AI-driven insights combined
with financial expertise.
AI-driven insights combined
with financial expertise.
AI-driven insights combined
with financial expertise.
Automated screening, report writing, market research and more—designed for public and private markets.
PRECISION TOOLS FOR AGILE INVESTORS
Features for every vertical
Everything you need to collaborate, create, and scale, all in one place.
Private Markets
AI-curated deal flow and comps for faster decision-making.
Private Markets
AI-curated deal flow and comps for faster decision-making.
Private Markets
AI-curated deal flow and comps for faster decision-making.
Wealth Management
Turn analyst notes into client-ready reports with one click.
Wealth Management
Turn analyst notes into client-ready reports with one click.
Wealth Management
Turn analyst notes into client-ready reports with one click.
Public Markets
Run institutional-grade stock screening in minutes, not hours
Public Markets
Run institutional-grade stock screening in minutes, not hours
Public Markets
Run institutional-grade stock screening in minutes, not hours
COMPARISON
Why FinxSight Stands Out
AI-Powered Financial Intelligence, simplified.
AI-Powered Financial Intelligence, simplified.
Finance-trained AI
Highly scalable & flexible solutions
Advanced dashboard control
Built-in data-driven analytics
User-friendly & intuitive design
Others
Generic LLMs
Rigid and non-scalable options
Basic dashboard functionalities
Lack of advanced analytics
Outdated and complex interfaces
OUR CLIENTS
Case Studies to Inspire
Discover how mid-market firms leverage FinxSight.
Max's SaaS Revolution
Max, the founder of CloudFlow, implemented AI automation in their processes. This move slashed operational costs by 50% and boosted team productivity by 75%, empowering the company to accelerate growth and expand faster.
%
increase in ROI
%
boost in revenue
Emily's E-commerce Success
Emily, the CEO of BloomTech, transformed their marketing efforts using AI-powered tools. This shift resulted in a 60% increase in ROI and a 45% improvement in customer personalization, leading to a surge in brand loyalty
%
growth in sales
%
rise in engagement
Sophia's Retail Breakthrough
Sophia, the marketing lead at Trendify, used AI-driven analytics to dive deep into customer behavior. The insights led to a 40% increase in engagement and a 30% rise in repeat purchases, creating long-term customer relationships.
%
gain in retention
%
surge in profits
They took the time to understand our challenges, identified our target audience, and made our brand shine. Their solutions were very effective!
Max's SaaS Revolution
Max, the founder of CloudFlow, implemented AI automation in their processes. This move slashed operational costs by 50% and boosted team productivity by 75%, empowering the company to accelerate growth and expand faster.
%
increase in ROI
%
boost in revenue
Emily's E-commerce Success
Emily, the CEO of BloomTech, transformed their marketing efforts using AI-powered tools. This shift resulted in a 60% increase in ROI and a 45% improvement in customer personalization, leading to a surge in brand loyalty
%
growth in sales
%
rise in engagement
Sophia's Retail Breakthrough
Sophia, the marketing lead at Trendify, used AI-driven analytics to dive deep into customer behavior. The insights led to a 40% increase in engagement and a 30% rise in repeat purchases, creating long-term customer relationships.
%
gain in retention
%
surge in profits
They took the time to understand our challenges, identified our target audience, and made our brand shine. Their solutions were very effective!
Max's SaaS Revolution
Max, the founder of CloudFlow, implemented AI automation in their processes. This move slashed operational costs by 50% and boosted team productivity by 75%, empowering the company to accelerate growth and expand faster.
%
increase in ROI
%
boost in revenue
Emily's E-commerce Success
Emily, the CEO of BloomTech, transformed their marketing efforts using AI-powered tools. This shift resulted in a 60% increase in ROI and a 45% improvement in customer personalization, leading to a surge in brand loyalty
%
growth in sales
%
rise in engagement
Sophia's Retail Breakthrough
Sophia, the marketing lead at Trendify, used AI-driven analytics to dive deep into customer behavior. The insights led to a 40% increase in engagement and a 30% rise in repeat purchases, creating long-term customer relationships.
%
gain in retention
%
surge in profits
FAQ'S
Frequently Asked Questions
Find quick answers to the most common questions about our platform.
Is FinxSight tailored for mid-market financial firms?
Yes! Our niche AI tools are designed for hedge funds, family offices, and advisors—no enterprise bloat.
How does the workflow replacement work?
We integrate customized features depending on your vertical (e.g., screeners for mutual funds, report writers for wealth managers).
Can I see a demo?
Absolutely! To see what FinxSight can do for you, feel free to enter your details in the form above. A representative will contact you shortly.
FAQ'S
Frequently Asked Questions
Find quick answers to the most common questions about our platform.
Is FinxSight tailored for mid-market financial firms?
Yes! Our niche AI tools are designed for hedge funds, family offices, and advisors—no enterprise bloat.
How does the workflow replacement work?
We integrate customized features depending on your vertical (e.g., screeners for mutual funds, report writers for wealth managers).
Can I see a demo?
Absolutely! To see what FinxSight can do for you, feel free to enter your details in the form above. A representative will contact you shortly.
FAQ'S
Frequently Asked Questions
Find quick answers to the most common questions about our platform.
Is FinxSight tailored for mid-market financial firms?
How does the workflow replacement work?
Can I see a demo?
