Invesst
Invesst is an AI-first, web-based investing platform offering AI-powered search, automated DCF/valuation models, predictive analytics, and universal brokerage integration for financial professionals including RIAs, portfolio managers, and analysts.
- Company typePrivate
- Founded-
- HeadquartersNew York, United States
- Headcount—
- GTM typeB2B
- OfferingSoftware
Invesst firmographics
Firmographics- Name
- Invesst
- Legal name
- Invesst Inc.
- Website
- https://invesst.ai
- Company type
- Private
- Operating status
- Operating
- Short description
- Invesst is an AI-first, web-based investing platform offering AI-powered search, automated DCF/valuation models, predictive analytics, and universal brokerage integration for financial professionals including RIAs, portfolio managers, and analysts.
- Ownership category
- akta.pro rank
Where Invesst is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Invesst business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription Plans: Premium subscription plans providing access to advanced features. Subscriptions are billed in advance on a monthly or annual basis. Fees are non-refundable except as required by law. Free trials and promotional subscriptions may be available for new users.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free beta access with premium subscription tiers available |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels2 records
Invesst product offering
Product offeringCore offering
Invesst provides an AI-first investing platform combining agentic research systems with post-terminal trading infrastructure. Its core offerings include an AI-powered search engine delivering Bloomberg-level market insight with Perplexity-style search precision, automated DCF and valuation models, predictive analytics, customizable security screeners, and universal brokerage integration that consolidates stock and crypto portfolios in one dashboard. The platform is delivered as a web application (accessible via Arc, Chrome, and Firefox) and is offered on a freemium basis with premium subscription tiers.
Product overview
Invesst is an AI-first investing platform offering a unified suite of tools for RIAs, portfolio managers, and analysts. The platform centers on an AI search engine combining Bloomberg-level market insight with Perplexity-style search precision, supplemented by Automated Financial Data tools including DCF and valuation models, predictive analytics, and customizable screeners. Universal Brokerage Integration connects user accounts to monitor stocks and crypto portfolios. Agentic Research Systems enables AI agents to autonomously handle research tasks. The platform targets professional finance users seeking post-terminal infrastructure with real-time data and AI governance.
Differentiator
Problem solved
Functional benefit
Products and services
- Automated Financial Data In-depth financial screening tools, automated DCF and valuation models, and predictive analytics for market and portfolio analysis, built for RIAs, portfolio managers, and financial analysts.
- Data Rich Search Features AI-powered search engine that combines Bloomberg-level market insight with Perplexity-style search precision, enabling financial professionals and investors to compare competitors and identify investment opportunities.
- Universal Brokerage Integration Universal brokerage integrations that enable users to monitor and optimize portfolios containing stocks, crypto, and other assets in a single unified platform, powered by the SnapTrade brokerage API.
- Agentic Research Systems Post-terminal infrastructure featuring AI agents that autonomously handle investment research tasks for RIAs, portfolio managers, and analysts, delivering AI-first investing workflows.
- Financial Modeling Tools
Companies that use Invesst
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles2 records
Invesst technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability7 records
Feature6 records
Invesst partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- SnapTradecoreBrokerage API integration partner enabling Universal Brokerage Integration. SnapTrade provides the technical infrastructure for connecting user brokerage accounts to the Invesst platform for read-only portfolio insights.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Invesst competitors and assessment
Company assessmentDirect peers
- Toggle AI: Toggle AI delivers AI-driven investment ideas, screeners, and portfolio insights to retail and professional investors. It competes with Invesst's predictive analytics, screeners, and DCF/valuation modules.
- Sentieo (now part of AlphaSense): Sentieo offered AI-driven financial research and document search for analysts before its acquisition by AlphaSense. It is conceptually identical to Invesst's AI-first research experience for investment professionals.
- AlphaSense: AlphaSense is an AI-powered market intelligence and enterprise research platform used by corporates, banks, and asset managers. It directly competes with Invesst's Agentic Research Systems and AI search engine for professional research workflows.
- Koyfin: Koyfin is a financial analytics and research platform offering institutional-quality data, screeners, and dashboards. It overlaps with Invesst's professional-focused research, screening, and analytics tooling.
- Hebbia: Hebbia provides an AI knowledge worker platform for finance professionals that ingests filings and documents to deliver investment and due-diligence insights. It competes head-on with Invesst's document-aware agentic research and DCF/valuation tooling.
- FinChat: FinChat is an AI-powered investment research assistant for investors and analysts that combines financial data with conversational AI. It is a direct product analog to Invesst's AI search engine and automated valuation models.
Emerging players
- Perplexity AI: Perplexity is an AI answer engine that Invesst explicitly cites as inspiration for its search precision. As Perplexity expands into finance-specific verticals, it becomes a competing entry point for AI-driven investment research.
Others
- Seeking Alpha: Seeking Alpha is a large crowdsourced investment research and analysis platform used by both self-directed and professional investors. It is adjacent to Invesst's research and stock-discovery use cases but relies on human-authored rather than AI-generated analysis.
Broad incumbents
- Bloomberg Terminal: Bloomberg Terminal is the dominant enterprise financial data, analytics, and workflow platform for finance professionals. It is the incumbent benchmark that Invesst explicitly positions its post-terminal infrastructure against.
- FactSet: FactSet provides integrated financial data, analytics, and workflow tools to investment managers and RIAs. It competes with Invesst's research, screening, and DCF/valuation capabilities as part of a much broader enterprise platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key highlights6 records
Customer concentration
Invesst compliance and trust
Trust signalCompliance3 records
Invesst financial estimates
Financial estimateRevenue estimate
Valuation estimate
Invesst leadership team
Management profileNumber of profiles
Profiles1 record
Invesst funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Invesst M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Invesst
What does Invesst do?
Invesst provides an AI-first investing platform combining agentic research systems with post-terminal trading infrastructure. Its core offerings include an AI-powered search engine delivering Bloomberg-level market insight with Perplexity-style search precision, automated DCF and valuation models, predictive analytics, customizable security screeners, and universal brokerage integration that consolidates stock and crypto portfolios in one dashboard. The platform is delivered as a web application (accessible via Arc, Chrome, and Firefox) and is offered on a freemium basis with premium subscription tiers.
Is Invesst a public or private company?
Invesst is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Invesst founded?
Invesst was founded in -1.
Where is Invesst based?
Invesst is headquartered in New York, United States, in the North America region.
How does Invesst make money?
One revenue line is on record: subscription Plans.
Who are Invesst's main competitors?
Direct peers on record are Toggle AI, Sentieo (now part of AlphaSense), AlphaSense, Koyfin, Hebbia and FinChat. Perplexity AI is listed as an emerging player. Seeking Alpha is listed as an others. Broad incumbents are Bloomberg Terminal and FactSet.
Does Invesst have an API?
No public API is recorded for Invesst.