AI Financial Software

AI-powered risk and compliance for financial institutions. Automate and strengthen manual risk and compliance operations for fintechs and banks. Given a third party contracts and documentation, Kobalt’s reasoning engine ingests internal policies and procedures, legal commitments, past privacy and compliance assessments, and syncs with external legislation to instantly auto-surface and track risks. We're helping community/regional/sponsor banks increase revenue and scale their partnership and vendor volume, and we're helping fintechs conduct their partner diligence in 1/10 the time, all without needing to increase headcount.

AI agents for fintech risk and compliance operations. We help fintech risk and AML compliance teams automate and strengthen routine customer due diligence tasks with LLMs. Our AI assistants slash cost-to-comply, improve risk detection and free up capacity for investigations that require human expertise and decision making. Fintechs and banks use us to automate workflows like running thorough due diligence on a legal entity, reviewing customer documents like registry extracts, proofs of address etc and remediating false positive alerts from their AML systems.

AI agents for commercial underwriting at banks and fintechs. Accend helps commercial banks and fintechs underwrite business customers faster, win more deals and increase revenue. We provide an end-to-end platform to automate document intake, financial statement / tax spreading, cash flow modeling, credit memos and portfolio management, with audit-ready AI and human-in-the-loop accuracy. Companies like Corpay, Brex, Rippling, Rho, Column, Settle, and many others have reduced application processing time by 80% with Accend, significantly enhancing their credit underwriting efficiency Before starting Accend, the founders led Product & Engineering on the Risk team at Brex as well as at Deutsche Bank and Credit Suisse so they have firsthand experienced issues with operational efficiency in credit/underwriting teams. Accend has raised a $3.2M seed round from Y Combinator, Adverb Ventures, Gener

AI-native operations for the banks. Bretton runs AI-native operations for the financial back office. OCC, Fed and FDIC regulated banks use Bretton to run compliance, risk, fraud operations on one platform, on their own data and policies, with every output traced, cited, and audit-ready. Bretton has pioneered AI use in financial services with its proprietary Trust Infrastructure — a system of model validation, governance and auditability guardrails that enables AI use in key regulated workflows.

AI Operating System for Private Market Investors. VectorShift is the AI operating system for private market investors.VectorShift is the AI operating system for private market investors. We capture a firm's institutional knowledge across every deal, decision, and diligence finding, and put it to work across data room analysis, IC memos, portfolio company monitoring, and LP reporting.

AI patent drafting, prosecution, litigation and more for legal teams.. Solve Intelligence is the AI platform for helping legal professionals with every part of the patent process. With $55M backing from Y Combinator, Microsoft, Thomson Reuters, 20VC, Operator Collective, Visionaries, and others, they have assembled a world-leading team of patent attorneys, AI PhDs, and software developers to build products for patent application drafting, office action responses, invention harvesting, claim charting, infringement analysis, FTO, validity challenges, patent litigation, and more. They are now selling their 100% secure and confidential software to 700+ IP firms and in-house teams across the US, Europe, and Asia (e.g. DLA Piper, Siemens, Perkins Coie, Amgen - see customers https://www.solveintelligence.com/#customers). Solve customers are reporting 60-90% efficiency and quality improvements (

AI that audits AI — catching hallucinations before you ship them.. Every AI tool will confidently hand you a wrong number — and in engineering and finance, a wrong number is expensive. Energent.ai is an AI teammate that does your data work on a secure desktop: reading documents and engineering drawings, cleaning messy data, writing code, building charts. Then a second, independent agent audits that output against your original source files and flags every claim that doesn't hold up — catching roughly 3x more hallucinations than the model alone in our internal evals. Engineering teams check drawing sets before issue. Finance teams tie numbers back to source. The best teams encode their own checking standards as reusable rules, so it checks the way their firm checks.

Investment research data for AI agents. FactIQ gives AI agents access to clean and trustworthy data for investment research. We source, clean and standardize data from company financials, market prices, economic series and satellite imagery. We make it absurdly obvious for any AI agent to accurately query this data. We currently have 100M+ data series covering US and Asia, and are adding new data every day.

Automating Securities Compliance. Hadrius allows regulated financial firms of all sizes to consolidate and automate their compliance processes using AI in one platform. Today, we're securing compliance for $3T+ AUM across our clients. We're building the AI that will regulate the US financial system and the trillions that flows through it.

Decision infrastructure for investment firms. Benchmark is the trusted AI platform for investment firms. Today, leading firms use Benchmark to screen deals, extract insights from unstructured data, and automate workflows. Our platform combines cutting-edge AI with deep industry expertise to help investment firms make smarter, faster decisions across their entire deal lifecycle.