Rogo is an enterprise AI platform built for investment banks, private equity firms, and public and private market investors. It runs on custom-trained large language models developed specifically for finance, using professionally labeled data rather than general-purpose training sets. The platform is aimed at firms that need to turn raw market data and internal documents […]
Finance & Fintech
Financial modelling, earnings analysis, FP&A, fraud detection, portfolio analytics
9 tools selected.
Kasisto builds KAI, a conversational and generative AI platform built specifically for banks, credit unions, and wealth management firms. The company was spun out of SRI International, the research institute that created the technology behind Apple’s Siri, and has spent over a decade developing tools for financial institutions. The core problem Kasisto addresses is that […]
Cube is an agentic analytics platform built on a semantic layer, made by Cube Dev, Inc. It centralizes metric definitions, calculations, and security rules in one place. That governed model then feeds every analytics surface, from chat interfaces to dashboards to external AI tools. The platform targets two common problems. One is fragmented business logic, […]
MindBridge, built by MindBridge Analytics Inc., is a financial risk oversight and auditing platform for enterprise finance teams, internal auditors, and external audit firms. It targets the coverage gap left by manual auditing and random sampling, which struggle to keep pace with high transaction volumes. The platform ingests 100 percent of transactional data from ERP […]
Daloopa is a financial data infrastructure platform built for public equity professionals, institutional investors, and AI developers. It provides structured, source-linked financial data covering more than 6,000 public companies worldwide, with up to 14 years of historical depth. The company is based in New York and was founded in 2018. The platform targets a specific […]
Pave is a compensation management and benchmarking platform built for teams that plan and execute pay decisions. It replaces annual, self-reported surveys with continuous access to a compensation dataset drawn from thousands of participating companies. The platform targets a specific problem: stale market data and spreadsheet-based compensation processes. In competitive fields like technology and AI, […]
Lucanet is a cloud-based CFO Solution Platform developed by Lucanet AG for finance and tax teams. It combines financial consolidation, planning, reporting, ESG reporting, disclosure management, lease accounting, tax compliance, banking, and cash management in a single platform. The platform is aimed at organizations that rely on spreadsheet-based consolidation or work across disconnected finance systems. […]
AlphaSense is an AI-powered market intelligence search engine for financial and corporate professionals. It applies machine learning and NLP to over 500 million premium business and financial documents. Users search and synthesize insights from earnings calls, SEC filings, broker research, and expert transcripts via conversational prompts. The platform’s generative AI features, Deep Research and GenSearch, […]
Hebbia is an enterprise AI platform for indexing, searching, and analyzing large volumes of unstructured documents. It targets high-stakes industries including asset management, private equity, investment banking, legal services, and corporate strategy. The platform converts dense, multi-source document repositories into structured, queryable data. The core interface is called Matrix. Users upload documents into a secure […]