Transient.AI
Transient.AI is a New York-based AI SaaS company founded in 2025 that delivers a Declarative AI Operating System for capital markets institutions — hedge funds, asset managers, and investment banks — unifying fragmented legacy data and orchestrating specialized AI agents across research, sales, trading, and operations.
- Company typePrivate
- Founded2025
- HeadquartersWest New York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Transient.AI does
Transient.AI Inc. is a New York-based AI software company, founded in 2025 by former traders and technologists from Goldman Sachs, Credit Suisse, UBS, and McKinsey with over 150 years of combined Wall Street experience. The company provides a Declarative AI Operating System for capital markets — a mobile-first, privacy-first intelligence framework that unifies fragmented legacy systems and data into a single compliant intelligence layer. Its core technical foundation is a multi-model data infrastructure (graph, vector, and document data via Arango) that feeds a suite of "Digital AI Associates," or specialized AI agents, spanning research, sales, trading, compliance, and operations workflows. The platform is sold as on-premises or bank-grade cloud deployment under a contractual zero-retention architecture that does not persist customer content or use it to train models, and is delivered with end-to-end encryption, complete auditability, and explainability positioning aimed at regulated institutions.
The product surface is structured as a platform-plus-modules architecture: the Transient.AI Platform hosts four named sub-products — Caddie.AI® ("Hedge Fund in a Box" delivering real-time portfolio, P&L, and risk insight), ClarityRIA™ / Clarity.AI (RIA capital-sourcing intelligence targeting the $100T+ RIA AUM market via SEC Form ADV analysis), CapFlo.AI™ (derivatives contract intelligence parsing term sheets into structured data), and Sales+™ (predictive institutional sales intelligence) — plus the embedded Kiyomi AI portfolio intelligence layer (originating from a former Goldman Sachs execution-services technologist) and the underlying DAF Studio framework. Revenue is generated through quote-based enterprise SaaS subscriptions (annual billing for Clarity.AI, Caddie.AI, CapFlo.AI, Sales+) supplemented by Microsoft Azure Marketplace subscriptions for DAF Studio (with Microsoft as merchant of record) and managed-services-style global deployment via the Atyeti Inc. channel partnership across the Americas, EMEA, and APAC. The company serves hedge funds, asset managers, investment banks, and the broader RIA marketplace, with Hurricane Capital acting simultaneously as an early investor, technology contributor (via Kiyomi AI), and OEM distributor of the integrated SaaS suite to fund managers.
Transient.AI firmographics
Firmographics- Name
- Transient.AI
- Legal name
- Transient.AI Inc.
- Website
- https://transient.ai
- Company type
- Private
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Transient.AI is a New York-based AI SaaS company founded in 2025 that delivers a Declarative AI Operating System for capital markets institutions — hedge funds, asset managers, and investment banks — unifying fragmented legacy data and orchestrating specialized AI agents across research, sales, trading, and operations.
- Ownership category
- akta.pro rank
Transient.AI industry classification
Industry- Product category
- AI software for capital markets
- NAICS
- Software Publishers (513210), Custom Computer Programming Services (541511), Software Publishers (51321), Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming Services (7371), Services-Computer Programming, Data Processing, Etc. (7370), 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), AI Observability, Monitoring & Evaluation Platforms (Drift, Quality, Safety) (HDAEANAF), Audit, Explainability & Accountability Tooling (traceability, reporting) (HDAAAKAL), Identity, Access & Secrets Management for AI Systems (IAM for agents/models) (HDAAAKAJ), Financial Services Personalization (Banking, Investing, Insurance) (HDAAAGAH)
Keywords
Where Transient.AI is headquartered
LocationHeadquarters
- HQ city
- West New York
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Transient.AI business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Operations, Marketing or Sales
Revenue model
- Enterprise SaaS Subscription: Subscription-based AI platform (e.g., Clarity.AI) sold to enterprise clients and financial institutions; recurring revenue with land-and-expand across asset classes and institutional workflows.
- Microsoft Azure Marketplace Subscriptions (DAF Studio): Customers subscribe to DAF Studio through the Microsoft Azure Marketplace, with Microsoft as merchant of record for billing, taxation, and subscription lifecycle. Microsoft shares subscription metadata (subscription ID, plan ID, Azure tenant ID, purchaser email, quantity, lifecycle status).
- Channel-Driven Institutional Deployment: Revenue expansion through integration and deployment-led partnerships (e.g., Atyeti), bringing the platform into production across Americas, EMEA, and APAC for global institutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription (Clarity.AI / Caddie.AI / CapFlo.AI / Sales+) — quote-based |
| Other | Pay-as-you-go | DAF Studio via Microsoft Azure Marketplace |
Go-to-market motion4 records
Distribution channels4 records
Marketing channels7 records
Transient.AI product offering
Product offeringCore offering
Transient.AI sells an enterprise AI SaaS platform that turns fragmented capital-markets legacy systems and data into a unified, compliant intelligence layer, delivered as a Next-Gen Trusted AI Operating System. Its named modules — Caddie.AI (trading, research and risk intelligence), ClarityRIA (RIA capital sourcing), CapFlo.AI (derivatives contract parsing), and Sales+ (predictive institutional sales) — sit on a Declarative AI Framework (DAF Studio) with multi-model data infrastructure (Arango) and a privacy-first zero-retention architecture.
Product overview
Transient.AI is a single unified AI operating system for capital markets delivered as a platform-plus-modules architecture. The Transient.AI Platform — described as a "Next-Gen Trusted AI Operating System for Capital Markets" — provides the unified compliant intelligence layer that turns fragmented legacy systems and data into auditable, mobile-first decision support, with deployment options of on-prem or bank-grade cloud and a contractual zero data retention posture. It is built on the Declarative AI Framework and runs as a collection of "Digital AI Associates" (autonomous AI agents) across research, sales, capital markets, and operations. Four named sub-products sit on top of the platform: Caddie.AI® (the "Hedge Fund in a Box" module delivering real-time portfolio, P&L, risk insight, and automated research digestion), ClarityRIA™ / Clarity.AI (an RIA capital-sourcing intelligence module for the $100T+ RIA AUM market, combining Smart Data Grids, Dynamic Heatmaps, and conversational AI over SEC Form ADV filings), CapFlo.AI™ (a derivatives contract intelligence module that parses term sheets into structured, validated data), and Sales+™ (a predictive institutional sales intelligence engine). The underlying DAF Studio framework is model-agnostic and can route workflows to authorized third-party AI providers, and acquired Kiyomi AI portfolio-intelligence technology is embedded into the platform to enhance execution intelligence. The Arango AI Data Platform serves as the contextual data foundation unifying graph, vector, and document data for explainable, real-time intelligence.
Differentiator
Problem solved
Functional benefit
Brands
- Caddie.AI: AI-powered intelligence across trading, sales, and research — real-time portfolio, P&L, and risk insight with automated research digestion and operational workflows across funds, desks, and geographies. Registered U.S. service mark of Transient.AI Inc. (Reg. No. 8,203,024).
- ClarityRIA
- Clarity.AI
- CapFlo.AI
- Sales+
- DAF Studio
Products and services
- Transient.AI Platform Next-Gen Trusted AI Operating System for Capital Markets that unifies fragmented legacy systems and data into a single compliant intelligence layer and runs Digital AI Associates across research, sales, capital raising, and operations; sold to enterprise capital-markets institutions such as hedge funds, asset managers, and investment banks.
- Caddie.AI® Hedge Fund in a Box module providing AI-powered intelligence for trading, sales, and research, delivering real-time portfolio, P&L, and risk insight with automated research digestion and operational workflows across funds, desks, and geographies.
- ClarityRIA™ (originally launched as Clarity.AI) RIA Capital Sourcing Intelligence platform that identifies, qualifies, and prioritizes high-value RIA opportunities across the $100T+ RIA AUM market using continuous data analysis, smart data grids, dynamic heatmaps, and conversational AI over SEC Form ADV filings.
- CapFlo.AI™ Derivatives Contract Intelligence module that automatically parses complex derivatives term sheets into structured, validated data, giving front and middle offices instant visibility, accuracy, and audit-ready outputs.
- Sales+™ Predictive Institutional Sales Intelligence engine that uses AI to forecast client engagement across assets and markets, telling institutional sales teams who to call, what to say, and why.
- DAF Studio Declarative AI Framework product that underpins the Transient.AI platform, letting customers author declarative workflows that are processed in real time under a zero-retention contract; distributed via the Microsoft Azure Marketplace with pay-as-you-go billing.
- Kiyomi AI Next-generation portfolio intelligence layer for institutional finance workflows, embedded into Transient.AI's platform to enhance AI-driven trading and execution intelligence for fund managers across multiple asset classes.
Quantifiable outcome
- ~80% reduction in research digestion time (Caddie.AI)
- +7 more outcomes
Companies that use Transient.AI
Customer profileNamed customers1 record
Ideal customer profiles2 records
Transient.AI technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability13 records
Feature7 records
Transient.AI partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered flagship and core.
- Atyeti Inc.flagshipStrategic partnership to deploy regulated Autonomous Intelligence to capital markets. Atyeti leads integration, deployment, and ongoing engineering support across the Americas, EMEA, and APAC, helping institutions move from AI experimentation to production-scale Autonomous Intelligence. The partnership follows Transient.AI's Series A led by NEXT Investors.
- Arango (Arango AI Data Platform)coreTransient.AI selected Arango as its AI data infrastructure to power explainable, real-time intelligence. Arango's multi-model platform unifies graph, vector, and document data in a single system, preserving shared business context across ingestion, reasoning, and AI workflows — enabling explainable AI decisions at institutional scale.
- Hurricane CapitalcoreEarlier strategic investor in Transient.AI; acquired Kiyomi AI (portfolio intelligence layer developed by former Goldman Sachs Head of Taiwan Execution Services Jacob Koenig) and embedded it into the Transient.AI platform, offering the integrated SaaS suite to fund managers across multiple asset classes.
- Microsoft AzurecoreMicrosoft Azure is Transient.AI's primary cloud infrastructure provider and the channel for DAF Studio subscriptions (Azure Marketplace). Microsoft is merchant of record for billing, taxation, and subscription lifecycle. Azure OpenAI Service is one of the model providers customers can authorize.
Scale indicators11 records
Recent moves6 records
Expansion highlights7 records
Transient.AI competitors and assessment
Company assessmentBroad incumbents
- FactSet: Enterprise financial data and analytics platform serving asset managers, investment banks, and hedge funds. Overlaps with Transient.AI's portfolio intelligence, research, and workflow modules and represents the kind of entrenched incumbent that platform sales motions must displace.
- S&P Capital IQ Pro: S&P Global's flagship institutional research, data, and workflow platform. Competes in the same institutional buyer segment as Transient.AI for RIA intelligence, capital markets research, and corporate actions workflows.
- Kensho (an S&P Global company): S&P Global's AI/ML unit applying NLP and machine learning to financial data, analytics, and workflow automation for capital markets — directly overlapping with Transient.AI's ambition to deliver explainable AI for trading, risk, and operations at institutional scale, but with vastly larger distribution and data assets.
- Bloomberg Terminal / Bloomberg Intelligence: Dominant data, analytics, and workflow platform for capital markets professionals. Competes with Transient.AI across research, portfolio/P&L, and workflow automation, with massive existing distribution and customer lock-in as the de facto incumbent.
Emerging players
- Trefis (and related investment-workflow AI platforms): AI-augmented investment research and workflow tools for analysts and portfolio managers, comparable in scope to the research, term sheet parsing, and portfolio intelligence modules in Transient.AI's agent suite.
- Glean: Enterprise AI search and agentic assistant that unifies knowledge across internal systems. Comparable to Transient.AI's vision of unifying fragmented legacy systems into a single compliant intelligence layer, but focused more broadly across enterprise rather than capital markets specifically.
- ForwardLane: AI-powered intelligence platform for asset and wealth managers providing next-best-action, client intelligence, and research summarization — directly comparable to Transient.AI's Sales+ and Caddie.AI modules for institutional sales, research digestion, and portfolio insight.
Others
- Arango AI Data Platform: Multi-model database platform (graph + vector + document + key-value + search) that powers Transient.AI's Declarative AI Framework. Included as a strategic infrastructure dependency and ecosystem peer, not a direct competitor, but its roadmap and commercial terms directly shape Transient.AI's technical ceiling.
Direct peers
- AlphaSense: Enterprise AI market and competitive intelligence platform used heavily by buy-side and sell-side institutions for research, expert calls, and workflow automation — closely aligned with Transient.AI's research, sales intelligence, and RIA prospecting capabilities.
- Hebbia: AI-native productivity platform for financial and professional-services workflows (analyst, due diligence, research), directly comparable to Transient.AI's agentic, document-heavy capital-markets use cases such as research digestion, ISDA/term sheet analysis, and client coverage.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Transient.AI social profiles
Digital presenceTransient.AI compliance and trust
Trust signalCompliance2 records
Transient.AI financial estimates
Financial estimateRevenue estimate
Valuation estimate
Transient.AI leadership team
Management profileNumber of profiles
Profiles4 records
Transient.AI subsidiaries and ownership
Company hierarchySubsidiaries1 record
Transient.AI funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Transient.AI M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Transient.AI
What does Transient.AI do?
Transient.AI sells an enterprise AI SaaS platform that turns fragmented capital-markets legacy systems and data into a unified, compliant intelligence layer, delivered as a Next-Gen Trusted AI Operating System. Its named modules — Caddie.AI (trading, research and risk intelligence), ClarityRIA (RIA capital sourcing), CapFlo.AI (derivatives contract parsing), and Sales+ (predictive institutional sales) — sit on a Declarative AI Framework (DAF Studio) with multi-model data infrastructure (Arango) and a privacy-first zero-retention architecture.
Is Transient.AI a public or private company?
Transient.AI is a private company. It is classified as venture growth investor backed and is currently operating.
When was Transient.AI founded?
Transient.AI was founded in 2025. It employs 11 to 50 people.
Where is Transient.AI based?
Transient.AI is headquartered in West New York, United States, in the North America region.
How does Transient.AI make money?
Three revenue lines are on record. Enterprise SaaS Subscription is the primary driver. The others are microsoft Azure Marketplace Subscriptions (DAF Studio) and channel-Driven Institutional Deployment.
Who are Transient.AI's main competitors?
Broad incumbents on record are FactSet, S&P Capital IQ Pro, Kensho (an S&P Global company) and Bloomberg Terminal / Bloomberg Intelligence. Emerging players are Trefis (and related investment-workflow AI platforms), Glean and ForwardLane. Arango AI Data Platform is listed as an others. Direct peers are AlphaSense and Hebbia.
Does Transient.AI have an API?
No public API is recorded for Transient.AI.
What industry is Transient.AI in?
Transient.AI's product category is AI software for capital markets. Its primary akta.pro industry code is HDAEANAA, End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management), with a secondary code of HDAEANAG, Responsible AI, Security & Privacy Platforms (Safety, Guardrails, PII). Its NAICS code is 513210 and its SIC code is 7372.