What Ai Ship does

Ai Ship, operated by Estonian private limited company Cocodrilo Consulting OÜ with operational headquarters in Miami, Florida, builds AI-driven financial intelligence and investor lifecycle software for asset managers, family offices, RIAs, prop desks, and quant funds. The company's two core products are the Financial Intelligence Engine, which uses LLM-based analysis to read and interpret SEC filings, press releases, NASDAQ, and FINRA notifications across 6,000+ U.S.-listed companies and delivers structured signals with confidence scores in under five seconds, and the Investor Portfolio Management Platform (IPMS), a white-label platform with nine integrated modules covering investor onboarding, portfolio dashboards, allocation, compliance, fund management, e-signature, notifications, transactions, and investment products.

Underlying technology combines natural language processing for corporate disclosure interpretation, real-time data ingestion from SEC EDGAR, NASDAQ, FINRA, and IR pages, anomaly detection for material events, and predictive analytics with confidence scoring. Distribution is delivered through WhatsApp, Telegram, email, API, and SaaS, with broker integrations for Interactive Brokers and Alpaca for automated signal-to-execution workflows. The platform claims 99.9% uptime SLA, sub-1 second API response, and multi-AZ redundancy.

Ai Ship monetizes through quote-based annual subscriptions for both products and through custom AI project engagements, distributed via direct enterprise sales with free discovery calls. The combined team is five people covering engineering, finance, and AI expertise. No revenue, funding, or named customers are disclosed in the available source material.

Name

Ai Ship

Legal name

Cocodrilo Consulting OÜ

Website

https://aiship.co

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Ai Ship builds AI-driven financial intelligence and white-label investor portfolio management software for asset managers, family offices, RIAs, prop desks, and quant funds, using LLMs to process SEC filings and corporate disclosures in real time.

Ownership category

akta.pro rank

Product category

Financial Technology / AI Financial Intelligence

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Software Publishers (5132)

SIC

Investment Advice (6282), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Algorithmic Trading & Execution Platforms (FSAFANAN)

akta.pro secondary industries

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH), Model Risk Management & AI Governance (validation, monitoring, explainability) (FSAGAFAL)

Keywords

• AI financial intelligence
• SEC filing analysis
• Portfolio management platform
• White-label investor onboarding
• Automated trading signals

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Custom AI Development: Custom AI project engagements where the company designs solutions around client data, workflows, and goals. Project-based consulting with free initial discovery call to understand business needs.
2. Platform Licensing (White-label): White-label deployment of Investor Portfolio Management Platform for funds, family offices, and RIAs. Platform includes investor onboarding, portfolio management, compliance automation, and reporting capabilities.
3. Financial Intelligence Subscription: AI-powered financial intelligence delivery via WhatsApp, Telegram, Email, API, or SaaS. Monitors 6,000+ listed companies with real-time alerts and trading signals.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Ai Ship builds AI-driven financial intelligence systems that read, interpret, and act on SEC filings, press releases, NASDAQ and FINRA notifications in real time, transforming corporate disclosures into structured signals for asset managers, family offices, RIAs, prop desks, and quant funds. It also sells a white-label Investor Portfolio Management Platform (IPMS) that lets funds, family offices, and RIAs onboard investors, manage portfolios, automate compliance, and generate regulatory reports. Both offerings can be deployed under the client's brand, with custom AI development services available as bespoke engagements.

Product overview

Ai Ship offers two core products: the Financial Intelligence Engine and the Investor Portfolio Management Platform (IPMS). The Financial Intelligence Engine is an AI system that monitors SEC filings, press releases, NASDAQ and FINRA notifications, and investor communications from 6,000+ U.S.-listed companies, delivering structured investment intelligence with actionable signals in under 5 seconds. It includes the SEC Intelligence Analyzer, Automated Trading Signals for prop desks and quant funds, and White-Label Intelligence for asset managers. The Investor Portfolio Management Platform is a white-label platform for funds, family offices, and RIAs featuring nine integrated modules: Investor Onboarding, Portfolio Dashboard, Allocation Engine, Compliance & Reporting, Fund Management, Contract & e-Signature, Notifications & Alerts, Transaction Management, and Investment Products. Both products can be deployed as custom white-label solutions with the client's branding.

Differentiator

Problem solved

Functional benefit

Brands

• Financial Intelligence Engine: AI system that monitors SEC filings, press releases, NASDAQ and FINRA notifications, and investor communications from U.S.-listed companies in real time.
• Investor Portfolio Management Platform (IPMS)
• SEC Intelligence Analyzer

Products and services

• Financial Intelligence Engine AI-powered system that monitors SEC filings, press releases, NASDAQ and FINRA notifications, and investor communications from 6,000+ U.S.-listed companies in real time, transforming raw corporate disclosures into structured investment intelligence with actionable signals and confidence scores. Delivered via API, WhatsApp, Telegram, and email to asset managers, family offices, RIAs, prop desks, and quant funds.
• Investor Portfolio Management Platform (IPMS) White-label platform for funds, family offices, and RIAs to onboard retail, HNW, and institutional investors, manage portfolios with live dashboards, automate compliance and regulatory reporting, and operate under the deploying firm's own brand via custom domain and branding.
• Custom AI Project Services Project-based custom AI development engagements in which Ai Ship designs and builds AI solutions around a client's data, workflows, and goals, beginning with a free discovery call.

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability8 records

Feature4 records

Partnerships

Five partnerships are on record, tiered core.

• KYC/AML ProviderscoreTechnology or IntegrationPre-built automated identity verification with leading compliance APIs including facial recognition, document validation, and PEP & watchlist checks. Real-time screening against UN Consolidated List, OFAC SDN List, EU Sanctions List, and Local Regulator Lists.
• Payment Gateway ProviderscoreTechnology or IntegrationPre-built connectors for seamless fund transfers and multi-currency settlement including Virtual IBAN Generation, Wire Transfer Processing, Multi-Currency Support, and Real-Time Reconciliation.
• Notification Service ProviderscoreTechnology or IntegrationOmni-channel communications infrastructure for investors and administrators including SMS Notifications, Email Templates, Push Notifications, and In-App Alert Center.
• Interactive Brokers (IBKR)coreTechnology or IntegrationBroker integration for automated trading signal execution. Signal detected leads to order execution in seconds through IBKR connectivity.
• AlpacacoreTechnology or IntegrationBroker integration for automated trading signal execution alongside IBKR. Alternative execution venue for quant funds and prop desks.

Scale indicators9 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Addepar: Portfolio management and reporting platform purpose-built for family offices, RIAs and large advisors — directly comparable to Ai Ship's white-label IPMS in addressing wealth/fund operations, though Addepar focuses on larger AUM and aggregator-led reporting.
• AlphaSense: Market intelligence and financial research platform that uses AI/NLP to surface insights from filings, transcripts, broker research and news — directly comparable to Ai Ship's Financial Intelligence Engine, with a stronger enterprise footprint and broader content sources.
• RavenPack: AI-driven analytics platform that turns unstructured news, filings and alternative data into actionable signals for asset managers and hedge funds — closely comparable to Ai Ship's real-time SEC/press release intelligence proposition.
• FINTRX: Wealth intelligence and family office data platform with CRM and investor relationship workflows — comparable to Ai Ship's IPMS where RiIA/family-office onboarding and investor relationship data intersect.
• Canoe Intelligence: AI document-data extraction platform for alternative investment firms (funds, alts, pensions) — comparable to the IPMS automation layer for investor onboarding, transaction management and reporting workflows.
• iCapital: End-to-end alternatives platform offering KYC/AML, investor onboarding, portfolio reporting and fund management tools — directly comparable to several IPMS modules (onboarding, fund management, compliance, transaction management) tailored to alts/private wealth.

Broad incumbents

• Bloomberg Terminal: Dominant sell-side and buy-side terminal providing real-time filings, analytics, and workflow tools for asset managers — the broadest incumbent competing against Ai Ship's intelligence and portfolio workflows with much deeper data, brand and client inertia.
• Refinitiv (LSEG Workspace): Refinitiv (now part of LSEG) provides financial data, analytics and workflow tools including filings and AI research — a broad incumbent across Ai Ship's intelligence and portfolio management categories.

Emerging players

• YipitData: Alternative-data and web-scraped intelligence provider for investors and funds, with growing AI-driven filings/news analytics — comparable to Ai Ship's Financial Intelligence Engine but more alternative-data focused than SEC filings.
• TradingView: Retail- and pro-leaning charting, social research and broker-connected trading platform with real-time alerts — partially comparable to Ai Ship's signal-plus-execution workflow for prop desks and quant traders, but heavier on retail and charting.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ai-ship

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Ai Ship