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
Add document
Analyze
Web-Search
Deep Research
Analyze Portfolio Holdings…
Apple Inc.
SAP SE
Meta Platforms Inc.
Apple Inc.
US0378331005
Active Holding
Current Price
$239.86
Performance
+27.12%
ASML Holdings
NL0010273215
Active Holding
Current Price
$781.93
Performance
+2.41%
SAP SE
DE0007164600
Active Holding
Current Price
$269.73
Performance
+12.70%
Apple Inc.
US0378331005
Active Holding
Current Price
$239.86
Performance
+27.12%
ASML Holdings
NL0010273215
Active Holding
Current Price
$781.93
Performance
+2.41%
SAP SE
DE0007164600
Active Holding
Current Price
$269.73
Performance
+12.70%
Apple Inc.
US0378331005
Active Holding
Current Price
$239.86
Performance
+27.12%
ASML Holdings
NL0010273215
Active Holding
Current Price
$781.93
Performance
+2.41%
SAP SE
DE0007164600
Active Holding
Current Price
$269.73
Performance
+12.70%
Apple Inc.
US0378331005
Active Holding
Current Price
$239.86
Performance
+27.12%
ASML Holdings
NL0010273215
Active Holding
Current Price
$781.93
Performance
+2.41%
SAP SE
DE0007164600
Active Holding
Current Price
$269.73
Performance
+12.70%
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.