>_ WithAI
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.
best for
asset managers and hedge funds seeking to automate research workflows with agents that embed proprietary processes and models.
typical workflow position
research→monitoring
key featurefrontier AI agents running on client's own cloud with firm-specific ontology
asset classMulti-asset
functionAI Agents, Operations
pricingCALL
modelenterprise
added2mo ago
upvotes1
viaweb
instrumentsStocks
regionsGlobal
audiencepro · hedge fund
user baseHedge Fund
related tools
all WithAI alternatives →- 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.
- 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.