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geniosAI lands $19.1m to make financial analysis traceable

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geniosAI lands $19.1m to make financial analysis traceable

geniosAI, a financial intelligence platform aimed at changing how institutions carry out analysis and retain their know-how, has secured $19.1m across combined seed and Series A funding.

FactSet led the Series A, with Zoom and General Catalyst also backing the company. geniosAI is developing products for the office of the CFO, as well as for investment professionals working on both the buy side and the sell side.

The company argues that most AI tools used in finance focus on speeding up the work of individual analysts. geniosAI instead targets the institution as a whole, keeping the assumptions, methodologies and review decisions behind each piece of work within the firm.

This means knowledge is retained when people move on or projects end. Its AI domain stack brings together a financial ontology, agents and traceable orchestration to produce in-depth investment research and modelling, with its reasoning displayed and each figure linked to its original source. Because completed work is captured rather than rebuilt, new assignments can begin from a team’s existing findings rather than starting afresh.

Through the partnership, FactSet’s data will be combined with geniosAI’s proprietary platform, giving finance and investment teams analysis they can trace, review, verify and develop further. Zoom supports the conversations in which decisions are taken, from internal finance reviews to earnings calls, and geniosAI aims to bring financial intelligence directly into those discussions.

The platform is already being used by finance and investment teams at leading Fortune 500 global banks and technology firms to prepare for earnings.


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