financial-ai
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Finster AI Gives the Spreadsheet Crowd a Memory
Finster AI wants to turn a bank's scattered filings, models and institutional lore into work that arrives already sourced. The pitch is compelling, but buyers should expect an enterprise sale, a serious integration project and no public price tag.
Damián Scavo Is Teaching AI to Do the Homework of Money
Before financial AI became a category, Scavo had already spent two decades moving between code, markets and data. Streetbeat is his attempt to turn that unusual apprenticeship into an agent that can make financial work less manual - without pretending judgment has disappeared.
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.