ALLINDEX

What ALLINDEX does

ALLINDEX is a Basel-based, privately held software company that operates FINDALL, a RAG-powered AI search engine designed to convert investment themes into backtested stock portfolios. The platform applies generative AI with semantic logic across millions of institutional-grade documents, including SEC filings (10-Ks, 10-Qs), earnings call transcripts, and annual reports, to surface companies with true exposure to a given theme. Each recommendation is linked to verifiable source documentation—exact URLs, news stories, and filings—through a Retrieval-Augmented Generation verification layer, and the same interface runs 1, 3, or 5-year historical backtests against user-selected benchmarks. The system is offered as a web product with an institutional API and optional on-premises deployment, and accepts both public and proprietary data ingestion.

The product is aimed at professional investors: wealth managers building bespoke thematic portfolios during client meetings, family offices seeking proprietary edge on niche trends, and active traders needing rapid thematic screening when news cycles break. Distribution is product-led through a freemium web tier (first 3 stocks free, paid tier unlocking the full 20+ basket, unlimited backtesting, and PDF export) and a self-serve institutional API for fintech integration. Marketing relies on the website's interactive demo and SEO content seeded around specific thematics.

The commercial base is still early: the firm is 1-10 employees, monetisation is gated behind a multi-country waitlist, and no revenue, funding, or named enterprise customers are disclosed. Leadership includes founder and CEO Christian Kronseder, chairman Peter Knez, and CMO Holger Geissler. The proprietary assets described—RAG-tuned source attribution, integrated backtesting, and a large document corpus—differentiate FINDALL from generic LLM screeners, but the competitive position is not yet anchored by disclosed customers, pricing, or revenue data.

Name

ALLINDEX

Legal name

ALLINDEX

Website

https://allindex.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

ALLINDEX builds FINDALL, a RAG-powered AI search engine that turns investment themes into backtested stock portfolios for wealth managers, family offices, and active traders.

Ownership category

akta.pro rank

Product category

Investment Research Software

NAICS

Portfolio Management and Investment Advice (523940), Web Search Portals and All Other Information Services (51929)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYHDAEAGAH

Enterprise Search, Indexing & Content Discovery

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Enterprise Content Management (ECM) & Document Management

SECONDARYFSAAABAM

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

Keywords

• Thematic investment research
• AI stock discovery
• Portfolio backtesting software
• RAG-powered search engine
• Investment analytics platform

Headquarters

HQ city

Basel

HQ country

Switzerland

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Freemium SaaS Subscription: Platform offers free tier with limited access (first 3 stocks, basic backtesting) while premium features require account creation. Full access unlocks stocks 4-20+, unlimited backtesting history, and exportable PDF reports.
2. Institutional API Services: Enterprise-grade API access for institutional clients including wealth managers, family offices, and active trading firms requiring direct integration into existing fintech infrastructure

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

ALLINDEX builds and sells FINDALL, a RAG-powered AI search engine that helps professional investors identify stocks exposed to a given investment theme, verify each connection against live public documentation (SEC filings, transcripts, news articles), and validate performance via integrated 1-, 3-, and 5-year backtests against benchmarks such as the S&P 500. The platform is delivered as a self-serve SaaS application and an institutional API, with on-prem deployment offered for security-sensitive clients.

Product overview

FINDALL is a single unified product - a RAG-powered AI search engine for thematic portfolios built by ALLINDEX. The platform combines Generative AI for semantic stock discovery, RAG-powered verification for transparent source linking to SEC filings and news, and integrated instant backtesting functionality. The system is designed for professional investors including wealth managers, family offices, and active traders to turn investment ideas into backtested portfolios in seconds.

Differentiator

Problem solved

Functional benefit

Products and services

• FINDALL RAG-powered AI search engine that helps professional investors (wealth managers, family offices, active traders, and institutional API integrators) discover stocks exposed to a given investment theme, verify every connection to live public sources such as SEC filings, news, and transcripts, and validate performance instantly via 1-, 3-, and 5-year backtests against benchmarks including the S&P 500. Delivered as a self-serve SaaS platform with a freemium tier, premium subscription tier, institutional API, and on-premises deployment option.

Quantifiable outcome

• 45.2% CAGR vs 12.8% benchmark (5-year backtest on quantum computing theme)
• +1 more outcomes

Segments3 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature7 records

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• AlphaSense: AlphaSense is an AI-powered market intelligence platform for professional investors, offering semantic search across earnings transcripts, filings, broker research, and news. It is the closest direct competitor to FINDALL's RAG-driven investment discovery workflow.
• Koyfin: Koyfin is a financial research and analytics platform serving investors with fundamental data, screeners, and customizable dashboards. Competes for the same wealth-manager and active-trader segments with an emphasis on professional-grade research tooling.
• Sentieo: Sentieo (now part of AlphaSense) provides AI-driven financial research and document search across SEC filings and broker reports. Direct overlap with FINDALL's RAG-powered semantic search use case for investment professionals.
• Trefis: Trefis provides thematic investment analysis and stock-level forecasts using quantitative models. It overlaps with FINDALL's thematic stock-basket generation for retail and professional investors seeking differentiated investment ideas.

Broad incumbents

• FactSet: FactSet is an established provider of financial data, analytics, and workflow tools to investment professionals. Overlaps with FINDALL's research workflow for portfolio managers and analysts, but operates as a broad enterprise platform rather than a thematic AI specialist.
• Bloomberg Terminal: Bloomberg Terminal is the dominant incumbent platform for financial professionals, offering document search, analytics, and thematic research. Establishes the baseline of what professional investors expect from a research platform and represents the largest incumbent threat to ALLINDEX.

Others

• RavenPack: RavenPack applies AI/NLP to alternative data and news for investment signals. Adjacent to FINDALL in serving AI-driven investment intelligence to professional investors, but emphasizes quantitative sentiment signals rather than thematic basket generation.

Emerging players

• Tiingo: Tiingo provides institutional-grade financial data APIs and research tools aimed at developers and quantitative investors. Comparable as an emerging fintech serving professionals building investment workflows, though focused on data infrastructure rather than thematic discovery.
• Yewno: Yewno applies AI and knowledge graph technology to financial research and investment discovery. Comparable to FINDALL in its use of semantic technology to surface thematic investment ideas, though more focused on knowledge graph approaches than RAG.
• FinChat: FinChat is an AI-powered investment research assistant that uses LLMs to query financial data and filings. Closely comparable to FINDALL's AI-driven approach, though typically positioned more for retail/semi-professional rather than wealth managers.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks4 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

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 ALLINDEX