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.

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.

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. "

user pic

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. "

user pic
user pic

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. "

user pic

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.

B2B-2C Integration

For Financial Platforms

Empower Your Users and Launch AI Features

B2B-2C Integration

For Financial Platforms

Empower Your Users and Launch AI Features

B2B Enterprise

For Analysts & Advisors

Empower Your Teams and Optimize Workflows

B2B Enterprise

For Analysts & Advisors

Empower Your Teams and Optimize Workflows

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

What are Rize AI Agents for Financial Analysis?

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.

Can I use multiple financial AI Agents at once?

How do I integrate AI Agents for Finance into my platform?

Can I connect AI Agents for Finance to platform or user data?

Can I connect my own financial data API's?

Are the AI Agents for Financial Analysis customizable?

Is an AI Agent output compliant with financial regulations?

Do the financial AI Agents learn over time?

What are AI Voice Agents for financial markets?

Can we control how the portfolio podcasts sound?

What are Rize AI Agents for Financial Analysis?

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.

Can I use multiple financial AI Agents at once?

How do I integrate AI Agents for Finance into my platform?

Can I connect AI Agents for Finance to platform or user data?

Can I connect my own financial data API's?

Are the AI Agents for Financial Analysis customizable?

Is an AI Agent output compliant with financial regulations?

Do the financial AI Agents learn over time?

What are AI Voice Agents for financial markets?

Can we control how the portfolio podcasts sound?

AI Agents for Financial Services

Fill out our the contact form to speak to an expert

AI Agents for Financial Services

Fill out our the contact form to speak to an expert

AI Agents for Financial Services

Fill out our the contact form to speak to an expert