Enterprise AI solutions for investment firms - AI tools

Mako AI streamlines research, analysis, and drafting for investment firms using secure, AI-driven technology, featuring enterprise search and a centralized knowledge base.

• Contact for Pricing

Vela Partners is a San Francisco-based quantitative venture capital firm specializing in early-stage AI startups, utilizing AI to enhance investment strategies and support entrepreneurs globally.

• Other

Nextvestment offers an AI-native investment platform designed to enhance wealth management and investment research by integrating AI with portfolio management and compliance.

• Contact for Pricing

EquBot offers AI-powered solutions for investment and wealth management, leveraging IBM Watson technology. Its non-advisory, institutional offerings are available through QuantumStreetAI.com.

• Contact for Pricing

Hebbia is an enterprise AI platform that helps financial, legal, and corporate institutions transform large volumes of information into actionable insights using advanced generative AI technology.

• Contact for Pricing

Boosted.ai is an AI-powered platform designed for investment and wealth managers, offering automated research, portfolio analysis, and data-driven investment insights through its AI assistant, Alfa.

• Contact for Pricing

Rogo AI is a domain-specific AI platform designed for financial institutions like investment banks, private equity firms, and hedge funds, enhancing research and analysis capabilities. It offers secure, accurate AI solutions tailored to financial workflows.

• Contact for Pricing

VantedgeAI offers AI-driven analytical assistants for financial and legal document analysis, bond research, data room insights, and table extraction, ensuring fast, accurate, and secure decision-making.

• Contact for Pricing

Eilla provides AI-powered analysts that streamline venture capital, private equity, and M&A processes by automating research, valuation, and deal sourcing tasks.

• Free Trial
• From 78$

Bedrock AI is an AI platform designed for institutional investors to enhance investment decisions by extracting, analyzing, and tabulating market insights from various data sources.

• Free Trial

Needl.ai is an enterprise AI platform that analyzes information across internal and external sources to deliver timely insights through domain-specific agents, with solutions for market intelligence, report automation, and knowledge management.

• Freemium
• From 8$

Intellectia.AI is a powerful platform that uses artificial intelligence to provide investment analysis and insights for stocks, ETFs, and cryptocurrencies.

• Paid
• From 15$

Slated AI leverages artificial intelligence to analyze thousands of transcripts, podcasts, product demos, and interviews, helping users identify key changes and insights for investment research.

• Contact for Pricing

Endex is an AI agent designed for financial services, automating analytical workflows, unifying data sources, and generating presentation-ready outputs. It acts as an AI financial co-worker to optimize team tasks.

• Contact for Pricing

LinqAlpha is an AI platform designed for hedge funds and asset managers, providing advanced investment research capabilities using proprietary data and finance-specific AI agents.

• Contact for Pricing

Rafa.ai is an AI-powered investing app designed to assist users in building wealth through data-driven strategies and portfolio management.

• Freemium
• From 29$
• API

Axyon AI provides AI-powered solutions for investment managers, improving performance with predictive asset signals and optimized model strategies.

• Contact for Pricing

Keenai Global is an AI-powered wealth management platform that combines human expertise with artificial intelligence to provide comprehensive investment solutions for global investors and financial advisors.

• Contact for Pricing

SageFusion leverages AI to optimize investment portfolios, aiming for superior returns and advanced risk management. It offers transparent, real-time investment visibility and unique risk management strategies.

• Contact for Pricing

Mool.ai is an AI-powered research and analysis platform designed for strategy and investment professionals, offering automated document generation and intelligent insights from multiple data sources.

• Usage Based
• From 20$

nexamind designs and implements custom AI agents and enterprise-grade AI solutions to help businesses scale operations and improve efficiency.

• Contact for Pricing

DeepFlows is a secure AI platform offering models trained specifically for M&A and Private Equity professionals to assist with research, document drafting, and analysis.

• Contact for Pricing

Alphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.

• Paid

Sevanta Dealflow is an AI-enhanced platform that streamlines venture capital investment operations from deal entry to portfolio exit, leveraging a private LLM to automate deal logging and document management.

• Contact for Pricing

Elluminati is a software development and consulting company that provides custom AI development services, including AI app development, machine learning models, computer vision systems, and AI chatbots, along with ready-made solutions for transportation, delivery, and multi-service platforms.

• Contact for Pricing

TIFIN is a fintech platform that leverages AI to build innovative solutions for financial services, offering specialized tools for investors, advisors, and asset managers.

• Contact for Pricing

Rize Capital is an AI-powered investment chatbot that provides instant, accurate answers to complex financial questions, leveraging institutional-grade data for stocks, ETFs, cryptocurrencies, and more.

• Free

Albusi provides AI-enhanced business document templates and consulting services, including pitch deck reviews and fractional CFO support, to help startups secure funding and strategic growth.

• Contact for Pricing

Innovaite provides AI strategy, training, and technical consulting services to help enterprises and startups implement AI solutions and automate operations.

• Contact for Pricing

Metric provides enterprise AI solutions, specializing in Machine Learning, Data Analytics, Deep Learning, NLP, and Computer Vision to help businesses uncover potential and optimize operations.

• Contact for Pricing