hedge-funds
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The Chicago Firm That Sold Wall Street's Playbook to Families Who Aren't Endowments
Two Chicago traders spent a decade turning hedge-fund tactics into a wealth business for families who aren't endowments. In 2026 they sold it - $5.6 billion later.
The Cap-Intro Business Was Built on Handshakes. iConnections Turned It Into Software.
A pandemic side project for charity became the meeting place for hedge funds, private equity and the allocators who fund them - roughly 26,000 members and $50 trillion in capital, run on software instead of steak dinners.
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.
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.
9fin
9fin is a London-based, AI-native intelligence platform for the global debt markets. Founded in 2016 by former banker Steven Hunter and former engineer Huss El-Sheikh, it uses machine learning to extract structured data from dense financial documents and pairs that data with news, analytics, and AI-powered workflows. Its platform covers leveraged loans, high-yield bonds, distressed debt, CLOs, private credit, and asset-based finance, and is used by investment banks, asset managers, hedge funds, law firms, and advisors. In March 2026 the company raised a $170M Series C at a $1.3 billion valuation.
Canoe Intelligence
Canoe Intelligence is a New York-based financial technology company that uses AI and machine learning to automate the collection, extraction and management of data from alternative investment documents. Its cloud platform turns the unstructured PDFs, capital calls, statements and tax forms that flood back offices into standardized, verified data that institutional investors, capital allocators, wealth managers and asset servicers can trust. Serving more than 325 clients - including firms such as Blackstone and Hamilton Lane - Canoe processes tens of millions of documents a year and raised a $36M Series C in 2024 led by Growth Equity at Goldman Sachs Alternatives.
DiligenceVault
DiligenceVault is a New York-based fintech company that runs a cloud, AI-native platform for investment due diligence. Founded in 2014 by former Citi risk head Monel Amin, it replaces the manual world of PDFs, spreadsheets and email with a connected system where asset allocators and asset managers exchange DDQs, RFPs, operational due diligence reviews, ESG data and Form ADV monitoring. The platform connects a network of more than 20,000 managers and tens of thousands of users across 150-plus countries, and is backed by Goldman Sachs Growth Equity.
Greenboard
Greenboard is a New York-based regtech company building an AI-native compliance platform for SEC- and FINRA-regulated financial firms. Founded in 2023 by Dave Feldman and Ed Schembor, the company consolidates communications archiving, employee and firm compliance, marketing review, vendor diligence and books-and-records into a single system, with an 'expert-in-the-loop' AI layer called GreenboardGo. Backed by Base10 Partners, Y Combinator and General Catalyst, Greenboard has raised $20M total and serves more than 500 financial institutions.
Meixin (MX) Global
Meixin (MX) Global is a New York-based cross-border financial technology and wealth-management platform founded in 2015. It connects Asian wealth managers, independent advisors, private funds and family offices with a curated menu of global alternative investments - real estate debt and preferred equity, hedge funds, private equity, private debt and more - backed by tech-enabled infrastructure for asset analysis, due diligence, custody and reporting. Positioned as a turnkey asset-management platform for the Greater China wealth ecosystem, the company has reported over $2 billion in assets under administration and 1,600+ investable products.
Siepe
Siepe is a Dallas-based financial technology company that builds cloud software and tech-enabled services for private credit, CLO, and alternative investment managers. Founded in 2012 by former hedge-fund CTO Michael Pusateri, Siepe helps front, middle, and back-office teams turn scattered loan, borrower, and investor data into a single, transparent asset - reducing operational risk and letting managers scale without adding proportional headcount. In August 2024 the company raised a $30M Series B led by WestCap.
The Tie
The Tie is a New York-based information services company for institutional digital asset markets. Founded in 2017, it built the Crypto SigDev Terminal - a Bloomberg-style workstation that combines real-time news, sentiment analytics, market data, and on-chain data - and has since expanded into staking infrastructure, corporate access and advisory, and compliant institutional messaging. Its clients include hedge funds, market makers, banks, trading venues, and crypto protocols.
GLG (Gerson Lehrman Group)
GLG (Gerson Lehrman Group) is the world's largest expert network, connecting professionals - investors, corporations, consultancies and non-profits - with a marketplace of roughly one million vetted subject-matter experts. Through one-on-one phone consultations, surveys, roundtables, site visits and custom research, GLG turns a client's questions into direct conversations with people who have first-hand knowledge, wrapped in a compliance framework designed for regulated industries. Founded in 1998 and headquartered in New York, the firm operates in more than 20 cities worldwide and generates roughly $600 million in annual revenue.
Everysk
Everysk is a New York-based financial technology company that builds AI-embedded workflow automation for investment operations. Founded in 2016 by Allan Brik and Denison Linus, its platform combines agentic AI with a no-code library of modular 'digital robots' that let hedge funds, asset managers, family offices, and brokerages automate portfolio risk monitoring, trade operations, compliance, and reporting. The company positions itself around a simple pitch to capital markets firms: grow AUM without growing headcount.
Menos AI
Menos AI is a San Jose-based, AI-native fintech building institutional-grade artificial intelligence for hedge funds and asset managers. Founded in 2024 by a team of quant and AI practitioners, its flagship product Sonar is an intelligent research agent that uses proprietary Alpha Signal Extraction technology to surface timely, differentiated investment ideas from the flood of financial data. The company raised a $5.2M oversubscribed seed round in 2025 and positions its platform as an augmentation layer for investment teams - secure, auditable, and designed to integrate with existing workflows rather than replace the humans who use it.
Nomad Data
Nomad Data is a New York-based AI platform that helps companies find, buy, and understand external data. Founded in 2020 by Brad Schneider and Justin Manikas, it began as a marketplace matching data buyers to a network of thousands of providers - buyers submit a use case, and providers respond with data that can actually solve it. The platform has since expanded into an AI layer for reading unstructured documents (its Doc Chat product) and managing data relationships, serving hedge funds, private equity, insurance, and asset-management firms that spend heavily on third-party data.
Revere
Revere builds cloud software that helps allocators in private markets manage their portfolios without drowning in spreadsheets and PDFs. Its platform, Revere ONE, ingests fund data automatically, standardizes it across venture capital, private equity, real estate, private credit, and hedge funds, and surfaces performance and risk in interactive dashboards. Founded in 2020 by former AngelList institutional-capital lead Eric Woo and Chris Shen, Revere serves family offices, fund-of-funds, corporate venture groups, and other sophisticated allocators.
iCapital
iCapital is a New York-based financial technology platform that opens private-market and alternative investments - private equity, hedge funds, private credit, real estate, structured investments and annuities - to wealth advisors and their high-net-worth clients. Founded in 2013, it replaced the paperwork-heavy, high-minimum world of alternatives with an end-to-end digital infrastructure connecting asset managers and wealth managers, and now services more than $1 trillion in client assets across 2,100-plus funds for roughly 118,000 financial professionals.
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.
Farsight
Farsight is a New York-based AI company building a full-stack execution engine for finance. It automates the time-consuming, high-stakes workflows that fill the days of investment bankers, private equity associates, hedge fund analysts and wealth managers - pitch decks, financial models, buyer lists, investment memos and valuation analysis - directly inside the tools teams already use like Excel and PowerPoint, tailored to each firm's brand, style guide, compliance rules and security standards. Founded in 2022 by three MIT graduates, Farsight raised a $16M Series A led by SignalFire in June 2025.
Reflexivity
Reflexivity (formerly Toggle AI) is a New York-based fintech that builds AI-driven market intelligence for institutional investors. Founded by former portfolio managers, it pairs a proprietary financial Knowledge Graph with large language models to deliver fast, explainable, 'zero-hallucination' investment analysis - from SEC filing summaries and scenario modeling to autonomous deep-research agents - on top of curated institutional data from providers like S&P Global, LSEG, Cboe and Nasdaq.