equity-research
(7)
Raymond James
A firm that started in a downtown St. Petersburg apartment now watches over $1.92 trillion - and it still measures itself one advisor and one client at a time.
Oppenheimer & Co. Inc.
A 140-year-old Wall Street house that never grew into a giant - and turned staying mid-sized into the whole pitch.
Cohesion
Cohesion is a New York-based Y Combinator (P26) startup building AI agents that automate research for institutional investors. Its agentic teammate monitors the companies an analyst covers - tracking earnings, news, and non-traditional datasets like podcasts and X/Twitter - and surfaces differentiated insights purpose-built for public equity investing. Founded by ex-hedge-fund analyst Devon Krapcho with engineers from AWS and T. Rowe Price, Cohesion is already live with 10+ long/short and long-only fundamental funds managing a combined $10B+ in assets.
Aiera
Aiera is a New York-based generative-AI platform for financial research that sources, verifies, transcribes and summarizes corporate and investor events - earnings calls, conferences, shareholder meetings and macro announcements. Covering 50,000+ events across 15,000+ global equities each year, it pairs AI automation with human review to deliver transcripts that reach roughly 99.9% accuracy, plus live audio, sentiment analysis, search and enterprise APIs. Founded in 2018 by former Wall Street internet analyst Ken Sena and ex-Amazon Alexa engineer Bryan Healey, Aiera is used by asset managers, banks and research firms, and closed a $25M Series B in 2025 backed by ten of Wall Street's largest research houses with Microsoft as a strategic technology partner.
Ken Sena
Ken Sena is the CEO and co-founder of Aiera, a New York-based generative AI platform that turns earnings calls, investor presentations, and corporate events into real-time transcriptions, sentiment analysis, and decision-grade insights for institutional investors. A former Wall Street internet analyst who led global internet research coverage at Evercore ISI and Wells Fargo Securities, Sena launched Aiera in 2018 to apply machine learning to the research workflow he had spent two decades inside. The company now covers more than 13,000 equities, processes tens of thousands of public events a year, and closed a $25 million Series B in June 2025 backed by ten of Wall Street's largest research firms with Microsoft as its strategic technology partner.
Paul Weinstein
Paul Weinstein is the Founder, General Partner, and COO of Azure Capital Partners, a San Francisco-based venture capital firm he founded in 2000 with over $750 million under management across 8 funds and more than 200 investments. A former top-ranked Wall Street equity research analyst covering data communications at firms including Credit Suisse First Boston and Deutsche Bank, Paul transitioned from sell-side analyst to VC investor and has backed transformative technology companies including Docker, VMware, Salesforce (via Prediction.io), and Calix. He focuses on early and mid-stage ventures in cloud infrastructure, enterprise software, AI, and communications technology across North America.
Byrne Hobart
Byrne Hobart is the founder and author of The Diff, a daily newsletter read by hedge fund managers, venture capitalists, and tech founders tracking inflection points in finance and technology. A self-taught investor who landed at SAC Capital without a college degree purely on the strength of his writing, Hobart now co-runs Anomaly, a frontier tech investment firm, and co-authored Boom: Bubbles and the End of Stagnation with Stripe Press. He writes roughly 500,000 words a year and counts 1.5% of the Forbes 400 among his readers.