AI agents for investment research

FOr all the rapid adoption of artificial intelligence tools in so many activity facets, the entry of AI into fintech applications has been slow so far. This is largely due to regulatory obstacles and compliance with people’s money management, according to industry experts. To date, most of the features of AI in Fintech have focused on accelerating functions such as customer service, accounting and other back office operations, with companies ranging from Klarna And Carillon has Band And Ramp announcing new AI products. Now, a new fintech trend emerges: using AI for in -depth investment research.

Many companies that translate into this space use AI agents – a code that can include contextual information, make logical decisions and take measures. Agents can do tasks such as investment recommendations or create PowerPoint presentations. A bit in the last month, a commercial application Robin And Arta FinanceA startup that aims to be a digital “family office” by giving consumers rich access to alternative investments, have announced new AI features oriented towards consumers. An even more important set of emerging companies, which seem almost all based in New York, use AI to accelerate research for investment bankers and investors. They include outfits like AlphaSense, Hebbia, Ravenpack and Rogo.

It is difficult to say which of these companies will live up to their promises and their overhaul. Most are startups at the start of the stadium, and the frenzy of venture capital for AI companies are still in full swing, which makes it even more difficult to predict that will create sustainable businesses. But they all treat stains with high intensity of workforce where improvements have been expected for a long time.

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Hreflux is a five -year -old New York company that uses AI to try to help financial institutions, law firms and other large companies are accelerating their research. He raised $ 130 million in funding last year to an assessment of $ 700 million and was supported by investors, including Index Ventures, Peter Thiel and Andreessen Horowitz.

In financial services, Hebbia focuses on the analysis of private market data, explains the 27 -year -old founder and CEO George Sivulka. When companies are trying to collect new funding or consider being acquired, they will generally share confidential information in a secure virtual database accessible to potential investors. They will download information such as their audited finances, their property, patents and their disclosure on current disputes. Hebbia’s software connects to the databases and tries to answer questions about the concentration of a company’s customers (how it is filed on a small set of customers), the strength of its income growth and the qualifications of its management team.

It also aims to identify the risks and red flags as the way the company could be exposed to prices, or if a subject has been passed over in silence or omitted in an investment argument even if it is generally covered. Hebbia software can then create a memo project based on its analysis. The company says that capital investment companies can save 20 to 30 hours per transaction using its products.

Like most startups in this space, Hebbia uses a collection of different AI models. He has his own models to recover and interpret the investment information for databases. He uses OpenAi, Anthropic external models and other companies (according to customer preferences) for functionalities such as generation of the text text. Sivulka says that Hebbia has hundreds of customers, including Capital-Investment Charlesbank and the private credit company Oak Hill Advisors, and that it bills “tens of thousands” to “millions” for its services.

AlphasenseA 14 -year -old financial data company with 6,000 customers also uses AI agents. Like Hebbia, it aims to help analysts prepare locations, carry out reasonable diligence research and analyze markets. For example, if an analyst is preparing for a meeting with the CEO or the financial director of a large company, AlphaSense can spit research suggesting what the main priorities of the executive, says a spokesperson. He can create a report using the testimony of experts to indicate the types of questions that institutional investors ask questions about Klarna before his IPO Roadshow.

Rogo is a New York startup of 40 people and three years old with 40 customers and more than 5,000 active end users, said 26 -year -old CEO Gabriel Stengel. According to Pitchbook, it was estimated at $ 350 million in a collection of funds in March, and it is supported by investors, including Thrive and Khosla Ventures.

Rogo can automate summaries of investment bank analysts must write when a company announces quarterly profits. Or let’s say that a banker wishes to present an idea of ​​a large company like ServiceNow to acquire an AI startup in order to improve his own AI capabilities. Rogo can help create a presentation to summarize different AI companies that could be acquisition objectives. “How do you want to compare all these different suppliers, the startups and the hyperscalers that did it?” Explains Stengel. Another example: Rogo can analyze the income of the Bumbles by country meeting application by examining the companies it has in different geographies and interpreting the historic comments of the CEO.

The startup uses its own models to recover and interpret the data – it tries to train its models to think like an investor. It uses external models from Google, Meta, Anthropic and Openai for other features. For example, if a given task calls for a statistical analysis as a regression, it can use the mathematical models of Openai.

Crow is a 22 -year -old New York company whose main activities consist of using the analysis of regulatory news and deposits to identify market travel events for financial institutions such as banks and quantitative trading companies. Its customers include JPMorgan, Morgan Stanley, Deutsche Bank and the Nomura investment bank, explains CEO Armando Gonzalez.

Today, he has announced a set of new AI features aimed at a wider audience. Thanks to Bigdata.com, analysts can use their AI to create stock surveillance lists that will send automated research reports daily. He uses his own models to interpret and recover data for initial research requests, and he uses Anthropic to allow users to question specific documents, such as regulatory deposits. The site offers a free service with a limited set of data sources and search requests. A premium subscription comes with access to more data sources and starts at $ 50 per month.

The number of new companies appearing in this space is difficult to follow. Blueflame AI website indicates that it helps other asset managers such as hedge funds to better use generative AI models. And there is an emerging harvest of tiny startups – most with less than 20 people, which is formed quickly, including businesses like AgentsMyth, Brightwave, Finster IA, Modelml and the Prosights.

AI features also come to considering public applications. At the end of last month, Robin Announced Cortex, a new AI tool to invest that it will later launch this year to customers who pay for its service Gold Premium. Like BigData.com, he will produce automated reports on what is happening with a stock. For the variety of the day journey, this may suggest trades ideas. The product “makes the trading experience of more intuitive options by helping you translate your beliefs on an action in a trade and a specific option strategy”, according to a Business blog article.

Last week, Arta Finance Announced Arta Ai, which will be launched in mid-201025 and makes personalized investment suggestions. He also answers questions like the way your wallet did last month and how a stock works. A subscription will start at $ 20 per month, and customers with more than $ 100,000 managed by Arta can get the service for free.