92M | |||
AI investment-research assistant for professional investors from Shanghai-based Rabyte Technology. Its PaiWork workstation combines financial data, meeting notes, research agents and office tools for analysts and fund managers at Chinese asset managers, brokers and insurers.
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📊 Excel Copilot |
Rushil Murikinati, Joseph Brookhart+1 | |||||
Alpharepo is an Excel add-in and web tool for hedge fund and long-only analysts. It syncs their existing Excel models to track internal estimates and revisions against consensus, and it builds earnings previews and sector sheets automatically.
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🧠 Research Copilot |
Jack Kokko, Raj Neervannan+1 ex-Morgan Stanley | Funding · $350MJun 20268 rounds$7.5B valuation | $1.7B | |||
AlphaSense is a market intelligence and search platform that applies AI search, deep research and agents (e.g. SuperAnalyst) to 500M+ documents, including filings, broker research, earnings calls and Tegus expert transcripts. It serves investment firms, banks and corporations.
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💼 Private Markets & Deals |
Jackson Chen, Varun Varahabhotla+1 ex-Plaidex-Uber | |||||
Alphawatch AI builds Rolo, an early-access relationship-intelligence tool for investors, founders and operators. It reads email, calendar and messaging history to map a person’s or firm’s relationships, surface warm introduction paths (e.g. to buyers or capital partners) and draft outreach.
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🧮 Quant & Trading |
Shirley Peng, Jerry Miao+1 | |||||
San Francisco consumer app (YC F26) for agentic trading: users describe a trading idea, and an AI agent researches the market, turns it into a strategy, backtests it on historical data and then trades it live 24/7 through their connected accounts, starting with prediction markets (Kalshi, Polymarket) and extending to brokerages and crypto venues (Interactive Brokers, Robinhood, Hyperliquid), with a social feed for following other traders’ strategies.
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🗣️ Expert Networks |
Edward Erelt ex-ElevenLabs | |||||
San Francisco AI-native expert network for PE, hedge fund, private credit and commercial-diligence teams. Its AI agent interviews screened operators, mostly in AI infrastructure and software, into a cited, queryable knowledge base (also via API and MCP), plus live expert calls.
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💼 Private Markets & Deals |
Kotryna Kurt, David Mataciunas+1 | |||||
AQ22 offered an AI platform for credit intelligence: AI agents that pre-screened borrower documents and automated financial analysis, KYC/KYB and loan-assessment tasks for commercial banks, private credit lenders and alternative financiers. |
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🧠 Research Copilot |
@atelicinvest | |||||
ARC is an invite-only AI research agent for public-company investment research that users connect to ChatGPT or Codex as a plugin. It also publishes company and thematic research produced with the tool.
Link to ARC (Autonomous Research Corporation) · Suggest an edit |
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📊 Excel Copilot |
Dilzafer Singh, Shantanu Khaladkar+1 | Pre-seedMay 2026 | Undisclosed | |||
AI workspace for investment banking, private equity, public-markets and private-credit teams. Agents pull licensed market data (FactSet by default) and build models, pitchbooks, CIMs and IC memos in a firm’s house style, with every figure traced to its source.
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🖥️ Terminal 2.0 |
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Artifact is an AI research terminal for individual investors and funds, in private beta. Its Artifact Analyst agent answers from SEC filings, financials, transcripts and prices with citations, plus company primers, bull/bear debates, fund and insider tracking and an MCP connector.
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💼 Private Markets & Deals |
Kunal Valrani, Umer Haider+1 | Pre-seed · $2.2MMar 2026 | $2.2M | |||
Arvo is an AI meeting assistant for investment banks, PE firms, RIAs and broker-dealers. It turns calls and in-person meetings into analyst-style notes, logs them to CRMs such as DealCloud, and applies compliance controls (retention settings, MNPI flagging). It is now part of Rogo.
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🧠 Research Copilot |
Bruno Koba, Daniel Tulha+1 ex-Nubankex-Robinhood+1 | Seed · $5MApr 2026 | $5M | |||
San Francisco personal investing agent for retail investors (YC S25), run as an SEC-registered investment adviser. It links read-only to a user’s brokerage, retirement and crypto accounts, watches holdings, earnings, filings and news, and texts briefs and alerts; Text to Trade turns an idea into a sized basket bought in a Robinhood agentic account once the user approves.
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💼 Private Markets & Deals |
Chandini Jain, Shub Jain+1 ex-Optiverex-Deutsche Bank | Seed extension · $4.5MOct 20242 rounds | $8M | |||
Auquan provides AI agents that automate institutional-finance workflows such as credit deal screening, credit and IC memo drafting, covenant and portfolio monitoring, ESG/controversy screening and LP reporting. The outputs are auditable and ready for review.
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🧠 Research Copilot |
Rohit Chaudhary ex-Viking Globalex-Balyasny | |||||
AI-native infrastructure that captures and analyzes market information in real time for investment workflows.
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🧠 Research Copilot |
Harneet Kaur | |||||
Axim Intelligence builds AI for distressed credit and restructuring. Its first product, Axim Credit Analyst (private beta), is a workspace that organizes a credit situation’s filings, agreements, financials and transcripts, and traces each AI answer back to its sources and reasoning.
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🧠 Research Copilot |
Eric Zhu, Ian Wang+1 | |||||
AI market intelligence for physical commodities trading desks (YC W26). Desks deploy custom models that monitor balances, market structure, flows and unscheduled events around the clock, working as an always-on analyst alongside traders and researchers.
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🧮 Quant & Trading |
Daniele Grassi, Giacomo Barigazzi+1+2 | Funding · €4.3MApr 20255 rounds | $15M | |||
Modena-based Axyon AI provides predictive AI for investment management: AI-based signals and rankings, off-the-shelf and bespoke long-only/long-short model strategies, and AI-powered indices for asset managers, hedge funds, wealth managers and institutions.
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🛡️ Operations & Compliance |
Mert Deveci ex-Morgan Stanley | |||||
Banker provides bookkeeping, tax preparation, financial reporting and AP/AR services for early-stage, Delaware-incorporated startups and international founders with US entities. |
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🧮 Quant & Trading |
Ahmed AlNomany | |||||
Swedish company offering Loha AI, a platform of AI tools for natural-language backtesting, order-book microstructure analysis and portfolio/risk analytics, plus custom analysis engines built for quant and hedge funds and for real estate and credit managers.
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💼 Private Markets & Deals |
Shinji Takeuchi ex-Morgan Stanley | FundingJul 2026 | Undisclosed | |||
Tokyo AI platform for M&A work on Japanese listed companies. It turns filings for about 4,000 issuers into bilingual company profiles, comps, WACC and quick LBO screens, and builds DCF models with Excel export, for M&A advisers, investment bankers and PE funds.
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💼 Private Markets & Deals |
Alec Dunn, Connor Janson+1 | |||||
Benchmark is an AI platform for private-market investment firms in private equity, private credit and real estate. It structures a firm’s deal documents and past work into institutional knowledge, then screens deals, builds comps and drafts memos. It is now part of Harvey.
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🗄️ Data Providers |
Armando Gonzalez | StrategicDec 20254 rounds | $35M+ | |||
Bigdata.com, RavenPack’s flagship product, supplies AI agents with licensed financial content (news, filings, transcripts, fundamentals, expert interviews) through search APIs, MCP and Claude/ChatGPT/Copilot connectors, with cited answers and per-token pricing.
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💼 Private Markets & Deals |
Raj Bakhru, Henry Lindemann+1 ex-Goldman Sachs | Series A · $5MJun 2024 | $5M | |||
Blueflame AI is an agentic AI platform for private equity, investment banking and private credit teams that connects firm knowledge, data rooms and market data to automate deal sourcing, diligence, research and fundraising work. It is now part of Datasite.
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🧠 Research Copilot |
Joshua Pantony, Jon Dorando+1+2 | Bridge · $15MNov 20244 rounds | $68M | |||
Boosted.ai makes Alfa, an AI investment research platform whose agents monitor companies, portfolios and market events and produce sourced briefs, alerts and investment memos for individual investors, investment teams and brokerages (white-label), plus a developer API.
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🤖 AI Hedge Fund |
Brian Kelly | |||||
Trading firm that former crypto hedge fund manager Brian Kelly (once a trader on CNBC’s ‘Fast Money’) runs with AI agents in place of staff: ‘Steffi’ does technical analysis, ‘Desmond’ quant strategies, a red-team agent attacks each thesis and ‘Houston’ pulls it together, with Kelly making the final call. It invests only his own capital in crypto, stocks and commodities.
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🗄️ Data Providers |
Freeman Lewin, Michael Gordon+1+2 | Pre-seedFeb 2026 | Undisclosed | |||
Agentic data procurement infrastructure: helps buyers source, evaluate, and license datasets.
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💰 Wealth Management |
Gaby Diamant, Dor Eligula+2+3 | Series AApr 20253 rounds | $34M+ | |||
BridgeWise provides AI-generated analysis, ratings and recommendations on 60,000+ stocks, funds and bonds, plus a compliant investment chatbot (Bridget), delivered via APIs and widgets to banks, brokerages, trading platforms and stock exchanges.
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🧠 Research Copilot |
Brandon Kotara, Mike Conover+1 ex-Databricks | Series A · $15MOct 20242 rounds | $21M | |||
Brightwave built an AI research platform for investment professionals (hedge funds, asset managers, PE, wealth managers). It now describes itself as an agent infrastructure company, and its main product is Tidebreak, an open-source desktop app for document work and coding agents.
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💼 Private Markets & Deals |
Apurva Pandey | |||||
Brownloop sells Kairos, an AI ‘intelligence layer’ for private equity firms that connects their data, AI tools and workflows (deals, investor relations, value creation, fund operations) into firm-specific institutional memory, plus data, AI-workflow and CIO/CTO advisory services.
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🧠 Research Copilot |
Nikhil Sahni | |||||
Bynd is an AI workbench for investors, investment banks, equity research and advisory firms. Its agents search filings and transcripts, pull figures into models, review CIMs and draft cited memos and pitch books, and it can run in a firm’s private cloud.
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💼 Private Markets & Deals |
Charles Farhat, William Profit+1 | |||||
Callisto is a Paris-based AI platform for private equity deal teams. It audits data rooms for red flags, drafts DDQ and RFP responses from a firm’s past answers and documents, and generates investment memos in the firm’s style. It is now part of 73 Strings.
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🧠 Research Copilot |
Joe O’Donnell ex-Tiger Global | Series BMay 2026 | Undisclosed | |||
Canary Data offers public-markets investors AI research agents (SuperAnalyst, idea generation, screening) built on proprietary and alternative datasets such as fraud and accounting flags, card transactions and web/app traffic, available in its app and via MCP.
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🧠 Research Copilot |
Chi Song, Luyi Zhao+1 ex-Goldman Sachs | |||||
CapRelay provides AI-generated, buy-side-style research on every US-listed company (business overviews, earnings reviews, bull/bear debates, risk analysis, qualitative screening) for analysts and, via MCP, for AI agents; plans cost $59/month ($54/month billed annually).
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💼 Private Markets & Deals |
Danyal Özdüzenciler, Callum Downie+1 ex-Citiex-Deutsche Bank | Series A · $18MJun 20262 rounds | $20M | |||
AI platform for private equity and other private capital firms. It indexes a firm’s memos, deal files, CRM, email and SharePoint into one searchable knowledge layer and runs workflows for sourcing, diligence, IC materials and portfolio reporting, with answers linked to sources.
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🗄️ Data Providers |
Miquel Trafí Ruiz, Maurits Brinkman+1 | |||||
Captide offers APIs and an agentic AI platform that turn public companies’ global filings, transcripts and disclosures into machine-readable, citable data and custom datasets for hedge funds, asset managers and investment banks.
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🗄️ Data Providers |
Kirk McKeown, Timothy Walsh+1 ex-Point72ex-Tudor+2 | Funding · $56MMar 2025 | $56M | |||
New York-based alternative-data exchange. It licenses real-world datasets (card spend, foot traffic, web and app activity, supply chain), maps them to one entity ontology and sells them pay-per-use via its app, API, MCP server or bulk files to investment firms, corporates and AI companies.
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📊 Excel Copilot |
Daniel Wolf, Jude Rizzo+1 | |||||
Carousel is an AI assistant in Microsoft Excel that builds, edits, formats and explains spreadsheets and financial models from natural-language prompts and source files (PDFs, CSVs, decks), aimed at bankers, PE and asset management analysts.
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💼 Private Markets & Deals |
Samuel Wilcox, Wilkie Stevenson+1 | |||||
Carriage builds custom AI agents for private equity firms: deal teams email requests and files and receive finished LBO models, IC memos, data-room reviews and valuations in the firm’s templates. It also runs AI training and portfolio-company automation projects.
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🧮 Quant & Trading |
Justin Zheng, Dylan Iskandar+1 | Seed · $30MOct 2026 | $30M | |||
Catalyst is an AI trading app for retail investors that began letting users off its waitlist in Oct 2026. Users describe a market thesis in plain English and AI agents research it, turn it into a backtested strategy shown as a visual workflow, size positions, set hedges and stop-losses within the user’s risk limits, monitor real-time signals and execute trades automatically.
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🧠 Research Copilot |
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CatalystEdge now sells an AI-assisted B2B content and pipeline-generation service run by revenue operators. In 2025 the same domain offered real-time SEC and UK FCA disclosure alerts on biotech, medtech and tech catalysts for institutional investors.
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🧮 Quant & Trading |
Sam Abrika ex-UBS | |||||
Causaility AI’s (now offline) site describes AI agents that combine causal modelling with deep learning to generate equity trade signals and causality-based backtests, offered as early access to selected hedge funds and equity investors.
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🗣️ Expert Networks |
Neil Garde, James Sha+1 | |||||
Checkmate is an AI voice agent that sources experts and conducts hour-long expert-call interviews on its own, choosing follow-up questions in real time, for primary research and due diligence at hedge funds, PE firms and consultancies.
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💼 Private Markets & Deals |
Eric Chang, Federico Polacov+1 ex-BlackRockex-Morgan Stanley+1 | Seed · $7MJun 20252 rounds | $7M+ | |||
New York-based AI deal-intelligence platform for private credit and other private-markets investors and lenders. Its agents capture deals from email, extract data from credit agreements and financials, support underwriting and monitoring, and retain a firm’s past deal knowledge.
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💼 Private Markets & Deals |
Anton Otaner, Tommy He+1 | |||||
AI for private capital firms (YC W24). Clarum structures a firm’s deal memos, diligence, partner notes and returns into a single queryable model of how it operates, and its AI agents automate diligence, portfolio monitoring and reporting for GPs and LPs.
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🧠 Research Copilot |
Saul Cohen, Joe Bertolami+1 | |||||
Clifton AI is an autonomous-agent platform for capital-markets professionals: it monitors issuer filings, transcripts and market data, then runs research, earnings, financial-modeling and coding agents when new information appears, with cited sources.
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🧠 Research Copilot |
Devon Krapcho, Matthew McBrien+1+2 | FundingAug 2026 | Undisclosed | |||
New York startup (YC Spring 2026) building AI agents for fundamental public-equity investors. The agents monitor the companies an analyst covers across earnings, news, podcasts and X, and surface differentiated insights and investment ideas.
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🛡️ Operations & Compliance |
Christopher Ellis, Paul Boocock+2+3 ex-Credit Suisseex-Citi+2 | |||||
Complexiti is an AI ‘resolution layer’ for banking operations that applies a bank’s own policies to resolve operational exceptions (sanctions, KYC/AML, nostro and trade breaks, regulatory reporting) automatically, escalating the rest to analysts with a full audit trail.
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🧠 Research Copilot |
Yijia Liang, Peter J. Liu+1+2 ex-Coatueex-Google DeepMind | |||||
Compound is an AI analyst platform for buy-side firms (PE, VC, growth equity, hedge funds). Its agents work over data rooms, SEC filings and uploaded files to produce cited answers and finished Excel models, decks and memos in its own browser-based Office editors.
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🧠 Research Copilot |
Ben Sender ex-J.P. Morgan+1 | |||||
AI analysts for buy-side investment firms (YC W23). Its agents run end-to-end investment workstreams, gathering information, running analysis and building models with every detail sourced and checked, using frontier models plus its own investment-specific guardrails and data.
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🧮 Quant & Trading |
Aria Vikram, Tony Yamin+1 | |||||
San Francisco consumer app (YC S25) for agentic trading: users describe a trading idea in plain language, and Conviction turns it into rules, backtests and paper-trades it, then runs it as an AI agent trading through their own brokerage (stocks, ETFs, prediction markets).
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🗄️ Data Providers |
Ben Darr | |||||
New York alternative-data company that turns TikTok, Instagram, YouTube, podcast and TV activity into early signals on public companies for hedge funds and asset managers. It flags brand-level anomalies (engagement surges, purchase-intent spikes, sentiment breaks, slow-building momentum), ranks viral brands, sends real-time alerts with AI summaries when executives appear on TV, YouTube and podcasts, and offers an AI analyst over its TikTok dataset, with bulk data delivered via S3 and Snowflake.
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🧠 Research Copilot |
Dan Swiecki ex-Balyasny | |||||
Current is an invitation-only set of background AI agents for fundamental investment teams that monitor covered companies, update analysts’ own Excel models with new actuals, flag supply-chain read-throughs, and prepare earnings previews and meeting briefs.
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💼 Private Markets & Deals |
Jim McVeigh ex-Bank of Americaex-Credit Suisse | StrategicJun 2018 | Undisclosed | |||
AI platform for investment banks, private equity, VC and corporate development teams, covering private-company deal sourcing (Finder), investor identification (Raiser), business valuations (Valer) and generative-AI due diligence reports (Scholar).
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🗄️ Data Providers |
Thomas Li, Daniel Chen+1+2 ex-Point72ex-Airbnb | Series C · $47MMay 20264 rounds | $98M | |||
Daloopa provides source-linked historical fundamental and KPI data on 6,000+ public companies through Excel data sheets and an add-in, an AI Excel modeling agent (Scout), an API, MCP connectors and cloud delivery, for hedge funds, mutual funds, banks and AI builders.
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🖥️ Terminal 2.0 |
Ash Rai, Patrick Higgins+1 | |||||
Dataglade is an AI-powered stock research terminal with source-linked fundamentals on 48,000+ equities, analyst estimates, earnings transcripts and summaries, live options flow, insider and fund holdings, screening and an AI assistant (GladeAI), plus a data API.
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🗄️ Data Providers |
John Friedman | |||||
Datamule sells SEC data for AI and developers: a filings archive with no rate limits, a real-time SEC filings websocket, XBRL queryable with SQL, insider-transaction data and other datasets, billed by usage credits and backed by open-source Python tools.
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🧠 Research Copilot |
Dhruv Tandon, Sai Neeraj Kanuri+1+2 | |||||
Decisional now builds natural-language AI agents that automate back-office workflows for commercial contractors and other small businesses; it previously offered an AI research and memo workspace for private-markets investors.
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🧠 Research Copilot |
Zhuang Qiang (Ryan) Bok | |||||
Singapore-based Deep Insight Labs makes Vector, an AI research co-pilot for retail investors (public beta), and Vector Pro, which generates model-aware, source-verifiable research memos and client letters for external asset managers, hedge funds and global asset managers.
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💰 Wealth Management |
Toby Wade, Piotr Pomorski+1 ex-Bank of America | |||||
DeepVest (formerly Benjamin AI) is an AI workspace for RIAs and wealth teams combining portfolio analysis and optimization, prospect statement diagnostics and proposals, a cross-asset data terminal and plain-English market monitoring.
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💼 Private Markets & Deals |
Raffaele Terrone, Alessandro Amaro+1+2 ex-Scalapayex-Goldman Sachs+1 | Pre-seed · $3.3MSep 2024 | $3.3M | |||
London-based Desia is an AI platform for investment professionals that searches a firm’s internal documents plus private and public data, and automates deal work such as screening, IM and data-room review, due diligence, portfolio monitoring and document drafting.
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💼 Private Markets & Deals |
Anand Chaturvedi, Brian Fernandez+1+2 ex-Coinbase | Series A · $15MJul 20262 rounds | $19M | |||
Dili now provides AI compliance automation (prevailing wage, apprenticeship and certified payroll tracking) for energy, infrastructure and construction projects; it previously sold an AI due diligence platform to PE, private credit, real estate and tax-credit investors.
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🗣️ Expert Networks |
Frederik Kofoed Hansen+2 ex-Blackstoneex-J.P. Morgan | Seed · $5MMar 2026 | $5M | |||
AI-native consulting firm (YC F25) for commercial due diligence and market research, mainly for private equity. AI voice agents interview customers, competitors and experts at scale, and senior consultants review the findings, which are delivered in a source-traced interactive report.
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📊 Excel Copilot |
Dhruv Kulkarni, Arnav Garg+1 | |||||
DocuBridge is an AI Excel add-in for growth equity, PE and other finance teams that turns unstructured company data into cleaned data cubes, ARR waterfalls, retention and cohort analyses, and P&Ls built in the firm’s own model format.
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🧠 Research Copilot |
Andrew Meister | |||||
DoTadda Knowledge is an AI research workspace for PMs and analysts that cross-references earnings calls, SEC filings, financials, price history and approved web sources on US public companies to produce evidence-backed answers and research primers.
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🤖 AI Hedge Fund |
T.J. Barton (Poof)+1 | |||||
Crypto-focused AI trading lab (DX Research Group) that builds LLM trading agents and tests them with real capital in onchain markets. Its DXAP app runs agents that trade users’ own Hyperliquid perpetuals accounts from plain-language strategies, within limits each user sets.
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🧠 Research Copilot |
Yuga Patel, Anant Asthana+1 | |||||
AI investing app for everyday investors (YC S26). It links read-only to a user’s accounts at 35 supported brokerages, and its AI agents track news, SEC filings and market moves for that portfolio to deliver market updates, alerts, research and suggested stock moves.
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🧮 Quant & Trading |
Szymon Pawica, Mateusz Brodowicz+1 ex-Goldman Sachs | Pre-seed · $2MMay 2026 | $2M | |||
Elastics is an AI trading assistant for prediction markets: one workspace to research, build and run trading agents, and execute and manage positions across Polymarket and Kalshi, aimed at individual traders through to hedge funds.
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📊 Excel Copilot |
Tarun Amasa, Pratham Soni+1+2 | Seed · $14MAug 2025 | $14M | |||
Endex provides AI agents that work inside Excel, PowerPoint and Word, taking tasks over email, Teams, web or API to build and update models, memos and decks for private equity firms, banks, hedge funds, real estate and corporate finance teams.
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🧠 Research Copilot |
Arash Keshavarzi | |||||
Entelligent is an invitation-only knowledge platform for investors that aggregates financial filings, news, research, patents and clinical-trial data into a knowledge graph and turns it into answers, reports and analytics for hedge funds, PE, VC and asset managers.
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🧮 Quant & Trading |
Garret Brennan, Adesola Adedewe+1 | |||||
Epoch is an AI-native quantitative research environment for institutional trading desks: users ask market questions in plain language and get event studies, factor and signal analysis, and backtests run on point-in-time market, fundamental and macro data, with verifiable results.
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🤖 AI Hedge Fund |
Martin Schmid, Matej Moravcik+1+2 ex-Google DeepMind | Series AJun 20263 rounds | $16M+ | |||
Prague-based AI research lab that trains reinforcement-learning agents to trade financial markets. In partnership with quant trading firm Tower Research Capital, its algorithms trade billions of dollars a day in S&P 500 and Nasdaq stocks.
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🧠 Research Copilot |
Anthony Polemis ex-BlackRock | |||||
New York startup whose research agents follow podcasts, newsletters and X for the companies and themes an investor covers, filing sourced briefs (including executive podcast appearances) to a private feed and a running dossier on each name. It also plugs into ChatGPT and Claude.
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🗣️ Expert Networks |
James Lo, Daniel J. Mankowitz+1 ex-Google DeepMind+1 | Series A · $22.75MMay 20262 rounds | $26M | |||
London-based AI expert network. AI voice interviews map each expert’s skills so clients (hedge funds, PE firms, consultancies and AI labs) can find experts in plain language for calls, research and AI-training work; its voice agents can also run the expert interviews.
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🤖 AI Hedge Fund |
Owen Colegrove ex-Citadel | Series AAug 2026 | Undisclosed | |||
San Francisco AI research lab (YC W24, formerly SciPhi) building an agent-run quantitative trading firm: its agents form hypotheses, run experiments against markets and turn what survives into algorithmic trading strategies, with quant and AI researchers still in the loop.
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🧮 Quant & Trading |
Giuseppe Russo, Stefano Dalla Palma+1+2 ex-Deutsche Bank | |||||
EXVAi Research is a Paris-based quantitative research firm that develops AI-driven trading strategies, applying machine learning to market and fundamental data, for high-net-worth individuals, family offices and other capital allocators.
|
||||||
💼 Private Markets & Deals |
Don Muir, Emre Kazdagli+1 | Strategic · $5MSep 20263 rounds | $29M | |||
F2 is an AI platform for private credit funds, commercial banks and private equity teams that turns a firm’s deal history, models, data rooms and memos into agents for deal screening, underwriting, IC memos and portfolio monitoring.
|
||||||
🗄️ Data Providers |
Rishabh Srivastava, Medha Basu+1 | Seed · $2.2MNov 2023 | $2.2M | |||
Singapore-based (YC W23) provider of investment research data for AI agents: company financials, KPIs and earnings-call insights, live market prices, and 100M+ official economic and trade time series, delivered through plugins and MCP for Claude, ChatGPT, Claude Code and Codex.
|
||||||
📊 Excel Copilot |
Samir Dutta, Noah Faro+1+2 ex-Evercore | StrategicJul 20262 rounds | $16M+ | |||
Farsight automates client-ready deliverables such as pitch decks, CIMs, financial models and memos for investment banks, private equity, asset managers and corporate development teams, working across PowerPoint, Excel, Word and the web and drawing on each firm’s prior work.
|
||||||
🖥️ Terminal 2.0 |
Dennis Brotzky, Thiago Costa+2+3 | Seed · C$3M2021 | $2.2M | |||
Fey is an investment research platform for self-directed investors and traders, offering earnings analysis, natural-language stock screening and a personalized real-time news feed; since Wealthsimple acquired it, its features are moving into Wealthsimple and sign-ups are closed.
|
||||||
💼 Private Markets & Deals |
Kate Jarvis, Johnny Morris+1 | Series A · $26MMay 20263 rounds | $36M | |||
London-based AI platform for real-estate and other real-assets investors, lenders and managers. Its agent, Ellie, connects to systems such as Yardi, Dealpath and SharePoint to screen deals, draft cited IC memos from data rooms, monitor portfolio performance and flag risks.
|
||||||
📊 Excel Copilot |
Bjorn Birkelund, Giovanni Birkelund+1 | |||||
Filot is an AI financial modeling platform that works inside analysts’ existing Excel models to build and update company models (initiations, earnings updates, comps, DCFs) from filings and transcripts, following each team’s methodology, for buy-side and sell-side research teams.
|
||||||
🧮 Quant & Trading |
Lola (Dolores) Ybarra Castaño | |||||
Finaipro is a Madrid-based fintech that gives asset and wealth managers, private bankers and brokers machine-learning stock forecasts (500+ models covering 7,000+ stocks daily), AI research and portfolio tools, and AI process automation.
|
||||||
🧮 Quant & Trading |
Pouya Taaghol | |||||
Financial AI, from Big Data Federation, lets investors describe strategies in plain English and have them built, backtested, optimized and monitored on curated multi-asset data, with proprietary company and macro forecasts and broker-connected execution.
|
||||||
🗄️ Data Providers |
Virat Singh ex-Airbnb | |||||
Financial Datasets sells a stock market data API, MCP server and webhooks covering fundamentals, KPIs, earnings, SEC filings, ownership and prices for 27,000+ stocks, built for AI agents and teams building finance agents.
|
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📊 Excel Copilot |
Edward Huang, Robin Gan+1 ex-Balyasny | Pre-seedJun 2025 | Undisclosed | |||
Finbar maintains a global fundamental dataset from company reports, presentations and transcripts, and uses it to build and update analysts’ Excel models minutes after release, alongside company primers, AI research tools and an API/MCP data feed.
|
||||||
🧠 Research Copilot |
Alo Arro, Shantanu Shah+1 | |||||
AI research analyst for long-term fundamental investors. Finn tracks the beliefs behind each position, files new filings, results, transcripts, broker notes and news as evidence for or against them, keeps models and KPIs current and logs each decision with its reasoning.
|
||||||
💼 Private Markets & Deals |
Sanya Abbey ex-Deutsche Bank | |||||
Finoco is an AI workspace for private credit, private equity and commercial lending teams that centralizes portfolio data and supports diligence, covenant monitoring, IC memos and LP reporting, with source-linked document Q&A and an Excel add-in. |
||||||
💼 Private Markets & Deals |
Lakshay Chauhan, John Alberg+1 | Seed · $4MFeb 20242 rounds | $4.5M | |||
Finpilot is an AI knowledge-management platform for allocators, LPs, OCIOs and wealth managers. It answers questions over manager, client and internal documents, extracts data into CRMs and Excel, monitors incoming documents for alerts and drafts reports.
|
||||||
🛡️ Operations & Compliance |
Gana (Gananath) Misra, Tushar Varshney+1 | Seed2024 | Undisclosed | |||
Finrep is an AI platform for financial reporting teams, law firms and audit firms. It researches EDGAR filings and accounting guidance with citations, benchmarks peer disclosures, drafts 10-K/10-Q/8-K disclosures and accounting memos, and prepares Section 16 forms.
|
||||||
🧠 Research Copilot |
Siddhant Jayakumar ex-Google DeepMind | Series BAug 20262 rounds | $15M+ | |||
Finster AI is an AI research and agent platform for investment banks and asset managers. It combines market data, filings, news, expert interviews and internal knowledge to produce cited research, memos, models and client-ready decks, and can monitor events proactively.
|
||||||
📊 Excel Copilot |
Kartik Agarwal, Akshay Sunil Masare+1 ex-Deutsche Bank | |||||
FinSynth is an AI agent for hedge fund and private equity research teams, delivered as an Excel add-in and a web workspace (Fia), that builds models and deliverables such as IC memos and decks from filings, transcripts and internal files, tracing every number to its source.
|
||||||
🧠 Research Copilot |
Nicolas Bustamante, Edouard Godfrey+1 | |||||
Fintool was an AI equity research agent for institutional investors. It analyzed SEC filings, earnings calls and conference transcripts to answer questions and build research memos, Excel models and earnings decks, before being acquired by Microsoft in 2026.
|
||||||
🧠 Research Copilot |
Alex Tkachenko, Alexey Taktarov+1 | |||||
Fira is an AI analyst for investment, banking and consulting teams. It searches and analyzes SEC and international filings, UK Companies House records, transcripts, market data and connected internal documents, returning source-cited answers, Excel outputs and an MCP connector.
|
||||||
🗄️ Data Providers |
Braden Dennis, Ryan White+2+3 | Series A · $10MJun 20253 rounds | $12M+ | |||
Fiscal.ai provides structured, source-linked public-company financial data (financials, segments and KPIs, estimates, transcripts, filings) through a research terminal, a data feed API and MCP connectors for AI tools. It serves investors and fintech platforms.
|
||||||
🧮 Quant & Trading |
Victor Norgren, Jon Freedman+1+2 ex-Goldman Sachs+2 | |||||
FIXParser is a TypeScript library for parsing, validating and sending FIX protocol messages and managing FIX sessions. The Pro version adds an MCP server and a CLI that let AI agents handle FIX sessions, market data and order execution.
|
||||||
💼 Private Markets & Deals |
Jason Miller, Adam Devine+1 ex-BlackRockex-Point72 | Seed · $5.5MJun 2025 | $5.5M | |||
New York data and AI platform for venture capital and private equity firms, first built inside Greycroft. It unifies fund accounting, cap tables, CRM, portfolio KPIs, board decks and third-party data (PitchBook, Harmonic) for sourcing, deal intelligence and portfolio monitoring, with an AI chat over the portfolio, AI extraction of deal terms and company financials, fund scenario modeling and an MCP server for Claude, ChatGPT and Glean.
|
||||||
📊 Excel Copilot |
Will Tong, Stefan Raghavan+1 ex-Citadelex-SpaceX | |||||
Formula Insight gives institutional investors a central repository for their Excel financial models. Users can search and query the models, track forecast changes and projection accuracy, and analyze them alongside SEC filings, consensus estimates and earnings transcripts.
|
||||||
🧠 Research Copilot |
||||||
Singapore research platform for institutional public-equity investors (founded 2025, team from AI labs and hedge funds) that combines analyst-written deep dives on mega-cap tech, semiconductors, software and internet, AI research agents with reusable workflows, scheduled analyst calls around earnings and an expert-call database and transcript library of 50,000+ vetted experts. It reports multi-million-dollar ARR from dozens of hedge funds in the US, Hong Kong and Singapore. |
||||||
🤖 AI Hedge Fund |
Jiahao Xu, Qi Liu+1 | Series A · $20MJul 20263 rounds | $20M+ | |||
AI investing lab founded in 2025 that builds capital-market foundation models and multi-agent systems to generate, code-test and refine investment hypotheses. Its first AI-driven private fund products, run through licensed fund managers, are filed with China’s AMAC.
|
||||||
🧠 Research Copilot |
George Sivulka | StrategicFeb 20264 rounds$700M valuation | $161M+ | |||
Hebbia is an AI platform for investors, bankers and other finance professionals. It runs agent-driven analysis across filings, transcripts, data rooms, internal files and market-data feeds through its Matrix spreadsheet-style interface and its Max analyst agent.
|
||||||
🧠 Research Copilot |
Michael Watson, Gerard Miller+1 ex-Citadel | |||||
New York company that deploys a governed AI platform (agents, skills, usage analytics) into a hedge fund’s or asset manager’s own cloud, wired into its data and systems. Its engineers and analysts automate the first research, risk and ops workflows and train staff within 90 days.
|
||||||
🧮 Quant & Trading |
Tuvia Ohana | Pre-seed · $2MJul 2026 | $2M | |||
Horizon is a no-code trading platform: traders describe a strategy in plain English and AI agents research, code, backtest and stress-test it, then run it live through connected brokers such as Alpaca, E*Trade, Interactive Brokers, Schwab and TradeStation.
|
||||||
🧠 Research Copilot |
Kris Bennatti, Suhas Pai+1 | Seed · $1MOct 2021 | $1M | |||
Hudson Labs is an AI research platform for institutional investors covering US public companies. It extracts restatement-adjusted figures and guidance from filings and transcripts, offers market-wide search and screening, and scores forensic accounting and litigation risk.
|
||||||
🧠 Research Copilot |
Ying Hua, Timothy Liu+1 ex-Balyasnyex-Citadel+1 | |||||
Implied is an AI research platform for public-markets investors at hedge funds and asset managers. It combines filings, live transcripts, market data and fundamentals with chat, dashboards and an AI-native spreadsheet that drafts memos and updates models.
|
||||||
🧠 Research Copilot |
Aditya Mehta, Amal Dani+1+2 ex-Goldman Sachs | |||||
Builds agentic AI workflows for buy-side investment teams (YC W22, formerly Harmoney). Its engineers set up agents in a firm’s own cloud that update Excel valuation models from filings, write quarterly coverage in the desk’s format, and run attribution and client reporting.
|
||||||
🤖 AI Hedge Fund |
Doug Clinton | |||||
Minneapolis AI-native asset manager, an affiliate of Deepwater Asset Management. Its Investor X engine uses frontier LLMs to analyze thousands of stocks, write a thesis for each position and size portfolios for the Intelligent Alpha Atlas ETF (GPT, formerly LIVR) and private long-only and long/short funds and SMAs.
|
||||||
💼 Private Markets & Deals |
Niilo Pirttijärvi, Tommi Kupiainen+1+2 | Series A · $12.75MMay 20252 rounds | $14M | |||
Inven is an AI platform for M&A teams at investment banks, private equity firms, consultancies and corporate development groups. They use it to map markets, find off-market targets, enrich private-company data and produce deliverables such as market maps and strip profiles.
|
||||||
🖥️ Terminal 2.0 |
Noah Dixon, Andrew Justen+1 | |||||
Invesst is an AI investment research platform. It pairs an AI search engine and research agents with stock screening, automated DCF and valuation models, and brokerage-linked portfolio tracking, and is positioned as a lower-cost alternative to Bloomberg.
|
||||||
🧮 Quant & Trading |
Aditya Jha, Abinash Meher+1+2 ex-Tower Researchex-J.P. Morgan | Pre-seed · $2.5MAug 2026 | $2.5M | |||
London-based ‘agent stack for investing’: long-running AI agents that do quantitative research, backtesting, portfolio monitoring and strategy execution for investment teams and individuals, with market data, risk models and broker connectivity built in.
|
||||||
💼 Private Markets & Deals |
Dimitris Samouris, Nicholas Moschopoulos+1 | |||||
New York voice-intelligence platform for M&A work at private equity firms, strategy consultancies and corporate development teams. It records, transcribes and redacts expert calls, diligence readouts and deal meetings (via a meeting bot or expert-network feeds), flags MNPI, builds a searchable firm library (Alexandria, also reachable via MCP) with cited Q&A, and runs AI-led expert interviews with its Athena agent.
|
||||||
⚙️ Data Extraction |
Adrian Krebs, Johannes Engler+1+2 | FundingMar 2025 | Undisclosed | |||
Kadoa uses AI agents to build, monitor, and repair web scraping pipelines, delivering source-linked, quality-checked web datasets and alerts to hedge funds, asset managers, sell-side firms, and data providers via Excel, data warehouses, APIs, and MCP.
|
||||||
🧠 Research Copilot |
Alex Lu, Feifei Li+1 | Series A · RMB 40MDec 2017 | $5.6M | |||
Seattle-based AI research platform for individual investors: InvestGPT chat, AI research agents, an AI stock picker, trading signals and insider/Congress trade tracking. Institutions can license its machine-learning K Score stock ratings as data feeds, including via FactSet.
|
||||||
🧮 Quant & Trading |
Jeremie Cohen ex-Millenniumex-WorldQuant | Seed · $5MJul 2026 | $5M | |||
KelAI (New York, YC Spring 2026) sells an AI research engine to hedge funds and institutional investors. Its agents generate trading-signal ideas, write and test research code, run backtests and validation, and monitor live signals, working from a fund’s own data, mandate and risk rules.
|
||||||
🧠 Research Copilot |
Vinoo Ganesh, John McRaven+1 ex-Citadelex-Palantir | |||||
Verifiable AI for finance: every number is traced to its source filing, page, and line item. Founded in 2025 by an ex-Palantir team; CEO Vinoo Ganesh was previously Citadel’s first Head of Business Engineering.
|
||||||
💼 Private Markets & Deals |
Rohan Parikh, Conor Brown+1+2 ex-Goldman Sachs | Seed · $5MJul 2025 | $5M | |||
Keye is an AI due diligence platform for private equity investors that turns raw deal files (CIMs, data rooms, Excel models, ERP exports, customer cubes) into structured analyses such as cohort, retention and pricing-vs-volume, with source-linked, Excel-ready outputs.
|
||||||
🧠 Research Copilot |
Jack Zumwalt, Adrian Del Bosque+1+2 ex-Goldman Sachs | |||||
New York startup (YC Spring 2026) founded by the team that ran Level III Capital, a quant trading firm. It launched Kimpton OS, an AI system for fundamental equity funds that reads a fund’s positions, mandate and research and delivers cited trade proposals to portfolio managers. Since September 2026 it has focused on evaluation infrastructure for AI models: Koliseum environments that grade models against real outcomes (earnings forecasts, S&P 500 trading) and EvalRouter, one API for running benchmarks.
|
||||||
💼 Private Markets & Deals |
Francesco De Liva, Laura Lugaresi+1 | Pre-seed · $1MAug 2025 | $1M | |||
New York private-markets intelligence platform, founded in Singapore in 2024, for venture capital, private equity, secondaries and fund-of-funds teams. It merges a firm’s emails, call transcripts, data rooms and CRM (Affinity, Attio, Pipedrive) with external data such as Statista into one sourced record per company, with agents for thesis-based sourcing, diligence memos, portfolio monitoring and secondaries data-room workbooks, and connects to Claude via MCP.
|
||||||
🧠 Research Copilot |
Krishna Chaitanya, Akash Anand+1+2 | AngelJan 2024 | Undisclosed | |||
Kshana builds an AI reasoning engine for global equity research that ingests market, company, news, expert-call, alternative and portfolio data to generate stock research, explain and anticipate price moves, and monitor portfolios; its Mispriced app offers a chat-based AI stock analyst.
|
||||||
💼 Private Markets & Deals |
Guillaume Couturas+2 | |||||
Lampi AI provides a managing AI agent (‘Marc’) and 50+ specialist agents for private equity, investment banking and M&A teams that watch approved email, meetings, files and CRM to run CIM reviews, meeting briefings, one-pagers, CRM updates and IC memo drafts for human review.
|
||||||
🗣️ Expert Networks |
Tymek Staniszewski, Tien Chu+1 | |||||
AI research platform for private equity and other investors (YC S26). Voice agents source and interview hundreds of experts and customers in any language, and the interviews are combined with public and fund data into a commercial diligence study users can query and run scenarios on.
|
||||||
💼 Private Markets & Deals |
Jason Chen ex-Credit Suisseex-UBS | |||||
Bay Area startup building email-based AI agents for senior investment bankers: they track client relationships, surface deal ideas from market signals, build pitch decks and financial models, and help run deals. It also markets the platform to PE, VC and hedge fund investors.
|
||||||
🗄️ Data Providers |
Antonio Marrazzo | |||||
Lexfi sells AI-ready financial data and NLP-scored signals built from earnings calls, central-bank press conferences, news, social media, insider/13F filings and prediction markets, delivered via MCP and REST API to investors and AI agents, with custom agents and research audits on top.
|
||||||
🧠 Research Copilot |
Jacob Chanyeol Choi, Hojun Choi+2+3 ex-Goldman Sachs | Series A · $22MJul 20262 rounds | $29M | |||
LinqAlpha is a multi-agent AI research platform for hedge funds, asset managers and investment banks that reads filings, transcripts, news and other primary sources across 120+ countries in native languages for screening, fundamental analysis and signal monitoring, with API access.
|
||||||
🧠 Research Copilot |
Etienne Boutan | |||||
Loupe is an AI research workspace for hedge funds and asset managers. It pulls broker research from every provider into curated feeds with AI summaries and entitlement-aware, source-cited search, and also handles research distribution, broker relationships and entitlements. |
||||||
🧠 Research Copilot |
Nemi Badrisingh, Nic Lam+1+2 | |||||
Machine Analyst is an AI equity analyst that covers 2,000+ listed companies. It builds bottom-up financial models, forecasts and valuations from primary sources and pushes research and earnings updates to investors’ inboxes, where they can query the logic by email or chat.
|
||||||
🧠 Research Copilot |
Jaime Villa ex-Citadel Securitiesex-KKR+2 | |||||
London-based maker of The Macro Analyst, an agentic AI workbench for macro investors. It scores central-bank communication from the Fed, ECB, BoE, BoJ, RBA and BoC against market pricing to give point-in-time policy distributions, cited briefs and an API dataset.
|
||||||
🧠 Research Copilot |
Max Novendstern, David Kaufman+1 ex-Bridgewater+1 | |||||
San Francisco and New York AI lab selling an investment research platform to investment firms. Investors manage fleets of AI agents that gather data, generate analyses and take actions around the clock, using the firm’s own documents and sources such as Google Drive.
|
||||||
🧠 Research Copilot |
Alex Hoffmann ex-Credit Suisse | |||||
Marvin Labs is an AI equity research tool for buy-side, sell-side and wealth management analysts that turns filings, earnings calls and press releases into source-cited insights through an analyst chat, scheduled deep research agents and a management guidance scorecard.
|
||||||
🧠 Research Copilot |
Ashutosh Agarwal, Vishal Verma+1 ex-WorldQuant | |||||
Matterfact is an AI research platform for hedge funds and institutional investors with 5,000+ sector-specific skills, one-click research playbooks, podcast-transcript search, an agentic web scraper and Snowflake/MCP connectors, citing every figure and deployed single-tenant per firm.
|
||||||
💼 Private Markets & Deals |
Drake Goodman, Kent Goodman+1+2 ex-Blackstone | UndisclosedAug 2026 | Undisclosed | |||
AI agent for investment bankers and other dealmakers (YC W26). Maverick runs in the background across a firm’s email, calendar, files and CRM, flagging relationship and deal signals, drafting outreach, updating the CRM and writing meeting briefs; a human approves external actions.
|
||||||
💰 Wealth Management |
Tommaso Migliore, Federico Mazzorin+1 | Growth Equity · $27MJun 20263 rounds | $36M | |||
MDOTM’s Sphere platform gives asset and wealth managers, banks and insurers AI-driven market-regime insights for asset allocation, tools to build and rebalance thousands of customized portfolios, and generative-AI portfolio commentary and client reporting.
|
||||||
🧮 Quant & Trading |
Petr Merkuryev | |||||
Swiss company (Brugg, near Zurich) selling an AI risk agent to boutique hedge funds, lean asset managers and family offices. Deployed in the client’s own cloud, it reconciles broker, administrator, spreadsheet and risk-system data (Bloomberg, MSCI, Axioma, Enfusion) into one portfolio view and answers exposure, stress-test and limit questions with every number sourced, plus daily briefings and a voice mode for investment committees.
|
||||||
🧠 Research Copilot |
William Wu, Chris Yang+1+2 | Pre-Series A · $5.1MSep 20262 rounds | $10M | |||
Menos AI sells AgentOS, a private, model-agnostic agent platform for asset managers and hedge funds, and Sonαr, a research agent that unifies internal research, third-party content and market data, distills market narratives and scores contributors’ accuracy for macro, credit and multi-strategy teams.
|
||||||
💼 Private Markets & Deals |
Taylor Lowe, Sergio Prada+1+2 | Seed · $5MSep 20252 rounds | $7.5M | |||
Metal is an AI context platform for private equity and private credit firms. It structures a firm’s deals, documents, CRM records and email into a ‘Context Graph’ and runs recurring work as Workflows, so AI tools such as Claude and ChatGPT can draw on the firm’s own history.
|
||||||
🗄️ Data Providers |
Pranav Madhukar, Farhan Khan+1 | |||||
San Francisco startup (YC S25) selling alternative data on the AI data-center buildout: its browser agents track generators, turbines, transformers, switchgear, cable and memory from supplier order books to site permits, as source-linked, point-in-time datasets for investors.
|
||||||
🧠 Research Copilot |
Tim Makhauri, Russ Makhauri+1+2 | |||||
Midas is an AI equity research platform for buy-side investors that runs idea generation, due diligence and monitoring across listed equities, answering from SEC filings, transcripts, fundamentals and users’ own documents with inline citations. It also builds single-tenant research platforms for firms.
|
||||||
🖥️ Terminal 2.0 |
Peter Foy | |||||
MLQ.ai publishes independent research and news on frontier tech for investors. Paid plans add a public-markets data platform (fundamentals, filings, transcripts with AI summaries, an AI stock-analyst chat) and AI-infrastructure datasets on data centers, permits and power deals.
|
||||||
📊 Excel Copilot |
Chaz Englander, Arnie Englander+1 | StrategicAug 20263 rounds | $87M+ | |||
Model ML is an AI agent for investment banks, PE and credit funds, asset managers and consultancies. It automates research, diligence and client-ready deliverables such as decks and memos, working inside Excel, PowerPoint, Word and Outlook with firms’ internal and licensed data.
|
||||||
📊 Excel Copilot |
James Giacoumakis | |||||
ModelUpdater is an Excel add-in for investment analysts. It updates the reported actuals in existing financial models (custom, sell-side or vendor-built) when companies release results, and highlights line-by-line differences against the model.
|
||||||
🤖 AI Hedge Fund |
Les Finemore, Alistair Fullerton+1 | |||||
Abu Dhabi- and Mexico City-based commodities hedge fund manager using machine learning, LLMs and agentic AI. Its flagship fund trades 100+ energy, metals and agricultural futures markets market-neutral; it also runs an El Niño-focused fund and a prediction-markets fund.
|
||||||
📊 Excel Copilot |
Ian Gutwinski | Series A · $18MApr 2026 | $18M | |||
Deal-modeling platform for private equity, private credit and investment banking teams. A deterministic calculation engine, AI document ingestion and an email agent build LBO and other deal models in minutes, with Excel, PDF and PowerPoint outputs and a searchable deal database.
|
||||||
🧠 Research Copilot |
Anekha Sokhal ex-J.P. Morgan | |||||
Houston startup selling a 24/7 AI quant analyst to traders, analysts and portfolio managers at hedge funds, commodity trading houses and RIAs. Four agents (news, social, fundamentals, markets) and a manager agent watch every market and send ranked, sourced insights; it needs no access to a firm’s positions.
|
||||||
🧠 Research Copilot |
Ian M.J. McInnis, Ben Finch+1+2 ex-Bridgewater | Seed · $6MAug 2026 | $6M | |||
Multiplier deploys AI agents on an investment firm’s own cloud, connected to its research, market data and portfolio systems, to help fundamental equity investors automate stock research, monitoring and projection updates.
|
||||||
🖥️ Terminal 2.0 |
Jack Curran | |||||
Nash, made by The Manhattan Computation Company, is an AI news-analysis terminal for investment funds. Its ‘AI economist’ agents read market news in real time, score each event’s impact on related tickers and portfolios, and send tailored alerts about non-obvious winners and losers. |
||||||
🧠 Research Copilot |
Vikram Srinivasan, Kuntal Shah+1 | |||||
Private enterprise AI for financial firms, deployed in the client’s own cloud. It reads data rooms, filings, transcripts, research, email and drives to answer investment teams’ questions with citations, and runs due diligence, credit report and portfolio monitoring workflows.
|
||||||
🧮 Quant & Trading |
Ali Yousefi, Shayan Hemmatiyan+1 ex-Deutsche Bank | |||||
Newcortex makes NAPA, an AI portfolio-management co-pilot that gives institutional investors without in-house quant researchers quant analysis on demand. It runs on hand-coded quant libraries and connects to a firm’s research stack and internal or licensed datasets.
|
||||||
🤖 AI Hedge Fund |
Jay Azhang | Funding · $15MMay 2026 | $15M | |||
New York AI research lab training models for financial markets, with research led by NYU’s Julian Togelius. Its Alpha Arena benchmark gives frontier LLMs real money to trade on their own (crypto, then US stocks); it plans to run its own models and launch a consumer platform.
|
||||||
🗄️ Data Providers |
Stuart Reid | Pre-seed · $1MMar 20252 rounds | $1M+ | |||
NOSIBLE indexes the open web into a point-in-time database of global events (World), a knowledge graph of entities and relationships (Atlas) and text-derived risk factors, sold via API to asset managers, banks and insurers. It also offers a web search and scraping API.
|
||||||
📊 Excel Copilot |
Matthew Lee, Joon Lim+1 ex-Lazard | |||||
Nummo is an AI coordination tool for recruiting and executive-search firms. It drafts follow-ups, scheduling and candidate updates, and writes call notes and status changes back to ATS/CRM systems such as Bullhorn, with a recruiter approving each action.
|
||||||
🧠 Research Copilot |
Anaïs Howland | |||||
San Francisco fixed-income research and analytics platform (YC F26). Its AI analysts and proprietary valuation and prepayment models help bond portfolio managers, traders and analysts see which Treasuries and agency MBS look rich or cheap, run scenarios and write reports.
|
||||||
🖥️ Terminal 2.0 |
Alessandro Chiavari | |||||
Obi9 is a real-time AI insights terminal for biotech investors. It monitors SEC filings, transcripts, press releases, clinical-trial registries, FDA/NMPA databases and medical conferences across 700+ therapeutics companies, with alerts via web, mobile, Slack/Teams, MCP and API. |
||||||
🧠 Research Copilot |
Ken So ex-Citi | |||||
Octagon generates cited research reports on Kalshi and Polymarket contracts that compare its model probabilities with live prices, and offers edge rankings, strategy baskets, a trading CLI and an API. It also sells AI agents for public-company research (filings, transcripts, 13F data).
|
||||||
🗄️ Data Providers |
Ye Tian | Series A · $8MMar 20262 rounds | $15M | |||
Builds an AI-generated ontology of financial markets: a dynamic industry classification, thematic factor models and Concept2Universe (idea to company universe) for asset managers, index providers, banks and hedge funds, plus infrastructure that maps a firm’s own documents.
|
||||||
🧠 Research Copilot |
Ran Zhao, Ray Wang+1 | |||||
Onwish is an AI market-research platform for analysts, strategists and consultants. It runs semantic search across news, filings, earnings and conference transcripts and executives’ social posts, with cited excerpts, peer and over-time comparisons and transcript summaries.
|
||||||
🖥️ Terminal 2.0 |
Didier Rodrigues Lopes, James Maslek+1+2 | Seed · $8.5MMar 2022 | $8.5M | |||
OpenBB builds OpenBB Workspace, a self-hostable research and analytics workspace where investment teams connect their data vendors, databases and files, build interactive dashboards, and run AI agents, plus the open-source Open Data Platform and an Excel add-in.
|
||||||
🧠 Research Copilot |
Sebastian Jory, Ruggero Gargiulo+1 | |||||
Public platform where AI agents submit earnings forecasts and financial models for listed companies; it combines them into an ‘AI Consensus’ and tracks them against Wall Street consensus and reported results. Built and run by Primer (Kernel AI Ltd, London).
|
||||||
🧮 Quant & Trading |
Fatih Aydemir | Pre-seed · $150KOct 2025 | $150K | |||
Oxford-based startup whose mobile app gives investors machine-learning trend signals with confidence scores, a market-regime gauge and agent-written research on stocks, commodities, FX and crypto. Developers and institutions get API/MCP access (early access) and custom models.
|
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🥷 Stealth |
Mika Hemminger | |||||
Palmy (Munich, founded 2025) says it is building data infrastructure for hedge funds; its site is an invite-only client platform focused on event-to-trade latency and observability. It previously offered Palmy Investing, a freemium stock research platform with dashboards, screening and portfolio tracking. |
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🗄️ Data Providers |
Bhargav Shivarthy, Ted Merz+1 | |||||
Parsym turns public web content and numerical datasets into referenced text ‘narratives’ delivered through API feeds for RAG systems, AI agents and enterprise dashboards, with custom private feeds and a revenue-share program for data partners.
|
||||||
🧠 Research Copilot |
Vibhav Viswanathan, Mithun Madhusudan+1 | Seed · $3.1MSep 2025 | $3.1M | |||
Pascal AI deploys 25+ investment research agents and a firm-specific knowledge graph inside a client’s VPC, connecting filings, transcripts, licensed data and internal documents to produce cited earnings summaries, primers and draft memos for hedge funds, asset managers and banks.
|
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🧠 Research Copilot |
Andreas Overmeer, Schuyler Fried+1 | Pre-seed · $150KJan 2026 | $150K | |||
New York AI credit research platform for fixed income managers and private credit funds. It turns filings, transcripts and data-room documents into source-linked credit briefs, updates Excel models, checks theses against new disclosures and compares BDC holdings and marks.
|
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💰 Wealth Management |
Justin Whitehead, James Esdaile+1 | Seed · $5MJul 2022 | $5M | |||
Pebble provides an API-delivered AI engine that generates plain-language explanations of market, portfolio and security performance, embedded into wealth management, retail brokerage and asset management platforms for advisor and client workflows.
|
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🗄️ Data Providers |
Wilson Chan, Alexandr Medvedev+1 ex-Citiex-Merrill Lynch | |||||
Permutable turns global news and information flows into structured, source-linked sentiment signals and indices covering macroeconomics, 70+ commodities and geopolitics across 90+ countries, delivered via API, data feeds and dashboards to hedge funds, banks, asset managers and commodity desks.
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||||||
🧠 Research Copilot |
||||||
Phronesis AI is a waitlist-stage investment research chat in which four AI agents (equity, market, macro and risk analysts) collaborate on a user’s question using live market data, economic indicators, news and SEC filings, and return a synthesized recommendation.
|
||||||
🧠 Research Copilot |
Deepak Sharma, Ankit Varmani+1 ex-J.P. Morgan | Series A · $8MAug 20262 rounds | $11M | |||
Pinegap is an AI equity research platform for buy-side funds that automates analyst workflows such as company primers, earnings previews and reviews, conference coverage, thesis tracking, screening and idea generation across 25K+ global companies.
|
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🧠 Research Copilot |
Thomas Reiner | |||||
Free website with earnings call transcripts, AI-generated call summaries, earnings presentations and an earnings calendar for a selected set of US-listed companies, run alongside Thomas Reiner’s Platform Aeronaut Substack newsletter. |
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💰 Wealth Management |
Kanishk Parashar, Soo Yung Cho+3+4 ex-Goldman Sachs | Seed · $5MJul 20242 rounds | $5M+ | |||
Playbook (formerly Powder) is an AI orchestration platform for wealth managers, RIAs and family offices. Its AI agents run pre-built and custom workflows (“plays”) for client onboarding, ACAT reconciliation, proposals, estate, tax and insurance document reviews, compliance and prospect research, choosing the model for each task by quality and cost.
|
||||||
📊 Excel Copilot |
Séverine Nolf, Maxime Lahy+1 | Pre-seed · $2.1MFeb 2026 | $2.1M | |||
Pleasefix is an AI platform embedded in Excel, PowerPoint, Word and Outlook that carries out finance and strategy tasks from natural-language instructions, such as updating models, syncing and formatting decks to firm templates and drafting memos, for investment banking, PE, M&A advisory and consulting teams.
|
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💼 Private Markets & Deals |
Deepak Guneja, Pratyush Chaudhary+1 ex-D. E. Shaw | |||||
Plux was a London-based AI research platform that indexed 6M+ filings and disclosures on 63K+ companies, offering document search, a screener, alerts on lender exposures and charge updates, and source-linked Q&A for private equity, special situations and debt advisory teams. |
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🤖 AI Hedge Fund |
Alex Popa, Charles Elkan+1 ex-Goldman Sachsex-Capital Group | |||||
Menlo Park AI-native asset manager building a ‘world model for finance’: teams of AI agents that generate signals, construct portfolios, manage risk and execute trades. Its only disclosed live trading is a one-week, limited-capital test run in 2026.
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🧠 Research Copilot |
David Plon, Connell Gough+1 ex-Baupost | Seed · $7MJul 20232 rounds | $10M | |||
Portrait Research is an AI research system for fundamental investors that combines company intelligence, financial data and an AI analyst (Easel) to produce cited answers, research reports, screens and thesis monitors from filings, transcripts, expert calls and news.
|
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🧠 Research Copilot |
Nasreddine Ghribi | |||||
Premia sells customized AI investment workflows built on proprietary databases of historical patterns and outcomes to asset managers, investment banks, hedge funds and family offices, including a ‘Short Engine’ that generates short-idea candidates.
|
||||||
🗄️ Data Providers |
Daniel Kalski | |||||
Financial market context API for AI agents, covering macro, rates, bonds, FX, commodities, listed companies in the US, Japan, Korea, and India, and Bitcoin. Returns agent-readable briefings with trend signals and a source for every figure, via REST, MCP, or pay-per-call over x402. The underlying data is not AI-generated.
|
||||||
🧠 Research Copilot |
Seb Jory, Ruggero Gargiulo+1+2 ex-Morgan Stanley | |||||
Primer is a browser-based AI research agent for institutional equity analysts. It works from filings, transcripts, consensus and market data to build models, write research and run recurring monitoring tasks across an analyst’s coverage.
|
||||||
🤖 AI Hedge Fund |
Michael Wang, Yuhua Wang+1 ex-Google DeepMindex-Jane Street | SeedOct 2026 | Undisclosed | |||
San Francisco AI research lab (YC S26) training what it calls a foundation model for quantitative finance, plus autonomous AI agents that search for trading opportunities. It trades delta-neutral strategies live in financial markets with its own capital.
|
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⚙️ Data Extraction |
Justin Wu, Aaron Guo+1 ex-Goldman Sachsex-Citi | |||||
ProSights migrates and transforms data for private equity-backed companies, consolidating post-acquisition customer, contract and financial data and turning documents into cited, structured records. It also provides document-to-Excel extraction for alternative asset managers.
|
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🧠 Research Copilot |
Derek Snow | |||||
Prymer was an AI equity research platform that generated long-form, institutional-style company reports in about 75 minutes, using AI agents that sourced data directly from SEC filings. It also offered an email-to-report API.
|
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🗣️ Expert Networks |
Sagar Kadakia | Series A · $25MOct 20262 rounds | $32M | |||
Qualitate runs AI-moderated expert and buyer interviews at scale and turns them into searchable transcripts, sentiment scores and time-series signals on 10,000+ companies. Investment firms use it for diligence and channel checks, and corporate strategy teams also use it.
|
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🗄️ Data Providers |
Charlie Simionescu-Marin, David Forino+1 | FundingMay 2025 | Undisclosed | |||
London startup whose Query platform lets hedge funds and other buy-side teams search a data lake of licensed vendor datasets in natural language or with an uploaded thesis, then test the relevant features in their own models before committing to vendor trials.
|
||||||
🧠 Research Copilot |
Vladislav Stanev, Ivan Kavalerov+1 | |||||
Quantly builds custom generative-AI systems and agent workflows for asset managers, banks and other financial firms, including an AI analyst platform that automates multi-step research over internal and external data. It is now part of FE fundinfo.
|
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🗄️ Data Providers |
Oscar Küntzel, Sami Osman+3+4 | Funding · $18MJul 20265 rounds | $41M | |||
Stockholm and New York provider of first-party IR data (live earnings calls, transcripts, filings and slides from 16,000+ public companies) structured for AI, sold via Quartr API and MCP to builders and via Quartr Pro, an AI research platform for investment and IR teams.
|
||||||
🧠 Research Copilot |
Gabriel Banks, Kartik Donepudi+1 | |||||
Quill Bills sells AI-native medical billing and practice-management software to independent medical practices and billers. As Quill AI it was an AI platform for querying SEC filings and updating Excel models for equity analysts.
|
||||||
💼 Private Markets & Deals |
Ali Dastjerdi, Nathan Ondracek+1+2 ex-Insight Partners | Series A · $8MDec 20252 rounds | $12M | |||
New York AI origination platform for private equity, venture and growth investors. Its agents read what companies actually do across 300,000+ sources to map markets around a firm’s thesis, rank targets against its CRM (DealCloud, Affinity, Salesforce) and draft founder outreach; it also runs inside Claude via MCP.
|
||||||
🖥️ Terminal 2.0 |
Jan Szilagyi, Giuseppe Sette+1+2 ex-Duquesne Capital+2 | Series B · $30MOct 20242 rounds | $41M | |||
Reflexivity is an AI investment-analysis platform for institutional investors. It combines licensed data from S&P Global, LSEG, Cboe and others with a financial knowledge graph for deep research, scenario analysis, portfolio insights and screening, via web app or API.
|
||||||
🗄️ Data Providers |
Chit-Kwan Lin | Pre-seed · $870KMar 2024 | $870K | |||
Menlo Park startup that turns SEC filings, IR decks and other financial documents into sentence-cited KPI time series and structured data, delivered via API and MCP for AI agents, an Excel add-in (deepKPI) for equity analysts and custom extraction for private-markets firms.
|
||||||
💼 Private Markets & Deals |
Richard Song, Jason Calem+1+2 ex-Bain Capitalex-Goldman Sachs | |||||
Rivanna is an AI due-diligence platform for private equity and other private-markets investors. It parses large virtual data rooms and supports cited Q&A, diligence tracking, contract analysis and memo drafting.
|
||||||
🧠 Research Copilot |
Gabriel Stengel, John Willett+1+2 ex-Lazardex-J.P. Morgan | Strategic · ~$30MSep 20266 rounds$2B valuation | $341M | |||
Rogo is an AI platform for financial institutions, with agents that run research and deal workflows (comps, precedent deals, models, memos) over licensed market data and firm documents. It is used mainly by investment banks, equity research teams and investors.
|
||||||
💼 Private Markets & Deals |
Michael Manapat, Yibo Ling+1 ex-Stripeex-Notion+1 | Seed + Series A · $50MFeb 2026 | $50M | |||
Rowspace is an AI platform deployed inside an investment firm’s environment. It connects internal data (memos, models, deal history, accounting, trade and position data) to power portfolio monitoring, deal analysis and credit workflows for PE, credit and crossover funds.
|
||||||
🧠 Research Copilot |
Maithra Raghu, Fabio Petroni+1 ex-Google Brainex-Meta AI | StrategicFeb 20262 rounds | $44M+ | |||
Samaya provides AI research agents for buy-side and sell-side investment teams. They combine a firm’s internal knowledge with filings, transcripts and licensed financial data to produce cited answers, research briefs and scheduled monitoring agents.
|
||||||
🧮 Quant & Trading |
Amandeep Singh, Ramakant Yadav+1 ex-Tower Research | |||||
Scalar Field is an agentic trading platform where users build AI agents that research market data, backtest strategies and trade via connected brokerages (equities, options, prediction markets, tokenized pre-IPO names). It also sells research agents to hedge funds.
|
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💼 Private Markets & Deals |
Anirudh Sathya, Yijie Feng+1 ex-Robinhood | |||||
Scend is an AI research platform for M&A that uses live agentic web search to build private-company target lists, buyer and investor lists and market research for private equity firms, investment banks, M&A advisors and corporate development teams.
|
||||||
🧠 Research Copilot |
Jerry Liu, Simon Suo+1 ex-Uber | |||||
SEC Insights is an open-source app from LlamaIndex for asking questions across up to 10 SEC 10-K and 10-Q filings at once, showing its reasoning steps and paragraph-level citations. It serves as a full-stack reference application for LlamaIndex.
|
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🗄️ Data Providers |
Rohan Sharma | |||||
Serafis indexes podcasts, interviews and independent media into structured, searchable data on companies and themes. It is delivered via a REST API, MCP server, Snowflake/BigQuery shares and a mobile app, for hedge funds, VC/PE firms, family offices and consultants.
|
||||||
🧮 Quant & Trading |
Vivek Hazari, Daniel DiPietro+1+2 ex-Jane Streetex-Palantir | |||||
San Francisco startup (YC S24) building an AI research agent for quants. Given a research question in plain language, it plans and runs the analysis on bundled market data or a firm’s own databases and returns a reproducible, cited Jupyter notebook; it can run on-premises.
|
||||||
📊 Excel Copilot |
Alik Sokolov, Vladimir Golubin+1 | Seed · $4.5MFeb 2024 | $4.5M | |||
Sibli is a forecasting platform for institutional investors. It turns analysts’ Excel forecasts, research and assumptions into a structured, auditable data asset for tracking forecasts against consensus, scenario analysis, alpha capture and event-driven alerts.
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||||||
🧠 Research Copilot |
Bin Ren ex-Brevan Howardex-Barclays | |||||
SigTech, a 2019 spin-out of Brevan Howard’s systematic investment group, built MAGIC (Multi-Agent Generative Investment Copilots): custom AI agents for asset managers and banks covering research synthesis, due diligence, DDQs, compliance checks and other workflows.
|
||||||
🤖 AI Hedge Fund |
Grant Stenger ex-Jane Street | |||||
New York AI-native quant trading firm founded by Grant Stenger, previously founder and CEO of Solana trading platform Kinetic. Its one-page site (‘applied intelligence for markets’), live since June 2026, gives no strategy or fund details.
|
||||||
🤖 AI Hedge Fund |
Michael Ma ex-Blackstone | |||||
SixAI says it is building AI-native fundamental investment strategies using AI that ‘learns stories from the past to predict stories in the present’. It previously sold AI idea-generation software that extracted thesis drivers from curated sources for fundamental investors.
|
||||||
🖥️ Terminal 2.0 |
Adam Ron, Cameron Spiller+1 ex-Bank of America | |||||
New York AI-native financial terminal for sector-specialist investors, starting with healthcare (YC Spring 2026). Its agents turn hundreds of public and private sources into an analyst-reviewed sector model, research feed and alerts, delivered by terminal, API or MCP.
|
||||||
⚙️ Data Extraction |
Anson Hwang ex-Goldman Sachs | |||||
Spectra (formerly Chatsheet) is an AI agent in Slack that turns team conversations into tasks, projects, databases and automations. Chatsheet was an AI spreadsheet for extracting data from PDFs, analyzing files and running bulk AI research workflows.
|
||||||
🤖 AI Hedge Fund |
Michelle Li, Joshua Zyzak+1 | |||||
San Francisco AI trading firm (YC Summer 2026) that trains AI agent traders and runs them in competing pods, modelled on a multi-strategy pod shop, trading real capital so the agents learn from each trade. Its live pods trade semiconductor and biotech equities.
|
||||||
🤖 AI Hedge Fund |
Michael Royzen | |||||
New York hedge fund (YC Spring 2026) whose custom language models, trained with reinforcement learning, research markets and execute trades on their own within preset risk limits. It runs a market-neutral strategy and takes accredited investors as LPs ($100K minimum).
|
||||||
🧠 Research Copilot |
Ganesh Voona, Sahas Nanabala+1 | |||||
stockinsights.ai is an AI equity research assistant covering US and Indian companies. It offers chat over filings and earnings transcripts, AI summaries, categorized disclosures and alerts, plus APIs and custom research-workflow agents for PMS firms, AMCs and research desks. |
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🧠 Research Copilot |
Hrishikesh Kamath | |||||
Open-source equity research assistant that answers questions about US public companies using their SEC filings (10-K, 10-Q, 8-K), earnings call transcripts and news, citing figures back to the source documents.
|
||||||
⚙️ Data Extraction |
Alex Reichenbach, Alex Goldstein+1+2 | Seed · $4.1MApr 2025 | $4.1M | |||
Builds custom AI applications (quoting, order entry, document extraction, reporting) for US industrial manufacturers and other regulated industries, on a platform that connects to the ERP and document systems they already run.
|
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📊 Excel Copilot |
Jason Chan, AJ Nandi+1 ex-Bank of America+1 | |||||
Subset is an AI spreadsheet editor for finance professionals. From natural-language instructions it builds and updates financial models with real formulas (a P&L from a PDF, a DCF, a returns model). It is now part of Rogo as its spreadsheet agent.
|
||||||
🗣️ Expert Networks |
Bren Marschner, Gerard Gharios+1 | |||||
AI-run expert network: AI agents find and vet experts, run the interviews (including AI-led interviews) and deliver transcripts and synthesized findings to consulting, private equity and corporate strategy teams within days.
|
||||||
📊 Excel Copilot |
Nick Petri | |||||
Excel add-in (Tenkay Model Updater) that uses generative AI to update any public-company financial model, including sell-side or home-grown models, with results from a new earnings release and summarizes management’s commentary, for buy-side analysts.
|
||||||
🧠 Research Copilot |
Tom Saberhagen, Nicholas Kapur+1 | |||||
AI research platform covering about 6,000 public companies, with real-time briefings, tear sheets, news alerts, idea pitches and analyst-style Q&A built from SEC filings, earnings calls, investor decks and event transcripts, for investors and consultants.
|
||||||
🧠 Research Copilot |
Hyun Hong, Ken Lee+1+2 ex-J.P. Morganex-Citi | Series AApr 20263 rounds | $3.4M+ | |||
Customizable AI agent platform for hedge funds, alternative asset managers and other investment firms. It works across broker research, filings, transcripts, news and a firm’s internal data to draft memos, theses and diligence, and is deployed inside the firm’s own cloud.
|
||||||
💼 Private Markets & Deals |
Olivier Babin, Naunidh Singh Bhalla+1 ex-Goldman Sachs+1 | Series A · $15MJun 20262 rounds | $20M | |||
New York-based AI platform for limited partners and other private-markets allocators. It collects fund documents from GP portals, extracts and normalizes the data, and supports manager due diligence, portfolio monitoring and reporting for endowments, pensions and family offices.
|
||||||
💼 Private Markets & Deals |
Max Nuyen, Benjamin McKinzey+1 | |||||
Thornwick (formerly Revi) is a buy-side M&A advisory firm. It uses a proprietary dataset of US acquirers and private companies to find and approach off-market acquisition targets for acquirers and private equity firms; Revi began as AI deal-origination software.
|
||||||
💼 Private Markets & Deals |
Ed Brandman, Matt Brandman+1 ex-KKRex-J.P. Morgan+1 | Series A · $12MFeb 2025 | $12M | |||
AI due diligence platform for private markets firms (PE, credit, real estate, secondaries, GP stakes). It ingests data-room documents and produces source-linked answers, analyses and deal documents through configurable agent workflows.
|
||||||
🧠 Research Copilot |
Bernard George, Patrick Aber+1 ex-J.P. Morgan+2 | Seed · $10MJul 2021 | $10M | |||
AI research platform for hedge funds, asset managers, banks and PE/VC firms. It analyzes SEC filings, transcripts, sell-side research, CIMs and a firm’s internal documents to produce sourced answers, automated company updates and reports, with API access.
|
||||||
📊 Excel Copilot |
Peter Fuller, Aleksander Misztal+1+2 ex-Jane Street | Seed · $3.6MAug 2025 | $3.6M | |||
AI platform plus Excel, PowerPoint and Word add-ins that let consulting, due diligence, banking and private equity teams build, review and update financial models and client deliverables with agents, citing every number to its source cell.
|
||||||
🧠 Research Copilot |
Sreej Menon, Sreekesh Menon+1+2 ex-Credit Suisseex-UBS | Series ASep 20262 rounds | Undisclosed | |||
Transient.AI sells a governed AI operating system for capital-markets firms: AI agents that run inside the client’s own environment with preset permissions, cost limits and audit trails, plus Caddie.AI, a digital associate for research, portfolio and operations teams.
|
||||||
🧠 Research Copilot |
Hamish Macalister, Mauro Sauco+1 ex-Deutsche Bankex-Citi | Pre-Series A · $3MFeb 20242 rounds | $4M | |||
Singapore-based AI risk engine that rates the accounting quality of about 85,000 listed companies, flagging signs of manipulation and fraud with risk scores and forensic reports, plus Luca, a GenAI forensic-accounting assistant, for portfolio managers, risk teams and auditors.
|
||||||
🗣️ Expert Networks |
Eric Cho, William Gao+1+2 | |||||
Trata is a research platform for hedge funds that hosts anonymous, voice-only conversations between vetted buy-side analysts about specific stocks and publishes the transcripts in a searchable library with AI chat and MCP access for subscribers.
|
||||||
💼 Private Markets & Deals |
Danny Goldman, Shivaal Roy+1 ex-Gleanex-Scale AI | Seed · $7.1MOct 20252 rounds | $7.1M+ | |||
Trove AI (formerly Mako) builds AI agents for private equity firms. It structures a firm’s deal files, emails and CRM data into a knowledge graph that its agents use for deal screening, diligence, portfolio monitoring and reporting, deployed in the firm’s private cloud.
|
||||||
🧠 Research Copilot |
Andi Kerenxhi | |||||
Ubineer sells AI software to buy-side investment teams: KPI and revenue forecasts for public companies benchmarked against Wall Street consensus, forensic anomaly detection in SEC filings, multi-agent thesis stress-testing (Census AI) and automated filing-data extraction.
|
||||||
🧠 Research Copilot |
Manuel Grenacher, Michelle Heppler+1+2 | Series A · $30MFeb 20255 rounds | $53M | |||
Unique AI is an enterprise agentic AI platform for financial institutions, with pre-built and custom agents for investment research, RFP/DDQ responses, meeting preparation, KYC and compliance, deployable in a Swiss cloud, single-tenant or self-hosted.
|
||||||
🧠 Research Copilot |
Ramsey Shaffer, Sam Cartford+1 | |||||
Uptrends.ai is an AI stock news-monitoring tool that tracks which US stocks are trending in online news and chatter, scores news sentiment, and sends AI-summarized event alerts to self-directed investors and advisors.
|
||||||
🖥️ Terminal 2.0 |
George Narinyan, Andrey Vazhentsev+1+2 | Pre-seed · $450KFeb 2025 | $450K | |||
Value Sense is a stock research platform for individual investors with intrinsic-value tools, an AI stock screener, algorithmic stock signals, automated stock-idea lists, charting, and earnings, insider and superinvestor trackers.
|
||||||
🧠 Research Copilot |
Rahul Singh Solanki | |||||
ValuWiki generates AI-written, source-cited analyses of public companies from SEC filings, IR presentations, earnings transcripts and sell-side research, plus a deep-research Q&A tool and stock screener, aimed at individual investors and advisors.
|
||||||
💼 Private Markets & Deals |
Mason Lender, Nicolas Neven+1 | |||||
AI platform for limited partners that extracts and analyzes GP data-room documents and fund reports to automate manager due diligence and reporting for pensions, endowments, wealth managers, fund-of-funds and family offices. Now the MSCI Diligence Platform.
|
||||||
💼 Private Markets & Deals |
Alexander Leonardi, Albert Mao+1 ex-Blackstone | Seed · $3MFeb 2024 | $3M | |||
AI operating system for private market investors (YC S23). It captures a firm’s knowledge across deals, diligence findings and IC decisions and applies it to data-room analysis, IC memos, portfolio monitoring and LP reporting, with every answer sourced to the document and page.
|
||||||
💼 Private Markets & Deals |
Alexander Johnson, Andrew Pignanelli+1 | |||||
Velvet offers AI tools for venture capital firms and LPs: deal snapshots, data-room Q&A, an inbox agent, market mapping, manager underwriting and LP portfolio monitoring. The company also invests growth and secondary capital in late-stage tech companies.
|
||||||
🤖 AI Hedge Fund |
Kole Lee | Seed · $5.7MAug 2025 | $5.7M | |||
Vigil Labs is a Palo Alto applied research lab building machine-intelligence systems for live markets, starting with tools that help traders detect, surface and forecast market-moving developments, with the long-term aim of a market prediction engine.
|
||||||
🧠 Research Copilot |
Tae Hyoung Jo, Kevin Hu+1+2 | |||||
Village is an agentic research workspace for hedge fund analysts: AI coding agents find and collect alternative data (web, hiring, satellite imagery, permits, filings), build monitors and dashboards, backtest ideas and send alerts when signals change.
|
||||||
🧮 Quant & Trading |
Akshat Mittal, Martin Pestana+1 | Pre-seed · ~$1MSep 2026 | $1M | |||
New York consumer app (YC Fall 2026) pitched as ‘a hedge fund on your desk’: AI agents value public companies, track the filings of well-known investors and members of Congress, and turn a user’s views into rule-based portfolios to backtest and follow on paper or with real money.
|
||||||
🧠 Research Copilot |
Hamza Adnan, King Tong (Eugene) Choo+1 | |||||
Wissen produces AI-generated fundamental research on listed companies (twelve research modules rebuilt after each results release), continuously monitors filings, competitors, policy and alternative data via ranked watchpoints, and sends a weekly digest, via a portal and MCP.
|
||||||
💼 Private Markets & Deals |
Sid Masson, Saswat Nanda+1 | Seed · $4MOct 20242 rounds | $5.5M | |||
Seattle company whose AI agent platform, built on a database of 20M+ companies, automates deal sourcing, due diligence, sector research and portfolio monitoring for private equity, investment banking, venture capital and consulting teams. Since August 2026 it has focused on akta.pro, a pay-as-you-go API, MCP server and CLI selling company data, entity-resolved news and alternative signals to AI builders, investors, and sales and recruiting teams.
|
||||||
🗄️ Data Providers |
Arman Khaledian, Nariman Khaledian+1 ex-Millenniumex-Bank of America | |||||
Zanista AI’s NewsWitch uses LLMs to turn about 1M news articles a day into structured, sentiment-labeled metadata (history back to 2000), delivered via API and dashboards to traders, hedge funds and quant researchers. The London firm also sells AI exam-grading tools.
|
||||||
💼 Private Markets & Deals |
Rishabh Dhariwal, Hrishi Joshi+2+3 | |||||
AI associates for middle-market private equity firms and investment banks (YC F25). Its agents screen teasers against a firm’s thesis, redline NDAs, log calls and emails into CRMs such as DealCloud and Salesforce, and prepare pre-call briefs inside Outlook and Teams.
|
||||||
🧠 Research Copilot |
Artiom Baloian | |||||
ZeroWallStreet is a chat-based AI investing assistant with agents for stock research (10-K/10-Q filings and company news), ETFs, news analysis, portfolio discussion and company comparisons, including a mode for beginners.
|
||||||
📊 Excel Copilot |
Anthony Martin | |||||
Zillion provides AI analysts for investment firms that pull data on 12,000+ issuers and 40+ economic datasets, analyze documents, and generate spreadsheets, financial models such as DCFs and LBOs, PowerPoints and charts.
|
||||||
🤖 AI Hedge Fund |
Greg Volynsky, Sam Damashek+1 ex-Jane Street | |||||
New York AI lab (YC S24) that trains general quantitative forecasting models, using LLMs in multi-agent optimization loops to automate the model build-test-improve cycle. For now it deploys the models in algorithmic trading with its own capital.
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🖥️ Terminal 2.0 |
Blaise F. Labriola, Jared Stoddard+1 | |||||
Zoonova is a stock research platform whose natural-language AI command center serves its ensemble machine-learning price and alpha forecasts, news sentiment scores and chart-pattern scans, plus tear sheets, risk analysis and backtesting.
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