Kepler AI
Kepler AI provides a verifiable AI platform for financial services. Its Kepler for Finance product lets investment banking, equity research, hedge fund, and PE analysts query SEC filings and market data with every output traced to source.
- Company typePrivate
- Founded-
- Headquarters—
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Kepler AI does
Kepler AI is a private software company that sells a verifiable AI platform purpose-built for financial services. Its flagship product, Kepler for Finance, is live and in production and enables analysts at investment banks, equity research desks, hedge funds, private equity firms, compliance teams, and accounting/tax functions to query SEC filings, earnings transcripts, 10-Ks, 10-Qs, and market data, with every output traced back to its source document, page, and line item. The platform is built on a four-layer architecture that separates an AI layer handling natural language, reasoning, and intent from a deterministic code layer handling data retrieval, computation, and consistency, reinforced by an ontology and semantic layer that resolves synonyms to canonical figures, multi-level memory that persists firm-specific corrections across individual, team, desk, and firm levels, and background QA agents that flag outliers and broken formulas.
The company monetizes through enterprise subscriptions sold via a direct, demo-driven field-sales motion with quote-based pricing and no publicly disclosed rates; the only named customer is a Top-10 Global Asset Manager. Kepler has assembled a large indexed data footprint — 26M+ SEC filings, 14K+ companies with earnings transcripts, 40M+ first-party IR documents, and coverage across 27 global markets — which underpins the deterministic code layer. The founding team came out of Palantir, Citadel, and Meta, and the company is backed by individual investors tied to Meta AI Research, OpenAI, MotherDuck, dbt Labs, Outerbounds, and Square/Block, alongside Mantis VC and Company Ventures. Beyond the finance product, Kepler has publicly previewed an industry-agnostic Kepler Platform that would extend the same architecture to any vertical, plus a planned Kepler for Industry vertical, signaling explicit horizontal productization. Headcount is 1-10, the company has no disclosed revenue, and Anthropic has featured Kepler as a reference partner for verifiable AI in financial services.
Kepler AI firmographics
Firmographics- Name
- Kepler AI
- Legal name
- Kepler
- Website
- https://getkepler.ai
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Kepler AI provides a verifiable AI platform for financial services. Its Kepler for Finance product lets investment banking, equity research, hedge fund, and PE analysts query SEC filings and market data with every output traced to source.
- Ownership category
- akta.pro rank
Kepler AI industry classification
Industry- Product category
- Financial Analysis Software
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Enterprise AI Governance, Risk & Compliance Platforms (Model Risk, Audit, Policies) (HDAEANAE)
- akta.pro secondary industry
- Model Serving, Inference & Deployment Platforms (APIs, Edge/On-Prem) (HDAEANAC)
Keywords
Kepler AI business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales
Revenue model
- Kepler for Finance Subscription: Enterprise software subscription model for investment banking and financial analysis. Product is live and in production. Pricing not publicly disclosed.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription with quote-based pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Kepler AI product offering
Product offeringCore offering
Kepler AI provides an enterprise software platform that combines large language models with deterministic code execution to deliver verifiable answers from SEC filings, earnings transcripts, 10-Ks, 10-Qs, and market data for financial analysis. Its flagship product, Kepler for Finance, is a live, production-ready platform serving investment banking, equity research, hedge funds, private equity, compliance, and accounting/tax professionals, with every output traced to its source document, page, and line item.
Product overview
Kepler AI offers a portfolio of verifiable AI products built on a deterministic four-layer architecture that separates AI language processing (for interpretation and reasoning) from deterministic code execution (for data retrieval and computation). The flagship product, Kepler for Finance, is a live, production-ready platform for investment banking and financial analysis with 26M+ SEC filings indexed. Kepler Platform (coming soon) extends this architecture as an industry-agnostic platform enabling users in any vertical to connect their own data, define custom workflows, and deploy verifiable AI agents with full traceability.
Differentiator
Problem solved
Functional benefit
Brands
- Kepler for Finance: Live product for investment banking and financial analysis enabling querying of SEC filings, earnings transcripts, 10-Ks, and market data with full traceability.
- Kepler Platform
Products and services
- Kepler for Finance An AI-powered financial analysis platform for investment banking, equity research, hedge funds, private equity, compliance, and accounting/tax professionals that delivers source-traced answers from SEC filings, earnings transcripts, and market data with deterministic, reproducible outputs.
Quantifiable outcome
- Analyst time savings: what used to take hours of cross-checking now takes seconds
- +1 more outcomes
Companies that use Kepler AI
Customer profileNamed customers1 record
Segments6 records
Ideal customer profiles5 records
Kepler AI technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability6 records
Feature6 records
Kepler AI partnerships and signals
Strategic signalScale indicators4 records
Recent moves5 records
Expansion highlights5 records
Kepler AI competitors and assessment
Company assessmentEmerging players
- Valence: Enterprise AI platform for team workflows including finance, with emphasis on connecting to enterprise data sources and surfacing verifiable insights. Partial overlap with Kepler's broader horizontal platform ambitions.
- Glean: Enterprise AI search and assistant that unifies internal documents, SaaS apps, and structured data with citation. Adjacent to Kepler in applying LLM-based retrieval over enterprise corpora, but broader horizontal scope rather than finance-specialized.
Broad incumbents
- Bloomberg Terminal: The dominant financial data and analytics terminal embedded across investment banking, trading, and research workflows globally. Bloomberg's deep data moat and existing AI features (including BloombergGPT) make it the most consequential incumbent to displace.
- FactSet: Long-established financial data and analytics platform serving the same buy-side and sell-side customers as Kepler, with proprietary datasets, deep workflow integration, and active investment in AI search and analytics features.
- S&P Capital IQ Pro: Established financial intelligence platform with deep coverage of SEC filings, transcripts, and company financials across investment banking, equity research, and corporate development workflows — direct incumbent in Kepler's primary target market.
Direct peers
- BlueFlame AI: AI platform purpose-built for financial advisors and wealth managers that surfaces verifiable insights from firm-approved sources. Comparable emphasis on source attribution and traceability within financial workflows.
- AlphaSense: Market intelligence and AI search platform purpose-built for financial research analysts, with proprietary document corpora and enterprise coverage of investment banking, equity research, and corporate strategy teams — directly comparable customer base and value proposition to Kepler for Finance.
- Rogo: AI research platform for investment banks, hedge funds, and financial advisors that automates financial modeling, comps, and pitch book workflows — overlapping customer base and use cases with Kepler's investment banking and equity research segments.
- Hebbia: AI knowledge worker platform that ingests large document sets (filings, transcripts, decks) and produces traceable answers for finance, legal, and consulting workflows. Closely comparable architectural approach to verifiable AI over structured financial documents.
- FinChat: AI-powered investment research assistant for equity analysts and retail/professional investors that queries SEC filings, earnings transcripts, and financial data via natural language — direct overlap with Kepler's query-and-citation core use case.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Kepler AI social profiles
Digital presenceKepler AI financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kepler AI leadership team
Management profileNumber of profiles
Kepler AI funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kepler 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 Kepler AI
What does Kepler AI do?
Kepler AI provides an enterprise software platform that combines large language models with deterministic code execution to deliver verifiable answers from SEC filings, earnings transcripts, 10-Ks, 10-Qs, and market data for financial analysis. Its flagship product, Kepler for Finance, is a live, production-ready platform serving investment banking, equity research, hedge funds, private equity, compliance, and accounting/tax professionals, with every output traced to its source document, page, and line item.
Is Kepler AI a public or private company?
Kepler AI is a private company. It is classified as venture growth investor backed and is currently operating.
When was Kepler AI founded?
Kepler AI was founded in -1. It employs 1 to 10 people.
How does Kepler AI make money?
One revenue line is on record: kepler for Finance Subscription.
Who are Kepler AI's main competitors?
Emerging players on record are Valence and Glean. Broad incumbents are Bloomberg Terminal, FactSet and S&P Capital IQ Pro. Direct peers are BlueFlame AI, AlphaSense, Rogo, Hebbia and FinChat.
Does Kepler AI have an API?
No public API is recorded for Kepler AI.
What industry is Kepler AI in?
Kepler AI's product category is Financial Analysis Software. Its primary akta.pro industry code is HDAEANAE, Enterprise AI Governance, Risk & Compliance Platforms (Model Risk, Audit, Policies), with a secondary code of HDAEANAC, Model Serving, Inference & Deployment Platforms (APIs, Edge/On-Prem). Its SIC code is 7372.