Comparables.ai is an AI-powered platform providing company data and market intelligence for M&A, private equity, and investment banking professionals.
Hebbia: AI platform for knowledge work, offering AI agents for complex workflows, data analysis, and enterprise security.
Unique AI provides agentic AI solutions for financial services, enhancing efficiency in research, compliance, and KYC with a secure platform.
Posterity is an AI assistant for financial advisors, automating meeting summaries, fact capture, and suitability report generation.
Focal is a secure AI meeting assistant designed for financial advisors, automating tasks like note-taking, CRM updates, and compliance.
Thyme is an AI platform designed for financial advisors, automating tasks like meeting notes, client onboarding, and document parsing.
Zeplyn Meeting Assistant: Secure Wealth Management AI to streamline advisor workflows, elevate client experience and deliver personalisation.
fileAI automates and analyzes any file with AI, building proprietary AI components for complex agentic workflow automation across industries.
AI platform for investment managers to simplify research, test investment scenarios, and make faster, data-driven decisions through natural language analysis.
AI software for investment managers to save time, improve portfolio metrics, and make better, data-driven decisions.
WealthFeed empowers financial advisors to grow their business with an AI-powered platform for prospecting, client retention, and more.
TIFIN AG: AI-powered solutions for wealth enterprises, delivering data-driven insights to drive asset growth and improve client relationships.
