# Reflexivity

> Reflexivity (formerly Toggle AI) is a New York-based fintech that builds AI-driven market intelligence for institutional investors. Founded by former portfolio managers, it pairs a proprietary financial Knowledge Graph with large language models to deliver fast, explainable, 'zero-hallucination' investment analysis - from SEC filing summaries and scenario modeling to autonomous deep-research agents - on top of curated institutional data from providers like S&P Global, LSEG, Cboe and Nasdaq.

- **Founded:** 2019
- **Headquarters:** New York, United States
- **Founders:** Jan Szilagyi (CEO & Co-Founder), Giuseppe Sette (President & Co-Founder)
- **Team size:** ~56 employees
- **Products:** Deep Research, Knowledge Graph, Portfolio Insights, Scenario Analysis, Document Intelligence
- **Notable:** Raised a $30M Series B in October 2024 led by Greycroft and Interactive Brokers., Backed by legendary investors including Stanley Druckenmiller, Greg Coffey and Thomas Peterffy., Counts Millennium and Soros Fund Management among its customers.

## Products & services

- **Deep Research** — Autonomous AI agents that generate comprehensive financial analysis in minutes instead of days.
- **Knowledge Graph** — A proprietary graph built specifically for institutional finance that maps relationships between assets, peers, suppliers, customers, partners, themes and macro drivers, updating from new SEC filings and earnings calls.
- **Portfolio Insights** — Real-time performance tracking, attribution and risk metrics across a portfolio.
- **Scenario Analysis** — AI-powered market simulations and stress testing for macro and idiosyncratic events.
- **Document Intelligence** — Extracts and summarizes insights from SEC filings, earnings transcripts and other unstructured financial documents.
- **Smart Screening** — AI-powered discovery of investment opportunities across the market.

## Achievements

- Raised a $30M Series B in October 2024 led by Greycroft and Interactive Brokers.
- Backed by legendary investors including Stanley Druckenmiller, Greg Coffey and Thomas Peterffy.
- Counts Millennium and Soros Fund Management among its customers.
- Built what it describes as the only proprietary Knowledge Graph designed specifically for institutional finance.
- Rebranded from Toggle AI to Reflexivity to better reflect its role in the investment process.

## Latest updates

- **2024-10** — Closed a $30M Series B led by Greycroft and Interactive Brokers to scale its AI-driven investment analysis platform.
- **2025-10** — CEO Jan Szilagyi appeared on CNBC arguing AI tools will ultimately reshape - and in some cases replace - parts of the financial advisory role.

## Links

- Website: https://reflexivity.com
- LinkedIn: https://www.linkedin.com/company/reflexivityai
- Twitter/X: https://twitter.com/ReflexivityAi
- Facebook: https://facebook.com/toggleai/

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Profile page: https://yespress.io/reflexivity
Published by YesPress — https://yespress.io
Last updated: 2026-06-07