financial-research
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KBRA and the price of a second opinion
After the financial crisis, KBRA gave bond investors another voice. Its next opportunity lies in private credit, where even finding a fair comparison can be hard work.
Brightwave found the expensive part of AI: believing it
It began by helping investors read the mountain of paperwork. Now Brightwave is building the controls that let AI agents work beyond it - with an open-source desktop app along for the ride.
Defaqto’s five stars hide a much bigger business
The familiar insurance badge is the shop window. Behind it, Defaqto sells the data and software that help financial companies design products, compare rivals and explain their decisions.
Macrobond wants your next chart to be your last rebuild
The financial research company made a business out of keeping data, analysis and charts connected. Now it is taking that same idea into interactive publishing and AI.
The Earnings Call Finally Left the Conference Line
Quartr turns the corporate earnings ritual into something you can search, question, and even listen to on a run. The free phone app is an easy recommendation; Pro earns its keep when missed language and slow research have a real cost.
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.
AlphaSense Turned Ctrl+F Anxiety Into a $7.5 Billion Research Machine
AlphaSense began with an analyst's fear of missing one decisive sentence. Fifteen years, five acquisitions and more than 500 million documents later, it wants to turn research from a scavenger hunt into an always-on system.
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.