Agentic AI Companies Category
Agent Category
Agents for Financial Institutions
AlphaSense
AI-powered market intelligence platform used by financial professionals to search earnings calls, research reports, and news to surface insights and track market trends.
Pricing Model
Enterprise
Deployment Type
Cloud Saas
Canopy
Practice management and client portal software for accountants and tax professionals, using AI to streamline document collection, workflows, and client communication.
Pricing Model
Saas subscription
Deployment Type
Cloud Saas
TIFIN
AI-powered fintech platform that provides personalized investment and financial wellness solutions, helping wealth managers and financial institutions serve clients more effectively.
Pricing Model
Enterprise
Deployment Type
Cloud Saas
Bretton AI
AI research and analysis platform for investment professionals that automates due diligence, financial modeling, and report generation to accelerate deal workflows.
Pricing Model
Enterprise
Deployment Type
Cloud Saas
Further AI
AI agent platform for insurance and financial services that automates underwriting, claims processing, and compliance workflows, reducing manual review time significantly.
Pricing Model
Enterprise
Deployment Type
Cloud Saas
Hebbia
AI analysis platform for financial and legal professionals that can process and synthesize large volumes of complex documents to answer multi-step research questions.
Pricing Model
Enterprise
Deployment Type
Cloud Saas, On-premise
Model ML
AI platform for financial services that uses machine learning agents to automate credit decisioning, fraud detection, and risk modeling for banks and lenders.
Pricing Model
Enterprise
Deployment Type
Cloud Saas
Catena Labs
Building AI-native financial infrastructure and agentic banking solutions that enable autonomous financial agents to transact and manage money on behalf of users.
Pricing Model
Enterprise
Deployment Type
Cloud Saas
GreyLabs AI
AI platform for banks and financial institutions in emerging markets, automating credit underwriting and risk assessment using alternative data sources.
Pricing Model
Enterprise
Deployment Type
Cloud Saas
Sharpe
AI agents for quantitative research and financial data science that bundle petabytes of market data with high-performance infrastructure, enabling traders to go from idea to profit in minutes.
Pricing Model
Saas subscription
Deployment Type
Cloud Saas
Zolvo
AI operating system for commercial lenders that automates reconciliation, verification, collections, and reporting, enabling lenders to scale portfolios without scaling back-office teams.
Pricing Model
Enterprise
Deployment Type
Cloud Saas
Kaaj
Agentic AI platform for small-business lending that reduces credit analysis time from days to under three minutes, making sub-$1M loans profitable for lenders and expanding capital access for underserved businesses.
Pricing Model
Saas subscription
Deployment Type
Cloud Saas