Fintech & Trading AI

Private fund operations for investment firms

Maybern is the AI-enabled operating system for private fund management, automating capital calls, distributions, waterfalls, and fee calculations for private equity, credit, and real estate firms.

Contract-to-cash automation for finance teams

Tabs uses AI agents to turn signed contracts into invoices, collections, reconciliations, and revenue accounting, automating the finance team's contract-to-cash workflow.

AI-native trading research and execution

Standard Signal develops AI systems for investment research and trading, applying autonomous analysis and execution to an AI-operated hedge-fund strategy.

Permissioned financial research for AI workflows

Aiera combines financial events, research, transcripts, and other content in an AI research platform that preserves source citations and entitled access.

AI market intelligence grounded in premium content

AlphaSense combines AI search and analysis with broker research, company disclosures, and expert insights to help business and investment teams make informed decisions.

A financial companion that learns your life

Autonomous Technologies Group builds AI systems that learn an individual’s financial life, combining market understanding, personalized guidance, and portfolio optimization through its Autonomous companion.

AI client servicing for financial institutions

Avantos connects financial institutions’ client data and workflows, using AI agents to automate onboarding, servicing, and ongoing relationship management.

AI agents do the accounting work

Basis builds AI agents for accountants that carry out close, tax, and audit workflows, with long-running work reviewed by accounting professionals.

Investment research agents that keep watching

Boosted.ai develops investment research agents that monitor markets, analyze companies, and produce sourced insights through its Alfa platform and enterprise integrations.

Source-linked financial data for analysts and agents

Daloopa uses AI to extract structured financial data from filings and transcripts, linking each datapoint to its source for auditable investment research.

An AI finance system built around Excel

Datarails brings AI planning, reporting, cash, and spend tools into a finance operating system while preserving the spreadsheets finance teams already use.

DualEntry builds AI-native ERP software for finance and accounting teams

DualEntry builds an AI accounting platform that automates financial workflows, consolidates multiple entities, and helps finance teams manage ledgers, reporting, and reconciliations.

AI guidance for complex insurance claims

EvolutionIQ guides insurance claims teams with AI that identifies actionable cases and summarizes medical records, helping adjusters prioritize complex disability and injury claims.

Identity intelligence for people and shopping agents

Forter uses identity-based AI to evaluate shoppers and autonomous agents, preventing fraud and policy abuse while optimizing payment approvals and digital commerce decisions.

Research and data for analytical AI agents

Longitude Labs researches AI agents and financial-spreadsheet intelligence, developing models, benchmarks, and data systems for complex analytical work.

Private capital’s judgment, available to its AI

Metal turns a private investment firm’s documents, systems, and decision history into an AI context layer that supports diligence, sourcing, and institutional memory.

AI agents reshape financial audit work

Modus develops proprietary AI agents for financial audits, combining automated fieldwork and document analysis with an expanding network of accounting practices.

Documents become underwriting intelligence

Ocrolus applies AI to lending documents, extracting financial information and detecting fraud so lenders can evaluate cash flow, income, and borrower risk.

AI underwriting inside the lender's own workflow

Pagaya uses AI underwriting and a connected lending network to evaluate loan applications, helping financial institutions approve borrowers within their existing customer experience.

AI operations for life insurance distribution

Pathwork uses AI to help life insurance brokers and carriers collect medical information, assess underwriting options, process commissions, and move policies through fragmented workflows.

AI research agents for institutional equity analysts

Pinegap helps equity analysts research companies, review earnings, and track investment theses through AI agents grounded in financial filings and research documents.

Unstructured financial content becomes investable intelligence

RavenPack turns news, filings, transcripts, and other unstructured content into structured financial intelligence, datasets, and grounded research tools for investors and AI agents.

An accounting system built around AI agents

Rillet builds an AI-native accounting system that runs general ledger and finance workflows with agent assistance, human approvals, and auditable records.

Real-time risk decisions across digital commerce

Riskified applies AI to customer interactions across account creation, payments, and disputes, helping merchants distinguish legitimate shoppers from fraud and abuse.

AI built for high finance

Rogo builds AI analysts and financial agents that connect institutional data with banking and investment workflows, including research, diligence, models, and presentations.

AI decisioning for credit and lending

Scienaptic builds AI credit decisioning systems that combine underwriting, risk, and pricing intelligence, helping financial institutions automate and refine lending decisions.