Finster: the AI platform for equity research and credit analysis.
Meet the AI-native platform for public equity and credit research. Automate analysis, expand your coverage universe, and instantly synthesize vast data sets, driving better investment decisions.
Free up time for deeper investment analysis
Be more proactive with idea generation and automations
Expand your research coverage
How Finster supports your equity research, 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.
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.
Feel free to focus
Automate the repetitive, elevate the analytical. Finster removes the burden of manual data gathering, enabling you to focus on value-add research and deeper analysis of your coverage - accelerating insight generation and improving decision quality.
Take control of data
Surface the most incisive information, synthesized for a cohesive, comprehensive overview – in minutes, not days. Uncover themes and patterns across your thesis and stress-test your investment ideas.
Integrate with your workflow
Designed for flexibility, Finster fits seamlessly into your workflow. Choose from ready-made templates or create your own, with customizable Tasks and schedules that match your exact process.
Get clarity and confidence
Build theses with rigorous quantitative and qualitative data, then validate them far faster. Finster helps you cut through the noise and reach well-informed decisions in a fraction of the time.
Features fit for AI-first investment research
Purpose-built for thoughtful, evidence-backed, long-term analysis – here’s why Finster leads generative AI for asset management and investment analysis.
Deep contextual research
Get in-depth fundamental analysis with full-picture context, proactively surfacing the insights most relevant to your portfolio and coverage.
Mundane tasks handled
Finster automates the full data lifecycle - ingestion, processing, and insight generation - complete with output formatting. By removing manual friction, it frees you to focus on analytical depth and thesis development.
Mundane tasks handled
Finster automates the full data lifecycle - ingestion, processing, and insight generation - complete with output formatting. By removing manual friction, it frees you to focus on analytical depth and thesis development.
Ease of use
Bring simplicity to sophisticated research. Intelligent AI agents handle the heavy lifting; 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 answer, focusing on analysis instead of administration.
Built for proactivity
Stay ahead of the curve with Finster’s proactive AI agents. They monitor your investment universe and surface insights before they matter - so you can anticipate shifts, not just respond to them, and make evidence-based decisions with foresight.
Built for proactivity
Stay ahead of the curve with Finster’s proactive AI agents. They monitor your investment universe and surface insights before they matter - so you can anticipate shifts, not just respond to them, and make evidence-based decisions with foresight.
Real-time feeds
A custom data collection pipeline, combined from FactSet, ThirdBridge and Morningstar, plus SEC filings and releases from thousands of global companies.
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.
Customizable outputs, where you need them:
Instantly create company branded templates in Word, PowerPoint, Excel or email. Finster delivers the content you need, in the format required. Export easily into common templates or upload your own.
An investment research platform, trusted by industry titans
Built by experts, trusted by experts. Finster’s best-in-class AI is grounded in the most rigorous, robust security principles, with reliability and solid data collection protocols at its core.
Platinum-standard security
Finster uses enterprise-grade security protocols, robust access controls and private deployment options. It’s also SOC 2 compliant, end-to-end encrypted and never trained on your data.
Data traceability
Get highly granular citations, with every fact and figure referenced. Trust the numbers and the audit trails, with real-time, reliable data.
Best-in-class AI talent: our credentials
Finster is built by a world-leading team who combine cutting-edge AI experience with deep knowledge of the financial services industry. Our leadership team includes expertise from DeepMind, Meta AI, Morgan Stanley, Revolut and J.P. Morgan. With backgrounds in model training, foundational systems, equity and financial strategy, no team is better equipped to lead the way in 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
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.
