Investment Tools Catalog

Empowering financial asset managers: valuations and portfolio monitoring with AI and advanced data intelligence. 73 Strings and CohnReznick Tech-Enabled Valuation Model.…

Aiera sells event intelligence and research infrastructure to asset managers, hedge funds, investment banks and brokerages, sourcing and capturing corporate and macroeconomic…

Alkymi converts the unstructured documents that carry private markets information into standardized, interactive datasets that flow into a firm's own systems, covering capital…

Allvue Systems is a Miami headquartered investment management software provider for the alternatives industry, formed in 2019 through the merger of Black Mountain Systems and…

AlphaSense is a market intelligence and search platform for investment banks, hedge funds, private equity firms, asset managers, consultancies and corporate strategy teams…

Ammonite AI is a United Kingdom company selling Planbot, a report drafting tool for financial advice firms, launched in February 2026. Its co founders Rob Harradine, who is also…

Arch runs the operational back end of private markets investing for the advisers and institutions that hold alternatives on behalf of clients. The platform logs into fund…

ARTBnk sells automated fine art valuation to the institutions that lend against, insure, hold or advise on art, including banks, insurers, wealth managers, family offices and…

Artian builds multi-agent systems for large financial institutions, letting them develop, customize and deploy agents that reason, adapt and collaborate across processes in…

Auquan builds autonomous agents for the knowledge work that occupies analysts at asset managers, investment banks, private equity and private credit firms and insurers. Combining…

Automwrite is a United Kingdom platform that drafts regulated advice documentation for financial advice firms, positioned as an operating system for advisers rather than a single…

Axyon AI builds deep learning models on financial time series for asset managers, hedge funds, private banks and family offices, forecasting the relative behavior of indices and…

For Private Equity , Consulting , Investment Banking , Corporate Development Seamlessly capture, enrich, and sync deal data into CRM for pipeline tracking and workflow automation.…

Bipsync sells a research management system to institutional investment teams, positioned as the place where an investment firm's accumulated judgment lives rather than as an…

Blue Fire AI sells capital markets intelligence to asset managers, investment banks, hedge funds, private banks and pension funds, built on a neuro symbolic architecture the…

Hong Kong sustainability analytics platform for banks, asset and wealth managers, institutional investors and fund gatekeepers, built around the greenwashing and sustainable…

Boosted.ai builds Alfa, an agentic research platform for asset managers, wealth managers and hedge funds that monitors what a firm cares about proactively rather than answering…

Brightwave is a New York AI research platform for investment professionals, founded by engineers from artificial intelligence and financial data infrastructure backgrounds. Its…

Canoe Intelligence automates the collection, extraction and delivery of alternative investment data for the institutions that allocate to private markets. Its software connects to…

Capsa AI builds an operating system for private equity that lets investment professionals delegate the manual, low-skill due diligence work that consumes about a quarter of their…

Carta is a San Francisco platform for private capital operations, originally a capitalization table system and now positioned as a vertical resource planning system for private…

“By leveraging Catchlight’s insights across our organic growth channels we can engage in more meaningful, personalized conversations with prospective clients, expand and curate…

Centauri AI turns the documents alternative investment teams exchange by email into structured, queryable data, aimed at investment firms, trading desks and banks working in…

CENTRL sells diligence automation to both sides of the institutional manager selection relationship and to the banks that oversee their own counterparties. Four products sit on…

Chaos Labs builds automated risk management infrastructure for on chain lending and derivatives markets. Its Edge Risk Oracles compute and push parameter changes in real time…

Chronograph sells portfolio monitoring, valuation and analytics software to private capital investors on both sides of the fund relationship. Chronograph LP collects quarterly…

Discover Claira's AI-powered platform that streamlines finance deal analysis, accelerates decision-making, and preserves institutional knowledge for smarter investing. Over $3…

San Francisco company building AI agents for private market diligence, monitoring and reporting, founded 2023 by Anton Otaner and Tommy He and part of the Y Combinator Winter 2024…

Cognaize extracts decision ready information from the most complex unstructured financial documents, including credit agreements, financial reports, ESG disclosures, loan…

CogniCor builds AI copilots for wealth management firms, broker dealers, registered investment advisers and insurers, grounded in each firm's own document library rather than in…

Cohesion sells a team of monitoring agents to fundamental equity investors, tracking the companies an analyst covers across earnings calls, investor presentations, regulatory…

Continuum captures Canadian financial advisers' client meetings without a bot joining the call, across video platforms, desktop softphones and in person on mobile, then generates…

Credora, operating as Credora by RedStone since its September 2025 acquisition by the oracle network RedStone, produces credit risk ratings for on chain lending markets on a…

Cyndx is a deal origination platform for private equity, venture capital, corporate development teams, advisers and companies raising capital, built around a search engine that…

daappa sells private markets accounting, administration and data infrastructure to fund administrators and to managers running their own operations. The platform comes in two…

Daloopa extracts and structures fundamental financial data for institutional investors, reading company filings, footnotes, investor presentations and earnings transcripts and…

Dasseti, founded as Diligend and rebranded in January 2023 with Nasdaq Ventures among its strategic shareholders, builds due diligence and data exchange software sitting between…

DiligenceVault runs a two sided diligence platform sitting between the institutions that allocate capital and the managers that receive it, replacing the questionnaires, documents…

Dwellfi is the sovereign agentic OS for fund operations. Institutional-grade AI agents automate capital calls, NAV reconciliation, and LP reporting inside your own air-gapped…

Endex is a New York company building an AI agent that lives inside Microsoft Excel rather than in a separate platform, on the reasoning that Excel remains the working environment…

Entrilia is an early stage, venture backed fund operations software company for private capital managers, seed funded by Watertower Ventures and selling front to back operations…

Farseer runs an investment analytics and decision intelligence platform for securities brokers, institutional investors, asset managers, stock exchanges and listed companies…

FinMate AI sells meeting documentation to financial advisers, and its positioning rests on provenance: it was built by an adviser who had the problem himself, and its output is…

Finster AI is an agent orchestration and research platform for investment banks, asset managers, institutional investors and private credit firms, drafting investment memos…

FinTech Studios runs a generative AI intelligence engine for financial institutions and corporations, ingesting billions of open source signals across news, social media…

Flanks supplies the data infrastructure beneath wealth management, connecting to more than 600 banks, brokers, custodians, pension providers and alternative asset platforms across…

ForwardLane builds decision intelligence for wealth managers, asset managers, fund distributors and insurers, acting as a virtual analyst that reviews every client record daily…

FP Alpha sells advanced planning software to financial advisers, accounting firms and estate attorneys, addressing the three areas where a generalist adviser is least equipped…

Gain, formerly Gain.pro, supplies private market intelligence to private equity investors, M&A advisers, corporates and consultancies, covering the companies, industries…

Gauntlet is a quantitative risk and allocation firm that runs agent based simulation across on chain lending and yield markets, using the output to size positions, set risk…

Hazel is an AI platform for wealth managers built by the custodian Altruist and sold to advisers regardless of where they custody. It unifies a firm's knowledge from…

Hebbia analyses large private document sets for asset managers, private equity firms, investment banks and hedge funds through Matrix, a grid where each row is a document and each…

Hudson Labs, founded in 2019 in Toronto and formerly called Bedrock AI, builds finance specific language models for institutional equity research. Its founders are Kris Bennatti…

HyperNorm AI builds decision intelligence for registered investment advisers, wealth managers and fund managers, analyzing market events, modeling how they propagate through…

Inca Digital argues that understanding digital asset risk requires more than the chain, and it assembles the widest input set in this lane to prove the point: real time trading…

IntellectAI is the wealth management and insurance business unit of Intellect Design Arena, a Chennai headquartered financial technology company listed in India with three decades…

Risk Intelligence for Extreme Weather Events. Assess and manage financial, insurance, and supply chain risks from rainfall floods, storm surges, wildfires, and typhoons with…

InvestSuite supplies white label investing technology to banks, brokers, wealth managers, asset managers, private banks and pension funds, letting them launch a digital investment…

IVM Markets sells structured product idea generation and optimization to the distribution side of the equity derivatives market, meaning brokers, private banks, asset managers…

JIFFYAI unifies the operational layer of wealth management, aggregating data from custodians, customer systems and internal platforms into one source of truth, then running AI…

Jump sells an artificial intelligence assistant built for financial advisers and the operations staff around them, covering the whole arc of a client meeting rather than the…

Juniper Square is a San Francisco based fund operations partner to more than 2,300 private markets general partners, combining software with an outsourced fund administration…

AI-powered due diligence that transforms raw deal files into structured, investor-ready outputs—automating data cuts, running real math, and surfacing insights in minutes, not…

Linvest21 builds AlphaCopilot, an investment platform run by specialized agents including equity analysts, portfolio managers and virtual chief investment officers, sold to…

Marloo uses AI to help financial advisers stay organised and take better meeting notes, so they can focus on what they do best – rather than paperwork. AI for financial advisors…

MDOTM builds Sphere, a no code platform that puts analytical and generative models inside an institutional investor's own process rather than replacing it. It studies market…

Eliminate all the busy work with purpose-built agents, so you can build stronger client relationships. Turn paperwork into data in minutes. Upload any document and watch the…

Model ML builds an AI workspace for investment banks, private equity firms, venture funds, asset managers and consultancies, where teams assemble AI Modules that run autonomously…

Moment replaces the patchwork of legacy systems wealth firms run with a single platform where AI agents can execute whole workflows inside a regulated environment, spanning…

motif supplies advisory intelligence that financial institutions embed inside their own products rather than a platform their customers visit. Its Clarity system builds a temporal…

Needl.ai is a private enterprise AI platform for financial markets, founded in 2019 by Vikram Srinivasan and Kuntal Shah, with engineering in Bengaluru, India and a US entity…

NestiFi is a white label family wealth platform that banks, credit unions, wealth managers and life and pensions providers deploy under their own brand to hold relationships…

AI that helps financial advisors grow and spend more time with clients Automated task generation Turn every client touchpoint into actionable tasks without manual effort. Account…

Nitrogen sells an integrated client engagement suite to financial advice firms, built outward from the Risk Number, a patented single figure expression of a client's risk…

Link your standard operating procedures and describe the work in natural language. Nomerra provides the models, context, and execution harness needed to run AI agents at scale.…

Obin AI builds what it calls an agentic workforce for financial institutions, deploying agents that run defined workflows end to end rather than producing drafts for a person to…

Opensee is a Paris headquartered financial data management and analytics platform built by capital markets practitioners, founded in 2015 and previously known as ICA. It sells…

Oxane Partners is a London headquartered technology and services provider to the private credit markets, founded in 2014 by former structured credit professionals from Deutsche…

Pactio automates the closing of private equity deals, synchronizing the four artifacts that must reconcile at completion and normally live in separate spreadsheets: sources and…

Particula is a digital asset ratings and risk intelligence firm covering tokenized real world assets, stablecoins and digital securities through its published Particula Digital…

Performativ replaces the patchwork of legacy systems European wealth and asset managers run across front, middle and back office with one cloud platform covering portfolio…

PlannerPal automates admin tasks for financial advisers, generating meeting notes, documents, and CRM updates to save time, improve compliance, and enhance client relationships.

Polly runs a mortgage capital markets platform for United States banks, credit unions and mortgage lenders, built around a cloud native product, pricing and eligibility engine…

Practifi sells a client relationship and business management platform purpose built for wealth management firms, covering the unified client record, pipeline and opportunity…

QuantumStreet AI sells AI driven investment research, signals and index construction to institutions. It operates two models: portfolio as a service, delivering AI enhanced…

Reflexivity, formerly Toggle AI, is an investment analysis platform for institutional investors, asset managers and hedge funds, founded by two former co chief investment…

RightCapital sells financial planning software to advice firms, built on its own calculation engine covering retirement projection, tax aware distribution modeling, student loan…

Rogo is a generative AI platform built for investment banks, private equity firms and asset managers, pulling filings, transcripts, deal databases, market data and a firm's own…

S&P Global Market Intelligence is the data, analytics and enterprise software division of S&P Global, scoped here at division level and separated from S&P Global Ratings, S&P Dow…

Samaya AI builds expert knowledge agents for financial institutions on its own custom trained financial language models rather than general purpose ones, arguing that factuality…

Saphyre digitizes the pre-trade and post-trade data that moves between asset owners, investment managers, hedge funds, prime brokers, broker dealers and custodians, replacing the…

Saturn automates the compliance and back office load inside United Kingdom financial advice firms, covering suitability report generation, regulatory workflow, investment research…

Scorechain is your trusted crypto compliance partner, offering advanced blockchain analytics, risk scoring, and KYT solutions to help VASPs, banks, and regulators navigate crypto…

SESAMm reads the web on behalf of investors, running natural language processing and generative models across a data lake of more than 20 billion articles and messages in dozens…

Sherpas is a Generative Finance platform for Wealth Management to optimize operations, personalize advice at scale and put client engagement on autopilot. Go beyond automation to…

Simudyne builds agent based simulation for financial institutions, modeling the individual behavior of banks, asset managers, funds, customers and market infrastructures so that…

Streetbeat supplies AI agents to wealth managers, brokerages and financial institutions through its enterprise platform, automating investment workflows, portfolio analysis, risk…

TeamSec runs a cloud securitisation-as-a-service platform for banks, investment banks, brokerage houses and asset originators, covering the structured finance process end to end…

Terminal X, built by Project Pluto Inc, is an agentic research platform for institutional investors, founded in New York in August 2022 by chief executive Hyun Hong, who spent a…

Theia Insights replaces the static industry classification systems financial markets have used for decades with a continuously updated, multidimensional map of what companies…

TIFIN applies AI across wealth management, asset management and insurance through a group of companies, and consolidated those businesses in April 2026 into TIFIN.AI, an…

Timeline makes financial planning easier with our best-in-class planning technology and evidence-based investment model portfolio management service. A FULLY INTEGRATED ECOSYSTEM…

ToltIQ, formerly DiligentIQ, applies generative models to private markets due diligence, ingesting the contents of a virtual data room and turning them into queryable intelligence…

Transient.AI builds what it calls a declarative AI operating system for capital markets, unifying fragmented front, middle and back office systems into one intelligence layer for…

Transparently.AI detects accounting manipulation and fraud across more than 85,000 listed companies worldwide, serving portfolio managers, risk professionals, auditors, banks…

Ultramarin, formerly Othoz, has built a vertically integrated machine learning platform for global equity investing that runs from data acquisition through prediction models to…

Build smarter portfolios, harvest more losses, and run your practice from one platform. SEC-registered, SOC 2 compliant. 135K+ accounts, $100B+ platform assets. One platform to…

Wealth Dynamix is a London client lifecycle management specialist founded in 2012, selling to private banks, wealth managers and asset managers with offices in the United Kingdom…

WealthAi is an AI operating system for wealth managers, family offices, private banks and asset managers, combining an agentic assistant that acts rather than merely answers…

WNSTN supplies brokerages and securities firms with an AI personalization and engagement layer that sits inside their own trading platform, deploying multiple agents to answer…

Zeplyn automates the meeting lifecycle for financial advisers and wealth firms, assembling smart agendas from prior conversations, customer records, custodial data and open tasks…

5,000+ firms run on Zocks, the #1 AI Assistant for Financial Services (G2). Automate meeting prep, notes, onboarding & financial plans. Book a demo today. Save time, serve every…

Describe your strategy, AI builds your trading desk

Turns natural-language DEX strategy ideas into inspectable code and historical backtests, with a Hyperliquid execution workflow

Investment tracking with chatbot assistance

Find hidden gem properties for real estate investing.

Adding an AI Edge to Trading and Investing

A fundraising copilot for founders

AI agents that watch your portfolio and deliver briefings.

Statistically significant market cycles via signal processing

AI fundraising agent that finds investors and books meetings

Your Personal AI Investment Analyst — See the opportunities others don't.

Research stocks at the speed of thought.

AI-powered financial analyst from Investing.com delivering market insights and research

AI-powered hedge fund strategies for everyday investors.

Autonomous wealth-building without expensive advisors.

A free & anonymous startup acquisition marketplace

Discover profitable micro-startups for sale

Research, plan, and invest in one chat

AI-powered copilot for smarter investing

Pocket Bullseye is an iPhone and iPad chart review app. Upload a screenshot from your charting app for an AI-assisted second opinion on visible market…

AI-driven investing guide for portfolio growth

Generate smart portfolios in seconds with AI

Know your potential profits before you buy a property

Turning complex trading patterns into stock insights for more wins.

A financial research and investor relations platform

Residential real estate investing simplified

AI-powered investment analyst for confident decisions.

Free US-stock research with public company pages, screeners, and dated AI-written analysis

AI-powered trading strategy platform for smarter investments.

Your trades, analyzed.