geniosAI, a financial intelligence platform for banks, investment firms and corporate finance teams, has raised $19.1 million in combined seed and Series A funding. The investment came from FactSet, Zoom and General Catalyst, with FactSet leading the Series A round.
The company is developing AI-powered products for the Office of the CFO and investment professionals across both buy-side and sell-side financial markets.
Unlike many AI tools that focus on helping individual analysts complete tasks faster, geniosAI aims to help entire financial institutions preserve and build on their expertise. Its platform captures the assumptions, methods and review decisions behind financial analysis so teams can reuse that knowledge in future projects.
“The value of data is defined by how decisively you can act on it. As AI makes access to intelligence abundant, confidence comes from understanding and trusting where every answer comes from. We are bringing FactSet’s trusted data together with geniosAI’s traceable analysis to help teams move from insight to decision with greater conviction and speed,” said Sanoke Viswanathan, Chief Executive Officer of FactSet.
“A financial answer is only useful if you can show how you got there. geniosAI keeps the sources, calculations, assumptions, and review decisions attached to the work, so the institution can trace every number, challenge it, and build on it the next time,” said Prabhdeep (PD) Singh, Co-Founder and Chief Executive Officer of geniosAI. “FactSet, as strategic partner and lead investor, brings to our platform trusted financial data and deep industry expertise. Zoom powers the conversations where financial decisions are made, and General Catalyst brings experience supporting technology companies as they build and scale. That’s the foundation for financial intelligence that compounds.”
“Zoom’s technology enables customers to drive work from conversation to completion. Our investment in geniosAI aligns with our focus on tools that help customers get the job done and builds on our growing strength in the finance function, from internal finance teams to some of the largest global financial institutions,” said Abhisht Arora, Chief Strategy Officer, Zoom.
“In my 25 years leading teams within financial institutions, I observed that the combination of banks not using technology to its potential and the divergence of work quality and efficiency across individual contributors manifested itself in various levels of service to customers,” said Madhu Namburi, managing director, General Catalyst. “As a result, the first wave of AI in finance focused on individual speed and productivity. However, the bigger opportunity in transforming customer value is delivering a higher level of intelligence and insights faster and with superior quality across the organization. geniosAI keeps judgment with the business, allowing intelligence to compound, while empowering individuals to apply that higher level of intelligence consistently across the organization. I believe that’s what will separate the institutions that adopt AI and evolve with it from those that are overcome by it.”
AI Platform Designed for Financial Institutions
geniosAI combines a financial knowledge system, AI agents and traceable workflows to support investment research, financial analysis and modelling.
The platform is designed to show how its analysis is produced and where each figure comes from. This allows finance professionals to review, verify and trace the information before using it in their work.
The company aims to solve a common problem in financial institutions: important knowledge is often lost when employees move to different roles or projects end. By capturing the reasoning and decisions behind previous work, geniosAI allows teams to build on existing knowledge instead of starting every assignment from scratch.
This approach is intended to help financial institutions develop a growing knowledge base that becomes more useful over time.
Partnerships with FactSet and Zoom
geniosAI is working with FactSet to combine FactSet’s financial data with its own AI platform. The partnership aims to give finance and investment teams access to analysis that can be traced to its original sources, reviewed and verified.
Zoom also plays a role in the platform by supporting the conversations where financial decisions take place. These include internal finance meetings, earnings discussions and other business conversations. geniosAI aims to bring relevant financial intelligence into these discussions.
The company is already being used by finance and investment teams at major Fortune 500 banks and technology companies. One application involves preparing for company earnings by comparing results with competitors and analyst expectations, identifying important developments and anticipating questions from analysts.
Building AI Tools for Finance Teams
Founded by CEO PD Singh, geniosAI is headquartered in San Jose, California. The company is focused on developing AI tools that support financial analysis while keeping the reasoning, sources and institutional knowledge behind that work accessible to teams.
The $19.1 million in combined funding will support the company’s efforts to develop its financial intelligence products and expand its presence among banks, investment professionals and corporate finance teams.
With backing from FactSet, Zoom and General Catalyst, geniosAI aims to bring AI-powered financial analysis into more institutional workflows.
