Finster: the platform for investment banking AI.

Fast, clear and precise: Finster accelerates complex investment decisions, with purpose-built AI for investment banking. Ramp up faster, save time with automation and gain the edge with novel insights. 

  • AI-first and purpose-built

  • Granular, traceable citations

  • Automated end-to-end workflows

  • Deeper insight, greater impact

Speed and strategy: how Finster supports your investment analysis

Personalized intelligence for every institution. Automation with perfect accuracy. Data with unparalleled depth and breadth. Discover how Finster accelerates your workflows, supports your strategic goals and frees up your team to do their best work.

Ramp up investment research

See themes, trends and key players in minutes, with real-time intel. Get a bird’s eye view of the market almost instantly, pull comps rapidly, and create company primers in just a few clicks. Get up to speed fast, then get ahead.

See more with Screener

Uncover hidden insights with Finster Screener. Get more from your research by overlaying qualitative insights over quantitative filters. Less time searching, more time thinking. 

Build decks rapidly

Reusable templates and automation let you cut the time you spend preparing decks. Produce company strip profiles, summaries, CIMs and industry reports in your company’s style and branding, so you can concentrate on strategy.

Win more with novel insight

Pull insight from multiple documents, filings and data sources and get fresh angles to fuel your strategies. Give your team the tools to build compelling pitches and the time to focus on what really matters. 

First mile integration

Internal APIs

SharePoint integrations

Ad hoc file uploads

Knowledge base & agent

Strip profiles

Earning analysis

Benchmarking

Comps

News screening

Custom tasks

Last mile integration

API outputs

Copy to clipboard

MS Office integration

Send as email

Internal publishing systems

Investment banking AI: what makes Finster different

Purpose-built, rigorous and robust: why Finster leads generative AI in investment banking.

Save time with templates

Templatize repetitive workflows with Tasks. Set them to run, be triggered or updated with the latest data. Finster handles analysis, comps, strip profiles, pitch decks and more. 

Ensure data traceability

Every fact and figure, cited to sentence level. Ensure a seamless audit trail with highly granular citations. See source, data published and full document context.

Ensure data traceability

Every fact and figure, cited to sentence level. Ensure a seamless audit trail with highly granular citations. See source, data published and full document context.

Rely on exceptional data quality

Grounded in accurate, up to date, niche data, combined from FactSet, Crunchbase and Morningstar, with primary sources such as SEC filings and releases from thousands of global companies.

Create bespoke tasks and workflows

Streamline tasks across your internal systems, with seamless integration with your internal APIs and Sharepoint, plus ad-hoc file uploads. Finster allows you to create custom solutions from first-mile ingestion to last-mile delivery.

Create bespoke tasks and workflows

Streamline tasks across your internal systems, with seamless integration with your internal APIs and Sharepoint, plus ad-hoc file uploads. Finster allows you to create custom solutions from first-mile ingestion to last-mile delivery.

Instant impact

See how Finster can support your team with vastly accelerated investment research.

Instant impact

See how Finster can support your team with vastly accelerated investment research.

Instant impact

See how Finster can support your team with vastly accelerated investment research.

Instant impact

See how Finster can support your team with vastly accelerated investment research.

Instant impact

See how Finster can support your team with vastly accelerated investment research.

Trusted by industry leaders

Sector-shaping AI, trusted by leaders in investment banking. Finster clients include a top 10 global investment bank, a $1tn AUM asset manager and a $750m AUM asset manager. Precise, robust and private, Finster was built with platinum-standard rigor and security.

Rigorous citations and audit trails

Every number, fact and quotation can be traced and trusted, thanks to Finster’s proprietary citation algorithm. Build your insights on rigorous, reliable sources.

Real-time feeds and solid data

A custom data collection pipeline fed by thousands of documents and data points, and constantly updated with SEC filings, investor relations news and the latest from our data partners.

Private and protected

Finster protects your company data with enterprise-grade security protocols, robust access controls and private deployment options. We’re SOC 2 compliant, end-to-end encrypted and we never train our AI on your data.

Best-in-class AI talent: our credentials

Finster is built by a world-leading team who combine cutting-edge AI experience with deep insight into institutional standards. Our leadership team includes ex-staffers from DeepMind, Meta, Morgan Stanley, Amazon and J.P. Morgan, as well as alumni of University College London and the University of Oxford. With backgrounds in model training, foundational systems, deep equity and financial strategy, no team is better equipped to lead the way in investment banking AI automations.

Instant impact

See how Finster can support your team with vastly accelerated investment research.

Instant impact

See how Finster can support your team with vastly accelerated investment research.

Instant impact

See how Finster can support your team with vastly accelerated investment research.

Instant impact

See how Finster can support your team with vastly accelerated investment research.

Instant impact

See how Finster can support your team with vastly accelerated investment research.

Frequently asked questions

What makes Finster suitable for investment professionals?

Finster is an AI-native platform purpose-built for financial services, designed to streamline front-office workflows in investment banking and asset management. It integrates data ingestion, structured search, and content generation into a single pipeline - no plug-ins or manual summaries needed. Finster sources data directly from earnings calls, filings, IR sites, and premium providers like FactSet and Crunchbase to automate tasks such as creating pitch decks, investment memos, comps sheets, and earnings summaries. All outputs feature sentence-level citations, real-time updates, and a near-zero hallucination risk. With enterprise-grade security, SOC 2 compliance, and deployment options like single-tenant or VPC, Finster ensures data privacy and never trains on proprietary information. Institutions can customize outputs, permissions, and preferences, while user-level personalization is handled securely and can be removed on request.

What makes Finster suitable for investment professionals?

Finster is an AI-native platform purpose-built for financial services, designed to streamline front-office workflows in investment banking and asset management. It integrates data ingestion, structured search, and content generation into a single pipeline - no plug-ins or manual summaries needed. Finster sources data directly from earnings calls, filings, IR sites, and premium providers like FactSet and Crunchbase to automate tasks such as creating pitch decks, investment memos, comps sheets, and earnings summaries. All outputs feature sentence-level citations, real-time updates, and a near-zero hallucination risk. With enterprise-grade security, SOC 2 compliance, and deployment options like single-tenant or VPC, Finster ensures data privacy and never trains on proprietary information. Institutions can customize outputs, permissions, and preferences, while user-level personalization is handled securely and can be removed on request.

What makes Finster suitable for investment professionals?

Finster is an AI-native platform purpose-built for financial services, designed to streamline front-office workflows in investment banking and asset management. It integrates data ingestion, structured search, and content generation into a single pipeline - no plug-ins or manual summaries needed. Finster sources data directly from earnings calls, filings, IR sites, and premium providers like FactSet and Crunchbase to automate tasks such as creating pitch decks, investment memos, comps sheets, and earnings summaries. All outputs feature sentence-level citations, real-time updates, and a near-zero hallucination risk. With enterprise-grade security, SOC 2 compliance, and deployment options like single-tenant or VPC, Finster ensures data privacy and never trains on proprietary information. Institutions can customize outputs, permissions, and preferences, while user-level personalization is handled securely and can be removed on request.

What makes Finster suitable for investment professionals?

Finster is an AI-native platform purpose-built for financial services, designed to streamline front-office workflows in investment banking and asset management. It integrates data ingestion, structured search, and content generation into a single pipeline - no plug-ins or manual summaries needed. Finster sources data directly from earnings calls, filings, IR sites, and premium providers like FactSet and Crunchbase to automate tasks such as creating pitch decks, investment memos, comps sheets, and earnings summaries. All outputs feature sentence-level citations, real-time updates, and a near-zero hallucination risk. With enterprise-grade security, SOC 2 compliance, and deployment options like single-tenant or VPC, Finster ensures data privacy and never trains on proprietary information. Institutions can customize outputs, permissions, and preferences, while user-level personalization is handled securely and can be removed on request.

What makes Finster suitable for investment professionals?

Finster is an AI-native platform purpose-built for financial services, designed to streamline front-office workflows in investment banking and asset management. It integrates data ingestion, structured search, and content generation into a single pipeline - no plug-ins or manual summaries needed. Finster sources data directly from earnings calls, filings, IR sites, and premium providers like FactSet and Crunchbase to automate tasks such as creating pitch decks, investment memos, comps sheets, and earnings summaries. All outputs feature sentence-level citations, real-time updates, and a near-zero hallucination risk. With enterprise-grade security, SOC 2 compliance, and deployment options like single-tenant or VPC, Finster ensures data privacy and never trains on proprietary information. Institutions can customize outputs, permissions, and preferences, while user-level personalization is handled securely and can be removed on request.

How is Finster different from ChatGPT?

Finster is purpose-built for institutional investors and investment banking teams. Unlike ChatGPT, which uses general web content, Finster integrates premium financial data providers like FactSet, Morningstar and Crunchbase, along with SEC filings, investor websites, and internal datasets. It combines real-time market data with reference data and curated content to ensure high data quality. Finster is designed to automate research workflows, from company analysis and comps to risk scans, earnings summaries, and first-draft materials. Every output includes granular citations, down to the sentence or table cell, with clear sourcing and no guesswork. When data is missing, Finster says “I don’t know.” Finster has enterprise-grade security, including SOC 2 compliance and various deployment options to suit your organisation. With enterprise-grade security, SOC 2 compliance, and deployment options like single-tenant or VPC, Finster ensures data privacy and never trains on proprietary information. Institutions can customize outputs, permissions, and preferences, while user-level personalization is handled securely and can be removed on request. Finster never trains models on user data.

How is Finster different from ChatGPT?

Finster is purpose-built for institutional investors and investment banking teams. Unlike ChatGPT, which uses general web content, Finster integrates premium financial data providers like FactSet, Morningstar and Crunchbase, along with SEC filings, investor websites, and internal datasets. It combines real-time market data with reference data and curated content to ensure high data quality. Finster is designed to automate research workflows, from company analysis and comps to risk scans, earnings summaries, and first-draft materials. Every output includes granular citations, down to the sentence or table cell, with clear sourcing and no guesswork. When data is missing, Finster says “I don’t know.” Finster has enterprise-grade security, including SOC 2 compliance and various deployment options to suit your organisation. With enterprise-grade security, SOC 2 compliance, and deployment options like single-tenant or VPC, Finster ensures data privacy and never trains on proprietary information. Institutions can customize outputs, permissions, and preferences, while user-level personalization is handled securely and can be removed on request. Finster never trains models on user data.

How is Finster different from ChatGPT?

Finster is purpose-built for institutional investors and investment banking teams. Unlike ChatGPT, which uses general web content, Finster integrates premium financial data providers like FactSet, Morningstar and Crunchbase, along with SEC filings, investor websites, and internal datasets. It combines real-time market data with reference data and curated content to ensure high data quality. Finster is designed to automate research workflows, from company analysis and comps to risk scans, earnings summaries, and first-draft materials. Every output includes granular citations, down to the sentence or table cell, with clear sourcing and no guesswork. When data is missing, Finster says “I don’t know.” Finster has enterprise-grade security, including SOC 2 compliance and various deployment options to suit your organisation. With enterprise-grade security, SOC 2 compliance, and deployment options like single-tenant or VPC, Finster ensures data privacy and never trains on proprietary information. Institutions can customize outputs, permissions, and preferences, while user-level personalization is handled securely and can be removed on request. Finster never trains models on user data.

How is Finster different from ChatGPT?

Finster is purpose-built for institutional investors and investment banking teams. Unlike ChatGPT, which uses general web content, Finster integrates premium financial data providers like FactSet, Morningstar and Crunchbase, along with SEC filings, investor websites, and internal datasets. It combines real-time market data with reference data and curated content to ensure high data quality. Finster is designed to automate research workflows, from company analysis and comps to risk scans, earnings summaries, and first-draft materials. Every output includes granular citations, down to the sentence or table cell, with clear sourcing and no guesswork. When data is missing, Finster says “I don’t know.” Finster has enterprise-grade security, including SOC 2 compliance and various deployment options to suit your organisation. With enterprise-grade security, SOC 2 compliance, and deployment options like single-tenant or VPC, Finster ensures data privacy and never trains on proprietary information. Institutions can customize outputs, permissions, and preferences, while user-level personalization is handled securely and can be removed on request. Finster never trains models on user data.

How is Finster different from ChatGPT?

Finster is purpose-built for institutional investors and investment banking teams. Unlike ChatGPT, which uses general web content, Finster integrates premium financial data providers like FactSet, Morningstar and Crunchbase, along with SEC filings, investor websites, and internal datasets. It combines real-time market data with reference data and curated content to ensure high data quality. Finster is designed to automate research workflows, from company analysis and comps to risk scans, earnings summaries, and first-draft materials. Every output includes granular citations, down to the sentence or table cell, with clear sourcing and no guesswork. When data is missing, Finster says “I don’t know.” Finster has enterprise-grade security, including SOC 2 compliance and various deployment options to suit your organisation. With enterprise-grade security, SOC 2 compliance, and deployment options like single-tenant or VPC, Finster ensures data privacy and never trains on proprietary information. Institutions can customize outputs, permissions, and preferences, while user-level personalization is handled securely and can be removed on request. Finster never trains models on user data.

How is Finster priced?

To discuss pricing or get a custom quote, please reach out to our sales team at [email protected]. If you'd like to see Finster in action, you can book a demo directly through our website.

How is Finster priced?

To discuss pricing or get a custom quote, please reach out to our sales team at [email protected]. If you'd like to see Finster in action, you can book a demo directly through our website.

How is Finster priced?

To discuss pricing or get a custom quote, please reach out to our sales team at [email protected]. If you'd like to see Finster in action, you can book a demo directly through our website.

How is Finster priced?

To discuss pricing or get a custom quote, please reach out to our sales team at [email protected]. If you'd like to see Finster in action, you can book a demo directly through our website.

How is Finster priced?

To discuss pricing or get a custom quote, please reach out to our sales team at [email protected]. If you'd like to see Finster in action, you can book a demo directly through our website.

What data sources are available in Finster?

Finster comes with a comprehensive set of data sources out of the box, so you can start analyzing right away. We provide access to fundamental company data, analyst estimates, earnings transcripts, investor relations materials, sustainability metrics, key financial ratios and several other data sources. We have data partnerships with trusted providers including FactSet, Morningstar and Crunchbase. You can also upload your own data if you’d like to layer in proprietary insights - this is fully optional, and any uploaded data is stored securely and separately. We never train on any user data.

What data sources are available in Finster?

Finster comes with a comprehensive set of data sources out of the box, so you can start analyzing right away. We provide access to fundamental company data, analyst estimates, earnings transcripts, investor relations materials, sustainability metrics, key financial ratios and several other data sources. We have data partnerships with trusted providers including FactSet, Morningstar and Crunchbase. You can also upload your own data if you’d like to layer in proprietary insights - this is fully optional, and any uploaded data is stored securely and separately. We never train on any user data.

What data sources are available in Finster?

Finster comes with a comprehensive set of data sources out of the box, so you can start analyzing right away. We provide access to fundamental company data, analyst estimates, earnings transcripts, investor relations materials, sustainability metrics, key financial ratios and several other data sources. We have data partnerships with trusted providers including FactSet, Morningstar and Crunchbase. You can also upload your own data if you’d like to layer in proprietary insights - this is fully optional, and any uploaded data is stored securely and separately. We never train on any user data.

What data sources are available in Finster?

Finster comes with a comprehensive set of data sources out of the box, so you can start analyzing right away. We provide access to fundamental company data, analyst estimates, earnings transcripts, investor relations materials, sustainability metrics, key financial ratios and several other data sources. We have data partnerships with trusted providers including FactSet, Morningstar and Crunchbase. You can also upload your own data if you’d like to layer in proprietary insights - this is fully optional, and any uploaded data is stored securely and separately. We never train on any user data.

What data sources are available in Finster?

Finster comes with a comprehensive set of data sources out of the box, so you can start analyzing right away. We provide access to fundamental company data, analyst estimates, earnings transcripts, investor relations materials, sustainability metrics, key financial ratios and several other data sources. We have data partnerships with trusted providers including FactSet, Morningstar and Crunchbase. You can also upload your own data if you’d like to layer in proprietary insights - this is fully optional, and any uploaded data is stored securely and separately. We never train on any user data.

Does Finster have global data coverage?

Yes, Finster has full global data coverage both through data partnerships and Finster's proprietary data curation pipeline that pulls investor presentations, sustainability reports and much more from thousands of global public companies. We have full SEC filings coverage, but where Finster data coverage is truly best in class is Europe, India and wider APAC, where we have deep data coverage of Small, Mid and Large Caps.

Does Finster have global data coverage?

Yes, Finster has full global data coverage both through data partnerships and Finster's proprietary data curation pipeline that pulls investor presentations, sustainability reports and much more from thousands of global public companies. We have full SEC filings coverage, but where Finster data coverage is truly best in class is Europe, India and wider APAC, where we have deep data coverage of Small, Mid and Large Caps.

Does Finster have global data coverage?

Yes, Finster has full global data coverage both through data partnerships and Finster's proprietary data curation pipeline that pulls investor presentations, sustainability reports and much more from thousands of global public companies. We have full SEC filings coverage, but where Finster data coverage is truly best in class is Europe, India and wider APAC, where we have deep data coverage of Small, Mid and Large Caps.

Does Finster have global data coverage?

Yes, Finster has full global data coverage both through data partnerships and Finster's proprietary data curation pipeline that pulls investor presentations, sustainability reports and much more from thousands of global public companies. We have full SEC filings coverage, but where Finster data coverage is truly best in class is Europe, India and wider APAC, where we have deep data coverage of Small, Mid and Large Caps.

Does Finster have global data coverage?

Yes, Finster has full global data coverage both through data partnerships and Finster's proprietary data curation pipeline that pulls investor presentations, sustainability reports and much more from thousands of global public companies. We have full SEC filings coverage, but where Finster data coverage is truly best in class is Europe, India and wider APAC, where we have deep data coverage of Small, Mid and Large Caps.

All rights reserved.

© 2025

All rights reserved.

© 2025

All rights reserved.

© 2025

All rights reserved.

© 2025

All rights reserved.

© 2025