DeepSee.ai
DeepSee.ai is a private AI orchestration platform founded in 2019 that builds multi-agent AI solutions purpose-built for financial services operations, serving banks, capital markets firms, and wealth managers through enterprise SaaS and channel partnerships.
- Company typePrivate
- Founded2019
- HeadquartersDraper, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What DeepSee.ai does
DeepSee.ai is a private AI orchestration platform company founded in 2019 and headquartered in Draper, Utah, that builds multi-agent AI solutions purpose-built for financial services operations. The company targets banks (community, regional, and Tier 1), capital markets firms, financial market infrastructures, and wealth managers, with named customers and partners including J.P. Morgan, Broadridge Financial Solutions, Colony Bank, and Sunwest Bank. Its platform automates front-to-back-office workflows including trade reconciliation, settlement processing, loan servicing, payment processing, email automation, client onboarding, and KYC, with quantified customer outcomes including 30% operational cost reduction, 50% inbox reduction, and 37% FTE reduction.
The core offering is a cloud-native platform deployed on Azure and AWS with Kubernetes, featuring a four-layer architecture of Knowledge Extraction, Reasoning & Planning, Agentic Engine, and zero-trust Integrations. Proprietary components include the DeepIQ knowledge graph that enables compound learning across deployments, pre-configured AI Blueprints for specific financial operations, DeepGPT for natural-language querying of proprietary data, Planner and Outcome agents following an orchestrator-worker pattern, and RetainX (developed with BetaNXT) for predictive client and advisor retention. The platform supports text, structured data, and multimodal document processing including computer vision for interrogating loan agreements and commercial funding documents.
DeepSee monetizes through enterprise SaaS subscriptions on annual or multi-year contracts, complemented by professional services for implementation and customization, with an optional full managed-services deployment. Its go-to-market is a consultative direct enterprise sales motion ('Request a Demo') targeting financial institutions, layered with a channel-partner strategy in which Broadridge Financial Solutions serves as both a strategic minority investor (since January 2026) and a flagship distribution channel embedded in BPO operations serving 60+ institutional clients. Additional channels include BetaNXT for wealth management, Altaira Strategic Partners for private funds, and the ICBA ThinkTECH Accelerator for community banks. The company holds SOC 2 Type II certification (September 2023) and has received Gartner Cool Vendor (2021), ICBA ThinkTECH MVP (2025), and JPMorgan Chase Hall of Innovation (2026) recognition.
DeepSee.ai firmographics
Firmographics- Name
- DeepSee.ai
- Legal name
- DeepSee.ai Inc.
- Website
- https://deepsee.ai
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- DeepSee.ai is a private AI orchestration platform founded in 2019 that builds multi-agent AI solutions purpose-built for financial services operations, serving banks, capital markets firms, and wealth managers through enterprise SaaS and channel partnerships.
- Ownership category
- akta.pro rank
DeepSee.ai industry classification
Industry- Product category
- Financial Services AI Automation Software
- NAICS
- Computer Systems Design Services (541512), Custom Computer Programming Services (541511)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ)
- akta.pro secondary industries
- End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA), Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH), AI/ML Solution Integration & MLOps Enablement (BPAEAAAJ)
Keywords
Where DeepSee.ai is headquartered
LocationHeadquarters
- HQ city
- Draper
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
DeepSee.ai business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Platform Subscription: Cloud-based SaaS platform providing AI agents for financial operations automation. Sold as annual or multi-year subscriptions with deployment options including full managed services or standalone platform integration. Pricing likely varies by use case complexity, transaction volume, and deployment model.
- Managed Services: Full managed services deployment option where DeepSee handles operations, including the Broadridge BPO deployment serving 60+ clients. This represents a managed services component potentially with per-client or usage-based pricing.
- Professional Services: Implementation and customization services for enterprise deployments. Given the domain-specific nature of financial services automation and the need for firm-specific LLM fine-tuning and configuration, professional services likely complement core platform subscriptions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS with deployment flexibility |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels7 records
DeepSee.ai product offering
Product offeringCore offering
DeepSee.ai provides a cloud-native multi-agent AI orchestration platform purpose-built for financial services operations. The platform combines pre-configured AI agents, a compound learning knowledge graph (DeepIQ), and natural-language data interaction (DeepGPT) to automate banking and capital markets workflows including trade reconciliation, settlement processing, loan servicing, email orchestration, and client/advisor retention. It is deployed via direct subscriptions or through channel partners such as Broadridge and BetaNXT.
Differentiator
Problem solved
Functional benefit
Brands
- DeepIQ: The intelligence layer connecting every agent, process, and operational outcome — a knowledge graph engineered for complex financial services, enabling compound learning as operations scale.
- RetainX
Products and services
- DeepSee Platform Cloud-native AI orchestration platform for financial services operations. Provides multi-agent orchestration with built-in security, extensible architecture, and role-specific workspaces (Analyst, Manager, Technology) that automate front, middle, and back-office banking workflows.
- DeepIQ Compound learning knowledge graph that connects every agent, process, and operational outcome. Codifies firm-specific domain knowledge and visualizes relationships between data, enabling accelerated learning and insight generation across financial operations.
- RetainX AI-driven retention intelligence solution for wealth management firms that combines BetaNXT's wealth management data foundation with DeepSee's full-stack orchestration to predict and address client and advisor attrition 3-6 months in advance.
- AI-Powered Email Orchestration for Post-Trade AI-powered email orchestration solution for post-trade operations that transforms inbound email requests into connected workflows where AI agents, systems, and people operate seamlessly together. Deployed through Broadridge's BPO operations serving 60+ institutional clients.
Quantifiable outcome
- 30% operational cost reduction achievable Day 1 for new clients
- +9 more outcomes
Companies that use DeepSee.ai
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
DeepSee.ai technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability8 records
Feature5 records
DeepSee.ai partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and flagship.
- BetaNXTcorePartnership to advance AI-driven client and advisor retention in wealth management. Launched RetainX, an AI-driven retention intelligence solution that combines BetaNXT's wealth management data foundation with DeepSee's full-stack orchestration. Initial deployments underway with select BetaNXT clients. Solution predicts client and advisor departure 3-6 months in advance.
- Broadridge Financial SolutionsflagshipStrategic investment and expanded partnership where Broadridge acquired a minority ownership stake in DeepSee. Tom Carey, President of Broadridge Global Technology and Operations, joined DeepSee's Board of Directors. Initial focus on AI-powered email orchestration for post-trade operations. Solution deployed across Broadridge's BPO operations serving 60+ clients. The partnership aims to transform inbound email requests into connected workflows where AI agents, systems, and people operate seamlessly together.
- Altaira Strategic PartnerscoreStrategic partnership to build a next-generation operating model for private funds leveraging intelligent automation and AI. Collaboration aims to enhance portfolio management and operational efficiency using DeepSee's agentic AI solutions, with focus on scaling and performance.
Scale indicators11 records
Recent moves7 records
Expansion highlights7 records
DeepSee.ai competitors and assessment
Company assessmentDirect peers
- SymphonyAI: SymphonyAI builds vertical AI applications for financial services, including capital markets and banking operations, with pre-built domain models and workflow agents—directly overlapping DeepSee's purpose-built, agentic FS approach.
- WorkFusion: WorkFusion provides AI agents for financial operations automation including AML, KYC, and operations, with a pre-trained agent library analogous to DeepSee's Blueprint model.
- H2O.ai: H2O.ai provides an enterprise AI platform widely adopted in financial services for model deployment, document AI, and predictive analytics—comparable to DeepSee's AI platform plus DeepGPT capabilities.
- AntWorks: AntWorks offers intelligent document processing and automation tailored to financial services, sharing DeepSee's focus on unstructured data and operational automation in banks.
Broad incumbents
- Appian: Appian's process automation and AI platform is widely deployed in banking for KYC, onboarding, and case management, making it a broader incumbent competing for the same FSI workflow budgets.
- UiPath: UiPath's intelligent automation platform, with its finance-specific automations and agentic AI roadmap, competes for the same bank back-office and capital markets automation spend.
Emerging players
- Yseop: Yseop applies generative AI to financial reporting, regulatory narratives, and analyst workflows at large banks—overlapping with DeepSee's DeepGPT-style content generation for compliance and reporting use cases.
- Saifr: Saifr (a Fidelity Labs spin-out) provides AI for regulatory compliance, marketing review, and risk in financial services, addressing adjacent compliance and content workflows to DeepSee's platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
DeepSee.ai social profiles
Digital presenceDeepSee.ai compliance and trust
Trust signalCompliance1 record
DeepSee.ai financial estimates
Financial estimateRevenue estimate
Valuation estimate
DeepSee.ai leadership team
Management profileNumber of profiles
Profiles4 records
DeepSee.ai funding detail
Funding detailFunding overview
Funding rounds3 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
DeepSee.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 DeepSee.ai
What does DeepSee.ai do?
DeepSee.ai provides a cloud-native multi-agent AI orchestration platform purpose-built for financial services operations. The platform combines pre-configured AI agents, a compound learning knowledge graph (DeepIQ), and natural-language data interaction (DeepGPT) to automate banking and capital markets workflows including trade reconciliation, settlement processing, loan servicing, email orchestration, and client/advisor retention. It is deployed via direct subscriptions or through channel partners such as Broadridge and BetaNXT.
Is DeepSee.ai a public or private company?
DeepSee.ai is a private company. It is classified as venture growth investor backed and is currently operating.
When was DeepSee.ai founded?
DeepSee.ai was founded in 2019. It employs 51 to 100 people.
Where is DeepSee.ai based?
DeepSee.ai is headquartered in Draper, United States, in the North America region.
How does DeepSee.ai make money?
Three revenue lines are on record. SaaS Platform Subscription is the primary driver. The others are managed Services and professional Services.
Who are DeepSee.ai's main competitors?
Direct peers on record are SymphonyAI, WorkFusion, H2O.ai and AntWorks. Broad incumbents are Appian and UiPath. Emerging players are Yseop and Saifr.
Does DeepSee.ai have an API?
No public API is recorded for DeepSee.ai.
What industry is DeepSee.ai in?
DeepSee.ai's product category is Financial Services AI Automation Software. Its primary akta.pro industry code is HDAEANAJ, AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs), with a secondary code of HDAEANAA, End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management). Its NAICS code is 541512 and its SIC code is 7370.