Financial Advisors & Wealth Managers

Prezent AI

Finance Teams HR Managers Customer Support Teams Operations Teams Financial Advisors & Wealth Managers Sales Teams Lawyers & Legal / Compliance Teams Risk Management Teams Engineering Teams IT Managers PE/VC Investors Real Estate Agents Marketers Consultants

Prezent AI is an enterprise business communication platform with AI tools, content, learning, and services for presentation productivity.

Automation Vertical-Specific Data Analysis Compliance Monitoring LLM-Based+13

Writer

IT Managers Sales Teams Customer Support Teams Operations Teams Lawyers & Legal / Compliance Teams Risk Management Teams HR Managers Asset Managers Financial Advisors & Wealth Managers PE/VC Investors Real Estate Agents Consultants Engineering Teams

Writer is a full-stack generative AI platform for enterprises, offering secure AI app and workflow development with integrated LLMs and RAG.

LLM-Based Proprietary Model Used by Enterprises Workflow Orchestration Chatbot / Assistant+13

Trullion

Finance Teams Financial Advisors & Wealth Managers Risk Management Teams Consultants

Trullion: AI-powered accounting software for lease accounting & revenue recognition compliance, automating financial workflows.

Automation Data Analysis Compliance Monitoring Financial Modeling Workflow Orchestration+8

Multimodal

Finance Teams Risk Management Teams IT Managers Financial Advisors & Wealth Managers Customer Support Teams Operations Teams

Multimodal: Agentic AI platform automating complex finance & insurance workflows with AI agents, reducing costs and improving decision-making.

Automation Agent-Based Vertical-Specific Data Analysis Compliance Monitoring+10

Canoe Intelligence

Finance Teams Asset Managers Financial Advisors & Wealth Managers PE/VC Investors

Canoe Intelligence automates alternative investment workflows, enhancing data clarity and efficiency for better decision-making.

Automation Data Analysis Workflow Orchestration Summarization Document Generation+3

DeepSee

Finance Teams Risk Management Teams IT Managers Financial Advisors & Wealth Managers Lawyers & Legal / Compliance Teams Consultants

DeepSee: AI-powered platform for digital transformation and automation, specializing in GenAI applications for regulated enterprises.

Automation Agent-Based Vertical-Specific Data Analysis Compliance Monitoring+12

Rogo

Finance Teams PE/VC Investors Financial Advisors & Wealth Managers Asset Managers

Rogo is a secure, enterprise-ready AI platform for financial firms, automating workflows and uncovering insights from connected data.

LLM-Based Built for Regulated Industries Document Generation Search / Retrieval Market Research+13

Theia Insights

Finance Teams Asset Managers Financial Advisors & Wealth Managers PE/VC Investors

Theia Insights provides foundational AI technologies for the global investment community, specializing in industry classifications and portfolio analysis.

Data Analysis Financial Modeling Market Research Valuation Tools

Brightwave

Asset Managers PE/VC Investors Financial Advisors & Wealth Managers Finance Teams

Brightwave is an AI research assistant generating trustworthy financial analysis on demand, transforming investment documents into insights.

LLM-Based Data Analysis Financial Modeling Valuation Tools Summarization+8

FinChat.io

Financial Advisors & Wealth Managers Asset Managers PE/VC Investors Finance Teams

FinChat.io is an AI-powered investment research platform combining financial data, analytics, and conversational AI for efficient stock analysis.

Data Analysis Financial Modeling Sentiment Analysis Summarization Valuation Tools+4

Inven

Finance Teams PE/VC Investors Financial Advisors & Wealth Managers Consultants

Inven uses AI to scan millions of websites, helping you find M&A targets and companies 10x faster with comprehensive data.

Data Analysis Market Research Lead Generation LLM-Based Workflow Orchestration+2

BlueFlame AI

Finance Teams Asset Managers PE/VC Investors Financial Advisors & Wealth Managers

BlueFlame AI is a generative AI platform tailored for alternative investment managers, enhancing knowledge management and productivity.

Knowledge Management Search / Retrieval Workflow Orchestration LLM-Based Vertical-Specific+8

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