What Exchange Robotics does

Exchange Robotics, operating commercially as Scalata.ai, is a New York-headquartered software company building an agentic AI platform that automates credit and financial-market workflows for banks, hedge funds, asset managers, mortgage lenders, and structured-finance professionals. Founded in 2022 by Bruno Lorenzelli (former JP Morgan, Barclays, Deutsche Bank, Standard Chartered) the firm launched Scalata.ai commercially in Q1 2025 and is selling enterprise SaaS subscriptions to financial institutions including Sierra Mortgage Capital, Vivi Banca, and unnamed Fortune 500 financial institutions.

The core technology stack is a multi-cloud (AWS, GCP, Azure) agentic AI framework built on Databricks, composed of specialized agents — Deep Research, Financial Modeling, Report, Widget Farm, Python, SQL, and Financial Planner — orchestrated over a Retrieval-Augmented Generation pipeline with domain-fine-tuned LLMs for structured finance, ABS/CLO analytics, and credit modeling. Differentiated components include a Generative Schema Mapping engine that compresses schema integration from roughly 12 weeks to 8 hours, a Universal Data Engine for multimodal document ingestion, and a Scalata Data Marketplace integrating Databricks, Snowflake, Amazon S3, Google Drive, and OneDrive. The platform is SOC 2 Type II certified and was recognized as a Top Databricks Startup 2025 and Best Gen-AI Financial Markets Solution at the Digital Banker Global BankTech Awards 2025.

The company monetizes via annual SaaS subscriptions sold through direct enterprise field sales, a broker/agent network across US and Europe, the Databricks Marketplace, and association-led channels (SFA, SIFMA, ICBA, MISMO). Q4 2025 ARR was $330K against ~$1.2M in pipeline, with active deployments in the US, EU (Italy), Japan, and Brazil, an R&D center in Zagreb, Croatia, and an in-progress Pre-Series A round targeting $10M as a precursor to a larger Series A.

Name

Exchange Robotics

Legal name

Exchange Robotics

Website

https://exchangerobotics.com

Company type

Private

Founded year

2022

Operating status

Operating

Short description

Exchange Robotics (operating as Scalata.ai) is a New York-based enterprise SaaS company selling an agentic AI platform that automates credit, structured finance, and reporting workflows for banks, hedge funds, mortgage lenders, and wealth managers via domain-fine-tuned LLMs and RAG.

Ownership category

akta.pro rank

Product category

Financial AI Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)

akta.pro secondary industries

Responsible AI, Security & Privacy Platforms (Safety, Guardrails, PII) (HDAEANAG), Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH)

Keywords

• Generative AI platform
• Credit lifecycle automation
• AI agent workflows
• Structured finance analytics
• Financial workflow automation

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscriptions: Annual Recurring Revenue (ARR) model from SaaS platform licenses. Subscription-based pricing for access to Scalata.ai platform including AI agents, dashboards, and reporting tools. Active pilots with tier-1 US hedge funds and banks.

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels9 records

Core offering

Exchange Robotics builds Scalata.ai, an enterprise-grade generative AI platform for credit and financial markets. The platform provides specialized AI agents that automate ingestion, analysis, modeling, and reporting across credit lifecycle workflows including credit agreements, loan underwriting, credit memo generation, and portfolio monitoring. Core capabilities include Generative Schema Mapping, Retrieval-Augmented Generation over financial documents, and natural language querying of structured data.

Product overview

Exchange Robotics operates Scalata.ai, a unified enterprise-grade generative AI platform for credit and financial markets. The platform consists of a core AI infrastructure (Scalata Platform V3) with multiple specialized AI agents: Deep Research Agent for financial research, Financial Modeling Agent for data analysis, Report Agent and Report Widget for dynamic report generation, Widget Farm Agent for Generative UI, Python Agent and SQL Agent for code/data workflows, and Financial Planner Agent for wealth management. Supporting products include the Generative Schema Mapping Tool (automated data harmonization), Chat Playground (multi-format data interface), and Scalata Data Marketplace (real-time data access). The Financial Product Creation Widget enables no-code financial instrument design. The platform embeds Generative AI at the core of credit lifecycle automation, transforming static reporting into continuously adaptive intelligence.

Differentiator

Problem solved

Functional benefit

Brands

• Scalata.ai: The company's primary generative AI platform for credit and financial markets, providing AI agents built with Widgets to replace workflows, dynamic credit reports, and agentic AI solutions for financial institutions.

Products and services

• Scalata.ai Platform Enterprise-grade generative AI platform for credit and financial markets, providing agent-driven workflows that automate ingestion, analysis, modeling, and monitoring end-to-end. Powers credit lifecycle automation including credit agreements, loan underwriting, and credit memo generation for banks, hedge funds, asset managers, and structured finance professionals.
• Deep Research Agent Self-directed research engine for the financial ecosystem featuring multi-hop search, source-aware RAG with memory and caching, time-sensitive reasoning, and long-horizon historical analysis. Functions as a full-stack financial researcher for credit risk assessments, regulatory impact analysis, and investment memorandum preparation.
• Financial Modeling Agent Engineered for advanced analysis of structured and unstructured data, delivering high-fidelity tabular outputs, layered reporting, and seamless integration with external financial data sources for credit and structured finance workflows.
• Report Agent Purpose-built for generating complex, multi-source financial reports with dynamic API calls, structured document assembly, and export-ready output formats including Excel, PDF, and HTML.
• Widget Farm Agent Proprietary engine for Generative UI (GenUI) that creates intelligent dashboards, forms, and custom input layers, enabling agent-first design for capital markets and finance applications.
• SQL Agent Enables natural language querying of complex structured data, allowing users to query databases using conversational language instead of writing SQL code.
• Python Agent Robust, sandboxed execution environment for power users and analysts to run large-scale statistical models and advanced data science workflows directly from the agent layer.
• Financial Planner Agent Agent enabling wealth managers and private banks to generate full financial plans including portfolio optimization and estate planning in minutes.
• Generative Schema Mapping Tool Industry-first Generative AI Data Mapping Tool that automatically interprets meaning (not syntax) to map and harmonize any data schema. Uses semantic understanding with confidence scoring and full lineage tracking to reduce integration timelines from 12+ weeks to hours.
• Chat Playground Pioneering chat interface with multi-format processing capability to handle big data and the full spectrum of financial documents including PDFs, APIs, filings, terminals, and Excel.
• Scalata Data Marketplace Data marketplace providing plug-and-play models and real-time, permission-aware data access. Integrations with Google Drive, OneDrive, Amazon S3, Snowflake, and Databricks enable agents to retrieve documents, query data, and pull models without manual uploads.
• Financial Product Creation Widget Tool enabling financial institutions to design new instruments by blending agents, RAG pipelines, deep research layers, and modeling tools with no code required. Supports development of innovative financial instruments including synthetic credit products and ESG-linked vehicles.

Quantifiable outcome

• Reduces schema mapping from 12 weeks to 8 hours
• +4 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability13 records

Feature10 records

Partnerships

Ten partnerships are on record, tiered core and minor.

• DatabrickscoreTechnology or Integration · 1 January 2025Top Databricks Partner through both the Built on Program and Data Provider Marketplace. Agent-driven AI framework built on Databricks ecosystem. Company made Top 8 in Databricks Startup Challenge 2025. Co-hosted webinars exploring Generative AI frameworks for financial institutions.
• Structured Finance Association (SFA)coreStrategic or Co-development PartnerSFA member and Bronze sponsor. Conducted tech demos and panel presentations at SFA Vegas Summit. Co-authored white paper 'The Power of Universal LLM Data Ingestion to Build Generative AI-Powered Metadata' published in Structured Finance Journal.
• Major Global Banking LeadercoreStrategic or Co-development PartnerStrategic partnership initiated with one of the largest providers of financial AI and total banking solutions. Major global banking partner for deployments and product development collaboration.
• Digital DalmatiaminorGTM or Marketing PartnerCo-organized community meetup events in Digital Dalmatia's Tech Hub space. CTO Zivko Krstic presented Scalata to over 100 participants. Collaboration for workshops on applying RAG in Finance.
• NasdaqminorGTM or Marketing PartnerParticipation in major Japan conference with Nasdaq, opening new international frontiers. CEO Bruno Lorenzelli spoke at Nasdaq's international forum on AI infrastructure.
• TJW Ventures LLCminorGTM or Marketing PartnerPodcast and lead-generation partnership. Includes up to three podcast episodes per week (Shaping FinGenAI series) to build brand authority, generate leads, and support sales efforts.
• The Warren GroupminorGTM or Marketing PartnerSuccessful webinar series co-hosted with The Warren Group on financial technology topics, enhancing company visibility in the industry.
• SIFMAminorStrategic or Co-development PartnerStrategic partnership with SIFMA (Securities Industry and Financial Markets Association) for market expansion and industry collaboration.
• ICBAminorStrategic or Co-development PartnerStrategic partnership with Independent Community Bankers of America for expanding presence in community banking sector.
• TDWIminorGTM or Marketing PartnerFeatured in TDWI webinar 'A Generative AI Framework for Credit and Financial Markets' alongside Databricks and TDWI VP of Research Fern Halper.

Scale indicators8 records

Recent moves7 records

Expansion highlights6 records

Emerging players

• Harvey: Vertical AI platform for professional services (initially law firms, expanding to consulting and financial services). Same enterprise GenAI playbook with domain-tuned models, regulatory focus, and Fortune 500 buyers.
• Quantifind: AI risk intelligence platform for financial services, focused on AML, KYC, and credit/fraud signals. Smaller-scope overlap with Scalata's credit decisioning and risk analytics workflows at banks.
• Glean Technologies: Enterprise AI search and agent platform that connects to workplace data and automates research tasks. Comparable agentic architecture and enterprise SaaS distribution, though broader in vertical scope than financial services.

Direct peers

• Palantir Technologies: Public enterprise AI platform (Foundry) deployed at major banks, hedge funds, and government clients for data integration, decision intelligence, and workflow automation. Closest scaled analog to Scalata's agentic AI for credit and financial markets workflows.
• Hebbia: AI knowledge worker platform built for financial analysts at investment banks, asset managers, and law firms. Closely comparable agentic AI architecture targeting the same financial-services enterprise buyer and analyst user.
• AlphaSense: AI-powered market intelligence and research platform for financial institutions, hedge funds, and corporates. Direct overlap with Scalata's Deep Research and Financial Modeling agents for credit and equity research workflows.

Broad incumbents

• Moody's Analytics: Incumbent in credit analysis, structured finance, and risk modeling for banks and asset managers. Overlaps directly with Scalata's credit memo, ABS/CLO analytics, and credit risk use cases across shared enterprise customers.
• DataRobot: Established enterprise AI/ML platform used by major banks for credit risk, fraud, and regulatory modeling. Wider portfolio than Scalata but overlaps on AI-driven credit decisioning and risk analytics for financial institutions.
• S&P Global Market Intelligence: Incumbent provider of credit ratings, structured finance data, and analytics (Capital IQ Pro, CreditPro) used by the same banks, hedge funds, and asset managers Scalata targets. Represents both a competitor and a potential data/embed partner.
• H2O.ai: Enterprise AI platform with strong footprint in banking and insurance for credit scoring, fraud detection, and regulatory modeling. Comparable AI-on-Databricks/Cloud positioning and financial services customer base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/ExchangeRobotic
• YouTubeyoutube.com/channel/UCuOJ9sDFns3ItOMM6TNy9oA
• Facebookfacebook.com/profile.php?id=61577951455997
• LinkedInlinkedin.com/company/scalata

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 Exchange Robotics