B2B Enterprise Research Terminal

AI Research Terminal for Financial Analysts

Boost analysts and advisors efficiency with Agentic AI and LLM-powered investment research for smarter workflows, faster insights.

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On-Demand AI-powered reports are now available through API

On-Demand AI-powered reports are now available through API

"On average, analysts spend 42% of their time on data collection and 25% on analysis. Both processes can be accelerated through AI automation"

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Tammo Elsner, Founder

AI Solutions Built for
Financial Analysts

Discover a complete toolkit to analyze financial markets, assess risks, track portfolios, and even integrate your own research.

Analyze Earnings & SEC Filings

Earnings reports (10-K or 10-Q), Company news, and more.

AI Stock Screener

Screen markets using key financial metrics like P/E ratio, market cap, & more.

Real-time Financial Analysis

Schedule daily reports about price moves, trends, and key events.

AI Portfolio Analysis

Analyze client portfolios or fund holdings with our financial AI egent infrastructure.

AI Finance Chatbot

Let smart AI agents research your assets while you stay on key tasks.

Add Your Own Data

Upload manuelly researched information about your assets to our AI.

Like Bloomberg, but AI-powered

Like Bloomberg, but AI-powered

Automate Manual Tasks

Investment teams face a steep learning curve with tools like Bloomberg Terminal while spending hours scanning financial reports and client documents. Rize simplifies and accelerates this process with AI-driven insights.

Financial AI Research

Financial AI Research

7.18x Faster Financial Research for Analysts

With AI-powered chatbots and autonomous AI agents, you can empower your analyst teams with smarter tools, up to 7.18x faster workflows, and instantly generated investment reports.

Provide context by AI

Provide context by AI

Empower your employees

Empower your employees

Speed-up research

Speed-up research

Boost research efficiency

Boost research efficiency

AI for Investment Banking

AI Investment Terminal for Financial Analysts

An integrated AI platform that streamlines research, automates manual tasks, and empowers financial analysts with faster, smarter decision-making tools.

All Tasks

Running

  • AAPL Fair Value Analysis

    Scheduled

  • META Quarterly Results

    Completed 5m ago

  • ASML Profitability Analysis

    Cancelled by analyst

  • Comparative Analysis

    Running

  • Thematic Analysis Agent

    Completed 12m ago

7.18x Faster Research

Automate Manual Tasks

With AI-powered chatbots and autonomous AI agents, you can empower your analyst teams with smarter tools, up to 7.18x faster workflows, and instantly generated investment reports.

Parallel Analysis

10+ AI Agents

AI Financial Analysis

AI for Financial Analysts

Ask anything in natural language. Our AI finance chatbot runs up to 10 agents in parallel to analyze data, generate insights, and deliver answers instantly. No static data, no code. Just conversation.

Natural Language

Investment Chatbot

What can I help with?

Weather you want help in financial analysis or access internal data just give me command

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Add document

Analyze

Web-Search

Deep Research

Analyze Portfolio Holdings…

Apple Inc.

SAP SE

Meta Platforms Inc.

Researching

Analyzing

Completed

Financial AI

AI Market Intelligence

Schedule AI-generated reports that keep you updated on markets and your current holdings — delivered automatically and available at you scheduled time.

Daily Market Reports

Holding Updates

Investment Research

Investment Research

Our Clients

Typical Clients we work with @ Rize Capital

Typical Clients we work with @ Rize Capital

Wealth Advisors

Our investment solutions empower wealth advisors by delivering real-time market insights and strategies, enhancing the quality of advice and deepening client relationships. Rize turns hours of investment research into seconds.

Wealth Advisors

Our investment solutions empower wealth advisors by delivering real-time market insights and strategies, enhancing the quality of advice and deepening client relationships. Rize turns hours of investment research into seconds.

Wealth Advisors

Our investment solutions empower wealth advisors by delivering real-time market insights and strategies, enhancing the quality of advice and deepening client relationships. Rize turns hours of investment research into seconds.

Banking Services

We are working closely with banks and financial institutions to identify where AI-powered investment solutions can streamline investment research workflows or enhance client communication through smart AI integration.

Banking Services

We are working closely with banks and financial institutions to identify where AI-powered investment solutions can streamline investment research workflows or enhance client communication through smart AI integration.

Banking Services

We are working closely with banks and financial institutions to identify where AI-powered investment solutions can streamline investment research workflows or enhance client communication through smart AI integration.

Family Offices

Our White-Label serves as a powerful research tool for analysts and staff within family offices, providing quick, data-driven answers and streamlining access to the insights they need, saving time and enhancing decision-making.

Family Offices

Our White-Label serves as a powerful research tool for analysts and staff within family offices, providing quick, data-driven answers and streamlining access to the insights they need, saving time and enhancing decision-making.

Family Offices

Our White-Label serves as a powerful research tool for analysts and staff within family offices, providing quick, data-driven answers and streamlining access to the insights they need, saving time and enhancing decision-making.

Asset Manager

Rize enables asset managers to streamline research operations and deliver scalable insights across portfolios. With AI-generated reports, smart data extraction, and context-aware analysis, teams can reduce research cycles.

Asset Manager

Rize enables asset managers to streamline research operations and deliver scalable insights across portfolios. With AI-generated reports, smart data extraction, and context-aware analysis, teams can reduce research cycles.

Asset Manager

Rize enables asset managers to streamline research operations and deliver scalable insights across portfolios. With AI-generated reports, smart data extraction, and context-aware analysis, teams can reduce research cycles.

Indipendent Advisors

Our AI-powered investment research tools help independent advisors deliver faster, deeper insights to their clients. From instant company overviews to market commentary, our platform reduces hours of manual research to just seconds.

Indipendent Advisors

Our AI-powered investment research tools help independent advisors deliver faster, deeper insights to their clients. From instant company overviews to market commentary, our platform reduces hours of manual research to just seconds.

Indipendent Advisors

Our AI-powered investment research tools help independent advisors deliver faster, deeper insights to their clients. From instant company overviews to market commentary, our platform reduces hours of manual research to just seconds.

Ratings Agencies

Our LLM-based platform supports research and rating firms with automated report generation, risk assessment, and real-time data analysis. Whether for internal use or publication, Rize accelerates output.

Ratings Agencies

Our LLM-based platform supports research and rating firms with automated report generation, risk assessment, and real-time data analysis. Whether for internal use or publication, Rize accelerates output.

Ratings Agencies

Our LLM-based platform supports research and rating firms with automated report generation, risk assessment, and real-time data analysis. Whether for internal use or publication, Rize accelerates output.

AI Agents for Financial Analysts

AI Agents for Financial Analysts

How AI Agents for Financial Analysts Work

How AI Agents for Financial
Analysts Work

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.

"On average, analysts spend 42% of their time on data collection and 25% on pure analysis. Both processes can be accelerated through AI automation"

user pic

Tammo Elsner, Founder

"On average, analysts spend 42% of their time on data collection and 25% on pure analysis. Both processes can be accelerated through AI automation"

user pic
user pic

Tammo Elsner, Founder

Financial Data AI

Financial Data AI

Rize AI Outperforms other Chatbots and Language-Models

According to FinanceBench, current models like GPT-4-Turbo fall short in financial QA, with 81% of responses being incorrect or unanswered. It highlights the need for specialized Agentic AI solutions in Finance like Rize AI, using accurate data for reliable results.

According to FinanceBench, current models like GPT-4-Turbo fall short in financial QA, with 81% of responses being incorrect or unanswered. It highlights the need for specialized Agentic AI solutions in Finance like Rize AI, using accurate data for reliable results.

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

Is Agentic AI for financial analysts the future?

Agentic AI automates repetitive tasks like scanning earnings reports, summarizing financial statements, and drafting investment memos. Instead of manually parsing raw data, analysts receive contextual insights instantly—cutting hours of work down to seconds.

Is Agentic AI for financial analysts the future?

Agentic AI automates repetitive tasks like scanning earnings reports, summarizing financial statements, and drafting investment memos. Instead of manually parsing raw data, analysts receive contextual insights instantly—cutting hours of work down to seconds.

Can we customize report templates?

Can we customize report templates?

Is the system secure for internal data?

Is the system secure for internal data?

Does the AI support multi-language use for client regions?

Does the AI support multi-language use for client regions?

Can the AI be connected to our proprietary data?

Can the AI be connected to our proprietary data?

What kind of questions can the AI for Financial Analysts answer?

What kind of questions can the AI for Financial Analysts answer?

What distinguishes Rize’s AI from standard LLM tools?

What distinguishes Rize’s AI from standard LLM tools?

What are Enterprise AI Agent Solutions?

What are Enterprise AI Agent Solutions?

Is Rize Capital the best ChatGPT for Financial Analysts?

Is Rize Capital the best ChatGPT for Financial Analysts?

Rize AI for Financial Analysts

Fill out our the contact form to speak to an expert

Rize AI for Financial Analysts

Fill out our the contact form to speak to an expert

Rize AI for Financial Analysts

Fill out our the contact form to speak to an expert