What Automated Data Inc does

Automated Data Inc (ADI) is a New York-based software company founded in 2023 that builds an AI-powered entity resolution and data connectivity platform targeted at financial institutions, investment teams, and single- and multi-family offices. Its core platform is organized into three layers — a Data Layer that connects and cleans structured and unstructured data sources into an AI-ready data estate, an Intelligence Layer providing enterprise search and conversational AI over the unified estate, and an Automation Layer that deploys task-driven AI agents to operationalize workflows. The platform runs as a Dockerized deployment inside the customer's own environment (on-premise to fully managed cloud), supports any underlying LLM, and emphasizes a no-code model that enables onboarding in days without engineering resources.

Key technical components include AutoMatch (an AI-driven profiling and matching pipeline generator) and a proprietary Large Language Model for semantic type detection that classifies 50+ semantic types with 96%+ accuracy at sub-0.1 second per-element inference — outperforming both GPT-4 and the best open-source models on the disclosed benchmarks. The platform integrates with major data infrastructure (Snowflake, Databricks, MySQL, Postgres), CRMs (Salesforce, Microsoft Dynamics), productivity and email systems (SharePoint, Outlook, Gmail, Excel), financial systems (Addepar, Envestnet, Archway), and the GLEIF Legal Entity Identifier corpus.

ADI monetizes via a quote-based enterprise SaaS subscription (annual billing cadence) with professional services for onboarding, custom workflows, and training, distributed through a direct enterprise field sales motion with a "Request a Demo" CTA, supplemented by no-code self-serve onboarding for mid-market buyers. The founding team includes executives from Goldman Sachs, JP Morgan, Palantir, LightBox, Crux, FactSet, and Refinitiv. The company has raised approximately $839K across disclosed funding rounds (a $780K seed from OPCO Ventures in May 2023 and a follow-on from Swiss fintech VC Tenity in late 2024) and is recognized via the FIA 2023 Innovators Pavilion and The Financial Technologist's 2024 Top 15 Hotlist of Most Influential FinTech Firms.

Name

Automated Data Inc

Legal name

Automated Data Inc.

Website

https://automated-data.io

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Short description

Automated Data Inc builds an AI-powered entity resolution and data connectivity platform for family offices, investment teams, and financial institutions. Its three-layer platform unifies data, delivers enterprise search and conversational AI, and automates workflows via proprietary AI models.

Ownership category

akta.pro rank

Product category

Entity Resolution Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

iPaaS / Cloud Data Integration (HDAEACAD)

akta.pro secondary industry

Data Engineering, Integration & ETL/ELT Services (BPAEAHAB)

Keywords

• Entity resolution software
• Data matching platform
• AI data integration
• Financial data connectivity
• Master data management

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Platform Subscription: ADI operates as a SaaS platform providing enterprise intelligence solutions to financial institutions. The platform is offered through a subscription model with professional services for onboarding, custom workflows, data strategy, and training. Most teams are fully onboarded in days with prebuilt connectors and expert support.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels9 records

Core offering

Automated Data Inc (ADI) is a no-code, AI-powered entity resolution and data matching platform that connects, cleans, and unifies structured and unstructured data across disparate enterprise systems for financial institutions, family offices, and investment teams. The platform operates through three layers — Data Layer (AI-ready data estate), Intelligence Layer (enterprise search and conversational AI), and Automation Layer (task-driven AI agents) — enabling customers to run AI initiatives without engineering resources.

Product overview

ADI (Automated Data Inc) is an enterprise intelligence platform designed for financial institutions, family offices, and complex organizations. The core ADI Platform unifies three interconnected layers: the Data Layer connects and cleans structured and unstructured data across systems; the Intelligence Layer powers Enterprise Search and Conversational AI for natural language data interaction; and the Automation Layer builds task-driven AI agents for process automation. The platform operates as a no-code solution, allowing users to connect data sources (databases, CRMs, documents, emails), build matching pipelines, and deploy AI solutions without engineering resources. Key modules include Enterprise Search (AI-powered cross-system search), Conversational AI (plain language data interaction), Document Processing (unstructured data extraction), and Agentic AI (workflow automation). Notable features include AutoMatch (AI-driven profiling and matching), the proprietary LLM for Semantic Type Detection, and GLEIF Integration for legal entity identification.

Differentiator

Problem solved

Functional benefit

Products and services

• ADI Platform Unified AI platform connecting three layers — Data Layer (connects and cleans structured/unstructured data), Intelligence Layer (enterprise search and conversational AI), and Automation Layer (task-driven AI agents). Enables financial institutions to automate high-impact operational tasks with AI without engineering resources.
• Enterprise Search AI-powered search solution that enables users to query structured and unstructured data (CRMs, PDFs, spreadsheets, SQL) across all connected systems through plain language questions. Delivers contextual answers with full source attribution and 90% faster access to information.
• Conversational AI Natural language interface allowing teams to converse with their data through familiar chat interactions. Enables plain language questioning of connected data and returns clear, instant answers without requiring data expertise.
• Document Processing AI-powered document handling module that processes unstructured data from documents, PDFs, emails, and web pages. Automatically extracts, categorizes, and normalizes content from varied document formats and layouts.
• Agentic AI Task-driven AI agents that automate low-risk, high-impact financial workflows. Builds intelligent agents that handle complex processes from intake to reporting, enabling teams to focus on higher-value work.

Quantifiable outcome

• 95% fewer data quality issues for a large single family office customer
• +7 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration27 records

AI capability9 records

Feature8 records

Partnerships

Six partnerships are on record, tiered flagship and core.

• SageXflagshipStrategic or Co-development Partner · 5 August 2024ADI and SageX formed a strategic partnership to provide an advanced solution that fully automates the unstructured data lifecycle. SageX maximizes economic value of unstructured data using a Data Centric approach, AI learning engine, and comprehensive platform. ADI's entity resolution engine is integrated with SageX to understand data, identify matching attributes, and craft optimal processes for accurately joining data together. The partnership enables companies to efficiently digitize and connect unstructured data (PDFs, emails, contracts) for a unified view and trusted decision-making.
• LUMIQcoreTechnology or Integration · 10 October 2023LUMIQ, a leading data and analytics company for Financial Services, partnered with ADI to enable seamless data integration. LUMIQ provides automated data ingestion and transformation tooling while ADI offers a scalable data connectivity platform. Through this partnership, businesses can effortlessly onboard, ingest, transform, and merge internal and external data sources at scale. LUMIQ's AI-powered data reliability tools are combined with ADI's matching framework for governance controls, data lineage tracking, and cluster management.
• GLEIF (Global Legal Entity Identifier Foundation)coreTechnology or IntegrationGLEIF LEIs are available on the ADI platform, enabling customers to map LEIs from GLEIF to their data sources. ADI platform comes with pre-packaged matching models custom trained on GLEIF data to accelerate integration of LEIs. The combination enables efficient and confident entity data matching for entity resolution, onboarding, KYC, and regulatory reporting.
• SnowflakecoreTechnology or IntegrationSnowflake is a supported data integration on the ADI platform. ADI platform connects to Snowflake data sources for entity resolution and data matching operations.
• DatabrickscoreTechnology or IntegrationDatabricks is a supported data integration on the ADI platform, enabling connection to Databricks data sources for AI-powered entity resolution.
• SalesforcecoreTechnology or IntegrationSalesforce CRM integration is supported on the ADI platform, enabling users to connect Salesforce data for unified entity views and automated workflows.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Senzing: Senzing specializes in AI-based entity resolution and is one of the closest direct competitors to ADI's data matching/mastering focus. Both target the same core capability — high-accuracy, real-time entity resolution across disparate systems.
• CluedIn: CluedIn offers a data mastering and entity resolution platform that consolidates fragmented enterprise data, very similar to ADI's data unification and entity graph value proposition.
• Reltio: Reltio is a cloud-native master data management (MDM) platform with strong entity resolution and 360-degree customer/data views. Comparable to ADI's three-layer data architecture and customer focus on financial services and complex enterprises.
• Tamr: Tamr provides AI-powered data mastering and entity resolution at enterprise scale, with a similar focus on combining ML and human curation. Comparable to ADI's AutoMatch and unified-data-estate positioning across large enterprises.

Broad incumbents

• Talend (Qlik): Talend, now part of Qlik, provides a wide data integration and data quality platform. ADI overlaps on data integration, matching, and quality, though Talend covers a much broader data-tooling portfolio.
• Informatica: Informatica (now part of Salesforce) is a broad incumbent in data integration, data quality, and master data management. ADI competes with Informatica's CLAIRE engine and matching capabilities across enterprise data estates.
• Palantir: Palantir's Foundry and Gotham platforms integrate and operationalize enterprise data for institutions, including many financial services customers — directly overlapping with ADI's data unification and AI-for-FS use cases. Several ADI founders are former Palantir employees.
• Databricks: Databricks' Data Intelligence Platform includes Unity Catalog and data integration capabilities that increasingly encroach on entity resolution and data mastering, making it a strategic competitor and integration partner for ADI.

Emerging players

• Crux: Crux provides data operations and managed data delivery for financial institutions, with overlap to ADI's data ingestion, integration, and matching use cases. Crux is also notable as a previous employer of ADI's Head of Data.
• Alation: Alation is a leading data catalog and data intelligence platform. While more focused on discovery than entity resolution, it competes for the same 'AI-ready data foundation' budget category that ADI targets within financial services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@AutomatedDataInc
• LinkedInlinkedin.com/company/automated-data-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds2 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Automated Data Inc