Boosted.ai
Boosted.ai builds agentic AI software for the investment management industry, offering its Alfa platform, Boosted Insights SaaS, and a public API to automate research, portfolio monitoring, and reporting for 300+ institutional clients managing $5T+ in assets.
- Company typePrivate
- Founded2017
- HeadquartersToronto, Canada
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Boosted.ai does
Boosted.ai is a Toronto-based AI software company founded in 2017 that builds agentic AI tools purpose-built for the investment management industry. Its core offering is the Alfa platform, a generative-AI workspace that combines a conversational Financial Chat interface, autonomous Investment Agents, and a customizable agent-creation layer to automate investment research, portfolio monitoring, report generation, and idea validation for professional investors. The company also operates Boosted Insights, an earlier SaaS product for explainable AI-assisted investment decision-making, and exposes functionality via a REST API with a Python SDK for third-party platform embedding. The technology stack integrates third-party large language models with proprietary distributed machine learning and, since October 2025, ElevenLabs-powered voice interaction, processing over 120 billion tokens monthly across more than 50,000 live agent workflows at 99.99% uptime. Boosted.ai's certifications (SOC 2 Type II, ISO 27001:2022, ISO 27701, GDPR) position it for institutional financial deployment.
The company monetizes through subscription SaaS for the Alfa platform, usage-based API access for developers and platform partners, and custom enterprise licensing for institutional investors. Its go-to-market combines product-led growth via a freemium tier (alfa.boosted.ai), direct enterprise sales to large financial institutions, and strategic channel partnerships with firms such as BX Partners, Lucerne Capital Management, and Liontrust. Its customer base spans 300+ institutional clients managing over $5 trillion in assets collectively, including Ameriprise Financial, Invesco, BMO, CIBC, Manulife, Wells Fargo Advisors, HSBC UK, Raymond James, Janus Henderson, Liontrust, Rathbones, and Evolve ETFs. The company maintains offices in Toronto (headquarters at 372 Bay Street), New York, and San Francisco, and is backed by venture investors including Spark Capital, Ten Coves Capital, Portage Ventures, HarbourVest Partners, Fidelity Canada, and CIBC Innovation Banking.
Boosted.ai firmographics
Firmographics- Name
- Boosted.ai
- Legal name
- Gradient Boosted Investments Inc.
- Website
- https://boosted.ai
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Boosted.ai builds agentic AI software for the investment management industry, offering its Alfa platform, Boosted Insights SaaS, and a public API to automate research, portfolio monitoring, and reporting for 300+ institutional clients managing $5T+ in assets.
- Ownership category
- akta.pro rank
Boosted.ai industry classification
Industry- Product category
- Investment Research AI Software
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Software Publishers (513210)
- SIC
- Investment Advice (6282), Services-Prepackaged Software (7372)
- akta.pro primary industry
- AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ)
- akta.pro secondary industries
- AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI), End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)
Keywords
Where Boosted.ai is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices3 records
Markets served
Boosted.ai business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription SaaS (Alfa Platform): Boosted.ai operates on a subscription model for its Alfa Platform. Customers pay recurring fees for access to the AI-powered investment research tools. The platform includes both paid tiers and free features, with usage-based elements for enterprise deployments.
- API/Developer Access: Revenue generated through API access for developers and platforms integrating Boosted.ai's investment intelligence into their products. Pricing based on usage and deployment scale.
- Enterprise Licensing: Custom enterprise agreements for institutional investors and asset managers requiring dedicated access, custom agent creation, and enhanced support.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Others | Free Features tier with limited access |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels6 records
Boosted.ai product offering
Product offeringCore offering
Boosted.ai provides a generative AI platform (Alfa) and supporting SaaS application (Boosted Insights) that automate investment research for financial professionals. The platform combines autonomous AI agents, conversational chat, and voice-enabled interfaces to surface stock and theme insights, generate reports, and accelerate portfolio analysis. It also exposes a developer API that allows investment platforms to embed AI-powered investment intelligence into their own products.
Product overview
Boosted.ai offers a dual-platform architecture: Boosted Insights is the original SaaS product for AI-assisted investment decision-making with customizable financial models, while Alfa is the next-generation generative AI platform leveraging third-party large language models for conversational and agentic investment research. Both platforms share core capabilities including Financial Chat for conversational interactions, Investment Agents for autonomous research workflows, and are accessible via API for developer integration. The platforms serve investment professionals, institutional investors, wealth managers, and investing platforms managing over $5 trillion in assets collectively.
Differentiator
Problem solved
Functional benefit
Brands
- Alfa: Proprietary generative AI platform for investment decision-making, featuring conversational agents and investment research tools.
- Boosted Insights
Products and services
- Alfa Platform Proprietary generative AI platform for facilitating investment decision-making through conversational interfaces and autonomous AI agents. Leverages third-party large language models and AI algorithms to generate suggested text, information, and analysis in response to user prompts, and includes voice-enabled research agents, Financial Chat, and Investment Agents capabilities.
- Boosted Insights SaaS solution facilitating AI-assisted investment decision-making, enabling users to create customized financial models and providing user accounts for investment professionals to leverage explainable AI tools for portfolio management.
- Boosted.ai API REST API enabling developers to integrate investment intelligence into third-party platforms. Supports an Investing Assistant for data-backed answers sourced from verified financial-grade intelligence, an Insights Feed providing access to millions of professional-grade insights created by AI agents, and Agent Creation for building custom agents that generate compliant content.
Quantifiable outcome
- Reduces analyst work from 40 hours to 20 minutes for certain research tasks
- +4 more outcomes
Companies that use Boosted.ai
Customer profileNamed customers17 records
Segments4 records
Ideal customer profiles3 records
Boosted.ai technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability10 records
Feature7 records
Boosted.ai partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and infrastructure.
- Lucerne Capital ManagementcoreStrategic partnership where Boosted.ai provides real-time data monitoring and risk insights for Lucerne's farmland investment platform, targeting regenerative agriculture investments.
- BX PartnerscoreCollaboration to bring institutional-grade AI capabilities to financial advisors, model builders, and asset managers through the BX Index platform and distribution network.
- ElevenLabscoreIntegration of ElevenLabs' text-to-speech and conversational AI technology to power voice-enabled investment research agents, industry-first voice AI for investment management.
- LiontrustcorePartnership to enhance Liontrust's AI-driven investment research capabilities using Boosted.ai's intelligence platform.
- Amazon Web Services (AWS)infrastructureBoosted.ai's generative AI portfolio manager runs on AWS infrastructure, utilizing AWS services for near-instant finance insights delivery.
Scale indicators12 records
Recent moves6 records
Expansion highlights7 records
Boosted.ai competitors and assessment
Company assessmentEmerging players
- Tifin: Tifin applies AI/ML to asset and wealth management, with products spanning investment personalization and advisor enablement — a thematic overlap with Boosted.ai's wealth management and platform-embedding GTM.
Direct peers
- RavenPack: RavenPack provides AI-driven alternative data and analytics for systematic and discretionary investment managers, overlapping with Boosted.ai's predictive analytics and investment intelligence offerings.
- Hebbia: Hebbia builds AI agents for financial analysts to read, analyze, and synthesize large document sets, competing with Boosted.ai's Investment Agents and Financial Chat capabilities for institutional research workflows.
- AlphaSense: AlphaSense is a direct competitor offering AI-powered market intelligence and research workflow tools to investment professionals, enterprises, and financial institutions — closely matching Boosted.ai's Alfa value proposition for AI-driven investment research.
Broad incumbents
- Addepar: Addepar is a portfolio management and analytics platform serving wealth managers and family offices, an adjacent use case for Boosted.ai's wealth-management AI tooling and a potential partner or competitor.
- FactSet: FactSet provides portfolio analytics, research, and data workflows to asset managers and wealth advisors, and is embedding AI-driven research assistants that increasingly overlap with Boosted.ai's product surface.
- Goldman Sachs (Marquee / GS Datarade): Goldman Sachs' Marquee platform and alternative-data initiatives bring AI-enhanced analytics and data feeds to institutional investors, partially overlapping with Boosted.ai's investment intelligence and API offering.
- BlackRock (Aladdin): BlackRock's Aladdin platform is a portfolio management and risk analytics system used by many of the same institutional investors Boosted.ai targets, and increasingly incorporates AI-driven research and analytics capabilities.
- S&P Global (including S&P Capital IQ Pro): S&P Global's Capital IQ Pro and Market Intelligence offerings bundle financial data, research, and AI-enabled workflow tools that compete with Boosted.ai among investment professionals at large institutions.
- Bloomberg: Bloomberg Terminal is the dominant installed data and analytics platform for the same institutional investor base Boosted.ai serves, and is progressively adding generative AI features that compete with Boosted.ai's Alfa platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Boosted.ai social profiles
Digital presenceBoosted.ai compliance and trust
Trust signalCompliance5 records
Boosted.ai financial estimates
Financial estimateRevenue estimate
Valuation estimate
Boosted.ai leadership team
Management profileNumber of profiles
Profiles9 records
Boosted.ai funding detail
Funding detailFunding overview
Funding rounds5 records
Investors9 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Boosted.ai M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Boosted.ai
What does Boosted.ai do?
Boosted.ai provides a generative AI platform (Alfa) and supporting SaaS application (Boosted Insights) that automate investment research for financial professionals. The platform combines autonomous AI agents, conversational chat, and voice-enabled interfaces to surface stock and theme insights, generate reports, and accelerate portfolio analysis. It also exposes a developer API that allows investment platforms to embed AI-powered investment intelligence into their own products.
Is Boosted.ai a public or private company?
Boosted.ai is a private company. It is classified as venture growth investor backed and is currently operating.
When was Boosted.ai founded?
Boosted.ai was founded in 2017. It employs 51 to 100 people.
Where is Boosted.ai based?
Boosted.ai is headquartered in Toronto, Canada, in the North America region.
How does Boosted.ai make money?
Three revenue lines are on record. Subscription SaaS (Alfa Platform) is the primary driver. The others are API/Developer Access and enterprise Licensing.
Who are Boosted.ai's main competitors?
Tifin is listed as an emerging player. Direct peers are RavenPack, Hebbia and AlphaSense. Broad incumbents are Addepar, FactSet, Goldman Sachs (Marquee / GS Datarade), BlackRock (Aladdin), S&P Global (including S&P Capital IQ Pro) and Bloomberg.
Does Boosted.ai have an API?
Yes. Boosted.ai offers a public REST API enabling developers to build investment intelligence features into their platforms. The API supports three main use cases: (1) an Investing Assistant allowing users to ask investing questions and receive data-backed answers sourced from verified financial-grade intelligence, (2) an Insights Feed providing access to millions of professional-grade insights created by AI agents, and (3) Agent Creation for building custom agents that generate unique, compliant content for clients. The API is accessed via https://alfa.boosted.ai/client with an API key passed in the x-api-key header. Python code samples are provided showing workplan execution (run-workplan endpoint). Developer documentation is at www.boosted.ai/api.
What industry is Boosted.ai in?
Boosted.ai's product category is Investment Research AI Software. Its primary akta.pro industry code is HDAEANAJ, AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs), with a secondary code of HDAEANAI, AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI). Its NAICS code is 523940 and its SIC code is 6282.