Finster: Your personal AI analyst

Meet the AI-native platform for asset managers. Automate analysis and mundane data tasks, expand your coverage universe, and tap into vast data sets using your own personal AI analyst.

Automate reporting and analytical tasks

Expand your research coverage

Test your own or build more comprehensive and data-rich investment theses

Gain back hours a day with a trusted AI analyst by your side

Finster works the way you do — only faster.

Your AI research analyst cuts through noise, automates routine tasks, and enhances your workflow, all so you can focus on generating differentiated insights. Finster integrates seamlessly into your existing process, amplifying productivity without changing how you work.

Free up your time to focus on what drives success

Automate repetitive tasks and focus on decision-making. Finster automates data gathering, freeing you to do higher-order work like thinking strategically about the insight your AI analyst was able to gather, instead of spending all your time on the gathering and management.

Free up your time to focus on what drives success

Automate repetitive tasks and focus on decision-making. Finster automates data gathering, freeing you to do higher-order work like thinking strategically about the insight your AI analyst was able to gather, instead of spending all your time on the gathering and management.

Free up your time to focus on what drives success

Automate repetitive tasks and focus on decision-making. Finster automates data gathering, freeing you to do higher-order work like thinking strategically about the insight your AI analyst was able to gather, instead of spending all your time on the gathering and management.

Free up your time to focus on what drives success

Automate repetitive tasks and focus on decision-making. Finster automates data gathering, freeing you to do higher-order work like thinking strategically about the insight your AI analyst was able to gather, instead of spending all your time on the gathering and management.

How Finster supports your equity research, productivity and performance

How Finster supports your productivity and performance

Cut information overload, streamline your processes and focus on what matters. Finster’s automations fit in with how you work and free up time for high-value tasks.

Free up your time to focus on what drives success

Automate repetitive tasks and focus on decision-making. Finster automates data gathering, freeing you to do higher-order work like thinking strategically about the insight your AI analyst was able to gather, instead of spending all your time on the gathering and management.

Take control of data

Finster connects public, private, and proprietary information securely within your firm.

It surfaces only what’s relevant, serving you credible, auditable insights, all within the context of your workflow. Every number is supported with a linked, auditable trail and every source is traceable on demand, giving you confidence in your conclusions.

Integrate with your workflow

Finster adapts to how you work. Choose from ready-made task templates or build your own agentic workflows that mirror your existing process from screening to diligence to thesis creation. Integrations and scheduling make it easy to stay proactive and informed of any relevant changes. 

Get clarity and confidence

Develop data-driven investment theses backed by rigorous quantitative and qualitative analysis. With Finster, you can test, refine, and validate ideas in a fraction of the time without sacrificing depth or rigor.

Unleash AI-native research 

Finster isn’t a Chatbot, it’s your AI Analyst.  Your data stays private. Your insights completely personalized. Built for the pace and precision of asset management, Finster gives you the edge of an analyst who never sleeps, never slows down, and never compromises on accuracy or detail.

Ease of use

AI can bring simplicity to a complex research process. Finster’s intelligent AI agents handle the heavy lifting like monitoring events, processing data, and running workflows in the background, while an intuitive interface delivers the insights you need in a single click. With Finster, analysts can move seamlessly from question to an answer they can trust.

Deep contextual research

Perform world-class analysis with full-picture historical and industry-wide context, proactively surfacing the insights most relevant to your portfolio.

Mundane tasks handled

Finster automates the full data lifecycle from discovery to ingestion, processing, and insight generation, complete with your preferred output formatting. Less manual work. More time for decisions that matter.

Mundane tasks handled

Finster automates the full data lifecycle from discovery to ingestion, processing, and insight generation, complete with your preferred output formatting. Less manual work. More time for decisions that matter.

Built to be proactive

Markets move fast and information is fragmented. Finster’s proactive AI agents continuously monitor your investment universe, surfacing relevant developments and emerging signals so you can stay informed and respond with confidence.

Built to be proactive

Markets move fast and information is fragmented. Finster’s proactive AI agents continuously monitor your investment universe, surfacing relevant developments and emerging signals so you can stay informed and respond with confidence.

Rely on exceptional data quality

Finster combines trusted sources with filings, public data and company releases, delivering always up-to-date real-time insights with a seamless, auditable trail.

Are you ready to be AI native?

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

Are you ready to be AI native?

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

Are you ready to be AI native?

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

Are you ready to be AI native?

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

Are you ready to be AI native?

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

Frequently asked questions

How is Finster different from a traditional data terminal or dashboard?

We automate and accelerate fundamental research tasks like; earnings analysis, peer comps, sector trends, and company monitoring so you can spend more time on conviction building and portfolio strategy.

How is Finster different from a traditional data terminal or dashboard?

We automate and accelerate fundamental research tasks like; earnings analysis, peer comps, sector trends, and company monitoring so you can spend more time on conviction building and portfolio strategy.

How is Finster different from a traditional data terminal or dashboard?

We automate and accelerate fundamental research tasks like; earnings analysis, peer comps, sector trends, and company monitoring so you can spend more time on conviction building and portfolio strategy.

How is Finster different from a traditional data terminal or dashboard?

We automate and accelerate fundamental research tasks like; earnings analysis, peer comps, sector trends, and company monitoring so you can spend more time on conviction building and portfolio strategy.

How is Finster different from a traditional data terminal or dashboard?

We automate and accelerate fundamental research tasks like; earnings analysis, peer comps, sector trends, and company monitoring so you can spend more time on conviction building and portfolio strategy.

What makes Finster AI-native, not just AI powered?

Finster is AI-first, not adapted later on. Unlike wrappers or bolt-ons, it was designed from the outset to automate entire workflows. Data is ingested, tagged, and structured at the source, then retrieved and used in generation within a single system. This removes manual steps and avoids layering AI onto legacy tools.

What makes Finster AI-native, not just AI powered?

Finster is AI-first, not adapted later on. Unlike wrappers or bolt-ons, it was designed from the outset to automate entire workflows. Data is ingested, tagged, and structured at the source, then retrieved and used in generation within a single system. This removes manual steps and avoids layering AI onto legacy tools.

What makes Finster AI-native, not just AI powered?

Finster is AI-first, not adapted later on. Unlike wrappers or bolt-ons, it was designed from the outset to automate entire workflows. Data is ingested, tagged, and structured at the source, then retrieved and used in generation within a single system. This removes manual steps and avoids layering AI onto legacy tools.

What makes Finster AI-native, not just AI powered?

Finster is AI-first, not adapted later on. Unlike wrappers or bolt-ons, it was designed from the outset to automate entire workflows. Data is ingested, tagged, and structured at the source, then retrieved and used in generation within a single system. This removes manual steps and avoids layering AI onto legacy tools.

What makes Finster AI-native, not just AI powered?

Finster is AI-first, not adapted later on. Unlike wrappers or bolt-ons, it was designed from the outset to automate entire workflows. Data is ingested, tagged, and structured at the source, then retrieved and used in generation within a single system. This removes manual steps and avoids layering AI onto legacy tools.

What data do you support?

Our integrations with structured data from Pitchbook, Fact Set, Morningstar, Third Bridge, crunchbase as well as SEC, SEDAR, earnings calls and broker reports combine into one powerful research ready layer.

What data do you support?

Our integrations with structured data from Pitchbook, Fact Set, Morningstar, Third Bridge, crunchbase as well as SEC, SEDAR, earnings calls and broker reports combine into one powerful research ready layer.

What data do you support?

Our integrations with structured data from Pitchbook, Fact Set, Morningstar, Third Bridge, crunchbase as well as SEC, SEDAR, earnings calls and broker reports combine into one powerful research ready layer.

What data do you support?

Our integrations with structured data from Pitchbook, Fact Set, Morningstar, Third Bridge, crunchbase as well as SEC, SEDAR, earnings calls and broker reports combine into one powerful research ready layer.

What data do you support?

Our integrations with structured data from Pitchbook, Fact Set, Morningstar, Third Bridge, crunchbase as well as SEC, SEDAR, earnings calls and broker reports combine into one powerful research ready layer.

Can we apply this to our own portfolio or watchlist?

Yes. You can ingest your universe of stocks, funds, or thematic coverage and track them through customised tasks and workflows.

Can we apply this to our own portfolio or watchlist?

Yes. You can ingest your universe of stocks, funds, or thematic coverage and track them through customised tasks and workflows.

Can we apply this to our own portfolio or watchlist?

Yes. You can ingest your universe of stocks, funds, or thematic coverage and track them through customised tasks and workflows.

Can we apply this to our own portfolio or watchlist?

Yes. You can ingest your universe of stocks, funds, or thematic coverage and track them through customised tasks and workflows.

Can we apply this to our own portfolio or watchlist?

Yes. You can ingest your universe of stocks, funds, or thematic coverage and track them through customised tasks and workflows.

How accurate is the output?

All of Finster’s output is citation based, removing any risk of hallucinations or misinterpretation.

How accurate is the output?

All of Finster’s output is citation based, removing any risk of hallucinations or misinterpretation.

How accurate is the output?

All of Finster’s output is citation based, removing any risk of hallucinations or misinterpretation.

How accurate is the output?

All of Finster’s output is citation based, removing any risk of hallucinations or misinterpretation.

How accurate is the output?

All of Finster’s output is citation based, removing any risk of hallucinations or misinterpretation.

Does this help with thematic, ESG or macro analysis?

Yes, our platform can identify cross-portfolio signals through our Screener, see sector-wide shifts, and ESG or macro themes by parsing across companies, sectors, and filings. It’s especially useful for trend detection and quick idea generation.

Does this help with thematic, ESG or macro analysis?

Yes, our platform can identify cross-portfolio signals through our Screener, see sector-wide shifts, and ESG or macro themes by parsing across companies, sectors, and filings. It’s especially useful for trend detection and quick idea generation.

Does this help with thematic, ESG or macro analysis?

Yes, our platform can identify cross-portfolio signals through our Screener, see sector-wide shifts, and ESG or macro themes by parsing across companies, sectors, and filings. It’s especially useful for trend detection and quick idea generation.

Does this help with thematic, ESG or macro analysis?

Yes, our platform can identify cross-portfolio signals through our Screener, see sector-wide shifts, and ESG or macro themes by parsing across companies, sectors, and filings. It’s especially useful for trend detection and quick idea generation.

Does this help with thematic, ESG or macro analysis?

Yes, our platform can identify cross-portfolio signals through our Screener, see sector-wide shifts, and ESG or macro themes by parsing across companies, sectors, and filings. It’s especially useful for trend detection and quick idea generation.

Can it challenge our thesis?

Finster can highlight changes in language across earnings calls, seek out decisions made on future spending (e.g. capex spend or curtailment) or direction (e.g. market expansion) helping you refine assumptions or flag thesis drift early.

Can it challenge our thesis?

Finster can highlight changes in language across earnings calls, seek out decisions made on future spending (e.g. capex spend or curtailment) or direction (e.g. market expansion) helping you refine assumptions or flag thesis drift early.

Can it challenge our thesis?

Finster can highlight changes in language across earnings calls, seek out decisions made on future spending (e.g. capex spend or curtailment) or direction (e.g. market expansion) helping you refine assumptions or flag thesis drift early.

Can it challenge our thesis?

Finster can highlight changes in language across earnings calls, seek out decisions made on future spending (e.g. capex spend or curtailment) or direction (e.g. market expansion) helping you refine assumptions or flag thesis drift early.

Can it challenge our thesis?

Finster can highlight changes in language across earnings calls, seek out decisions made on future spending (e.g. capex spend or curtailment) or direction (e.g. market expansion) helping you refine assumptions or flag thesis drift early.

Is it compliant with regulatory requirements?

Yes, Finster is SOC2 compliant, all data is encrypted. We also have SSO functionality and role based action control.

Is it compliant with regulatory requirements?

Yes, Finster is SOC2 compliant, all data is encrypted. We also have SSO functionality and role based action control.

Is it compliant with regulatory requirements?

Yes, Finster is SOC2 compliant, all data is encrypted. We also have SSO functionality and role based action control.

Is it compliant with regulatory requirements?

Yes, Finster is SOC2 compliant, all data is encrypted. We also have SSO functionality and role based action control.

Is it compliant with regulatory requirements?

Yes, Finster is SOC2 compliant, all data is encrypted. We also have SSO functionality and role based action control.

How long does it take to onboard Finster?

Our onboarding process is dependent on ensuring compliance with your internal team’s requirements. Book a demo to see how you can integrate Finster into your workflow today.

How long does it take to onboard Finster?

Our onboarding process is dependent on ensuring compliance with your internal team’s requirements. Book a demo to see how you can integrate Finster into your workflow today.

How long does it take to onboard Finster?

Our onboarding process is dependent on ensuring compliance with your internal team’s requirements. Book a demo to see how you can integrate Finster into your workflow today.

How long does it take to onboard Finster?

Our onboarding process is dependent on ensuring compliance with your internal team’s requirements. Book a demo to see how you can integrate Finster into your workflow today.

How long does it take to onboard Finster?

Our onboarding process is dependent on ensuring compliance with your internal team’s requirements. Book a demo to see how you can integrate Finster into your workflow today.

All rights reserved.

© 2025

All rights reserved.

© 2025

All rights reserved.

© 2025

All rights reserved.

© 2025

All rights reserved.

© 2025