

Build Your AI Agent Stack
AI Agents for
Financial Analysis
Each AI Agent for Financial Research specializes in a key domain of investing, ready to integrate, embed, or scale with your platform
New
New
Voice Agents for Portfolio Podcasts and News are now available
Voice Agents for Portfolio Podcasts and News are now available
Agentic AI in Finance
Agentic AI in Finance
Explore our AI Agents for Financial Analysis
Explore our AI Agents for Financial Analysis
Each AI Agent has a specific focus area and is optimized for either professional research environments, financial platforms, or client-facing use cases.
Each AI Agent has a specific focus area and is optimized for either professional research environments, financial platforms, or client-facing use cases.
Market & Economic Agent
This Agent focuses on the broader financial landscape, identifying macroeconomic trends and assessing sector-specific risks.
Market & Economic Agent
This Agent focuses on the broader financial landscape, identifying macroeconomic trends and assessing sector-specific risks.
Market & Economic Agent
This Agent focuses on the broader financial landscape, identifying macroeconomic trends and assessing sector-specific risks.
Company Analysis Agent
Ideal for diving deep into a single company, this Agent handles valuation metrics, business models, and peer comparisons.
Company Analysis Agent
Ideal for diving deep into a single company, this Agent handles valuation metrics, business models, and peer comparisons.
Company Analysis Agent
Ideal for diving deep into a single company, this Agent handles valuation metrics, business models, and peer comparisons.
Fund & ETF Agent
Designed to decode the structure, strategy, and holdings of funds and ETFs, helping users compare investment vehicles.
Fund & ETF Agent
Designed to decode the structure, strategy, and holdings of funds and ETFs, helping users compare investment vehicles.
Fund & ETF Agent
Designed to decode the structure, strategy, and holdings of funds and ETFs, helping users compare investment vehicles.
Portfolio Management Agent
A portfolio-focused Agent that supports advisors and analysts with asset allocation, performance insights, and risk diagnostics.
Portfolio Management Agent
A portfolio-focused Agent that supports advisors and analysts with asset allocation, performance insights, and risk diagnostics.
Portfolio Management Agent
A portfolio-focused Agent that supports advisors and analysts with asset allocation, performance insights, and risk diagnostics.
Crypto Agent
Tailored to crypto-native ecosystems, this Agent understands blockchain protocols, token economics, and network-level metrics.
Crypto Agent
Tailored to crypto-native ecosystems, this Agent understands blockchain protocols, token economics, and network-level metrics.
Crypto Agent
Tailored to crypto-native ecosystems, this Agent understands blockchain protocols, token economics, and network-level metrics.
Personal Investment Agent
This AI Agent assists retail investors with financial planning, tax strategy, and goal setting. It is best for personal financial goals, timelines and tax-efficiency.
Personal Investment Agent
This AI Agent assists retail investors with financial planning, tax strategy, and goal setting. It is best for personal financial goals, timelines and tax-efficiency.
Personal Investment Agent
This AI Agent assists retail investors with financial planning, tax strategy, and goal setting. It is best for personal financial goals, timelines and tax-efficiency.
Technical Chart Analysis Agent
Provides a technical lens on financial markets, covering chart patterns, indicators, and trading signals. Best for price action, patterns and trading strategy support.
Technical Chart Analysis Agent
Provides a technical lens on financial markets, covering chart patterns, indicators, and trading signals. Best for price action, patterns and trading strategy support.
Technical Chart Analysis Agent
Provides a technical lens on financial markets, covering chart patterns, indicators, and trading signals. Best for price action, patterns and trading strategy support.
Fixed Income Agent
Built for investors, this Agent understands duration, credit spreads, and rate impacts on yield structures. Best for bond analysis, yield curve and rate scenarios.
Fixed Income Agent
Built for investors, this Agent understands duration, credit spreads, and rate impacts on yield structures. Best for bond analysis, yield curve and rate scenarios.
Fixed Income Agent
Built for investors, this Agent understands duration, credit spreads, and rate impacts on yield structures. Best for bond analysis, yield curve and rate scenarios.
Alternative Investments Agent
Explores non-traditional investments including real estate, commodities, hedge funds, and structured products.
Alternative Investments Agent
Explores non-traditional investments including real estate, commodities, hedge funds, and structured products.
Alternative Investments Agent
Explores non-traditional investments including real estate, commodities, hedge funds, and structured products.
Regulatory & Compliance Agent
Supports professionals in navigating financial regulation, tax frameworks, and compliance standards.
Regulatory & Compliance Agent
Supports professionals in navigating financial regulation, tax frameworks, and compliance standards.
Regulatory & Compliance Agent
Supports professionals in navigating financial regulation, tax frameworks, and compliance standards.
AI Agents in Finance
AI Agents in Finance
How Agents Work for You
We work with Intelligent Orchestration. When you ask a question, here's what happens:
Analysis of Your Query
The system understands exactly what you want to know.
Agent Selection
The relevant AI agents are automatically activated.
Coordinated Analysis
Our specialized AI agents work in parallel on different tasks.
Consolidation
All insights are consolidated into a structured, final answer.
“We are building the future of financial analysis. 10 AI agents working together, available 24/7, with minimized hallucinations and full transparency. "

Tammo Elsner, Founder
“We are building the future of financial analysis. 10 AI agents working together, available 24/7, with minimized hallucinations and full transparency. "


Tammo Elsner, Founder
“We are building the future of financial analysis. 10 AI agents working together, available 24/7, with minimized hallucinations and full transparency. "

Tammo Elsner, Founder
AI-powered Investment Solutions
AI-powered Investment Solutions
How To Integrate Our AI Agents for Financial Analysis
Enable smarter experiences across your investment ecosystem.
Enable smarter experiences across your investment ecosystem.
AI Agents for Financial Analysis
AI Agents for Financial Analysis
Build Your Agent Stack
Build Your Agent Stack
Whether you're equipping analysts with AI insights or enhancing user experiences on a client platform, these agents are modular and API-ready.



Multi-Agent
Multi-Agent
Our multi-agent system deploys specialized AI agents working simultaneously on different financial tasks: technical analysis, fundamentals, news, sentiment, etc. with cross-validation between agents to deliver robust investment insights.
Our multi-agent system deploys specialized AI agents working simultaneously on different financial tasks: technical analysis, fundamentals, news, sentiment, etc. with cross-validation between agents to deliver robust investment insights.
Multi-Round
Multi-Round
Multi-round analysis in finance involves iterative evaluation processes where investment decisions and risk assessments are refined through successive rounds of review, minimizing hallucinations and ensuring more accurate financial strategies.
Multi-round analysis in finance involves iterative evaluation processes where investment decisions and risk assessments are refined through successive rounds of review, minimizing hallucinations and ensuring more accurate financial strategies.
FAQ
FAQ
Frequently Asked Questions
Check our frequently asked questions for more information on Agentic AI, integration and use cases
Check our frequently asked questions for more information on Agentic AI, integration and use cases
Rize AI Agents for Financial Analysis are a specialized AI modules trained on financial knowledge for a specific domain like company analysis, portfolio management, or macroeconomics. Each agent delivers focused insights, eliminating irrelevant information.
Rize AI Agents for Financial Analysis are a specialized AI modules trained on financial knowledge for a specific domain like company analysis, portfolio management, or macroeconomics. Each agent delivers focused insights, eliminating irrelevant information.