financial-ai
(5)
The Financial Terminal That Started on a Bicycle
Before FactSet became a $2.3 billion data business, its product arrived as four sheets of paper by bicycle messenger. The delivery method changed; the useful idea did not.
o11
o11 is a Y Combinator (W26) startup building AI agents that live inside the enterprise apps finance teams already use - Excel, PowerPoint, Word, and Google Workspace. Rather than answering questions in a sidebar, its agents do the work: generating three-statement models, investment committee memos, CIMs, buyer lists, and decks from natural-language prompts. Its customers include investment banks, private equity firms, hedge funds, and asset managers.
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.
Rogo
Rogo is a generative AI platform purpose-built for finance. Founded in 2021 by three former junior bankers, it trains finance-specific models and deploys autonomous AI agents - including its flagship agent Felix - to handle the slow, repetitive work of investment banking, private equity, and hedge funds: searching filings, building comparable-company analyses, drafting investment memos, generating Excel models, and running data-room diligence. More than 35,000 finance professionals at 250+ institutions use it, and a $160M Series D in April 2026 valued the company at roughly $2 billion.
Ali Dastjerdi
Ali Dastjerdi is the co-founder and CEO of Raylu, a New York AI company that turns an investor's thesis into booked founder meetings in minutes instead of weeks. A Harvard machine-learning student turned Insight Partners investor, he started Raylu in 2022 with his freshman-year roommate and a friend they met at AWS. The trio raised a $4M seed and an $8M Series A, and now sell their 'Deal Engineering' platform to 45-plus funds managing over $500 billion. They keep one unopened beer in the office fridge, to be drunk only the day the company dies.