Jean Martin

What Jean Martin does

Jean Martin Inc. (operating as JMI AI) is a New York-headquartered, privately held financial services research and analytics firm founded in 1997 that delivers on-demand analyst teams and AI-augmented research, modeling, due diligence, and compliance support to investment banks, private equity, hedge funds, venture capital, fixed income/credit, real estate funds, family offices, and asset managers, as well as corporate clients in healthcare and insurance. The company claims 500+ clients globally, a stated workforce of 2,500+ employees (including 1,500+ analysts and domain experts), and a 25+ year operating track record with named Fortune 500 logos across financial services and corporate verticals.

JMI's core technology stack consists of a set of proprietary AI tools: a Filings Ingestion Tool that parses 10-Ks, 10-Qs, and earnings presentations; a Memo Tool integrated with transcript parsing and LLM-based generation for earnings summaries; an AI Content Detector scanning 60T+ sources for originality and compliance; a Research Intelligence Platform aggregating Euromonitor, IBISWorld, and Statista data; a Quant Platform for back-testing and strategy optimization; an AI Search API for candidate/lead shortlisting; and a serverless research platform deployed on Microsoft Azure, AWS, Google Cloud, and Salesforce using microservices, Cosmos DB, and Azure Batch. AI capabilities span NLP, anomaly detection, predictive analytics, generative AI, process automation, and knowledge retrieval, with documented quantitative outcomes across portfolio optimization, regulatory reporting, forecasting, and candidate matching.

The business model is a B2B professional services and platform-plus-services construct: revenue is generated through project-based engagements and multi-year retainers with financial institutions and corporates, priced per engagement and scope. GTM is enterprise field sales with dedicated analyst teams embedded in client workflows across the US, Europe, and Asia (with offshore delivery from India). The company markets through case studies, client testimonials, named-customer logos, and industry events; distribution is exclusively direct, with no reseller or self-serve channel. No public revenue, funding, or ownership disclosures exist.

Name

Jean Martin

Legal name

Jean Martin Inc.

Website

https://jmi.ai

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Jean Martin (JMI AI) is a New York-based financial services research and analytics firm serving 500+ institutional and corporate clients globally with AI-augmented analyst teams, proprietary filings/memo/compliance tools, and multi-cloud serverless platforms across investment banking, PE, HF, VC, credit, real estate, family offices, and compliance workflows.

Ownership category

akta.pro rank

Product category

Financial Research & Analytics Services

NAICS

Other Scientific and Technical Consulting Services (54169), Computer Systems Design and Related Services (54151)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

AI/ML Engineering & Model Development Services (BPAEAHAF)

Keywords

• Financial research services
• Investment banking analytics
• AI-powered research
• Private equity support
• Hedge fund services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D

Revenue model

1. Professional Services (BPO/Outsourcing): JMI AI provides on-demand research, financial and business analytics services to financial institutions. Revenue is generated through project-based consulting engagements and retainer arrangements with investment banks, hedge funds, PE/VC firms, family offices, and asset managers. Services span the entire investment lifecycle from research to compliance support.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Jean Martin (JMI AI) is a B2B professional services firm that delivers AI-powered financial research and analytics to investment banks, hedge funds, PE/VC firms, family offices, and asset managers across the investment lifecycle. The firm embeds domain-trained analyst teams within client workflows for equity research, investment banking, deal origination, due diligence, portfolio monitoring, and regulatory compliance, supported by proprietary AI/ML tools such as the Filings Ingestion Tool, Memo Tool, AI Content Detector, and Research Intelligence Platform.

Product overview

Jean Martin (JMI AI) is a financial services research and analytics firm offering a comprehensive suite of services across the investment management spectrum. The company operates as a unified platform-plus-services model, combining proprietary AI-powered tools with specialized financial domain expertise. The core product portfolio includes the Filings Ingestion Tool for automated SEC document parsing, the Memo Tool for LLM-based earnings summary generation, a Research Intelligence Platform aggregating data from Euromonitor, IBISWorld, and Statista, and the AI Content Detector for compliance-readiness scanning. These AI tools are embedded within service offerings spanning Investment Research, Investment Banking, Private Equity, Hedge Fund, Venture Capital, Fixed Income & Credit Research, Real Estate Investment, Family Office, Investment Operations & Compliance, Dashboard Analytics, and Data Engineering. The Data Analytics Platform serves as a central intelligence layer that aggregates structured and unstructured data from multiple sources to power predictive analytics, NLP, and visualization. The company also offers cloud-based technology solutions including Serverless Research Platforms deployed on Azure, AWS, Google Cloud, and Salesforce. With 1500+ analysts across global offices serving 500+ clients including Fortune 500 companies, JMI delivers AI-enhanced financial research, due diligence, portfolio monitoring, and regulatory compliance services to institutional clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Research Services

Quantifiable outcome

• 30% increase in deal origination efficiency for PE/VC clients using JMI's data-driven deal sourcing platform
• +15 more outcomes

Named customers16 records

Segments9 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability11 records

Feature8 records

Partnerships

Eleven partnerships are on record, tiered minor and core.

• Euromonitor InternationalminorOthersJMI's Research Intelligence Platform integrates sector data from Euromonitor International to aggregate market intelligence for equity research, initiation reports, and sector primers. This is a data subscription/integration used to enhance research delivery.
• IBISWorldminorOthersJMI's Research Intelligence Platform aggregates industry data from IBISWorld for sector research, market sizing, and competitive landscape analysis across client engagements.
• StatistaminorOthersJMI's Research Intelligence Platform integrates Statista data for statistical research support and market overview content in research reports and initiation packs.
• Capital IQminorOthersJMI uses Capital IQ for financial data, company screening, transaction databases, and market intelligence in M&A advisory and investment research engagements.
• FactSetminorOthersJMI uses FactSet for financial analysis, portfolio analytics, and market data in client engagements across investment banking and asset management.
• RefinitivminorOthersJMI uses Refinitiv's financial data and trading infrastructure for transaction research, target screening, and investment research across client mandates.
• PitchBookminorOthersJMI uses PitchBook for venture capital and private equity deal sourcing, company profiling, and investment screening across VC and PE client engagements.
• BloombergminorOthersJMI leverages Bloomberg for financial data, market intelligence, and portfolio monitoring in family office and investment research engagements.
• Microsoft AzurecoreTechnology or IntegrationJMI builds and deploys its serverless research platform on Microsoft Azure, leveraging cloud-native services including Azure App Service, Cosmos DB, and Azure Batch for daily job processing. JMI also provides similar solutions on AWS and Google Cloud.
• Amazon Web Services (AWS)coreTechnology or IntegrationJMI provides serverless research platform solutions on AWS, enabling scalable cloud infrastructure for financial research applications. AWS is one of multiple cloud platforms supported alongside Azure and Google Cloud.
• Google CloudcoreTechnology or IntegrationJMI deploys serverless research platform solutions on Google Cloud for financial clients requiring cloud-native, auto-scaling research and analytics infrastructure.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Axtria: Direct peer: data analytics and AI/ML services firm serving pharmaceutical and financial services clients with offshore delivery centers. Comparable in the AI-augmented analytics outsourcing model, though with pharma as a larger vertical.
• Evalueserve: Direct peer: operates a global research, analytics, and AI-powered knowledge services platform serving investment banks, PE firms, and asset managers. Highly comparable in offshore-augmented professional services model and target buyer.
• Acuity Knowledge Partners: Direct peer: provides offshore/on-shore research, modeling, due diligence, and analytics outsourcing to investment banks, PE firms, hedge funds, and asset managers globally. Closest comparable in business model, customer base, and delivery structure to JMI AI.
• TresVista: Direct peer: financial services-focused professional services firm offering investment research, portfolio monitoring, valuation, and due diligence support to PE firms, hedge funds, and investment banks. Comparable in offshore delivery model and financial-domain specialization.
• Cartesian Therapeutics (Cartesian Consultancy): Direct peer: provides outsourced research, data analytics, and consulting services to the financial services and communications sectors. Comparable in domain-specific professional services for investment research and analytics.

Broad incumbents

• Moody's Analytics: Broad incumbent: provides credit ratings, risk analytics, and financial workflow solutions serving banks, asset managers, and corporations. Overlaps with JMI in credit research, risk analysis, and regulatory reporting workflows.
• S&P Global Market Intelligence: Broad incumbent: provides financial data, analytics, research platforms (Capital IQ Pro, ProMarket), and workflow tools used by the same buy-side and sell-side clients JMI serves. Overlapping capabilities in investment research, M&A screening, and portfolio analytics.
• FactSet: Broad incumbent: provides financial data, analytics, and portfolio workflow tools to investment managers and bankers. Overlaps with JMI in investment research support, though FactSet is primarily a data/technology platform rather than outsourced services.

Emerging players

• AlphaSense: Emerging player: AI-powered market intelligence and research platform used by investment banks, hedge funds, and corporations for earnings, transcript, and document search. Increasingly competitive with JMI's Memo Tool and Research Intelligence Platform for AI-augmented research workflows.

Regional players

• CRISIL (S&P Global subsidiary): Regional/incumbent hybrid: provides ratings, research, and analytics outsourcing to financial institutions, with a strong India-based delivery model mirroring JMI's offshore structure. Overlaps directly with JMI's research and analytics outsourcing offerings, particularly in fixed income and credit research.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/JeanMartinInc
• Facebookfacebook.com/JeanMartinSocial
• LinkedInlinkedin.com/company/jmi-ai

Revenue estimate

Valuation estimate

Number of profiles

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 Jean Martin