Finster AI
Finster AI is an AI-native financial research platform built for investment banks and asset managers, automating research, analysis, and deliverable generation via agentic workflows, proprietary citations, and integrations to premium data providers and Microsoft Office.
- Company typePrivate
- Founded2023
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Finster AI does
Finster AI is an AI-native financial research and workflow automation platform purpose-built for the investment banking and asset management sectors. Founded in 2023 by Sid Jayakumar, a former Google DeepMind researcher, the company is headquartered in London with a New York office opened in October 2025. Finster's core platform automates the data synthesis, analysis, and presentation work that occupies front-office deal and research teams — generating pitch decks, CIMs, strip profiles, comps, and investor memos from natural language prompts and proactively monitoring live deals, theses, and companies of interest through scheduled AI agents ("Tasks"). The underlying technology combines a proprietary agent orchestration framework, multi-modal LLM orchestration with bring-your-own-LLM support, a proprietary citations algorithm that traces every output to a specific sentence or cell (targeting near-zero hallucination), a proprietary data pipeline covering 1M+ documents across 8,000+ companies, and a PowerPoint automation module that produces IC- and client-ready deliverables in the firm's house style.
The platform is delivered through three vertical solutions — Investment Banking, Asset Management, and Private Credit — and is extended through a flagship embedded distribution partnership with FactSet, whose AI-native banking platform (FactSet AI for Banking, alpha launched March 30, 2026) is powered by Finster's agentic infrastructure and distributed to FactSet's 9,000+ clients and 239,000+ users. Finster complements this OEM channel with a direct enterprise sales motion targeting tier 1 investment banks and asset managers, supported by deep integrations with premium data providers (Morningstar, PitchBook, Preqin, Crunchbase, Third Bridge, MT Newswires) and enterprise-grade security (SOC 2 Type II, Zero Trust, single-tenant and VPC deployments, SAML SSO/SCIM, GDPR/CCPA compliance).
Finster generates revenue through enterprise SaaS subscriptions sold via a demo-led, direct enterprise sales motion and through platform licensing/embedded distribution via FactSet. Pricing is not publicly disclosed; contracts are bespoke, multi-year enterprise agreements with tier 1 financial institutions. The company is venture-backed, having raised approximately $16.75M across a 2023 SEC Form D exempt offering and an October 2025 combined $15M Series A and Seed round (Series A led by FinTech Collective, Seed led by Peak XV, with Hoxton Ventures participation), plus a strategic minority investment from FactSet in March 2026.
Finster AI firmographics
Firmographics- Name
- Finster AI
- Legal name
- Finster AI, Inc.
- Website
- https://finster.ai
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Finster AI is an AI-native financial research platform built for investment banks and asset managers, automating research, analysis, and deliverable generation via agentic workflows, proprietary citations, and integrations to premium data providers and Microsoft Office.
- Ownership category
- akta.pro rank
Finster AI industry classification
Industry- Product category
- AI Financial Research Software
- NAICS
- Computer Systems Design and Related Services (54151), Web Search Portals and All Other Information Services (51929)
- SIC
- Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent) (HDAAACAF)
- akta.pro secondary industries
- Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH), Audit, Explainability & Accountability Tooling (traceability, reporting) (HDAAAKAL)
Keywords
Where Finster AI is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices4 records
Markets served
Finster AI business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Enterprise SaaS subscription: Recurring subscription access to the AI-native research and agentic workflow platform, sold to investment banks and asset managers with tiered enterprise deployments (single-tenant or VPC). Land-and-expand model referenced in the Reuters/Finster coverage citing 'tier 1 global financial firms' as early partners.
- Embedded/OEM platform licensing via FactSet: Finster's agentic infrastructure is licensed to power FactSet AI for Banking; FactSet makes the platform available to its 9,000+ global clients via FactSet Workstation. Functions as embedded/white-label distribution for Finster's technology.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | — | Enterprise quote-based subscription; pricing not publicly listed |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
Finster AI product offering
Product offeringCore offering
Finster AI sells an enterprise AI-native research and workflow automation platform that combines a proprietary multi-modal model orchestration layer with proactive AI agents (Tasks), a financial search engine (Explorer), a unified coverage Dashboard, AI-native PowerPoint Automation, and Interactive Outputs, all delivered with sentence- and cell-level citations and built on a proprietary data pipeline of 1M+ documents across 8,000+ companies. It is packaged into three vertical solutions (Investment Banking, Asset Management, Private Credit) and additionally licensed as the agentic core of FactSet AI for Banking.
Product overview
Finster AI offers a single unified AI-native platform — the Finster AI Platform — architected as a core orchestration layer with integrated feature modules including Tasks (proactive AI agents), the Finster Dashboard, Explorer (financial search engine), PowerPoint Automation, and Interactive Outputs. This core platform is delivered through three named vertical solutions: Finster AI for Investment Banking, Finster AI for Asset Management, and Finster AI for Private Credit. A co-branded extension, FactSet AI for Banking, was launched in March 2026 as Finster's agentic infrastructure powering FactSet's banking workflow automation ecosystem. The modules work together as one AI-native pipeline — Explorer retrieves across filings, transcripts, and private/internal data; Tasks orchestrates multi-step agentic workflows on top; PowerPoint Automation and Interactive Outputs transform outputs into client- and IC-ready artifacts; and the Dashboard unifies coverage view across the portfolio. The platform is LLM-agnostic and supports "bring your own LLM," single-tenant and VPC deployments, and deep Microsoft Office integration.
Differentiator
Problem solved
Functional benefit
Products and services
- Finster AI Platform Enterprise-grade AI-native research and workflow automation platform for investment banks and asset managers. Unifies a proprietary multi-modal LLM orchestration layer, proactive AI agents (Tasks), a financial search engine (Explorer), a unified coverage Dashboard, AI-native PowerPoint Automation, and Interactive Outputs, with a proprietary data pipeline covering 1M+ documents across 8,000+ companies and sentence- and cell-level citations.
- Finster AI for Investment Banking Vertical solution purpose-built for investment banking workflows. Unifies filings, research, market and private data, and internal/client sources (including virtual data rooms) into a single trusted source of truth and automates data synthesis, analysis, and presentation — strip profiles, CIMs, pitch decks, and comps — at deal speed with full citations and MNPI-aware permissioning.
- Finster AI for Asset Management Vertical solution for asset managers covering public markets (equities, credit, ESG, macro) and private markets, with proactive intelligence, customizable task templates, and integrations to data providers including FactSet, Morningstar, Crunchbase, PitchBook, and Preqin.
- Finster AI for Private Credit Vertical solution targeted at private credit funds and lenders, extending Finster's AI-native workflows, screening and output generation to private debt and private capital underwriting and due diligence, combining public and private market data.
- FactSet AI for Banking (powered by Finster AI) AI-native workflow automation ecosystem for investment banking teams, developed in partnership with Finster AI. Finster's agentic infrastructure serves as the core engine automating deal processes, generating pitch materials, company profiles, and memos through natural-language prompts inside FactSet Workstation.
Quantifiable outcome
- 1M+ documents across 8,000+ companies covered by proprietary data pipeline
- +4 more outcomes
Companies that use Finster AI
Customer profileNamed customers2 records
Segments5 records
Ideal customer profiles2 records
Finster AI technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability12 records
Feature8 records
Finster AI partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered flagship / core and core.
- FactSetflagship / coreFactSet launched FactSet AI for Banking in alpha on 30 March 2026, built on Finster AI's agentic infrastructure and workflow intelligence. The platform automates investment banking deal processes — pitch materials, company profiles, memos, transaction analysis — through natural-language prompts inside FactSet Workstation. FactSet also made a strategic equity investment in Finster AI and is currently in private preview with broader rollout through 2026.
- MT NewswirescoreStrategic data partnership integrating MT Newswires' real-time, multi-asset financial news coverage (equities, credit, commodities, FX, macro) directly into Finster's agentic research ecosystem. Live news available as a native signal within Finster's research and client workflows.
- Preqin (part of BlackRock)corePreqin's private markets data integrated into the Finster platform, providing comprehensive coverage across private equity, venture capital, private debt, real estate, infrastructure, natural resources and secondaries, with screening, benchmarks and thematic research.
- Third BridgecoreThird Bridge's library of tens of thousands of expert interviews (covering more than 65,000 companies and sectors) integrated into Finster, allowing users to summarize and analyze expert interviews alongside filings and other research with Finster's citations algorithm.
- PitchBookcorePitchBook's private market data integrated into Finster's AI-native research platform, enabling analysts to screen, model and generate research on private companies with sentence- and cell-level citations alongside public market workflows.
- CrunchbasecoreCrunchbase's structured data on millions of startups and venture-backed companies integrated into Finster's research pipeline, supporting screening, comps, ownership mapping and funding-trend analysis.
- MorningstarcoreMorningstar's equity research reports embedded directly into Finster's AI-native investment research platform, providing analysts with broker-research perspective alongside SEC filings, IR documents and internal datasets.
- FactSet (data integration)coreFactSet's structured and unstructured datasets — earnings transcripts, fundamentals, consensus estimates, investor events and market data covering 13,000+ global companies and 1.7M investor events — integrated into Finster's AI workflows.
Scale indicators9 records
Recent moves7 records
Expansion highlights6 records
Finster AI competitors and assessment
Company assessmentDirect peers
- Hebbia: AI-native knowledge worker platform purpose-built for finance (investment banking, PE, asset management) using multi-agent LLM orchestration over large document sets. Most directly comparable competitor: same buyer, same workflow, same architecture thesis.
- AlphaSense: Enterprise market intelligence and research platform using AI search across broker research, filings, transcripts, and expert calls for investment banking, asset management, and corporate strategy teams. Same target buyer, similar citation/tracing value prop, broader content corpus.
Emerging players
- TIFIN: AI platform building vertical AI applications for wealth and asset management, with comparable use cases (research automation, personalized insights, agentic workflows) in financial services. Smaller-scale but overlapping thesis on AI-native finance workflows.
- Visible Alpha: Consensus and analyst data platform used by asset managers and investment banks for modeling and research; now owned by S&P Global. Adjacent capability with overlap in the Finster CFO/CCO's background and in company fundamentals workflows.
- ModuleQ: AI knowledge delivery platform for financial professionals that proactively surfaces relevant content from internal and external sources. Closely comparable proactive-AI thesis and overlapping customer base; Finster's CCO Charles Poliacof was previously ModuleQ's CRO.
Broad incumbents
- Bloomberg: Incumbent terminal + data + analytics provider for investment banks and asset managers with BloombergGPT and ongoing AI features embedded in the Terminal. Competes broadly with Finster at the workflow layer but as part of a much wider data and analytics portfolio.
- S&P Capital IQ Pro: S&P Global's flagship desktop for investment banking, corporate development, and asset management workflows with embedded AI features and Visible Alpha integration. Overlaps with Finster on company/financial data, screening, and research automation for the same buyer.
- LSEG (Refinitiv) Workspace: Refinitiv Workspace (now LSEG) is a financial data, analytics, and workflow platform used across investment banking and asset management, with embedded AI features for research and analytics. Competes broadly with Finster at the workflow layer.
- Bain Vector: Bain & Company's AI-powered due diligence and research platform used for consulting diligence, corporate development, and PE workflows. Adjacent in workflows (diligence, comps, market intel) and target buyers (banks, PE, corporate dev).
Others
- Sentieo (now AlphaSense): AI-enabled financial research platform (acquired by AlphaSense in 2023) that combined document search, transcripts, and broker research. Remains relevant as a capability reference point for AI-driven investment research workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Finster AI social profiles
Digital presenceFinster AI compliance and trust
Trust signalCompliance3 records
Finster AI financial estimates
Financial estimateRevenue estimate
Valuation estimate
Finster AI leadership team
Management profileNumber of profiles
Profiles7 records
Finster AI funding detail
Funding detailFunding overview
Funding rounds6 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Finster 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 Finster AI
What does Finster AI do?
Finster AI sells an enterprise AI-native research and workflow automation platform that combines a proprietary multi-modal model orchestration layer with proactive AI agents (Tasks), a financial search engine (Explorer), a unified coverage Dashboard, AI-native PowerPoint Automation, and Interactive Outputs, all delivered with sentence- and cell-level citations and built on a proprietary data pipeline of 1M+ documents across 8,000+ companies. It is packaged into three vertical solutions (Investment Banking, Asset Management, Private Credit) and additionally licensed as the agentic core of FactSet AI for Banking.
Is Finster AI a public or private company?
Finster AI is a private company. It is classified as venture growth investor backed and is currently operating.
When was Finster AI founded?
Finster AI was founded in 2023. It employs 11 to 50 people.
Where is Finster AI based?
Finster AI is headquartered in London, United Kingdom, in the Europe region.
How does Finster AI make money?
Two revenue lines are on record. Enterprise SaaS subscription is the primary driver. The others are embedded/OEM platform licensing via FactSet.
Who are Finster AI's main competitors?
Direct peers on record are Hebbia and AlphaSense. Emerging players are TIFIN, Visible Alpha and ModuleQ. Broad incumbents are Bloomberg, S&P Capital IQ Pro, LSEG (Refinitiv) Workspace and Bain Vector. Sentieo (now AlphaSense) is listed as an others.
Does Finster AI have an API?
No public API is recorded for Finster AI.
What industry is Finster AI in?
Finster AI's product category is AI Financial Research Software. Its primary akta.pro industry code is HDAAACAF, Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent), with a secondary code of HDAEANAH, Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs). Its NAICS code is 54151 and its SIC code is 7373.