equity-research
(6)
ROTH Capital Partners knows who should be in the room
The growth-company investment bank turns research and investor introductions into financing opportunities. A $25 million share offering shows what that access can cost; its history shows what access cannot fix.
The Chicago Firm That Reads Before It Writes Checks
Since 1981, First Analysis has turned deep sector research into venture bets and deal advice for B2B software founders. The result is one of the longest track records in Chicago venture capital, built one thesis at a time.
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.