A new wave of AI-powered tools is starting to reshape investment research in fintech. As Forbes recently reported in an article by Jeff Kauflin, companies ranging from trading app Robinhood to lean startups in New York are now using AI agents—software that can understand context, make decisions, and carry out tasks—to streamline the time-consuming work of analyzing investments. While AI in fintech has so far been focused on customer service and back-office automation, it’s now moving into deeper, more strategic territory.
A growing number of companies are building AI tools designed specifically for investors, analysts, and financial institutions. Among them:
- Hebbia – Connects directly to virtual data rooms to analyze private market data, assess risks, and generate investment memos. The company says its tools can save private equity firms up to 30 hours per deal. Backed by Index Ventures, Peter Thiel, and Andreessen Horowitz.
Website: https://www.hebbia.com - AlphaSense – Helps analysts prepare for meetings, earnings calls, and IPO roadshows by surfacing relevant insights and expert commentary.
Website: https://www.alpha-sense.com/ - Rogo – Automates the creation of earnings summaries, pitch decks, and M&A ideas. Its tools compare industry players and analyze company performance across geographies.
Website: https://rogo.ai/ - RavenPack – Focuses on analyzing news and regulatory filings to detect market-moving signals. Recently launched Bigdata.com, a platform that delivers AI-generated stock watchlists and daily reports.
Website: https://www.ravenpack.com/
Consumer-facing platforms are also getting on board:
- Robinhood Cortex – A new AI feature (launching later this year) that will generate automated reports and trade ideas for premium users.
Website: https://robinhood.com/ - Arta AI – Launching mid-2025, this tool will offer personalized investment suggestions and portfolio insights. Subscriptions start at $20/month or are free for clients with $100K+ in assets under management.
Website: https://artafinance.com
While most companies in this space are still early-stage, they’re targeting some of the most manual, labor-intensive tasks in investment research—an area that’s long overdue for innovation.
