What Kepler does

Kepler (legal entity Keru AI Inc.) is a New York-based, venture-backed software company founded in 2025 that builds a verifiable AI platform for financial analysis. Its core product, Kepler for Finance, is live and in production and serves investment banking, private equity, hedge fund, and equity research teams that require AI-generated analysis which can be defended in boardrooms, client meetings, and regulatory reviews. The platform indexes 26M+ SEC filings, 14K+ companies with earnings transcripts, 40M+ IR documents, 50M+ public documents, and 1M+ private documents across 27 global markets, all pre-indexed with full provenance before a query is run.

The product is built on a proprietary four-layer architecture: a Personalization Layer for templates and saved workflows; an AI Interface Layer that resolves intent using Anthropic's Claude; an Ontology and Semantic Layer that maps financial concepts to canonical data definitions; and a Data Platform Layer that performs deterministic retrieval, computation, and citation. The architecture enforces a hard separation between AI language interpretation and code execution so that the AI layer never produces a number directly, yielding disclosed accuracy of 94% on label-to-taxonomy mapping versus 38-46% for general frontier models. Supporting infrastructure includes a double-entry evaluation system combining deterministic checks with LLM-based grading, parallel agent execution for fan-out report generation, and integrations with FactSet, Snowflake, S&P Global, Morningstar, Quartr, Parallel, and Databricks.

Kepler operates a direct enterprise sales motion with annual or multi-year subscription contracts, a free evaluation tier, and quote-based pricing that is not publicly disclosed. The founding team of Vinoo Ganesh (CEO, ex-Palantir and Citadel) and John McRaven (CTO, ex-Palantir) is backed by Pebblebed, Company Ventures, Mantis Venture Capital, and individual investors including founders of Meta AI Research, OpenAI, MotherDuck, and dbt Labs. Kepler for Industry, a planned expansion of the platform to healthcare, legal, insurance, and government, has been announced but is not yet live. The company is SOC 2 Type II certified, GDPR and CCPA compliant, and pursuing ISO 27001 certification.

Name

Kepler

Legal name

Keru AI Inc.

Website

https://kepler.ai

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

Kepler builds a verifiable AI platform for financial analysis, serving investment banks, hedge funds, private equity firms, and equity research teams. Its four-layer architecture separates AI interpretation from deterministic code execution, tracing every output to its source document.

Ownership category

akta.pro rank

Product category

Financial Research Software

NAICS

Software Publishers (5132)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Services Personalization (Banking, Investing, Insurance) (HDAAAGAH)

akta.pro secondary industry

Pricing & Valuation Services (Fixed Income, OTC, Derivatives) (FSAFAIAF)

Keywords

• Verifiable AI platform
• Financial research software
• AI-powered financial analysis
• Audit-ready AI
• Investment banking analytics

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, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Kepler for Finance Subscription: Annual or multi-year subscription licensing of Kepler for Finance platform to buy-side financial institutions. Platform is live and in production. Terms and pricing are not publicly disclosed; sales are direct/enterprise with demo-driven qualification.
2. Kepler for Industry (Future Expansion): Domain-agnostic expansion of the platform architecture to healthcare, legal, insurance, and government sectors. Planned as future revenue stream using the same deterministic architecture. Not yet live.

Pricing tiers

Go-to-market motion4 records

Distribution channels7 records

Marketing channels6 records

Core offering

Kepler sells a verifiable AI platform that lets financial analysts query SEC filings (10-Ks, 10-Qs, 8-Ks), earnings call transcripts, IR materials, and market data in natural language and receive answers with every number traced to its source document, page, and line item. The platform hard-separates AI interpretation (Anthropic Claude) from deterministic code execution for retrieval and computation, eliminating probabilistic hallucinations. Its live product is Kepler for Finance for investment banking, hedge funds, private equity, and equity research, with planned expansion via Kepler for Industry to healthcare, legal, insurance, and government.

Product overview

Kepler offers a unified verifiable AI platform with two main products: Kepler for Finance (currently live and in production) and Kepler for Industry (upcoming expansion). Kepler for Finance is purpose-built for investment banking and financial analysis, providing AI-powered querying of SEC filings, earnings transcripts, and market data with full traceability. The platform architecture separates AI language interpretation from deterministic code execution, ensuring every number traces to its source. Kepler for Industry extends the same verifiable AI architecture to other regulated industries including healthcare, legal, insurance, and government.

Differentiator

Problem solved

Functional benefit

Products and services

• Kepler for Finance Live AI-powered financial research platform for investment banking, private equity, hedge funds, and equity research; lets analysts query SEC filings, earnings transcripts, 10-Ks, 10-Qs, and market data in natural language and receive answers with every number traced to source document, page, and line item; indexes 26M+ SEC filings, 40M+ IR documents, 14K+ companies with earnings transcripts across 27 markets.
• Kepler for Industry Industry-agnostic expansion of Kepler's verifiable AI platform that allows organizations to connect their own data sources (databases, APIs, document stores), define custom workflows and compliance rules, and deploy verifiable AI agents in domains such as healthcare, legal, insurance, and government.

Quantifiable outcome

• 94% accuracy in extracting the correct line item from a 10-K filing, compared to 38-46% for general frontier models
• +3 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability8 records

Feature8 records

Partnerships

Seven partnerships are on record, tiered core.

• FactSetcoreTechnology or Integration · 28 February 2026Kepler integrated with FactSet as of February 28, 2026, positioning its verifiable AI platform as an intelligence layer on top of FactSet's financial data terminal. The integration allows FactSet users to access Kepler's audit-ready, source-cited financial analysis directly within their existing workflow.
• SnowflakecoreTechnology or IntegrationKepler is integrated with Snowflake, enabling enterprise customers to leverage Kepler's verifiable AI capabilities within their Snowflake cloud data environment. The integration allows structured financial data to flow through Kepler's deterministic pipeline.
• S&P GlobalcoreTechnology or IntegrationKepler integrates with S&P Global as a data provider, expanding its sourcing capabilities for enterprise financial institutions and enhancing the breadth of verified financial data available on the platform.
• MorningstarcoreTechnology or IntegrationKepler integrates with Morningstar as a data provider, adding Morningstar's financial data coverage to the platform's verified data corpus for financial analysis.
• QuartrcoreTechnology or IntegrationKepler integrates with Quartr's API to access first-party earnings transcripts and IR slide decks across 15,000+ companies and 65+ markets. Kepler pre-ingests, segments (prepared remarks vs. Q&A), tags speakers, and timestamps passages at the phrase level with page and bounding-box coordinates, enabling precise citations to exact transcript lines and IR deck slides. Quartr's CEO Oscar Kuentzel described Kepler as 'one of the sharpest teams building on top of Quartr API.'
• ParallelcoreTechnology or IntegrationKepler integrates Parallel's Search API as the discovery layer at the top of its analytical pipeline. Parallel provides entity discovery across the open web for competitive landscape analysis, supply chain mapping, and sector-level research. CEO Vinoo Ganesh stated: 'We built Kepler to be audit-ready at every step. That standard applies to discovery too. Parallel's accuracy and coverage are what made it the only search API we trusted in that role.'
• AnthropiccoreTechnology or IntegrationKepler is featured by Anthropic as a customer profile demonstrating verifiable AI for financial services built with Claude. Anthropic highlighted Kepler's architecture combining language models with explicit code and a financial ontology to meet verification standards required in financial workflows. Anthropic is Kepler's AI model provider.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Hebbia: Hebbia is a direct peer: an AI knowledge worker platform purpose-built for financial services that uses large language models to analyze SEC filings, earnings transcripts, and contracts with cited outputs. Like Kepler, Hebbia targets investment banking, private equity, and asset management workflows where verifiability and audit trails are critical.
• AlphaSense: AlphaSense is a direct peer: an enterprise AI market intelligence platform for financial services and corporate strategy teams that ingests SEC filings, earnings transcripts, broker research, and news into a searchable, AI-summarized corpus. Kepler and AlphaSense compete for the same buy-side and corporate research budgets.
• Rogo: Rogo is a direct peer: an AI research and workflow platform for investment banks, private equity, and hedge funds that turns financial documents, transcripts, and internal data into cited answers and structured models. Both Rogo and Kepler pursue the same verifiable-AI narrative for financial workflows.
• Boosted.ai: Boosted.ai is a direct peer: an AI platform for investment managers that automates idea generation, portfolio analysis, and research workflows using natural language queries over financial data. It serves hedge funds and asset managers—overlapping with Kepler's primary buy-side customer segments.
• FinChat: FinChat is a direct peer: an AI-powered investment research assistant that provides natural language querying of financial data, earnings transcripts, and SEC filings for analysts and investors. It targets a similar analyst persona as Kepler with AI-driven cited financial answers.

Broad incumbents

• Kensho (S&P Global): Kensho is a broad incumbent in financial AI: an S&P Global-owned AI and data analytics provider serving financial institutions with NLP, transcription, and analytics tools. It competes with Kepler in financial intelligence but as part of a much larger portfolio of data and analytics products.
• Bloomberg Terminal: Bloomberg Terminal is a broad incumbent: the dominant financial data and analytics terminal used across investment banking, asset management, and research, with embedded AI features and a deep proprietary dataset. Kepler positions itself as a complementary layer, but Bloomberg remains the most likely incumbent to add verifiable-AI capabilities.
• FactSet: FactSet is both a partner and a broad incumbent: a major financial data and analytics platform integrated with Kepler (as of Feb 28, 2026) that also serves investment banking and buy-side workflows with its own analytics and AI features. FactSet could either remain a partner or build competing AI capabilities.
• S&P Capital IQ Pro: S&P Capital IQ Pro is a broad incumbent: a financial data and research platform used by investment banks, PE, and corporate development teams for company financials, comps, and transactions, with growing AI-augmented features. It is also a Kepler data partner, but its scale and embedded distribution make it a structural competitor.
• Pitchbook: Pitchbook is a broad incumbent: the dominant private equity and venture capital data platform used for deal sourcing, comps, and due diligence, with growing AI features. It overlaps directly with Kepler's PE/VC use cases (comps, due diligence) while being a much larger established vendor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/kepler_ai_hq
• LinkedInlinkedin.com/company/kepler

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

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 Kepler