# Transient.AI

> Transient.AI is a New York-based fintech startup building what it calls a Trusted AI Operating System for capital markets - a compliant, explainable intelligence layer that unifies fragmented legacy systems for hedge funds, asset managers, RIAs, and sell-side trading desks. Founded by former traders and technologists from Goldman Sachs, Credit Suisse, UBS, and McKinsey, the company ships a suite of enterprise SaaS platforms (Caddie.AI, ClarityRIA, CapFlo.AI, Sales+) plus specialized AI agents for trade ideas, surveillance, AML, and term sheets. In May 2026 it raised its Series A led by NEXT Investors to scale deployment inside regulated financial institutions.

- **Founded:** 2024
- **Headquarters:** New York, United States
- **Founders:** Sreej Menon (CEO), Elijah Murray (CTO)
- **Team size:** ~32 employees
- **Products:** Caddie.AI, ClarityRIA (Clarity.AI), CapFlo.AI, Sales+, AI Agent Suite
- **Notable:** Raised Series A led by NEXT Investors (May 2026) - the firm's bet on AI in regulated capital markets, Launched four enterprise AI platforms (Caddie.AI, ClarityRIA, CapFlo.AI, Sales+) within roughly two years of founding, Selected Arango as AI data infrastructure for explainable intelligence (January 2026)

## Products & services

- **Caddie.AI** — AI platform for hedge fund sales, trading, and research - real-time portfolio, P&L, and risk insight with automated research digestion and operational workflows across funds, desks, and geographies.
- **ClarityRIA (Clarity.AI)** — RIA prospecting and capital-sourcing intelligence for asset and wealth managers - parses SEC Form ADV and regulatory data to target RIA AUM, with geospatial heatmaps and natural language search.
- **CapFlo.AI** — AI-driven intelligence for derivatives contracts and workflows - parses contracts, automates term sheet creation and analysis, and monitors corporate actions.
- **Sales+** — Predictive institutional sales recommendation engine - AI-driven guidance on counterparty engagement, opportunity identification, and market narrative analysis across asset classes.
- **AI Agent Suite** — Specialized agents including Trade Idea Agent, AML Agent, Trade Surveillance, and Term Sheet Agent, orchestrated with human-in-the-loop controls and explainability.

## Achievements

- Raised Series A led by NEXT Investors (May 2026) - the firm's bet on AI in regulated capital markets
- Launched four enterprise AI platforms (Caddie.AI, ClarityRIA, CapFlo.AI, Sales+) within roughly two years of founding
- Selected Arango as AI data infrastructure for explainable intelligence (January 2026)
- Expanded to offices in New York, Miami, Singapore, and India
- Launched Clarity.AI targeting the ~$100 trillion RIA AUM market

## Latest updates

- **2026-05** — NEXT Investors leads Transient.AI's Series A - its first institutional capital - to fund expansion across Americas, EMEA, and APAC.
- **2026-04** — Launch of Clarity.AI, pitched as a smarter way to source capital across roughly $100 trillion in RIA AUM.
- **2026-01** — Transient.AI selects Arango as its AI data infrastructure for explainable capital markets intelligence.

## Links

- Website: https://transient.ai
- LinkedIn: https://www.linkedin.com/company/transient-ai
- Twitter/X: https://x.com/transientai

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Profile page: https://yespress.io/transient-ai
Published by YesPress — https://yespress.io
Last updated: 2026-07-17