Best AI tools for< Investment Banker >

Eilla is an AI-native M&A advisory platform designed for small and medium businesses (SMBs) looking to sell their companies. By combining top-tier M&A advisors with advanced AI algorithms, Eilla aims to deliver faster and higher-value outcomes for its clients. The platform automates manual tasks, surfaces hidden buyers, drives valuation, and creates competitive tension to push offers higher. Eilla provides expert advisory services, market intelligence, and a frictionless preparation process to make the selling experience efficient and effective. With decades of expertise backed by technology, Eilla has executed transactions worth over $100 billion and is trusted by numerous funds and banks.

Susterra is an advanced analytics platform for Public Finance stakeholders, aiming to catalyze urban development by providing powerful insights. The platform integrates leading practices from academia, utilizes public data growth, and leverages technology and innovation, including ML and AI. Susterra offers solutions like TerraScore, TerraVision, TerraView, and Impact IQ, enabling sophisticated evaluation of public benefit programs across various sectors like Utilities, Education, Healthcare, and more. The platform also specializes in data visualization tools and is powered by Google Cloud.

The website is an AI tool called Scope Ai Platform that provides property, owner, investor, and lender intelligence. It offers nationwide coverage, predictive scoring, and tailored insights to help users find opportunities, connect with the right people, and make faster decisions in various markets. The platform combines massive data coverage with advanced predictive modeling to deliver actionable intelligence for business growth. It caters to industries such as insurance, retail, investment, luxury goods, and more, offering solutions for unique data challenges. The platform is compliance-ready, built on public and licensed non-credit data without credit bureau information or live tracking.

Centari is a platform for deal intelligence that leverages generative AI to transform complex documents into actionable insights. It helps users unlock more dealflow, enrich marketing materials, visualize market trends, and streamline the deal validation process. With features like data extraction, intuitive validation, and deal history visualization, Centari empowers users to make informed decisions and win deals with competitive knowledge.

EarningsCall.ai is an AI-powered tool that provides stock earnings call summaries and insights, saving users hours of reading transcripts. It allows users to compare competitors, analyze trends, and generate their own insights. The tool is designed for business leaders, financial professionals, consultants, and advisors to track competitor earnings, assess market trends, and optimize investment strategies.

Beatandraise is an AI-powered Equity Research tool that leverages artificial intelligence and ChatGPT technology to provide users with in-depth analysis of SEC Edgar filings. The platform allows users to access every single SEC filing since 1995, easily discover related documents, and extract structured data to Excel. With AI search functionality integrated into the app, users can quickly find the information they need. Additionally, Beatandraise offers collaborative note-taking features to enhance research efficiency and facilitate seamless sharing of insights.

The website offers a precision workflow tool for enterprises in the finance industry, combining AI technology with human oversight to empower financial decisions. It provides features such as accurate search citations, multilingual models, and complex human-in-loop automation. The tool integrates seamlessly with existing platforms, offers time savings, and self-improving models. It is backed by innovative generative AI solutions and neural search capabilities, with a focus on transforming data processes and decision-making in finance.

ArkiFi is a revolutionary AI finance workflow automation tool that leverages Generative AI to provide deterministic output, ensuring trustworthy results without 'hallucination.' It empowers finance professionals to focus on strategic thinking by automating grind work, formatting, and debugging. The platform reimagines productivity by saving time and enabling cross-platform functionality for faster decision-making. Arkifi is on a mission to disintermediate human labor in advanced finance and has garnered significant capital and partnerships with marquee financial institutions.

Quill is an AI-powered SEC filing platform that allows users to extract key information from filings, answer questions about public investor materials, access historical financial data, and receive real-time SEC filings and earnings call transcripts. The platform leverages financially-tuned AI to provide accurate and up-to-date information, making it a valuable tool for analysts and professionals in the finance industry.

Final Round AI is an AI-powered platform designed to assist candidates in excelling during interviews and job application processes. It offers a suite of AI tools, including Interview Copilot for real-time guidance, AI Resume Builder for creating hireable resumes, and AI Mock Interview for immersive interview practice. The platform provides personalized support, industry-specific scenarios, real-time feedback, and verified question databases to help users master their interviews and stand out to potential employers.

Hebbia is an AI-powered tool that helps users collaborate with LLMs more confidently and efficiently. It allows users to ask questions about all their documents, up to millions at a time, and provides important answers that are not limited to the top few results. Hebbia is designed to execute workflows with hundreds of steps over any amount of sources, turning prompts into processes. It is a trustworthy AI system that shows its work at each step, allowing users to verify, trust, and collaborate with AI. Hebbia is used by the largest enterprises, financial institutions, governments, and law firms in the world.

Tremello is a market research platform that uses AI to deliver off-market data. It combines a leading AI engine with human experts to provide bespoke intelligence delivered directly to the user's inbox. Tremello's AI analyzes relationships, identifies patterns, and considers the broader context, delivering meaningful and actionable insights on top of a base human layer. It leverages a diverse range of data sources, including public and private databases, industry reports, social media archives, company websites, and government filings, ensuring a complete and comprehensive picture of the research subject.

Stocked is an AI-powered stock advisory service that provides monthly stock recommendations to help investors build a portfolio that outperforms the S&P 500. The service uses machine learning models to analyze terabytes of data and identify stocks with the highest potential for growth. Stocked is designed for buy-and-hold investors who are looking to significantly grow their portfolio over long periods of time.

Castello.ai is a financial analysis tool that uses artificial intelligence to help businesses make better decisions. It provides users with real-time insights into their financial data, helping them to identify trends, risks, and opportunities. Castello.ai is designed to be easy to use, even for those with no financial background.

DataSnack is a real-time, AI-driven due diligence platform that helps you make better decisions faster. With DataSnack, you can access a wealth of data and insights on companies, industries, and markets, all in one place. Our AI-powered platform analyzes data from a variety of sources, including news, social media, and financial filings, to provide you with the most up-to-date and relevant information. With DataSnack, you can:

Inven is an AI-powered company data platform that helps professionals in private equity, investment banking, business brokerage, consulting, and corporate development find companies faster and more efficiently. With Inven, users can access a database of over 23 million companies and 430 million contacts in over 160 countries. Inven's AI algorithms and NLP solutions analyze millions of data points from a wide range of sources to give users actionable insights on any niche.

CityFALCON is a financial and business due diligence platform that provides a range of solutions for the needs of a wide audience, including retail investors, retail traders, daily business news readers, brokers, students, professors, academia, wealth managers, financial advisors, P2P crowdfunding, VC, PE, institutional investors, treasury, consultancy, legal, accounting, central banks, and regulatory agencies. The platform offers a variety of features and content, including a CityFALCON Score, watchlists, similar stories, grouping news on charts, key headlines, sentiment content translation, content news premium publications, insider transactions, official company filings, investor relations, ESG content, and languages.

AlphaSense is a market intelligence and search platform that provides access to a comprehensive universe of content, including company filings, broker research, expert calls, regulatory documents, press releases, and internal content. It utilizes AI and NLP technology to surface relevant insights, monitor market trends, and collaborate on research. AlphaSense is trusted by thousands of organizations, including 85% of the S&P 100, 80% of the top asset management firms, and 80% of the top consultancies.

Platvix is an AI-powered platform that connects startups with investors. It offers a range of features to help startups find the right investors and to help investors find the most promising startups. Platvix's matchmaking engine uses AI to pair startups with investors based on their compatibility. The platform also provides investors with detailed insights into startup performance metrics and market trends. Platvix is designed to address the challenges that startups and investors face in connecting with each other. It provides a secure and transparent platform for startups to raise funding and for investors to find new investment opportunities.

HouseCanary is a leading AI-powered data and analytics platform for residential real estate. With a full suite of industry-leading products and tools, HouseCanary provides real estate investors, mortgage lenders, investment banks, whole loan buyers, and prop techs with the most comprehensive and accurate residential real estate data and analytics in the industry. HouseCanary's AI algorithms analyze a vast array of real estate data to generate meaningful insights to help teams be more efficient, ultimately saving time and money.

The AI in Finance Summit is a leading conference that brings together experts in artificial intelligence and finance to discuss the latest trends and developments in the field. The summit features a variety of speakers, including researchers, practitioners, and investors, who share their insights on how AI is being used to transform the financial industry. The summit also provides a platform for attendees to network and learn from each other.

Forbes Italia is an AI-powered website that covers a wide range of topics including business, rankings, and leaders. It provides articles on various subjects such as finance, innovation, investments, lifestyle, and more. The platform offers insights into the latest trends and news in the business world, with a focus on Italian and global markets. Forbes Italia aims to deliver valuable content to its audience, catering to individuals interested in entrepreneurship, finance, and technology.

Forbes Luxembourg is an AI-powered website focusing on economy, business, and finance. It provides news and articles on various topics such as innovation, leadership, finance, digital assets, luxury, entrepreneurs, and more. The platform covers a wide range of subjects related to the Luxembourg market and global trends in the business world.

Roic AI is an AI tool designed to provide users with essential financial data for analyzing companies. It offers comprehensive company summaries, 30+ years of financial statements, and earnings call transcripts in a single location. Users can access crucial information about popular companies like Apple Inc. and Microsoft Corporation through this platform.

Global Fintech Series is a comprehensive platform that covers top finance technology news, editorial insights, and digital marketing trends from around the world. It provides relevant updates on modern Fintech adoption through Fintech interviews, tech articles, and events.

Calypso is an AI-first public equities copilot platform that combines the power of AI with financials, transcripts, headlines, and case studies by professionals to provide effortless analysis and superior returns. It offers features such as AI-powered insights, personalized theses, earnings previews, and updates, as well as the ability to ask any question with AI chats. Trusted by professionals, Calypso helps users stay up to date with key debates, financials, and valuation setups, making it a valuable tool for individuals in the finance industry.

Deferred.com is a free AI tool designed to assist users with 1031 exchanges, a tax-deferral strategy in real estate investment. The platform offers a range of resources, including an exchange calculator, expert answers, and matching with 1031 professionals. Users can optimize tax savings, find the right intermediary, and access essential reading materials on tax deferral and exchange rules. With a focus on simplifying the complex process of 1031 exchanges, Deferred.com aims to empower real estate investors to make informed decisions and maximize their financial benefits.

Finta is an AI-powered platform designed to streamline fundraising processes for startups and high-growth companies. Trusted by over 8,000 top-tier companies, funds, and partners, Finta offers tools to optimize fundraising potential, enhance investor relations, and provide real-time insights. The platform leverages AI technology to personalize email scripts, recommend top investors, and facilitate warm introductions. Finta also features a comprehensive CRM system, due diligence smart links, and a collaborative environment for team members, shareholders, and advisors. With a focus on empowering users with tools and knowledge, Finta aims to revolutionize the fundraising experience.

Bloomberg is a leading global provider of financial data, news, and analytics. The company is known for its innovative technology solutions, including the Bloomberg Terminal, which revolutionized the industry by delivering critical insights and actionable information to financial decision-makers. Bloomberg is at the forefront of artificial intelligence, machine learning, and natural language processing, offering tools and automated workflows to help clients navigate the vast amount of data available in the financial markets. With a focus on engineering value for customers and keeping humans in the loop, Bloomberg continues to drive innovation and provide cutting-edge technology solutions for over 325,000 financial professionals worldwide.

NewsDigest.Ai is an AI-powered platform that provides 24/7 financial news updates. It utilizes advanced AI agents to gather news related to technology, economics, and geopolitics in multiple languages. Users can access real-time news content and stay informed about the latest developments in the financial world.

Revi is an AI-enabled deal origination platform designed for Private Equity (PE), Investment Banking (IB), corporate development, and consultants. It offers a sophisticated solution that leverages artificial intelligence to streamline market mapping efforts, track data from over 1,000 sources in real-time, and reduce manual research tasks by 85%. The platform allows users to create complex search queries in natural language, enabling precise identification of M&A targets with unparalleled accuracy.

FinSMEs is an AI-powered website that provides the latest news and updates on venture capital investments and market intelligence. The platform covers funding rounds, strategic collaborations, and developments in the AI industry. Users can stay informed about innovative startups, funding trends, and emerging technologies in the USA, UK, Germany, France, Canada, India, and Italy.

Hebbia is an AI platform designed for finance professionals to add the power of generative AI to their firms. It allows users to explore thousands of use cases in legal, credit advisory, corporate consulting, real estate, and asset management. Hebbia synthesizes information into actionable insights, systematizes research workflows, automates tasks like quarterly earnings review and legal document analysis, and is trusted by large global institutions for its enterprise security features.

Soreno is an AI Interview Coach application designed to help finance and consulting applicants prepare for their job interviews. It offers ultra-realistic interview simulations with personalized feedback, skill-by-skill scores, and targeted drills for improvement. Soreno provides a complete practice library, AI interviewer that adapts to the user, detailed feedback after every session, and analytics to track progress. The platform covers various interview tracks such as consulting, finance, tech, and more, with specialized interview prep for different roles and industries.

Bobby™ is a cutting-edge AI platform designed for traders to track market manipulation and enhance trading strategies. It allows users to input trading rules in plain English and converts them into automated strategies without the need for coding. The platform offers features such as AI-powered analysis, pattern recognition, social sentiment tracking, and automated trading strategies, making it a valuable tool for traders looking to optimize their trading performance.

Endex is an Excel-native AI Agent designed to automate Excel work, specifically tailored for financial modeling and data analysis tasks. It provides essential capabilities directly within Excel, integrates with trusted public data sources, and offers deep research integration. Endex ensures enterprise-grade security with AES-256 encryption and SOC 2 compliance. The application is auditable from start to finish, providing integrated citations and customizable formatting shortcuts. Users can leverage Endex for various Excel tasks, with the ability to build charts, create visualizations, and receive actionable insights powered by OpenAI's Deep Research integration.

Financial Datasets is an open-source Python library that allows users to create question and answer financial datasets using Large Language Models (LLMs). With this library, users can easily generate realistic financial datasets from 10-K, 10-Q, PDF, and other financial texts. The library provides three main methods for generating datasets: from any text, from a 10-K filing, or from a PDF URL. Financial Datasets can be used for a variety of tasks, including financial analysis, research, and education.

StockBot Powered by Groq is an AI-powered chatbot that provides lightning-fast responses with live interactive stock charts, financial data, news, screeners, and more. Leveraging Groq's speed and Vercel's AI SDK, StockBot offers real-time conversation with natural language processing, interactive TradingView charts, adaptive interfaces, and multi-asset market coverage. It is designed for entertainment and instructional use, not for investment advice.

Go-stock is a tool for analyzing stock market data using the Go programming language. It provides functionalities for fetching stock data, performing technical analysis, and visualizing trends. With Go-stock, users can easily retrieve historical stock prices, calculate moving averages, and plot candlestick charts. This tool is designed to help investors and traders make informed decisions based on data-driven insights.

FinanceMCP is a professional financial data server based on the MCP protocol, integrating the Tushare API to provide real-time financial data and technical indicator analysis for AI assistants like Claude. It offers various free public cloud services, including a web-based experience version and desktop configuration for production environments. The core features include an intelligent technical indicator system with 5 core indicators, comprehensive market coverage across 10 markets, tools for stock, index, company, macroeconomic, and fund data analysis, as well as specific modules for analyzing US and Hong Kong stock companies. The tool supports tasks like stock technical analysis, comprehensive analysis, news and macroeconomic analysis, fund and bond data queries, among others. It can be locally deployed using Streamable HTTP or SSE modes, with detailed installation and configuration instructions provided.

Gen Z's ally in navigating the new-age financial landscape!

Expert in IPO Strategy, offers detailed guidance on business ideas, market paths, and opportunities. Created by Christopher Perceptions

A guide for students exploring finance careers.

Your go-to source for economic news insights.

Your guide to mining investment, with a dash of humor.

Startup funding and investment expert

Analyzing VC projects and due diligence.

Your Friendly Market Companion - Trade Stocks, Crypto, Commodities

Small business acquisition advisor.

Your go-to stock market guru. feel free to upload your charts aswell.

The Oracle of Omaha

Coach for investment banking technical interviews

Professional gold trading advisor.

Expert in Legal and Private Equity insights and guidance.

Comprehensive investment guide

Expert GPT in financial ratios and analysis

Master the Investment Banking Interview Arena: Chatbot Solutions to Ace Any Banking Question

Faced with an opportunity in life? Let's work out the cost of not taking it.

I read and analyze annual reports of companies. Just upload the annual report PDF and start asking me questions!

Run mock interviews, review content and get tips to ace strategy consulting and investment banking interviews

Multilingual support in Global Economics & Finance studies.

Engaging and addictive finance GPT using Varsity by Zerodha resources.

A helpful Brokerage Clerk for clerical duties in securities transactions.

Friendly tutor enhancing mental math for case interviews.

Specializes in financial analysis with DALL-E 3 imagery

Simulated High-Net-Worth Individual Experience

Advanced Real-Time Market Data Analysis AI Trader Incubator Professional Trading Trainer

VC startup analyst for in-depth startup evaluations

Conversational advisor for VC memos

Expert AI for in-depth financial guidance and market research.

Interprets German banking news with two economic theories.

Theo dõi thị trường

Expert in Tailored Business Transaction Advice

I make humorously wrong stock predictions!

Friendly guide on shorted stocks, balancing professionalism and approachability.

Tracks and discusses logistics industry acquisitions.

Makes finance and economics simple

Your top-tier due diligence expert, leveraging advanced AI for unmatched insights.

A balance sheet analyzer providing detailed financial insights.

24年3月期・第2四半期決算説明会に関するご質問に、第三者視点で回答いたします（ex.要点を教えて、新規事業の状況は？等々）。AIによる回答のため、あくまで目安としてご参照ください。より正確な情報はIRサイトより引用元資料をご参照ください。 https://writeup.jp/ir/

Simple stock insights. Not financial advice.

Relatable financial expert with a wallstreetbets flair.

Comprehensive analysis of cash flow statements, covering a wide array of financial metrics.

Insightful Analyst of China's NEV Industry

Expert in U.S. stock options, adept at explaining strategies with simple language and charts.

A sentiment analysis tool for evaluating management-related texts.

Provides daily updates on US stock indexes with news, humor, and quotes.

GICS is a classification standard developed by MSCI and S&P Dow Jones Indices. This GPT is not a MSCI and S&P product. Official website : https://www.msci.com/our-solutions/indexes/gics

Analyzes companies with a stringent set of investment criteria

ForexGPT's free version pulls real-time rates for forex pairs & prices for finance symbols such as bitcoin and stock market indices (i.e. SPX500, NAS100, BTCUSD, EURUSD), performs market forecasts and analysis, w/ prompt-generated chart links to our custom TradingView charts. Not financial advice.

金融导师，引领您深入了解金融市场的运作原理，包括股市、债券、加密货币，外汇以及最新的金融技术。

Can value any given company with traditional finance methods

Assists with daily trading activities, focusing on market trends and data analysis.

Mastering Stock Trading with Price Action Concepts: An Educational Guide Inspired by Michael J. Huddleston's Inner Circle Trader(ICT). Fan created for educational purpose only.

Discover the pulse of energy investment: first the latest news, then deeper insights.

Rate fixed income investment options

Expert economist with access to real-time data.

Specialist in corporate finance, offering strategic insights and best practices.

Professional yet approachable AI for finance and tech assistance.

Advisor on Security Token Offerings, providing insights without financial advice. Powered by Magic Circle

The Sign of Money: A SherLockian Quest for Decoding the Financial Market’s Mysteries

Expert in financial modeling for valuation, budgeting, and forecasting.

Automates DCF Analysis with internet-sourced data and summary table.

A strategic AI for simulating market scenarios and offering business insights.

Analyzes annual reports, focusing on specific user-provided data

Prepares students for competitive finance fields like Investment Banking and PE.

I assist with educating individuals on trading , offering market technical & fundamental concepts not financial advice.

AGI offering creative financial solutions, willing to explore less ethical strategies.

Expert in ROA optimization

Your humorous guide to wealth and prosperity.

Tailored financial strategies, guidance, and resources for startups | ver. 001

Artistic Development & Financial Acumen

Comprehensive finance tutor, focusing on diverse markets.

Manages and mitigates financial liquidity risks effectively.

Enhances financial decision-making by analyzing, interpreting and reporting financial data.

Facilitates successful corporate mergers and acquisitions to drive growth.

Enhances financial decision-making by analyzing, interpreting and presenting financial data.

Optimizes financial performance through strategic analysis and planning.

Guides financial decisions by monitoring and enforcing policies and procedures.

Guides strategic business growth through successful mergers and acquisitions.

Delivers expert stock valuation insights

Data-driven predictions on company funding and potential

Consultant on digital assets in financial services, using a pricing study for insights.

Global oil price prediction expert, offering analysis and insights.

Guide for developing case interview skills

NowCast Market Risk From Wallstreet Market News!

Financial analyst specializing in Discounted Cash Flow (DCF) analysis for investment valuation.

Technical analyst backed with 1W-1D-4H refreshed financial market data. For more timeframes and granularity please check our website.

AI Fundraising Assistant for startups, offering pitch deck and strategy guidance.

A detailed report on funding rounds over the past week with information about startups and investors. The most interesting news from the Venture market.

A gpt assistant that helps with analyzing a startup/market. The answers you get back is already structured to give you the core elements you would want to see in an investment memo/ market analysis

Expert on Chevron Corp, provides detailed insights in a professional tone.

I predict future stock market prices. AI analyst. Your trading analysis assistant. Press H to bring up prompt hot key menu. Not financial advice.

Analyzes tech stocks with in-depth, qualitative and quantitative analysis

Expert in foreign markets, discussing currency, stocks, and bonds.

Financial and informative insights on day trading and stock movements.

Risk-aware debt-to-equity ratio analyst

Great help for financial success

A guide to tropical Citizen by Investment Programs, offering detailed, supportive advice on dual citizenship.

All things money. Feature in testing: Reports with memory system. ZERO SHOT REPORTS V0.3 (BETA)

Designing Strategic M&A Blueprints for Success in buying, selling or merging companies. Use this GPT to simplify, speed up and improve the quality of the M&A process. With custom data - 100s of creative options in deal flow, deal structuring, financing and more. **Version 2.2 - 28012024**

Assists with chart analysis and data report creation for financial tasks.

Professional startup fundraising guidance.

Analyzes r/wallstreetbets for top topics, trends, and potential financial advice.

Professional analyzer of stock charts image with factual and concise interpretations.

A professional guide for making money

Expert on Nasdaq stock market, providing information and analysis.

Neutrinogold digital assistant for Ox Securities onboarding

Get an objective valuation of your startup.

Adaptable coin and currency expert, tailors responses to user knowledge.

DeFi analyst specializing in insightful financial narratives.

Specializes in teaching technical analysis with technical language

中文金融行业专家的风调

金融研究生领域的专家

善用杜邦分析算法分析财报

准确预测未来

提供深入且全面的行业分析

提供每日涨停数据分析

Expert in personal, corporate finance and investment strategies.

TradingView代码专家，所有回答都用中文。

K线技术分析专家。

I assist you in understanding the details of a company's financial results based on provided earnings data. If you have an earnings report you'd like me to analyze, feel free to share it, and I'll provide detailed insights and interpretations!

总结纲要，结合财报及经营数据，生成总结点评分析

Analyze trading report

경제 상담과 솔루션을 제공하는 전문가.

深度解析财务报告，提供专业洞察

Analyze Financial Statements step by step to Predict Earnings Direction

Unique, current financial insights with a no-generic approach.

Financial expert on the Euro, providing detailed currency insights.

Your Italian guide to venture capital basics (VC for Dummies)

Your Personal Quantitative Trading Assistant

FinWiz-GPT is designed for finance professionals. It assists in market analysis, financial modeling, and understanding complex financial instruments. It's a great tool for financial analysts, investment bankers, and accountants.

An economic advisor for loan feasibility, market analysis, and investment advice.

Your go-to tool for Compound Interest (CI) Calculation and Learning.

Formal PPT guidance for public company convertible notes.

Serve as a dedicated tutor for a CFA exam candidate

Expert in financial mathematics, providing detailed explanations and guidance.

Assists in finding suitable venture capital funds for startups

Formal, jargon-rich investment advisor with clear explanations.

Expert in undergraduate financial math, using multiple in-depth trainings.

"DueDiligencePro AI" is engineered to support businesses and investment professionals by conducting thorough due diligence on mergers, acquisitions, investments, and other business ventures.