equity-research
(4)
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.