>_ alternatives to WithAI
22 ai agents tools that do a similar job to WithAI, with the facts side-by-side.
See full data, pricing and features on the WithAI profile page.
the tool you're replacing
WithAI— Provides AI agent infrastructure for asset managers to automate research across securities and integrate proprietary processes with frontier models
Multi-assetAI AgentsCALL· frontier AI agents running on client's own cloud with firm-specific ontology
ai agent infrastructure for asset managers to automate research across securities. frontier agents run on the client's own cloud, learn firm-specific processes and ontology, and can research every stock daily. includes integrations with data providers, terminals, and internal systems.
| tool | best for | pricing | who uses it |
|---|---|---|---|
| WithAI (this tool) | asset managers and hedge funds seeking to automate research workflows with agents that embed proprietary processes and models. | CALL | Hedge Fund |
| Qualitate | investment firms and enterprises conducting diligence, channel checks, competitive intelligence, and portfolio monitoring using expert interview data | CALL | Hedge Fund, Private Equity, Venture Capital, Mutual Fund, RIA, Family Office |
| Equilyse | equity analysts seeking rapid analysis of company documents and earnings materials | FREE | RIA, Family Office, Mutual Fund, Hedge Fund |
| Marvin Labs | equity analysts conducting earnings research and financial text analysis | FREE-$$$ | Hedge Fund, Mutual Fund, RIA, Family Office |
| Matterfact | institutional investors seeking automated synthesis of filings, transcripts, expert calls, and alt-data into cited research. | CALL | Hedge Fund, Mutual Fund, Family Office, RIA |
| Endex | enterprise finance teams at investment banks, hedge funds, private equity firms, and fortune 500 companies accelerating financial modeling workflows | CALL | Hedge Fund, Private Equity, Investment Bank, Mutual Fund, Family Office, RIA |
| Samaya | institutional investment professionals — sell-side analysts, hedge fund teams, mutual fund managers, sales & trading desks, investment bankers, PE analysts — executing high-stakes research and monitoring workflows | CALL | Hedge Fund, Mutual Fund, Investment Bank, Private Equity, RIA |
| Dili | Confidence-scored AI memos across 3,000+ historical deals | CALL | — |
| Current AI | fundamental equity investors who maintain excel-based financial models and need automated tracking of company events and supply-chain linkages. | CALL | RIA, Family Office, Hedge Fund, Mutual Fund, Investment Bank, Retail |
| ToltIQ | private markets investment teams conducting due diligence on virtual data rooms | CALL | Private Equity, Hedge Fund, Venture Capital |
| Fira Research | financial analysts conducting quantitative and qualitative research across hundreds of complex filings and data rooms. | FREE-CALL | RIA, Hedge Fund, Investment Bank, Family Office, Mutual Fund |
| Midas | built for analysts and investors | FREE-$$$ | Retail, RIA, Family Office, Hedge Fund, Mutual Fund, Investment Bank |
| TradeThesis | traders seeking institutional-grade crypto research notes without manual charting or fragmented data sources | FREE | Retail |
| DeepExa | users needing ongoing automated research on defined objectives | $? | Retail, RIA, Family Office, Hedge Fund, Mutual Fund, Private Equity, Venture Capital, Investment Bank |
| Lead-Lag Media | fund issuers (asset managers, capital markets teams) seeking advisor distribution and financial advisors seeking white-labeled marketing services | CALL | RIA, Hedge Fund, Mutual Fund |
| Reflexivity | institutional investors seeking ai-powered analysis with auditable, institutional-grade data sources | CALL | Hedge Fund, Mutual Fund, Family Office, RIA |
| Blueflame AI | dealmakers and investment professionals across private markets and m&a advisory — private equity, private credit, investment banks, real estate, endowments, hedge funds. | CALL | Private Equity, Hedge Fund, Mutual Fund, Investment Bank, Venture Capital |
| Hebbia | institutional investors, bankers, advisors, asset managers, and fortune 500 companies performing high-stakes decisions and diligence. | CALL | Hedge Fund, Mutual Fund, Private Equity, Investment Bank, RIA, Family Office |
| Verlo | wealth management practices and rias looking to automate document processing, meeting follow-up, and client record maintenance | $? | RIA |
| Unlimited.ai | family offices and rias managing private markets portfolios | CALL | Family Office, RIA |
| FinSights AI | wealth management firms, cpa firms, and bookkeeping teams that need real-time financial intelligence without bi complexity. | $-$$$ | RIA |
| Lira AI | AI assistant purpose-built for registered investment advisor workflows | CALL | — |
| Mazal | fully managed AI services with same-day activation and operational support | $-$$ | — |
- Qualitate— AI moderator that runs primary expert interviews at scale, delivering quantified time-series insights across 10k+ public and private companies.
- Equilyse— AI-powered research workspace for equity analysts — rapid analysis of earnings calls, reports, and filings with portfolio tracking.
- Marvin Labs— AI research copilot for equity analysts — autonomous agents that run earnings reviews, KPI trackers, and guidance comparisons with citations.
- Matterfact— AI 'superagent' for institutional investors — codifies your research workflow over filings, transcripts, expert calls, and alt-data.
- Endex— Excel-native AI agent for enterprise finance — builds three-statement models, DCFs, and analyses from prompts in minutes, with auditable citations.
- Samaya— Expert AI agents for hedge funds and IB — thesis evaluators, data-point trackers, and primers with 96% accuracy on financial workflows.
- Dili— AI due-diligence platform for PE, VC, real estate, and private credit — extracts data-room files, generates memos, comparables, and red flags with confidence scores.
- Current AI— Proactive AI agents for fundamental investors — real-time news/event monitoring, auto-updating Excel models, and second/third-order supply-chain impact analysis.
- ToltIQ— PE due-diligence AI from ex-KKR CIO Ed Brandman — query entire virtual data rooms with source-linked answers across financial, legal, technical, and market documents.Private MarketsAI AgentsCALL· Bulk-query VDRs (60M+ pages indexed) with source-cited PE-specific outputs
- Fira Research— AI financial-research assistant (YC-backed) — multi-document Q&A across thousands of filings with granular citations, instant P&L Excel extraction, and peer benchmarking.
- Midas— AI research platform for equity analysts and PMs — screening, custom dashboards, real-time alerts, and trend tracking across filings, calls, and decks with source-linked insights.
- TradeThesis— Runs five sequential AI agents across technical, fundamental, news, risk, and synthesis layers to generate structured crypto research notes in under 10 seconds.
- DeepExa— Provides continuous agentic AI research that executes user-assigned research objectives autonomously over time.
- Lead-Lag Media— Operates 80+ AI agents for fund distribution, advisor outreach, content production, and meeting scheduling while the team focuses on relationship-based capital introductions.Multi-assetOperationsCALL· 80+ production AI agents handle advisor onboarding, outreach, and ops 24/7
- Reflexivity— Combines institutional-grade market data from S&P Global, LSEG Datastream, Cboe, and Nasdaq with explainable AI agents to generate investment analysis, knowledge graphs, and portfolio insights for institutional investors.
- Blueflame AI— Provides an LLM-agnostic agentic AI platform for private equity, private credit, investment banking, and other investment firms to automate workflows across sourcing, diligence, portfolio monitoring, and reporting.Private MarketsAI AgentsCALL· multi-model orchestration routing tasks to best-fit AI models automatically
- Hebbia— Provides an AI platform for financial institutions to analyze unlimited documents, automate workflows, and extract insights from earnings calls, filings, and proprietary data sources.
- Verlo— Provides an AI agent that reads documents, transcribes meetings, updates client records, analyzes portfolios, and fills forms for wealth management practices.Multi-assetOperations$?· automatically extracts client data from documents and meeting transcripts to update CRM records
- Unlimited.ai— Provides AI-native consolidated portfolio reporting, due diligence management, liquidity forecasting, and document retrieval for private markets investors with an agentic chat interface.Private MarketsPortfolio ManagementCALL· agentic document chat (Laila) searches across all investment docs with sourced answers
- FinSights AI— Aggregates financial system data into real-time dashboards and automated reports for wealth advisors and CPA firms
- Lira AI— Provides an AI platform for financial advisors to assist with client communications and portfolio management workflows.
- Mazal— Builds, deploys, and operates managed AI services for sales, support, and operations, including voice receptionist, lead generation, content repurposing, chat agents, and trading bot strategy testing.Multi-assetOperations$-$$· fully managed AI services with same-day activation and operational support