AgentSmyth
AgentSmyth is a New York City fintech that provides a multi-agent AI platform orchestrating five specialized agents—Macro, Sentiment, Quant, Options, and Earnings—to deliver verifiable, audit-ready financial analysis and trade insights for institutional investors, sales traders, portfolio managers, and family offices managing $2B–$50B in assets.
- Company typePrivate
- Founded2024
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What AgentSmyth does
AgentSmyth is a New York City-based fintech, founded in 2024, that builds a multi-agent AI platform for institutional financial analysis. The company orchestrates five specialized autonomous agents—Macro (M), Sentiment (S), Quant (Q), Options (O), and Earnings (E)—that work together to convert a single natural-language query into a verifiable, trade-ready answer with cited sources, calculation lineage, and risk checks. Coverage spans 5,005 global equities across five or more geographies, with agent runtime in the 1.3–88 second range and platform SLAs of 99.9% availability and P95 deep-request latency under 10 seconds.
The technology stack is engineered specifically for regulated finance, featuring defense-in-depth security (per-tenant isolation, TLS in transit, AES-256 at rest, SSO/SAML with SCIM, KMS/HSM-backed secrets, SIEM export, PrivateLink/peering, signed images, and supply-chain scans), model governance with allowlist-routed model selection, prompt-injection guards, retrieval allowlists, and reviewer queues for low-confidence outputs, and flexible deployment spanning multi-tenant SaaS, single-tenant isolation, private VPC peering, and fully on-premises Kubernetes/Helm/Terraform installs. Adjacent products include the Morning Brief add-on, the Macro Report API via a Developer Portal, and Agent Wealth in beta for advisor portfolio rebalancing.
AgentSmyth operates a sales-led enterprise SaaS model, selling annual subscriptions to institutional clients—primarily sales traders, portfolio managers, family offices, and asset managers managing $2 billion to $50 billion in assets. The company has secured 48 institutional clients collectively spanning trillions in AUM and has raised approximately $11.2 million across two seed rounds, the most recent being an $8.7M round in June 2025 led by FinTech Collective and Thomson Reuters Ventures, with participation from Binnacle Financial Group, Systemic Ventures, and BNY's Ascent program.
AgentSmyth firmographics
Firmographics- Name
- AgentSmyth
- Legal name
- AgentSmyth Inc.
- Website
- https://agentsmyth.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- AgentSmyth is a New York City fintech that provides a multi-agent AI platform orchestrating five specialized agents—Macro, Sentiment, Quant, Options, and Earnings—to deliver verifiable, audit-ready financial analysis and trade insights for institutional investors, sales traders, portfolio managers, and family offices managing $2B–$50B in assets.
- Ownership category
- akta.pro rank
AgentSmyth industry classification
Industry- Product category
- AI Trading Intelligence Software
- NAICS
- Software Publishers (5132), Portfolio Management and Investment Advice (523940)
- SIC
- Services-Prepackaged Software (7372), Investment Advice (6282)
- akta.pro primary industry
- Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent) (HDAAACAF)
- akta.pro secondary industries
- AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ), Generative AI & LLM Solutions Services (RAG, Agents, Copilots) (BPAEAHAG), Responsible AI, Security & Privacy Platforms (Safety, Guardrails, PII) (HDAEANAG), Algorithmic Trading & Execution Platforms (FSAFANAN)
Keywords
Where AgentSmyth is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
AgentSmyth business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription: AgentSmyth provides Software as a Service (SaaS) with subscription plans that automatically renew at the end of each billing period unless cancelled by the customer. Customers receive immediate digital access to the platform and services upon successful payment based on their selected subscription plan.
- Institutional Platform Licensing: AI-driven market intelligence and research platform provided to institutional investors, with expansion planned for developing fully autonomous trade-ready agents. Revenue generated through platform access fees for institutional clients managing assets between $2 billion and $50 billion.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Standard Subscription Plan |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
AgentSmyth product offering
Product offeringCore offering
AgentSmyth provides a multi-agent AI platform that orchestrates five specialized agents (Macro/M, Sentiment/S, Quant/Q, Options/O, Earnings/E) into a single verifiable, trade-ready answer for institutional investors. The platform delivers AI-driven market intelligence and research including pre-market briefs, earnings forecasts, options flow analysis, and client-ready notes, with deployment options spanning multi-tenant SaaS, single-tenant isolation, VPC peering, and on-premises installations.
Product overview
AgentSmyth is an autonomous AI agent platform for trading that orchestrates five core agents (Macro/M, Sentiment/S, Quant/Q, Options/O, Earnings/E) into a unified system delivering verifiable, trade-ready outputs from a single natural language query. The platform provides SaaS-based AI-driven market intelligence and research to institutional investors, with deployment options including multi-tenant SaaS, single-tenant isolation, private VPC peering, and fully on-premises (Kubernetes/Helm/Terraform) installation. The ecosystem includes a Macro Report API for developer integration, a Morning Brief product for daily pre-market intelligence, and an Agent Wealth beta feature for advisor portfolio rebalancing. The platform covers 5,005 global equities with agent runtime ranging from 8-88 seconds across 5+ geographies, targeting institutional clients including portfolio managers, sales traders, family offices, and asset managers.
Differentiator
Problem solved
Functional benefit
Products and services
- Agent M (Macro) Macro agent designed to assist traders in generating comprehensive pre-market briefs covering both long-term and short-term macro perspectives by leveraging insights from analysts, economic indicators, and sentiment data and synthesizing them into structured dynamic notes.
- Agent S (Sentiment) Sentiment analysis agent that extracts and deciphers stock-related data at ticker and sector levels, amalgamating analyst insights with historical company communications to identify winners and losers in 'what if' scenarios.
- Agent Q (Quant) Technical analysis agent that synthesizes insights and strengthens investment strategies by posing user queries and guiding them through the intricate maze of numbers, acting as a world-class TA expert that extracts and decodes complex stock-related information.
- Agent O (Options) Options flow analysis agent that scans for unusual activity, tracking surges in volume and burrowing into options flow to rapidly process complex market data and uncover lucrative opportunities.
- Agent E (Earnings) Earnings analysis and forecasting agent providing traders with comprehensive pre-earnings reports and real-time market insights by analyzing historical earnings patterns, sector trends, and quantitative signals to deliver precise earnings forecasts and identify potential surprises.
- Macro Report API API product allowing developers to pipe AgentSmyth's market views and reports into external platforms. Access requires organizational SSO authentication via the Developer Portal.
Quantifiable outcome
- 5,005 global equities covered
- +3 more outcomes
Companies that use AgentSmyth
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
AgentSmyth technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability10 records
Feature8 records
AgentSmyth partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights6 records
AgentSmyth competitors and assessment
Company assessmentDirect peers
- AlphaSense: Enterprise market intelligence and AI-powered search platform serving institutional investors, corporate strategy, and research teams. Closest direct competitor to AgentSmyth's AI-driven research workflow for buy-side and sell-side clients.
- Hebbia: AI platform for financial professionals that ingests large document sets and produces analyst-grade answers. Overlaps directly with AgentSmyth's multi-agent orchestration and verifiable-output positioning in finance.
- RavenPack: AI-driven news and sentiment analytics for institutional investors and hedge funds. Highly comparable to AgentSmyth's Agent S (Sentiment) and the cross-asset confirmation workflows the platform promises.
Emerging players
- Toggle AI: AI-driven stock analysis tool targeting retail and prosumer investors with natural-language queries. Comparable technology stack but smaller scale and lighter institutional focus than AgentSmyth.
- FinChat: AI-powered investment research chatbot focused on equities and fund data. Similar LLM-driven analyst workflow but more retail-leaning and narrower institutional distribution.
- SentioAI: Emerging AI analytics platform for equity research and portfolio managers. Competes in the same AI-for-finance workflow space with narrower feature set and earlier stage.
- AInvest: AI-driven investing platform combining screeners, news, and insights. Tangentially comparable AI-research-for-investors positioning, more retail-skewed than AgentSmyth.
Broad incumbents
- Bloomberg Terminal: Dominant institutional market data, analytics, and workflow platform. Broad incumbent that AgentSmyth would need to displace or integrate with; recently expanding its own AI/agent capabilities (BloombergGPT).
- FactSet: Major provider of financial data, analytics, and workflow tools to institutional investors. Same institutional buyer as AgentSmyth and an entrenched incumbent with deep workflow integrations.
- S&P Capital IQ Pro: Institutional-grade research, data, and analytics platform from S&P Global. Overlaps with AgentSmyth's fundamentals, screening, and earnings analysis use cases.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
AgentSmyth social profiles
Digital presenceAgentSmyth financial estimates
Financial estimateRevenue estimate
Valuation estimate
AgentSmyth leadership team
Management profileNumber of profiles
Profiles5 records
AgentSmyth funding detail
Funding detailFunding overview
Funding rounds2 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AgentSmyth 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 AgentSmyth
What does AgentSmyth do?
AgentSmyth provides a multi-agent AI platform that orchestrates five specialized agents (Macro/M, Sentiment/S, Quant/Q, Options/O, Earnings/E) into a single verifiable, trade-ready answer for institutional investors. The platform delivers AI-driven market intelligence and research including pre-market briefs, earnings forecasts, options flow analysis, and client-ready notes, with deployment options spanning multi-tenant SaaS, single-tenant isolation, VPC peering, and on-premises installations.
Is AgentSmyth a public or private company?
AgentSmyth is a private company. It is classified as venture growth investor backed and is currently operating.
When was AgentSmyth founded?
AgentSmyth was founded in 2024. It employs 11 to 50 people.
Where is AgentSmyth based?
AgentSmyth is headquartered in New York, United States, in the North America region.
How does AgentSmyth make money?
Two revenue lines are on record. SaaS Subscription is the primary driver. The others are institutional Platform Licensing.
Who are AgentSmyth's main competitors?
Direct peers on record are AlphaSense, Hebbia and RavenPack. Emerging players are Toggle AI, FinChat, SentioAI and AInvest. Broad incumbents are Bloomberg Terminal, FactSet and S&P Capital IQ Pro.
Does AgentSmyth have an API?
Yes. Macro Report API for piping market views into external platforms. Access via the Developer Portal at https://developer.agentsmyth.com/login which requires organizational SSO for authentication. Developer documentation is at developer.agentsmyth.com/login.
What industry is AgentSmyth in?
AgentSmyth's product category is AI Trading Intelligence Software. Its primary akta.pro industry code is HDAAACAF, Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent), with a secondary code of HDAEANAJ, AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs). Its NAICS code is 5132 and its SIC code is 7372.