B2B Enterprise Research Suite

B2B Enterprise Research Suite

B2B Enterprise Research Suite

Investment Research AI for Analysts & Teams

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

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New

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

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

Trusted by 10.000+ Investors Worldwide

Trusted by 10.000+ Investors Worldwide

100K+

Assets including stocks, ETFs, funds, and crypto, ready for in-depth analysis using our AI-powered investment solutions.

100K+

Assets including stocks, ETFs, funds, and crypto, ready for in-depth analysis using our AI-powered investment solutions.

15K+

As of today, Rize AI has already generated over 15,000 AI-powered financial analyses

15K+

As of today, Rize AI has already generated over 15,000 AI-powered financial analyses

AI-powered Investment Research

AI-powered Investment Research

AI-powered Investment Research

Need for AI Adoption

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

Financial AI Research

Empower your Employees

With AI-powered chatbots, white-label terminals, and autonomous AI investment agents, you can empower your research teams with smarter tools, faster workflows, and instantly generated investment reports.

Provide context by AI

Provide context by AI

Provide context by AI

Empower your employees

Empower your employees

Empower your employees

Simplify workflows

Simplify workflows

Simplify workflows

Boost research efficiency

Boost research efficiency

Boost research efficiency

Investment Research

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.

Our Products and Services

Our Products and Services

Our Products and Services

Empower Your Research Teams With Agentic AI

Rize AI is enterprise-ready, secure, and built for scale. Our platform uses specialized Agentic AI to streamline financial workflows, from investment analysis and due diligence to client onboarding and data intelligence.

Investment Research

We offer a broad range of AI-generated investment reports, available via API in multiple formats, from stock screeners and profitability to news analysis, fair value assessments, and custom reports.

Investment Research

We offer a broad range of AI-generated investment reports, available via API in multiple formats, from stock screeners and profitability to news analysis, fair value assessments, and custom reports.

Investment Research

We offer a broad range of AI-generated investment reports, available via API in multiple formats, from stock screeners and profitability to news analysis, fair value assessments, and custom reports.

Client Portfolio Data

Integrate portfolio data for LLM-based analysis. Rize empowers teams to unlock deeper portfolio insights, automate investment research, and power conversational chatbots.

Client Portfolio Data

Integrate portfolio data for LLM-based analysis. Rize empowers teams to unlock deeper portfolio insights, automate investment research, and power conversational chatbots.

Client Portfolio Data

Integrate portfolio data for LLM-based analysis. Rize empowers teams to unlock deeper portfolio insights, automate investment research, and power conversational chatbots.

Chatbot Integration

We transform raw financial and portfolio data into structured inputs for LLM-based analysis, enabling intelligent chatbot solutions for investment research and customer service.

Chatbot Integration

We transform raw financial and portfolio data into structured inputs for LLM-based analysis, enabling intelligent chatbot solutions for investment research and customer service.

Chatbot Integration

We transform raw financial and portfolio data into structured inputs for LLM-based analysis, enabling intelligent chatbot solutions for investment research and customer service.

Why Agentic AI Matters

Why Agentic AI Matters

Why Agentic AI Matters

Rize Agentic AI in Finance

Why Agentic AI is shaping the future of financial research

Why Agentic AI is shaping the future of financial research

AI-powered Reporting

Specialization for precise text-based answers

Agentic AI outperforms in financial research by handling specialized tasks, filtering market data into layers, and delivering more precise insights

AI-powered Reporting

Specialization for precise text-based answers

Agentic AI outperforms in financial research by handling specialized tasks, filtering market data into layers, and delivering more precise insights

AI-powered Reporting

Specialization for precise text-based answers

Agentic AI outperforms in financial research by handling specialized tasks, filtering market data into layers, and delivering more precise insights

Financial Data AI

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

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

How does Agentic AI help analysts save time?

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.

How does Agentic AI help analysts save time?

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.

How does Agentic AI help analysts save time?

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?

Can we customize report templates?

Is the system secure for internal data?

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?

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?

Can the AI be connected to our proprietary data?

What kind of questions can the investment chatbot answer?

What kind of questions can the investment chatbot answer?

What kind of questions can the investment chatbot answer?

What distinguishes Rize’s AI from standard LLM tools?

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?

What are Enterprise AI Agent Solutions?

Is Rize Capital the best ChatGPT for Investors?

Is Rize Capital the best ChatGPT for Investors?

Is Rize Capital the best ChatGPT for Investors?

Launch AI in Your Financial Platform

Fill out our the contact form to speak to an expert

Launch AI in Your Financial Platform

Fill out our the contact form to speak to an expert

Launch AI in Your Financial Platform

Fill out our the contact form to speak to an expert