AI InterConnect Research · 2026 Edition
Agentic Finance 100
The companies building the autonomous financial stack.
Independent research by AI InterConnect, informed by 270+ conversations with founders and AI leaders. Those conversations play no part in selection or ranking.
- 100ranked companies
- 16categories
- 454companies reviewed
- 130qualified on evidence
Headquartered in 11 countries. Ranked on public evidence.
Context
What is agentic finance?
Finance is moving from AI that answers to AI that acts.
Until recently, most AI in finance analysed, predicted or assisted. Agentic systems go further: they can carry out multi-step financial workflows within defined controls, escalating exceptions and decisions to people when required.
The Agentic Finance 100 tracks companies bringing that capability into financial workflows, assessed on public evidence of what their agents do.
- AI AssistantanswersResponds to questions and retrieves information. A person still does the work.
- AI CopilotassistsDrafts and suggests inside a person’s workflow. The person decides and executes.
- AI AgentactsPlans and completes multi-step financial tasks within limits people set, with people reviewing and accountable.
Market map
Sixteen categories of the autonomous financial stack
Each company is placed in its primary category. Select a category to see its companies, profiles and research notes.
- Compliance & FinCrime17
Norm Ai
Bretton AI
Silent Eight+14 more - Lending & Credit13
Vesta
Taktile
Rezolv+10 more - Insurance10
Pace
SixfoldShift Technology+7 more - Investment Research9
Rogo
Samaya AI
Hebbia+6 more - AP/AR & Order-to-Cash9
Xelix
Stuut
Tabs+6 more - Banking Operations7
Gradient Labs
Uptiq
RevRag AI+4 more - Fraud & Disputes7
Quavo
Sardine
Apate.AI+4 more - Accounting & Close6
Basis
Rillet
Stacks+3 more - Wealth Management5
Zocks
Streetbeat
Avantos+2 more - Tax4
Accrual
Black Ore
Numeral+1 more - Audit & Controls3
Fieldguide
Petual
Andera - FP&A & Planning3
Concourse
Pigment
Datarails - Treasury & Cash3
Embat
Atlar
Nilus - Spend & Procurement2
Payhawk
Moss - Fund Administration1
Caruso - Capital Markets & Trading1
Duco
Market insights
What the market is telling us
Mapping 454 companies for the 2026 Edition showed agentic AI appearing across the financial stack, but unevenly. Some workflows are represented far more heavily in the Top 100 than others.
01
Compliance is the largest cluster
17 of the Top 100 companies are concentrated in Compliance & FinCrime, the largest category in the ranking.
The work combines information-heavy investigation, repeatable procedures, documentation and escalation to people. Of the 17, 9 focus mainly on investigating alerts and cases, and 8 on reviews such as KYC/KYB, onboarding and regulatory or marketing compliance. Several draft the records the work requires, such as SAR narratives, case files and audit trails, and leave final decisions with analysts.
See the 17 Compliance & FinCrime companiesAIIC View
Compliance may be one of the clearest early proving grounds for autonomous financial workflows.
02
Lending is moving beyond AI-assisted decisions
Lending & Credit accounts for 13 of the Top 100.
Their agents appear across the loan lifecycle: 3 focus on origination and document work, 4 on credit analysis and underwriting, and 6 on servicing and collections, the work that follows the credit decision.
See the 13 Lending & Credit companiesAIIC View
The important transition is from AI helping make a lending decision to AI participating in the workflow surrounding that decision.
03
Insurance agents are reaching core workflows
10 of the Top 100 primarily serve insurance.
5 focus on underwriting and submission intake, 2 on claims, and 3 run operational work spanning intake, servicing, claims and broker tasks.
See the 10 Insurance companiesAIIC View
Insurance is emerging as a clear example of agents moving from assistance into operational execution.
04
Agentic Finance is a stack, not a category
The Top 100 spans 16 primary categories, from compliance and lending to tax, treasury and fund administration.
No category holds more than 17 companies, and 58 of the 100 are also classified in a secondary category.
AIIC View
Agentic Finance is unlikely to develop as one standalone software category. Agents are becoming a new execution layer across existing financial markets.
The Top 10
Leading the autonomous financial stack
Ranks 1–10 of the 2026 Edition. Each company has a full profile with customers, investors and sources.
AI analyst agents that produce investment-banking and investor work product inside Excel, PowerPoint and firm data.
Why it matters
A scaled example of AI agents doing front-office analyst work at large investment banks.
- Headquarters
- New York, NY
- Funding stage
- Series D+
- Capital raised
- $235M Third-party estimate
Full profile and sourcesAIIC View
Rogo stands out because its agents are moving beyond research assistance into work traditionally performed by financial analysts, from screening and diligence to comps and presentation materials.
AI-native mortgage loan origination system where lenders and AI agents work the same loan file.
Why it matters
Vesta shows agents moving into the core system of record of US mortgage lending.
- Headquarters
- United States
- Funding stage
- Series B
- Capital raised
- $85M Verified
Full profile and sourcesAIIC View
Vesta illustrates the move from AI-assisted underwriting toward agentic loan operations. Its agents work inside the mortgage origination process itself, verifying documents, clearing conditions and helping move loans through the workflow.
AI operations platform whose agents run insurance intake, servicing, claims and data entry, priced per completed transaction.
Why it matters
Pace shows insurers buying completed work from agents rather than software seats.
- Headquarters
- United States
- Funding stage
- Series B
- Capital raised
- $56M Verified
Full profile and sourcesAIIC View
Pace shows what agentic insurance can look like operationally. Rather than limiting AI to recommendations or chat, its agents are positioned around work such as intake, servicing, claims and data entry, bringing autonomous execution into back-office insurance workflows.
Agentic platform for audit and advisory firms whose Field Agents run planning, testing and review work.
Why it matters
Fieldguide shows agents entering assurance, a profession built on human sign-off.
- Headquarters
- San Francisco, CA
- Funding stage
- Series C
- Capital raised
- $125M Verified
Full profile and sourcesAIIC View
Fieldguide suggests why audit and assurance are natural candidates for agentic workflows. Planning, control testing, evidence review and workpaper preparation are structured work in which its agents execute meaningful portions of the engagement while partners review the output.
AI Underwriter for P&C and life insurers built on autonomous agents that review submissions and assess risk.
Why it matters
Agents in daily use by Zurich underwriters.
- Headquarters
- New York, NY
- Funding stage
- Series B
- Capital raised
- $50M Third-party estimate
Full profile and sourcesAIIC View
Sixfold brings agents directly into underwriting. Its importance to the market map is that it targets a core insurance workflow, reviewing submissions and assessing risk rather than operating only as a general productivity layer around the insurer.
Agentic decision platform combining AI agents, rules and human oversight for credit, claims, fraud and compliance decisions.
Why it matters
A European platform for supervised agent decisions in credit and insurance.
- Headquarters
- Berlin / New York
- Funding stage
- Series C
- Capital raised
- $184M Verified
Full profile and sourcesAIIC View
Taktile represents the convergence of decision infrastructure and agentic financial workflows. Its platform combines AI agents with rules, data and human oversight, so increasingly autonomous systems can support complex credit and risk decisions within configurable controls.
AI agents that do end-to-end accounting, tax and audit work for accounting firms.
Why it matters
Basis shows agents taking on core accounting-firm work, with accountants reviewing the output.
- Headquarters
- New York, NY
- Funding stage
- Series B
- Capital raised
- $138M Verified
Full profile and sourcesAIIC View
Basis is an example of agents moving into the accounting function itself. The opportunity is not simply faster access to accounting information, but execution of repeatable accounting work, such as reconciliations, financial statements and tax preparation, with accountants reviewing the output.
Regulatory and legal AI agents for asset managers, banks and insurers, including supervisory agents that govern other agents.
Why it matters
Norm Ai is defining how regulated institutions supervise AI agents, not just deploy them.
- Headquarters
- New York, NY
- Funding stage
- Series C
- Capital raised
- $256M Verified
Full profile and sourcesAIIC View
Norm Ai captures one of the central opportunities in Agentic Finance: turning complex regulation into executable workflows. Compliance is particularly suited to agentic systems because work must be performed consistently, documented and escalated when judgment is required.
Audit-ready AI agents that staff KYC/KYB reviews, AML investigations and sanctions alert queues for banks and fintechs.
Why it matters
Shows agents taking on high-volume AML and KYC investigation work at banks.
- Headquarters
- San Francisco, CA
- Funding stage
- Series B
- Capital raised
- $90M Verified
Full profile and sourcesAIIC View
Bretton AI illustrates the shift from compliance software that surfaces information toward systems designed to perform more of the compliance workflow. That distinction between informing the user and executing the work is central to how AI InterConnect defines Agentic Finance.
Specialist AI agents that run customer operations, disputes, KYC and back-office work for banks and fintechs.
Why it matters
Gradient Labs shows agents taking over regulated customer operations at major UK fintechs.
- Headquarters
- London, UK
- Funding stage
- Series A
- Capital raised
- $44M Third-party estimate
Full profile and sourcesAIIC View
Gradient Labs shows agents moving into day-to-day banking operations, where customer and operational cases, from support to disputes and KYB, can be handled end to end within compliance guardrails.
The Top 100
Explore the 2026 ranking
Search by company name or filter by category, geography and funding stage. Select a company for a summary, or open its full profile.
Showing all 100 companies
1RogoAI analyst agents that produce investment-banking and investor work product inside Excel, PowerPoint and firm data.Investment ResearchNew York, NYSeries D+
Rogo builds finance-specific AI agents for investment banks, private equity and investors that research companies, build comps and models, and draft decks and memos across a firm's licensed data and documents. It opened a London office in January 2026 and was expanding its New York headquarters with state support for 400 new jobs.
What the agents do
Agents execute junior-analyst deliverables (screening, diligence, comps, pitch materials) end to end for review by bankers.
Why it matters
A scaled example of AI agents doing front-office analyst work at large investment banks.
- Headquarters
- New York, NY
- Founded
- 2021
- CEO
- Gabriel Stengel
- Founders
- Gabriel Stengel, John Willett, Tumas Rackaitis
- Funding stage
- Series D+ · latest round Apr 2026
- Capital raised
- $235M Third-party estimate
- Investors
- Kleiner Perkins lead
- Sequoia
- Thrive
Named customers
- Jefferies
- Lazard
- Moelis
- Rothschild
- Nomura
2VestaAI-native mortgage loan origination system where lenders and AI agents work the same loan file.Lending & CreditUnited StatesSeries B
Vesta is a mortgage LOS combining a loan system of record, configurable workflows and AI agents that handle verification, underwriting conditions and closing tasks.
What the agents do
Agents verify documents, clear conditions and move loans through origination.
Why it matters
Vesta shows agents moving into the core system of record of US mortgage lending.
- Headquarters
- United States
- Founded
- 2020
- CEO
- Mike Yu
- Founders
- Mike Yu, Devon Yang
- Funding stage
- Series B · latest round Oct 2026
- Capital raised
- $85M Verified
- Investors
- Conversion Capital lead
- Andreessen Horowitz
- Citi Ventures
Named customers
- New American Funding
- Pennymac
- nbkc
3PaceAI operations platform whose agents run insurance intake, servicing, claims and data entry, priced per completed transaction.InsuranceUnited StatesSeries B
Pace turns carriers', brokers' and MGAs' operating procedures into agentic systems that navigate internal apps, reason across documents and place phone calls to complete submission intake, policy servicing, claims and data-entry work. Pricing is tied to successful transactions.
What the agents do
Agents complete back-office insurance workflows across systems and channels.
Why it matters
Pace shows insurers buying completed work from agents rather than software seats.
- Headquarters
- United States
- Founded
- 2024
- CEO
- Jamie Cuffe
- Founders
- Jamie Cuffe
- Funding stage
- Series B · latest round May 2026
- Capital raised
- $56M Verified
- Investors
- Thrive Capital
- Sequoia Capital
- EmCap
Named customers
- Prudential
- WTW
- Newfront
- The Mutual Group
- Convex US
4FieldguideAgentic platform for audit and advisory firms whose Field Agents run planning, testing and review work.Audit & ControlsSan Francisco, CASeries C
Fieldguide is an AI-native engagement platform for CPA and advisory firms. Its Field Agents execute audit planning, control testing, evidence review and workpaper preparation inside the engagement, with partners reviewing output.
What the agents do
Agents perform audit testing and evidence review across engagements.
Why it matters
Fieldguide shows agents entering assurance, a profession built on human sign-off.
- Headquarters
- San Francisco, CA
- Founded
- 2020
- CEO
- Jin Chang
- Founders
- Jin Chang, Chris Szymansky
- Funding stage
- Series C · latest round Feb 2026
- Capital raised
- $125M Verified
- Investors
- Goldman Sachs Alternatives lead
- Bessemer
- 8VC
- Floodgate
Named customers
- BDO
- Grant Thornton
- KPMG
- RSM
5SixfoldAI Underwriter for P&C and life insurers built on autonomous agents that review submissions and assess risk.InsuranceNew York, NYSeries B
Sixfold's agents ingest submissions, apply each carrier's appetite and guidelines and produce risk assessments; it has processed 1M+ submissions across 40+ lines and launched AI Underwriter in 2026.
What the agents do
Agents review submissions and prepare underwriting decisions.
Why it matters
Agents in daily use by Zurich underwriters.
- Headquarters
- New York, NY
- Founded
- 2023
- CEO
- Alex Schmelkin
- Founders
- Alex Schmelkin, Jane Tran, Brian Moseley
- Funding stage
- Series B · latest round Jan 2026
- Capital raised
- $50M Third-party estimate
- Investors
- Brewer Lane lead
- Guidewire
- Bessemer
- Salesforce Ventures
Named customers
- Zurich North America
- Guardian
- Generali GC&C
- Skyward Specialty
6TaktileAgentic decision platform combining AI agents, rules and human oversight for credit, claims, fraud and compliance decisions.Lending & CreditBerlin / New YorkSeries C
Taktile lets banks, insurers and fintechs build and run automated decisions that combine AI agents, rules and data with human oversight across credit, underwriting, claims, fraud and compliance; 150+ institutions use it.
What the agents do
Agents execute and supervise high-stakes credit and risk decisions.
Why it matters
A European platform for supervised agent decisions in credit and insurance.
- Headquarters
- Berlin / New York
- Founded
- 2020
- CEO
- Maik Taro Wehmeyer
- Founders
- Maik Taro Wehmeyer, Maximilian Eber
- Funding stage
- Series C · latest round Jun 2026
- Capital raised
- $184M Verified
- Investors
- Goldman Sachs Alternatives lead
- Balderton
- Index
- Tiger Global
- Y Combinator
Named customers
- Mercury
- Monzo
- Faire
- Pleo
- Allianz
- Rakuten Bank
- Zilch
- Kueski
7BasisAI agents that do end-to-end accounting, tax and audit work for accounting firms.Accounting & CloseNew York, NYSeries B
Basis builds AI agents that execute multi-step accounting work (categorisation, reconciliations, financial statements, tax preparation) inside firms' existing tools, turning staff into reviewers. It reported an agent completing an end-to-end 1065 partnership return.
What the agents do
Agents complete bookkeeping, reconciliation, financial-statement and tax-return work for review.
Why it matters
Basis shows agents taking on core accounting-firm work, with accountants reviewing the output.
- Headquarters
- New York, NY
- Founded
- 2023
- CEO
- Matthew Harpe
- Founders
- Matthew Harpe, Mitchell Troyanovsky
- Funding stage
- Series B · latest round Feb 2026
- Capital raised
- $138M Verified
- Investors
- Accel lead
- GV
- Khosla
8Norm AiRegulatory and legal AI agents for asset managers, banks and insurers, including supervisory agents that govern other agents.Compliance & FinCrimeNew York, NYSeries C
Norm Ai encodes laws, regulations and internal policies into AI agents that review marketing, communications and business workflows for compliance, and offers supervisory agents that check other AI agents operating in regulated firms. An affiliated firm, Norm Law, delivers outcome-priced legal services on the platform with lawyer supervision.
What the agents do
Compliance agents review content and workflows against rules and route exceptions; supervisory agents govern other agents.
Why it matters
Norm Ai is defining how regulated institutions supervise AI agents, not just deploy them.
- Headquarters
- New York, NY
- Founded
- 2023
- CEO
- John Nay
- Founders
- John Nay
- Funding stage
- Series C · latest round Jul 2026
- Capital raised
- $256M Verified
- Investors
- Khosla Ventures lead
- Blackstone
- Bain Capital Ventures
- Coatue
- Vanguard
- Citi Ventures
9Bretton AIAudit-ready AI agents that staff KYC/KYB reviews, AML investigations and sanctions alert queues for banks and fintechs.Compliance & FinCrimeSan Francisco, CASeries B
Bretton AI (rebranded from Greenlite AI in February 2026) deploys AI agents inside existing compliance systems to clear alert queues, run KYC/KYB reviews and conduct AML and sanctions investigations with documented rationale for regulators.
What the agents do
Agents investigate alerts, draft dispositions and complete due-diligence reviews for analyst sign-off.
Why it matters
Shows agents taking on high-volume AML and KYC investigation work at banks.
- Headquarters
- San Francisco, CA
- Founded
- 2023
- CEO
- Will Lawrence
- Founders
- Will Lawrence, Alex Jin
- Funding stage
- Series B · latest round Feb 2026
- Capital raised
- $90M Verified
- Investors
- Sapphire Ventures lead
- Greylock
- Y Combinator
Named customers
- Robinhood
- Mercury
- Gusto
- Lead Bank
- Coastal Community Bank
10Gradient LabsSpecialist AI agents that run customer operations, disputes, KYC and back-office work for banks and fintechs.Banking OperationsLondon, UKSeries A
Founded by former Monzo data and financial-crime leaders, Gradient Labs builds AI agents (Otto) that handle customer support, disputes from intake to chargeback, KYB and lending operations for regulated financial firms under compliance guardrails.
What the agents do
Agents resolve customer and operations cases end to end, including disputes and KYB.
Why it matters
Gradient Labs shows agents taking over regulated customer operations at major UK fintechs.
- Headquarters
- London, UK
- Founded
- 2023
- CEO
- Dimitri Masin
- Founders
- Dimitri Masin, Neal Lathia, Danai Antoniou
- Funding stage
- Series A · latest round Jun 2026
- Capital raised
- $44M Third-party estimate
- Investors
- Octopus Ventures
- CommerzVentures
- Redpoint
- LocalGlobe
Named customers
- Wise
- Monzo
- Zego
- Current
- Stash
- Rho
11RezolvAI-native collections platform with voice agents in 11 Indian languages across digital, calling, field and legal recovery.Lending & CreditMumbai, IndiaSeries A
Rezolv, founded by the Kissht co-founders, sells a unified collections platform to banks and NBFCs that orchestrates digital outreach, AI voice-agent calls, field visits and legal action, handling 6.5M minutes of borrower conversations a month.
What the agents do
Voice agents run borrower collection conversations and route cases across recovery channels.
Why it matters
Rezolv shows agentic collections at Indian scale with tier-1 banks.
- Headquarters
- Mumbai, India
- Founded
- 2024
- Founders
- Karan Mehta, Sonali Jindal
- Funding stage
- Series A · latest round Aug 2026
- Capital raised
- $16M Verified
- Investors
- Norwest lead
- Vertex Ventures SE Asia & India
- 3one4 Capital
Named customers
- ICICI Bank
- AU Small Finance Bank
- Poonawalla Fincorp
12XelixAgentic AP control centre that catches payment errors and fraud, reconciles supplier statements and runs an AI supplier helpdesk.AP/AR & Order-to-CashLondon, UKSeries B
Xelix bolts onto ERP and AP systems to detect duplicate and erroneous payments and fraud, reconcile supplier statements and answer supplier queries through an agentic helpdesk, using 20+ AI agents across AP control workflows.
What the agents do
Agents reconcile statements, investigate payment exceptions and resolve supplier queries before payment runs.
Why it matters
Xelix proves agents can own control work in AP at FTSE-100 scale.
- Headquarters
- London, UK
- Founded
- 2018
- CEO
- Paul Roiter
- Founders
- Paul Roiter, Phil Watts
- Funding stage
- Series B · latest round Jul 2025
- Capital raised
- $165M Verified
- Investors
- Insight Partners lead
Named customers
- AstraZeneca
- BAT
- GSK
- Virgin Atlantic
13QuavoDispute-management platform (QFD) with agentic AI that automates fraud and dispute casework for issuers.Fraud & DisputesUnited StatesGrowth
Quavo's QFD automates the dispute lifecycle end to end (intake, investigation, chargeback, recovery, client communication) for banks, credit unions and fintechs, with Aria AI handling investigation casework; it automates 12.5M+ disputes a year.
What the agents do
AI investigates disputes and executes chargeback and recovery workflows.
Why it matters
Quavo shows agentic automation in a high-volume regulated process at major issuers.
- Headquarters
- United States
- Founded
- 2016
- CEO
- Joseph McLean
- Founders
- Joseph McLean, David Chmielewski, Daniel Penne, Richard Jefferson
- Funding stage
- Growth · latest round Jul 2025
- Capital raised
- $300M Verified
- Investors
- Spectrum Equity
- Pegasystems
Named customers
- USAA Savings Bank
- KeyBank
- First Hawaiian Bank
- Credit One Bank
- Seacoast Bank
- UNFCU
14SardineAgentic risk platform for fraud, AML and compliance with agents for KYC, sanctions, merchant risk and disputes.Fraud & DisputesSan Francisco, CASeries C
Sardine combines device intelligence and behavioural signals with AI agents that resolve KYC onboarding exceptions, screen sanctions/PEP/adverse media, assess merchant risk and manage disputes for banks, fintechs and merchants.
What the agents do
Agents clear onboarding edge cases and sanctions alerts and manage disputes using learned SOPs.
Why it matters
Sardine shows fraud platforms turning into agent workforces.
- Headquarters
- San Francisco, CA
- Founded
- 2020
- CEO
- Soups Ranjan
- Founders
- Soups Ranjan, Aditya Goel, Zahid Shaikh
- Funding stage
- Series C · latest round Feb 2025
- Capital raised
- $145M Verified
- Investors
- Activant Capital lead
- Andreessen Horowitz
- Visa
- Experian
- FIS
Named customers
- FIS
- Ascensus
- Deel
- GoDaddy
- X
15
SalientAI loan-servicing platform whose voice and text agents collect payments and handle servicing for auto and consumer lenders.Lending & CreditUnited StatesSeries A
Salient automates collections, servicing, regulatory audit, insurance claims and dispute resolution for consumer and auto lenders with voice/text agents that process payments, extensions, payoffs and inquiries under compliance monitoring.
What the agents do
Agents run servicing and collections conversations and execute account actions.
Why it matters
Agents running loan servicing for large US auto lenders.
- Headquarters
- United States
- Founded
- 2023
- CEO
- Ari Malik
- Founders
- Ari Malik
- Funding stage
- Series A · latest round Jul 2025
- Capital raised
- $60M Verified
- Investors
- Andreessen Horowitz
- Matrix
- Y Combinator
- Michael Ovitz
Named customers
- Westlake Financial
- American Credit Acceptance
- Exeter Finance
- Consumer Portfolio Services
16StuutAI agents that run the full order-to-cash process: credit, collections, cash application, disputes and deductions.AP/AR & Order-to-CashUnited StatesSeries B
Stuut's agents automate order management, credit, collections, payments, cash application, disputes and deductions for large enterprises, and it partners with Fiserv to bring agentic O2C to enterprise clients.
What the agents do
Agents collect, apply cash and resolve disputes across ERP, email and bank data.
Why it matters
Shows agents running order-to-cash collections for enterprise finance teams.
- Headquarters
- United States
- Founded
- 2024
- CEO
- Tarek Alaruri
- Founders
- Tarek Alaruri, Adam Chaarawi, Ben Winter
- Funding stage
- Series B · latest round Oct 2026
- Capital raised
- $93M Verified
- Investors
- Insight Partners lead
- Andreessen Horowitz
- M12
17Apate.AIFleets of conversational AI agents that engage scammers to waste their time and harvest fraud intelligence for banks and telcos.Fraud & DisputesSydney, NSW, AustraliaSeed
A Macquarie University spin-out, Apate.AI deploys thousands of AI personas that answer scam calls and messages, keep scammers engaged and extract real-time intelligence (mule accounts, scripts, phone numbers) that banks and telcos use to block fraud.
What the agents do
Autonomous agents converse with scammers and produce fraud intelligence feeds.
Why it matters
Apate turns agents against scammers, a distinctive and widely understood use case.
- Headquarters
- Sydney, NSW, Australia
- Founded
- 2024
- CEO
- Dali Kaafar
- Founders
- Dali Kaafar
- Funding stage
- Seed · latest round Sept 2026
- Capital raised
- $8.2M Verified
- Investors
- OIF Ventures
- Investible
Named customers
- Commonwealth Bank of Australia
- TPG Telecom
18Samaya AIExpert research agents for investment banks and asset managers built on firm knowledge and licensed data.Investment ResearchUnited StatesStrategic
Samaya builds AI agents that synthesise investment research, client advisory and deal-diligence work across a firm's internal knowledge, public disclosures and licensed data, with evidence-linked outputs. It launched a Causal World Models agent alongside its 2025 round.
What the agents do
Research agents assemble sourced analysis and advisory materials for bankers and advisers.
Why it matters
Samaya is one of few agent vendors deployed bank-wide at a bulge-bracket firm.
- Headquarters
- United States
- Founded
- 2022
- CEO
- Maithra Raghu
- Founders
- Maithra Raghu
- Funding stage
- Strategic · latest round Feb 2026
- Capital raised
- $43.5M Verified
- Investors
- NEA lead
- NVentures
- Databricks Ventures
Named customers
- Morgan Stanley
19HebbiaAI platform (Matrix) that runs multi-step document analysis for asset managers, banks and law firms.Investment ResearchNew York, NYSeries B
Hebbia's Matrix decomposes complex questions into multi-step analyses across thousands of documents, producing cited, structured outputs for diligence, research and deal work; it is also exposed via API ('headless').
What the agents do
Multi-step document agents for diligence and investment analysis.
Why it matters
Hebbia popularised agentic document workflows on the buy side.
- Headquarters
- New York, NY
- Founded
- 2020
- CEO
- George Sivulka
- Founders
- George Sivulka
- Funding stage
- Series B · latest round Feb 2026
- Capital raised
- $161M Third-party estimate
- Investors
- Andreessen Horowitz lead
- Index
- Google Ventures
- Peter Thiel
Named customers
- Centerview Partners
- Charlesbank
- Fenwick
20
SocureIdentity and fraud platform (RiskOS) adding agentic operations via its 2026 acquisition of Fravity.Fraud & DisputesIncline Village, NV / New YorkSeries D+
Socure verifies identities and scores fraud risk for 3,000+ customers; it acquired Fravity in Aug 2026 to sell RiskOS_Agents that automate watchlist screening, monitoring and KYB reviews, trained on ~10B decisions a year.
What the agents do
RiskOS_Agents automate watchlist and KYB review work.
Why it matters
Shows consolidation: a scaled vendor buying agentic operations.
- Headquarters
- Incline Village, NV / New York
- Founded
- 2012
- CEO
- Johnny Ayers
- Founders
- Johnny Ayers
- Funding stage
- Series D+ · latest round Aug 2026
- Capital raised
- $156M Verified
- Investors
- Summit Partners lead
- Goldman Sachs Alternatives
- Wells Fargo
- Docusign
21Silent EightPolicy-bound agentic AI (Iris 7) that adjudicates sanctions, AML and CDD alerts for global banks.Compliance & FinCrimeSingapore, SingaporeSeries B
Silent Eight's Iris platform lets algorithms make the first call on name-screening, transaction and adverse-media alerts within bank policy, with governance and traceability; HSBC and Standard Chartered are clients and investors.
What the agents do
Agents adjudicate screening alerts within bank policy.
Why it matters
One of few vendors with agents adjudicating alerts at global banks.
- Headquarters
- Singapore, Singapore
- Founded
- 2013
- CEO
- Martin Markiewicz
- Founders
- Martin Markiewicz
- Funding stage
- Series B · latest round Mar 2022
- Capital raised
- $55M Verified
- Investors
- TYH Ventures
- HSBC Ventures
- SC Ventures
- OTB Ventures
- Wavemaker
Named customers
- HSBC
- Standard Chartered
- Mashreq
22RilletAI-native ERP whose agents prepare journal entries, match cash and run revenue recognition inside the general ledger.Accounting & CloseNew York, NYSeries C
Rillet replaces legacy ERPs for mid-market and growth companies with a ledger where AI agents prepare entries, reconcile cash and support revenue recognition under policy controls, aiming at continuous ('zero-day') close.
What the agents do
Agents perform accounting tasks inside the GL with approvals and audit trail.
Why it matters
Rillet is an AI-native ERP that puts agents inside the books themselves.
- Headquarters
- New York, NY
- Founded
- 2021
- CEO
- Nicolas Kopp
- Founders
- Nicolas Kopp, Stelios Modes
- Funding stage
- Series C · latest round Aug 2026
- Capital raised
- $195M Verified
- Investors
- ICONIQ lead
- Andreessen Horowitz
- Sequoia
Named customers
- Mercorcompany-reported
23Shift TechnologyInsurance AI vendor whose agents run claims, fraud and underwriting work for global insurers.InsuranceParis, FranceSeries D+
Full profile: Shift Technology →
Shift provides AI for insurance fraud detection, claims automation and underwriting; its agentic Shift Claims product automates claims workflows and the company now positions around agents for insurers' critical work.
What the agents do
Claims agents automate handling and fraud review.
Why it matters
A European insurance-AI vendor repositioning around agents.
- Headquarters
- Paris, France
- Founded
- 2014
- CEO
- Jeremy Jawish
- Founders
- Jeremy Jawish, Eric Sibony, David Durrleman
- Funding stage
- Series D+ · latest round May 2021
- Capital raised
- $320M Verified
- Investors
- Advent International
- Accel
- General Catalyst
- Bpifrance
Named customers
- AXA
24
Five SigmaAI-native claims platform whose Clive multi-agent adjuster runs claims from intake to settlement.InsuranceTel Aviv / New YorkSeries A
Five Sigma's claims management platform and Clive agents handle intake, triage, liability, coverage, fraud, communications and settlement, running on Five Sigma's core or on Guidewire, Duck Creek and Sapiens.
What the agents do
Multi-agent claims adjusting across the lifecycle.
Why it matters
Shows multi-agent claims handling reaching specialty carriers like Starr.
- Headquarters
- Tel Aviv / New York
- Founded
- 2017
- CEO
- Oded Barak
- Founders
- Oded Barak, Michael Krikheli, Dror Sholomon, Edan Hanina
- Funding stage
- Series A · latest round Sept 2021
- Capital raised
- $22M Third-party estimate
- Investors
- 83North
- Pipeline Capital
- F2 Ventures
- Aquiline
Named customers
- Starr Insurance
- Upland Specialty
- L+M Development Partners
25
Unit21Fraud and AML operations platform rebuilt around detection, investigation, case and SAR-filing agents.Compliance & FinCrimeSan Francisco, CASeries C
Unit21 rebuilt its risk platform in 2026 around AI agents that detect, investigate and close alerts and prepare SAR filings, self-improving from analyst decisions; it serves banks, fintechs and crypto firms.
What the agents do
Agents investigate alerts, close cases and draft SARs.
Why it matters
A scaled vendor that rebuilt its whole product around agents.
- Headquarters
- San Francisco, CA
- Founded
- 2018
- CEO
- Trisha Kothari
- Founders
- Trisha Kothari, Alex Lee
- Funding stage
- Series C · latest round Jun 2023
- Capital raised
- $92M Third-party estimate
- Investors
- Tiger Global
- South Park Commons
- Gopher Asset Management
- Google Ventures
Named customers
- Green Dot
- Chime
- Intuit
26PayhawkSpend-management platform rebuilt around autonomous agents, including a Financial Controller Agent that collects and codes invoices.Spend & ProcurementLondon / Sofia—
Payhawk combines cards, expenses, AP, procurement and travel; it rebuilt products and operations around agents over 24 months and passed $100M ARR in Jul 2026.
What the agents do
Agents retrieve, code and submit invoices and run expense workflows.
Why it matters
European fintech scaling on an agent rebuild.
- Headquarters
- London / Sofia
- Founded
- 2018
- CEO
- Hristo Borisov
- Founders
- Hristo Borisov
- Funding stage
- Not disclosed
- Capital raised
- $239M Third-party estimate
- Investors
- Lightspeed
- QED
- Greenoaks
- Earlybird
Named customers
- Flatpay
- Aikido
- Apollo AI
- Vox AI
- Nscale
27TidalwaveAgentic mortgage point-of-sale that automates the loan from application through underwriting.Lending & CreditUnited StatesSeries A
Founded by FreeWheel co-founder and ex-Better CTO Diane Yu, Tidalwave automates loan-officer and underwriter tasks with AI agents integrated with Fannie Mae, Freddie Mac and ICE Encompass, claiming up to 70% fewer manual tasks.
What the agents do
Agents complete application, document and underwriting tasks.
Why it matters
Strong lender names and founder pedigree in agentic mortgage.
- Headquarters
- United States
- CEO
- Diane Yu
- Founders
- Diane Yu, Jack Deng, Cheng Li
- Funding stage
- Series A · latest round Nov 2025
- Capital raised
- $22M Verified
- Investors
- Permanent Capital lead
Named customers
- DHI Mortgage
- Flat Branch
- NEXA Lending
- First Colony Mortgage
28
spektrCompliance infrastructure that runs networks of specialised AI agents for KYC/KYB from onboarding to monitoring.Compliance & FinCrimeCopenhagen, DenmarkSeries A
spektr, built by the team behind HelloFlow (acquired by Trulioo), lets compliance teams set rules while networks of AI agents perform the analyst work across onboarding, KYB/KYC reviews and ongoing monitoring.
What the agents do
Agent networks complete KYC/KYB reviews and monitoring tasks normally done by analysts.
Why it matters
A European example of agentic KYC from an experienced founding team.
- Headquarters
- Copenhagen, Denmark
- Founded
- 2023
- CEO
- Mikkel Skarnager
- Founders
- Mikkel Skarnager
- Funding stage
- Series A · latest round Apr 2026
- Capital raised
- $26M Verified
- Investors
- NEA lead
- Northzone
- Seedcamp
- PSV Tech
Named customers
- Pleo
- Santander Leasing
- Mercuryo
- Phantom
- Monta
29AccrualAI-native tax preparation for accounting firms: agents read client documents and draft returns for CPA review.TaxSan Francisco, CA—
Accrual launched in February 2026 with $75M to automate individual tax-return preparation for accounting firms: agents ingest K-1s and 1099s, find gaps and draft returns; it acquired Puzzle to extend into bookkeeping.
What the agents do
Agents prepare draft returns from client documents.
Why it matters
Large launch round signals investor conviction in agentic tax.
- Headquarters
- San Francisco, CA
- Founded
- 2024
- CEO
- Cosmin Nicolaescu
- Founders
- Cosmin Nicolaescu, Siddarth Chandrasekaran
- Funding stage
- Not disclosed · latest round Feb 2026
- Capital raised
- $75M Verified
- Investors
- General Catalyst lead
- Pruven Capital
- Edward Jones Ventures
Named customers
- Armanino
30CarusoAI-native fund administration and investor registry for private-market managers.Fund AdministrationAustraliaSeries A
Caruso provides registry and fund-administration services and software for real estate, private credit and PE managers, with AI agents doing the processing under human oversight; it expanded to the US via Dallas in October 2026.
What the agents do
Agents process investor registry, capital activity and reporting tasks.
Why it matters
Shows agents taking on fund administration work for investment managers.
- Headquarters
- Australia
- Founded
- 2023
- CEO
- Mark Hurley
- Founders
- Mark Hurley, Oliver Shaw
- Funding stage
- Series A · latest round Apr 2026
- Capital raised
- $9.3M Company-reported
- Investors
- Icehouse Ventures
- GD1
- Balmain
Named customers
- Centuria Capital Group
- Balmain
31StacksAgentic platform for enterprise finance that runs matching, journal entries, reconciliations, variance analysis and reporting.Accounting & CloseLondon, UKSeries A
Stacks integrates with ERPs, Excel and Slack so agents perform close tasks and AI Flux Analysis; 30+ enterprise customers within a year.
What the agents do
Agents execute close and variance analysis.
Why it matters
Shows agents taking on the month-end close for UK finance teams.
- Headquarters
- London, UK
- Founded
- 2024
- CEO
- Albert Malikov
- Founders
- Albert Malikov
- Funding stage
- Series A · latest round Feb 2026
- Capital raised
- $35M Verified
- Investors
- Lightspeed lead
- EQT Ventures
- General Catalyst
- S16VC
Named customers
- Epidemic Sound
- Pleo
- Cleo
- Bloom & Wild
32Black OreTax Autopilot that prepares federal and state 1040 returns for CPA firms with linked source evidence.TaxUnited States—
Black Ore's Tax Autopilot automates 1040 tax preparation for CPA firms, linking every data point to source documents and flagging items for professional sign-off; it moved to broad availability in April 2026 after onboarding 75 firms from a ~4,000-firm waitlist.
What the agents do
Autopilot prepares returns from client documents for CPA review.
Why it matters
Shows agents producing tax returns that CPA firms review and sign off.
- Headquarters
- United States
- CEO
- Eyal Shinar
- Founders
- Eyal Shinar
- Funding stage
- Not disclosed · latest round Nov 2023
- Capital raised
- $60M Verified
- Investors
- Andreessen Horowitz
- Oak HC/FT
Named customers
- Maxwell Locke & Rittercompany-reported
33
ConduktAgentic KYB and compliance with a real-time business-data layer for perpetual oversight.Compliance & FinCrimeLondon, UK—
Condukt combines real-time business identity data with AI agents to automate KYB onboarding and move merchants and business customers from periodic reviews to perpetual oversight.
What the agents do
Agents automate KYB reviews and ongoing business monitoring.
Why it matters
Signals the end of periodic KYB reviews in payments.
- Headquarters
- London, UK
- CEO
- Paulo Guichard
- Funding stage
- Not disclosed · latest round Nov 2025
- Capital raised
- $10M Verified
- Investors
- Lightspeed
- MMC Ventures
Named customers
- Wise
- Tide
- Mollie
- Shift4
- myPOS
34TabsAI-native revenue platform whose Billing and Collections Agents read contracts, invoice, chase and reconcile.AP/AR & Order-to-CashNew York, NYSeries B
Tabs' agents read messy customer contracts, generate and send invoices, chase collections, reconcile payments and support revenue recognition for B2B finance teams.
What the agents do
Billing and Collections Agents run contract-to-cash.
Why it matters
Fast-scaling agent-native billing platform.
- Headquarters
- New York, NY
- Founded
- 2023
- CEO
- Ali Hussain
- Founders
- Ali Hussain, Deepak Bapat, Rebecca Schwartz
- Funding stage
- Series B · latest round Sept 2025
- Capital raised
- $91M Verified
- Investors
- Lightspeed lead
- General Catalyst
- Primary
- WiL
Named customers
- Cursor
- Statsig
35
Auditoria.AIAI agents for the office of the CFO that own AP, AR/collections and finance research workflows.AP/AR & Order-to-CashSan Jose / Santa Clara, CASeries B
Auditoria's SmartVendor and SmartCustomer agents answer vendor and customer inquiries, chase collections, process AP tasks and support FP&A research inside ERP and email; headcount doubled over the year to Mar 2026.
What the agents do
Agents handle vendor/customer communications and AP/AR task execution.
Why it matters
An early agentic-finance vendor now scaling inside enterprise finance teams.
- Headquarters
- San Jose / Santa Clara, CA
- Founded
- 2019
- CEO
- Rohit Gupta
- Founders
- Rohit Gupta, Adina Simu, Gaurav Bhatia
- Funding stage
- Series B · latest round Feb 2025
- Capital raised
- $38M Verified
- Investors
- Innovius Capital lead
- Venrock
- Workday Ventures
Named customers
- Match Group
- Airtable
- Lemonade
- Denny's
36
Bevaya (formerly Roots Automation)Insurance AI-agent platform with pre-built, governed agents for underwriting, claims and policy servicing.InsuranceUnited StatesSeries B
Roots Automation launched Bevaya (May 2026) as its flagship brand: pre-built insurance agents running on InsurGPT models trained on 300M+ insurance documents for carriers, brokers and TPAs.
What the agents do
Governed agents process underwriting, claims and servicing documents and tasks.
Why it matters
Large production footprint among insurance carriers.
- Headquarters
- United States
- Founded
- 2018
- CEO
- Chaz Perera
- Founders
- Chaz Perera, John Cottongim
- Funding stage
- Series B · latest round Sept 2024
- Capital raised
- $44M Third-party estimate
- Investors
- Liberty Mutual Strategic Ventures
37
MaximaAI agents that prepare month-end close: reconciliations, journal entries and policy-based workflows on top of ERPs.Accounting & CloseSan Mateo, CASeries A
Maxima sits on existing ERPs and runs agents that prepare reconciliations, journal entries, anomaly checks and commentary for accountant review, claiming up to 80% faster close.
What the agents do
Agents prepare close work for accountant review.
Why it matters
Close automation for high-growth enterprises.
- Headquarters
- San Mateo, CA
- CEO
- Yogi Goel
- Founders
- Yogi Goel, Akshaya Srivatsa, Jack Liao
- Funding stage
- Series A · latest round Nov 2025
- Capital raised
- $41M Verified
- Investors
- Redpoint
- Kleiner Perkins
- Audacious Ventures
Named customers
- Scale AI
- SpotOn
- Rippling
38
CarbonAIAI agents for commercial real-estate lending: underwriting, diligence, memos and post-close monitoring.Lending & CreditNew York, NY—
CarbonAI's agents read rent rolls, leases and financials to build underwriting models, draft memos and monitor loans, with source-linked outputs; Greystone is a customer.
What the agents do
Agents underwrite and monitor CRE loans.
Why it matters
Agents in commercial real estate lending with a named large lender.
- Headquarters
- New York, NY
- CEO
- Jeff Saul
- Founders
- Jeff Saul, Josh Kaufman
- Funding stage
- Not disclosed · latest round Oct 2026
- Capital raised
- $12M Verified
- Investors
- Cowboy Ventures lead
- Timber Grove
- Bling Capital
Named customers
- Greystone
39UptiqFinancial AI platform delivering agents for bank and credit-union lending, servicing and wealth workflows.Banking OperationsDallas-Fort Worth, TXSeries B
Uptiq provides industry-ready AI agents and the Qore orchestration platform for commercial lending, covenant monitoring, loan servicing and wealth-adviser workflows at banks, credit unions and wealth firms, live in 6-8 weeks.
What the agents do
Multi-agent workflows for underwriting, spreading, covenant monitoring and servicing.
Why it matters
Uptiq brings agents to the long tail of US banks and credit unions.
- Headquarters
- Dallas-Fort Worth, TX
- CEO
- Snehal Fulzele
- Founders
- Snehal Fulzele
- Funding stage
- Series B · latest round Feb 2026
- Capital raised
- $25M Verified
- Investors
- Curql
Named customers
- Focus Financial
- Orion
- Broadridge
- Nano Banc
40
LinqAlphaMulti-agent investment-research platform for hedge funds, asset managers and banks.Investment ResearchNew York, NY / SeoulSeries A
LinqAlpha's domain-specialised agents process filings, transcripts and data to produce research tailored to each firm's investment framework across equities, macro and credit; it serves 70+ institutions.
What the agents do
Research agents compile analysis aligned to a fund's process.
Why it matters
Korea-rooted agent company with named US hedge-fund clients.
- Headquarters
- New York, NY / Seoul
- Founded
- 2022
- Co-CEOs
- Jacob Chanyeol Choi, Hojun Choi
- Founders
- Jacob Chanyeol Choi, Hojun Choi, Subeen Pang, Jin Kim
- Funding stage
- Series A · latest round Jul 2026
- Capital raised
- $22M Verified
- Investors
- AVP
- Atinum Investment
- GFT Ventures
Named customers
- Causeway Capital Management
- Schonfeld Strategic Advisors
41
Model MLFinance agents that automate investment-banking document work such as pitch decks and diligence reports.Investment ResearchLondon / New YorkSeries A
Model ML builds agents on frontier reasoning models that produce bank-ready pitch books, comps and diligence materials inside bankers' tools; it acquired filings-API company Captide in 2026.
What the agents do
Agents produce IB deliverables end to end for banker review.
Why it matters
Rogo competitor with UK roots and large Series A.
- Headquarters
- London / New York
- CEO
- Chaz Englander
- Founders
- Chaz Englander, Arnie Englander
- Funding stage
- Series A · latest round Nov 2025
- Capital raised
- $75M Verified
- Investors
- FT Partners lead
42
CampfireAI-native ERP with Ember agents for matching, reconciliation, AP/AR, flux and close prep.Accounting & CloseSan Francisco, CASeries B
Campfire replaces legacy ERPs for lean finance teams; Ember Agents (Mar 2026) draft and flag reconciliation, AP/AR, flux and close work for human approval.
What the agents do
Agents draft close and reconciliation work for approval.
Why it matters
Rillet's main AI-native ERP rival.
- Headquarters
- San Francisco, CA
- CEO
- John Glasgow
- Founders
- John Glasgow, Fernando San Martin
- Funding stage
- Series B · latest round Oct 2025
- Capital raised
- $103.5M Verified
- Investors
- Accel
- Ribbit Capital
Named customers
- PostHog
- Decagon
- Replit
- Heidi Health
- CloudZero
- Advisor360
43
Finster AIAI-native research and deliverable workflows for investment banks, built with FactSet and backed by UBS.Investment ResearchLondon, UKSeries B
Finster drafts investment memos, research and client deliverables for front-office teams; FactSet's AI for Banking (alpha Mar 2026) is built with Finster, and UBS invested in its Series B (Aug 2026).
What the agents do
Agents draft banking research and deliverables.
Why it matters
Tier-1 strategic backing and distribution.
- Headquarters
- London, UK
- Founded
- 2023
- CEO
- Sid Jayakumar
- Founders
- Sid Jayakumar
- Funding stage
- Series B · latest round Aug 2026
- Capital raised
- $15M Verified
- Investors
- UBS
- FactSet
- FinTech Collective
- Peak XV
- Hoxton Ventures
44
CascaAI-native small-business and SBA loan origination system with an agent that works applicants and prepares underwriting files.Lending & CreditUnited StatesSeries A
Casca's LOS includes 'Sarah', an AI agent that guides borrowers, collects documents, processes data and prepares credit files for bank underwriters, claiming up to 90% less manual work in SBA lending.
What the agents do
Agent handles applicant communication, document collection and file preparation.
Why it matters
Brings agents to SBA lending at community and regional banks.
- Headquarters
- United States
- Founded
- 2023
- CEO
- Lukas Haffer
- Founders
- Lukas Haffer, Isaiah Williams
- Funding stage
- Series A · latest round 2025
- Capital raised
- $33M Verified
- Investors
- Canapi Ventures lead
- Peterson Ventures
- Y Combinator
Named customers
- Live Oak Bank
- Huntington
- Bankwell
- Havenbank
45PetualAgentic AI for SOX testing and internal audit: evidence gathering, workpapers and control testing.Audit & ControlsSan Francisco, CASeed
Petual's agents gather evidence from screenshots, PDFs and Excel, create workpapers and execute portions of control testing with human review; early users include S&P 500 and NASDAQ 100 companies such as Navan.
What the agents do
Agents execute SOX testing steps and draft workpapers.
Why it matters
Large-enterprise SOX agents at seed stage.
- Headquarters
- San Francisco, CA
- CEO
- Snir Kodesh
- Founders
- Snir Kodesh, Eliot Walker, Andrew Li, David Coulombe
- Funding stage
- Seed · latest round Apr 2026
- Capital raised
- $20M Verified
- Investors
- Andreessen Horowitz lead
- First Round
- Cowboy Ventures
- Elad Gil
Named customers
- Navan
46
Vic.aiAI-native autonomous accounts-payable platform processing invoices end to end.AP/AR & Order-to-CashBoston, MA / OsloSeries C
Vic.ai uses AI trained on hundreds of millions of invoices to capture, code, approve-route and pay invoices with high no-touch rates for enterprises, PE-backed companies and accounting firms, positioning as 'autonomous finance' for AP.
What the agents do
Autonomous invoice processing, coding and approval routing.
Why it matters
An early AP-autonomy company now competing with agent-native entrants.
- Headquarters
- Boston, MA / Oslo
- Founded
- 2017
- Founders
- Alexander Hagerup, Kristoffer Roil
- Funding stage
- Series C · latest round Jan 2023
- Capital raised
- $115M Verified
- Investors
- GGV
- ICONIQ
- Cowboy Ventures
- Costanoa
- Kayne Anderson
Named customers
- KPMG
- PwC
- BDO
- Armanino
- Intercom
- HSB
47
FederatoAI-native underwriting platform (RiskOps) spanning the policy lifecycle with agentic workflows.InsuranceUnited StatesSeries D+
Federato gives commercial insurers an underwriting workbench that pulls data, checks appetite and portfolio fit, tracks endorsements and recommends actions through agentic workflows for new business and renewals.
What the agents do
Agentic workflows prepare and prioritise underwriting decisions.
Why it matters
Well-funded AI-native underwriting core; agent depth still emerging.
- Headquarters
- United States
- Founded
- 2020
- CEO
- Will Ross
- Founders
- Will Ross, William Steenbergen
- Funding stage
- Series D+ · latest round Nov 2025
- Capital raised
- $180M Verified
- Investors
- Goldman Sachs Alternatives lead
- Emergence
- Caffeinated
Named customers
- QBE
48
FazeshiftAI agents that apply cash, collect payments and resolve disputes across ERP, bank and inbox.AP/AR & Order-to-CashSan Francisco, CASeries A
YC-backed Fazeshift connects QuickBooks, NetSuite, Stripe, Salesforce and email so LLM agents run invoicing, collections, payment reconciliation, customer communication and financial-system updates for B2B finance teams.
What the agents do
Agents execute AR tasks and write back to ERP/CRM.
Why it matters
A fast-growing agent-native AR player with named customers.
- Headquarters
- San Francisco, CA
- Founded
- 2023
- CEO
- Caitlin Leksana
- Founders
- Caitlin Leksana, Timmy Galvin
- Funding stage
- Series A · latest round May 2026
- Capital raised
- $22M Verified
- Investors
- F-Prime lead
- Gradient
- Amex Ventures
- Y Combinator
Named customers
- Sigma Computing
- Snyk
- Meter
- Clipboard Health
49
EnFiAI credit-analyst agents that automate commercial lending from deal screening to portfolio monitoring.Lending & CreditBoston, MASeries A
EnFi deploys agents for banks, credit unions and private credit funds that screen deals, spread financials, draft credit memos and monitor portfolios, live within 60-90 days.
What the agents do
Agents perform credit-analyst workflows end to end.
Why it matters
Addresses credit-analyst shortages at community banks.
- Headquarters
- Boston, MA
- Founded
- 2023
- CEO
- Joshua Summers
- Founders
- Joshua Summers, Scott Weller, Michelle Hipwood
- Funding stage
- Series A · latest round Feb 2026
- Capital raised
- $22.5M Verified
- Investors
- FINTOP lead
- Patriot Financial Partners
- Commerce Ventures
- Unusual Ventures
Named customers
- Citadel Credit Union
50AnderaAI platform that automates end-to-end testing of SOX, operational and compliance controls.Audit & ControlsSan Francisco, CASeries A
Andera processes control evidence (PDFs, screenshots, ledger exports, journal entries) with long-context models and agents to test every control type for internal audit and SOX teams; it formed an alliance with RSM in 2026.
What the agents do
Agents gather and evaluate control evidence and document test results.
Why it matters
Andera targets highly manual control-testing work in public companies.
- Headquarters
- San Francisco, CA
- CEO
- Aryo Patel
- Founders
- Aryo Patel, Tinah Hong
- Funding stage
- Series A · latest round Jun 2026
- Capital raised
- $37M Verified
- Investors
- Lightspeed lead
- Bain Capital Ventures
- Pear VC
51
OscilarAI risk-decisioning platform with an Agent Hub of 30+ agents across fraud, AML, credit, onboarding and disputes.Fraud & DisputesUnited StatesBootstrapped
Founded by Confluent co-founder Neha Narkhede, Oscilar unifies fraud, credit and compliance decisioning for fintechs and banks and offers 30+ agents that run risk-operations tasks such as investigations, onboarding reviews and dispute handling.
What the agents do
Agents execute risk-ops tasks (investigations, reviews, disputes) inside the decisioning platform.
Why it matters
A founder-funded platform turning risk decisioning into agent workflows.
- Headquarters
- United States
- Founded
- 2021
- CEO
- Neha Narkhede
- Founders
- Neha Narkhede
- Funding stage
- Bootstrapped · latest round 2023
- Capital raised
- $20M Verified
Named customers
- SoFi
- MoneyGram
- Uphold
- Nuvei
52DucoData-reconciliation platform with an Agentic Workspace that builds reconciliations and investigates post-trade breaks.Capital Markets & TradingLondon, UKPrivate equity
Duco reconciles financial data for banks and asset managers; its Agentic Operations Platform (May 2026) lets agents build reconciliation processes and investigate breaks, with MCP access for clients' own agents.
What the agents do
Agents build reconciliations and investigate breaks.
Why it matters
Brings agents into post-trade, a core capital-markets back office.
- Headquarters
- London, UK
- Founded
- 2006
- CEO
- Christian Nentwich
- Founders
- Christian Nentwich
- Funding stage
- Private equity · latest round Aug 2021
- Ownership
- Majority-owned by Nordic Capital
- Investors
- Nordic Capital
Named customers
- BBVA
- Blackstone Credit & Insurance
- CIBC Mellon
53RevRag AIMultilingual in-app and calling AI agents that run onboarding, sales and support journeys for Indian banks, lenders and insurers.Banking OperationsBengaluru, IndiaSeed
RevRag embeds compliance-ready AI agents into BFSI apps and phone channels to guide customers through KYC, document upload and payments, re-engage drop-offs and handle support. It acquired LLMOps startup GenStaq.ai in 2025 and bills on usage.
What the agents do
Agents complete onboarding and conversion journeys inside FI apps and calls.
Why it matters
Shows agents doing regulated onboarding at Indian scale on a seed budget.
- Headquarters
- Bengaluru, India
- CEO
- Ashutosh Prakash Singh
- Founders
- Ashutosh Prakash Singh
- Funding stage
- Seed · latest round Oct 2026
- Capital raised
- $2.5M Verified
- Investors
- Accion Ventures
- Cedar-IBSi Capital
Named customers
- PhonePe
- Bajaj Finance
- IIFL
- Aditya Birla Capital
54
CytoraDigital risk-processing platform whose Autopilot runs commercial underwriting and claims workflows from submission to decision.InsuranceLondon, UKAcquired
Cytora (owned by Applied Systems since Sep 2025) ingests and enriches submissions; Autopilot (Mar 2026) routes referrals and triggers bind decisions within configured authority. Insurers including QBE, AXA XL, MS Amlin, Starr, Markel and Chubb have used Cytora.
What the agents do
Autopilot processes submissions to decision.
Why it matters
Agentic underwriting inside a major insurance software group.
- Headquarters
- London, UK
- Founded
- 2014
- CEO
- Richard Hartley
- Founders
- Richard Hartley
- Funding stage
- Acquired · latest round Sept 2025
- Ownership
- Acquired by Applied Systems
- Investors
- Applied Systems
Named customers
- QBE
- AXA XL
- MS Amlin
- Starr
- Markel
- Chubb
55
HypercoreLoan-management platform for private credit whose AI Admin Agent runs post-close loan servicing.Lending & CreditTel Aviv / New YorkSeries A
Hypercore manages $20B+ AUM across 10,000+ loans for private credit funds; its AI Admin Agent (GA May 2026) automates the post-close operational lifecycle, with an Arcesium integration.
What the agents do
Admin agent runs loan servicing operations.
Why it matters
Agents in the private-credit back office.
- Headquarters
- Tel Aviv / New York
- CEO
- Daniel Liechtenstein
- Founders
- Daniel Liechtenstein, Tomer Moshe, David Yahalomi, Eitan Frailich
- Funding stage
- Series A · latest round Feb 2026
- Capital raised
- $13.5M Verified
- Investors
- Insight Partners lead
56ConcourseAI agents for corporate finance teams that analyse accounting, billing and spreadsheet data and produce reports.FP&A & PlanningNew York, NYSeries A
Concourse agents connect to finance systems, answer questions in plain language, run analyses and build reports, with every result traceable to SQL/Python logic; general availability since Jan 2026.
What the agents do
Agents run FP&A analyses and reporting.
Why it matters
One of few FP&A-native agent companies with enterprise names.
- Headquarters
- New York, NY
- Founded
- 2023
- CEO
- Matthieu Hafemeister
- Founders
- Matthieu Hafemeister, Ted Michaels
- Funding stage
- Series A · latest round Jan 2026
- Capital raised
- $16.7M Verified
- Investors
- Standard Capital lead
- Andreessen Horowitz
- CRV
- Y Combinator
Named customers
- Palo Alto Networks
- Front
- Tecovas
57PigmentEnterprise business-planning platform with a suite of planning agents including a Modeler Agent.FP&A & PlanningParis / New YorkSeries D+
Pigment provides integrated business planning for large enterprises; its agents build governed planning models from intent and support analysis. Revenue approaches EUR100M, 60% from the US.
What the agents do
Agents build and analyse planning models.
Why it matters
European scale-up adding agents to FP&A.
- Headquarters
- Paris / New York
- Founded
- 2019
- Co-CEOs
- Eléonore Crespo, Romain Niccoli
- Founders
- Eléonore Crespo, Romain Niccoli
- Funding stage
- Series D+ · latest round Apr 2024
- Capital raised
- $396M Third-party estimate
- Investors
- ICONIQ
- IVP
- Greenoaks
- Meritech
- Felix Capital
Named customers
- Unilever
- Siemens
- Uber
- Anthropic
- Coca-Cola
- ServiceNow
58
hyperexponentialPricing and underwriting platform for commercial P&C insurers adding an agentic underwriting layer (hyperoperator).InsuranceLondon, UKSeries B
Full profile: hyperexponential →
hx is used by insurers such as Aviva, Allianz, Beazley and Markel for pricing; Banyan Risk deployed its agentic underwriting suite (Mar 2026), and hyperoperator, which moves broker submissions to decision-ready files, enters controlled rollout in late 2026.
What the agents do
Agents triage and price submissions within delegated authority.
Why it matters
Tier-1 insurer base moving to agents.
- Headquarters
- London, UK
- Founded
- 2017
- CEO
- Amrit Santhirasenan
- Founders
- Amrit Santhirasenan
- Funding stage
- Series B · latest round Jan 2024
- Capital raised
- $91M Third-party estimate
- Investors
- Battery Ventures lead
- Andreessen Horowitz
- Highland Europe
Named customers
- Aviva
- Allianz
- Sompo
- Beazley
- Markel
- HDI
- Banyan Risk
59
Diligent AIAI agents that act as autonomous KYC/AML analysts for fintechs and banks.Compliance & FinCrimeLondon / BerlinSeed
YC-backed Diligent deploys agents that run merchant and SMB onboarding risk reviews, enhanced due diligence, adverse-media analysis and payment-sanctions alert remediation end to end; it is SOC 2 Type II certified.
What the agents do
Agents complete KYC/AML investigations and sanctions alert remediation.
Why it matters
Small team with listed-company customers proves agent-led compliance at seed stage.
- Headquarters
- London / Berlin
- Founded
- 2023
- CEO
- Edoardo Maschio
- Founders
- Edoardo Maschio, Ahmed Gaber
- Funding stage
- Seed · latest round Mar 2026
- Capital raised
- $2.5M Verified
- Investors
- Speedinvest
- Shapers
- Y Combinator
Named customers
- Flywire
- Allica Bank
- Teya
- Digital Garage
- Scalapay
60
VarianceAI agents that run KYC/KYB, AML, transaction-monitoring and fraud investigations under each customer's playbook.Compliance & FinCrimeSan Francisco, CASeries A
Founded by ex-Apple fraud engineers, Variance delegates L1-L3 investigative work to agents that pull registries, trace beneficial ownership, check sanctions and adverse media, and return auditable decisions for FIs and large enterprises.
What the agents do
Agents conduct investigations and return decisions with audit trails.
Why it matters
Shows investigative agents spanning finance and enterprise risk.
- Headquarters
- San Francisco, CA
- Founded
- 2023
- CEO
- Karine Mellata
- Founders
- Karine Mellata, Michael Lin
- Funding stage
- Series A · latest round Mar 2026
- Capital raised
- $26M Verified
- Investors
- Ten Eleven Ventures lead
- 645 Ventures
- Y Combinator
- Okta Ventures
61ZocksPrivacy-first AI for financial advisers that automates meeting prep, notes, onboarding and follow-ups.Wealth ManagementUnited StatesSeries B
Zocks captures client conversations without storing recordings, extracts data into CRMs and forms, automates follow-ups and onboarding paperwork, and is extending agentic capabilities to spot planning opportunities across advisers' books.
What the agents do
Automates post-meeting admin and onboarding paperwork into adviser systems.
Why it matters
Widely adopted AI tool among US financial advisers (company-reported).
- Headquarters
- United States
- CEO
- Mark Gilbert
- Founders
- Mark Gilbert
- Funding stage
- Series B · latest round Jan 2026
- Capital raised
- $65M Verified
- Investors
- Lightspeed
- QED Investors
- Motive Ventures
Named customers
- Ameritas
- Carson Group
- Cetera
62StreetbeatStreetbeatPRO gives wealth managers off-the-shelf and custom AI agents for trading, risk and portfolio analysis.Wealth ManagementPalo Alto, CASeries A
Streetbeat, an SEC-registered adviser, licenses agents that automate investing, risk management and portfolio analysis to wealth managers and banks such as FinecoBank.
What the agents do
Agents automate portfolio trading and risk workflows.
Why it matters
Agents executing portfolio work for advisers.
- Headquarters
- Palo Alto, CA
- CEO
- Damián Scavo
- Founders
- Damián Scavo
- Funding stage
- Series A · latest round Oct 2025
- Capital raised
- $25M Verified
- Investors
- CDP Venture Capital lead
- TTV Capital
- Monte Carlo Capital
- 3Lines VC
Named customers
- FinecoBank
63HawkAML, screening and fraud platform that added an AML Investigative Agent drafting case summaries and SARs.Compliance & FinCrimeMunich, GermanySeries C
Hawk provides transaction monitoring, screening and fraud detection to banks and payment firms; in 2026 it launched an AML Investigative Agent that gathers data, summarises cases and drafts SAR narratives with human-in-the-loop and action logs.
What the agents do
Investigative agent compiles evidence and drafts SAR narratives for analysts.
Why it matters
Shows established AML vendors adding investigative agents.
- Headquarters
- Munich, Germany
- Founded
- 2018
- CEO
- Tobias Schweiger
- Founders
- Tobias Schweiger, Wolfgang Berner
- Funding stage
- Series C · latest round Apr 2025
- Capital raised
- $82M Third-party estimate
- Investors
- One Peak lead
- Rabobank
- Macquarie
- BlackFin
Named customers
- Ecobank
- VakifBank International
- Worldline
- Vodafone
- VR Payment
64EmbatAI treasury platform with TellMe, an AI analyst across payments, reconciliation, forecasting and cash optimisation.Treasury & CashMadrid, SpainSeries B
Embat centralises cash, reconciliation, payments and forecasting across banks and ERPs for 400 European corporates; TellMe and a Claude integration let users query and execute treasury actions.
What the agents do
AI analyst automates treasury tasks and executes actions.
Why it matters
A Spanish AI treasury platform bringing agents to cash management.
- Headquarters
- Madrid, Spain
- Founded
- 2021
- Co-CEOs
- Antonio Berga, Carlos Serrano
- Founders
- Antonio Berga, Carlos Serrano García-Lisón, Tomás Gil
- Funding stage
- Series B · latest round May 2026
- Capital raised
- $54M Verified
- Investors
- Cathay Innovation lead
- Creandum
- Samaipata
- 4Founders
Named customers
- Treatwell
- Northern Data
- Fever
- PetLab Co.
- Derwent
- Arena Racing Company
65AvantosAI-native operating system for client onboarding and servicing at wealth managers and insurers.Wealth ManagementNew York, NYSeries A
Avantos uses a client-relationship knowledge graph to power agentic onboarding (data collection and compliance), relationship intelligence and AI servicing workspaces; launch client Mercer Advisors.
What the agents do
Agentic onboarding collects data and completes compliance steps.
Why it matters
Strategic backing from Vanguard and Guardian.
- Headquarters
- New York, NY
- Founded
- 2024
- CEO
- Bassam Chaptini
- Founders
- Bassam Chaptini, Rabih Ramadi
- Funding stage
- Series A · latest round Feb 2026
- Capital raised
- $35M Verified
- Investors
- Bessemer lead
- Guardian
- SEI
- Vanguard
- E14 Fund
Named customers
- Mercer Advisors
66
interface.aiVoice and chat AI agents for credit unions and community banks that resolve member requests and run collections.Banking OperationsPalo Alto, CAGrowth
interface.ai's agents answer member calls and chats, perform transactions and account changes, and since Feb 2026 run Smart Collections for early-delinquency outreach across voice, SMS and email.
What the agents do
Agents resolve member requests and run collections outreach.
Why it matters
Mature voice-agent vendor for US credit unions.
- Headquarters
- Palo Alto, CA
- Founded
- 2019
- CEO
- Srinivas Njay
- Founders
- Srinivas Njay, Bruce Kim
- Funding stage
- Growth · latest round Oct 2024
- Capital raised
- $20M Verified
- Investors
- Avataar Venture Partners
67
KastleAI workforce for banks and lenders that runs collections, borrower inquiries and servicing on existing cores.Lending & CreditUnited StatesSeries A
Kastle's KastleOS deploys agents on top of banks' core systems to complete payment collection, borrower inquiries, servicing updates and related back-office work, starting with consumer lending.
What the agents do
Agents complete collections and servicing tasks on bank cores.
Why it matters
Shows agents layered on legacy bank cores.
- Headquarters
- United States
- Founded
- 2024
- CEO
- Rishi Choudhary
- Founders
- Rishi Choudhary, Nitish Poddar
- Funding stage
- Series A · latest round Sept 2026
- Capital raised
- $24M Verified
- Investors
- Insight Partners lead
- Y Combinator
- Commerce Ventures
- Fifth Wall
68
NevisAI systems that automate end-to-end RIA operations: meeting prep, client management, onboarding, servicing and compliance.Wealth ManagementUnited StatesSeries A
Founded by former Revolut executives, Nevis automates registered investment advisers' operational workflows and is extending into custody account opening.
What the agents do
Agents complete adviser operations workflows end to end.
Why it matters
Agents that run RIA back-office work, not just notes.
- Headquarters
- United States
- Founded
- 2024
- CEO
- Mark Swan
- Founders
- Mark Swan, Philipp Burda, Ivan Chalov
- Funding stage
- Series A · latest round Dec 2025
- Capital raised
- $40M Verified
- Investors
- Sequoia lead
- ICONIQ
- Ribbit Capital
Named customers
- United Capital Financial Advisors
- GC Wealth
- Apollon Wealth Management
- Dodds Wealth
69AtlarAgentic treasury platform whose agents assemble cash positions, review payments and forecast liquidity.Treasury & CashStockholm, SwedenSeries A
Atlar connects banks and ERPs into a treasury platform and launched AI agents in February 2026 that assemble daily cash positions, review every outgoing payment and generate forecasts; a reconciliation agent is in beta. It opened a New York HQ in August 2026.
What the agents do
Agents run cash positioning, payment review and forecasting.
Why it matters
One of few production treasury-agent deployments.
- Headquarters
- Stockholm, Sweden
- Founded
- 2022
- CEO
- Joel Nordström
- Founders
- Joel Nordström, Joel Wägmark, Johannes Elgh
- Funding stage
- Series A · latest round Apr 2024
- Capital raised
- $15M Third-party estimate
- Investors
- Index Ventures
- Elaia
Named customers
- Lovable
- Liberis
70
MonkAI-native accounts receivable platform automating invoicing, collections, customer communication and cash application.AP/AR & Order-to-CashNew York, NYSeries A
Monk runs contract-to-cash for B2B companies: it generates invoices from contracts, chases payments, communicates with customers and applies cash, with AI handling the operational work.
What the agents do
AI executes invoicing, collections and cash application workflows.
Why it matters
Shows AI-native companies buying agentic finance operations from day one.
- Headquarters
- New York, NY
- CEO
- George Kurdin
- Founders
- George Kurdin, Joe Zhou
- Funding stage
- Series A · latest round Apr 2026
- Capital raised
- $29M Verified
- Investors
- Footwork
- Acrew Capital
- BTV
Named customers
- ElevenLabs
- Profound
71
DigitsAutonomous General Ledger whose agents categorise, reconcile, book and close for SMBs and accounting firms.Accounting & CloseSan Francisco, CA—
Digits orchestrates dozens of specialised models and agents to run bookkeeping 24/7; it partnered with CLA (2026) and reports $850B+ financial activity handled.
What the agents do
Agents run SMB bookkeeping end to end.
Why it matters
An early proponent of the autonomous general ledger.
- Headquarters
- San Francisco, CA
- Founded
- 2018
- CEO
- Jeff Seibert
- Founders
- Jeff Seibert, Wayne Chang
- Funding stage
- Not disclosed
- Capital raised
- $97.5M Third-party estimate
- Investors
- Benchmark
- SoftBank
- GV
Named customers
- Particle Newscompany-reported
- Wisprcompany-reported
- Partifulcompany-reported
- Replikacompany-reported
72
FlagrightAI-native AML platform with AI Forensics agents for screening, alert triage, investigations and QA.Compliance & FinCrimeBerlin / MunichSeries A
Flagright provides real-time transaction monitoring and screening; its AI Forensics agents triage alerts, write narratives and support investigations, expanded to monitoring, governance and QA in Jan 2026.
What the agents do
Agents triage alerts and draft investigation narratives.
Why it matters
AI-native AML challenger with global reach.
- Headquarters
- Berlin / Munich
- Founded
- 2022
- CEO
- Baran Ozkan
- Founders
- Baran Ozkan, Madhu G. Nadig
- Funding stage
- Series A · latest round 2026
- Capital raised
- $19.6M Verified
- Investors
- Infinity Ventures lead
- Frontline Ventures
73
GliaBanking AI platform whose Glia Banker agent handles 1,000+ banking journeys across voice and digital.Banking OperationsNew York, NYSeries D+
Glia provides contact-centre and AI agents for banks and credit unions; Glia Banker resolves Tier-1 interactions, and 700+ FIs use the platform.
What the agents do
Agents resolve Tier-1 banking interactions.
Why it matters
Large installed base moving to agents.
- Headquarters
- New York, NY
- Founded
- 2012
- CEO
- Dan Michaeli
- Founders
- Dan Michaeli
- Funding stage
- Series D+ · latest round Mar 2022
- Capital raised
- $152M Verified
- Investors
- Insight Partners lead
74
MiddeskBusiness-identity (KYB) platform with agent investigations that resolve OFAC matches, verify TINs and return compliance decisions.Compliance & FinCrimeSan Francisco, CASeries B
Middesk combines business verification, risk assessment, AI agent investigations and monitoring; its agents resolve sanctions matches, verify TINs and investigate addresses for CIP decisions.
What the agents do
Agents investigate and decide KYB/CIP checks.
Why it matters
An established KYB data provider adding agent-led investigations.
- Headquarters
- San Francisco, CA
- Founded
- 2018
- CEO
- Kyle Mack
- Founders
- Kyle Mack, Kent Hoffman
- Funding stage
- Series B · latest round Nov 2021
- Capital raised
- $77M Third-party estimate
- Investors
- Sequoia
- Accel
- Y Combinator
75NilusAgentic workforce for treasury: agents reconcile cash, forecast liquidity and automate finance ops across banks and ERPs.Treasury & CashNew York, NY—
Nilus connects banks and ERPs and runs governed AI agents that reconcile cash, forecast liquidity and execute recurring treasury workflows for mid-market and enterprise finance teams.
What the agents do
Agents reconcile and forecast cash on recurring schedules.
Why it matters
US counterpart to Atlar in agentic treasury.
- Headquarters
- New York, NY
- CEO
- Daniel Kalish
- Funding stage
- Not disclosed · latest round Jan 2025
- Capital raised
- $18.6M Verified
- Investors
- Felicis
- Vesey Ventures
- Truist Ventures
Named customers
- Alloy
- Taboola
- Planned Parenthood
76
AuquanAI agents for institutional finance: deal screening, IC memos, risk monitoring, KYC and LP reporting.Investment ResearchLondon, UKSeed
Auquan's agents automate knowledge-intensive workflows such as credit memos, covenant tracking, autonomous risk monitoring, due diligence, KYC/KYB and regulatory/LP reporting for asset managers, banks and PE firms; Gartner named it a Cool Vendor for agentic AI in banking (2025).
What the agents do
Risk Agent autonomously completes monitoring and reporting workflows.
Why it matters
Small-capital company with tier-1 institutional users.
- Headquarters
- London, UK
- CEO
- Chandini Jain
- Founders
- Chandini Jain
- Funding stage
- Seed · latest round Oct 2024
- Capital raised
- $8M Verified
- Investors
- Peak XV
- Neotribe
- Episode 1
- Stage 2 Capital
Named customers
- MetLifecompany-reported
- Capital Groupcompany-reported
- BC Partnerscompany-reported
77
FulcrumAI agents for insurance brokerages that check policies, generate proposals, issue certificates and prep carrier submissions.InsuranceUnited StatesSeries A
Fulcrum automates account-manager servicing at brokerages and integrates with Applied Epic, claiming use at nearly half of the top 50 US brokerages.
What the agents do
Agents perform broker servicing tasks end to end.
Why it matters
Agents for broker back offices.
- Headquarters
- United States
- CEO
- Arjun Mangla
- Founders
- Arjun Mangla, Sambhav Anand
- Funding stage
- Series A · latest round Jan 2026
- Capital raised
- $25M Verified
- Investors
- CRV lead
- South Park Commons
- Foundation Capital
Named customers
- Heffernan Insurance Brokers
78
PinegapAgentic equity-research platform that deploys custom analyst agents for buy-side firms.Investment ResearchNew York, NYSeries A
Pinegap's agents, fine-tuned to each team's style, ramp up on companies, review earnings, track theses and generate ideas; it reports 1,000+ agents deployed across 100+ institutions producing 50,000+ reports.
What the agents do
Custom research agents produce recurring analyst reports.
Why it matters
High agent-deployment count on a small budget.
- Headquarters
- New York, NY
- CEO
- Deepak Sharma
- Founders
- Deepak Sharma, Ankit Varmani
- Funding stage
- Series A · latest round Aug 2026
- Capital raised
- $10.5M Verified
- Investors
- Stellaris Venture Partners lead
- Inventus
- SVQuad
- DeVC
79
ThetaRayAML transaction-monitoring vendor that added Ray, an agentic investigation suite.Compliance & FinCrimeHod Hasharon, Israel / New YorkGrowth
ThetaRay's cognitive AI monitors cross-border payments for banks and fintechs; Ray (Jan 2026) gathers evidence, runs OSINT and writes audit-ready narratives.
What the agents do
Investigation agent prepares AML case files.
Why it matters
Incumbent AML vendor adding agents.
- Headquarters
- Hod Hasharon, Israel / New York
- Founded
- 2013
- CEO
- Peter Reynolds
- Founders
- Amir Averbuch
- Funding stage
- Growth · latest round Sept 2023
- Capital raised
- $148M Third-party estimate
- Investors
- Portage lead
- JVP
- OurCrowd
Named customers
- Santander
- Travelex
- Mashreq
- ClearBank
- MFS Africa
80
JumpAI operating system for financial advisers, used by ~1 in 10 US advisers.Wealth ManagementUnited StatesSeries B
Jump turns adviser meetings, emails and documents into notes, CRM updates, workflows and audit-ready records, and is expanding into an AI operating system for advisory firms.
What the agents do
Automates post-meeting workflows and compliance records.
Why it matters
Widely adopted AI tool for financial advisers (company-reported).
- Headquarters
- United States
- CEO
- Parker Ence
- Founders
- Parker Ence, Tim Chaves, Adam Kirk
- Funding stage
- Series B · latest round Feb 2026
- Capital raised
- $105M Verified
- Investors
- Insight Partners lead
- Battery Ventures
- Sorenson
- Pelion
- Citi Ventures
81
Pibit.aiAI underwriting OS (CURE) automating intake, document parsing, risk research and workflow for carriers and MGAs.InsuranceSan Francisco, CASeries A
Pibit's agentic underwriting services convert submissions into decisions for commercial, specialty and E&S carriers and MGAs, claiming 85% faster cycles.
What the agents do
Agents process submissions to decision-ready files.
Why it matters
Agentic underwriting for MGAs.
- Headquarters
- San Francisco, CA
- CEO
- Akash Agarwal
- Founders
- Akash Agarwal, Karan Bedi
- Funding stage
- Series A · latest round Nov 2025
- Capital raised
- $7.5M Verified
- Investors
- Stellaris lead
- Y Combinator
- Arali Ventures
Named customers
- HDVI
- Shepherd Insurance
- RMS Insurance Brokerage
- Kinetic
- Method Insurance
82
HadriusAgentic SEC/FINRA compliance infrastructure for RIAs and broker-dealers.Compliance & FinCrimeUnited StatesSeries A
Hadrius automates marketing review, e-comms surveillance, transaction monitoring, firm oversight, filings and continuing education for wealth firms, built by the Quantbase founders.
What the agents do
AI executes ongoing compliance reviews, surveillance and filings.
Why it matters
Brings agents to thousands of small RIAs' compliance programmes.
- Headquarters
- United States
- Founded
- 2023
- CEO
- Thomas Stewart
- Founders
- Thomas Stewart, Som Mohapatra, Allen Calderwood
- Funding stage
- Series A · latest round Jul 2026
- Capital raised
- $27M Verified
- Investors
- CRV lead
- Y Combinator
- Pathlight Ventures
83MossSpend-management platform whose Finance AI agents code 2M+ transactions a month under finance-team control.Spend & ProcurementBerlin, GermanySeries C
Moss combines cards, invoices and reimbursements with AI that automates accounting from document processing to reconciliation; it favours controllable agents over full autonomy.
What the agents do
Agents code transactions and prepare accounting.
Why it matters
New European fintech unicorn on finance AI.
- Headquarters
- Berlin, Germany
- Founded
- 2019
- CEO
- Ante Spittler
- Founders
- Ante Spittler, Anton Rummel, Ferdinand Meyer, Stephan Haslebacher
- Funding stage
- Series C · latest round Aug 2026
- Capital raised
- $32.4M Verified
- Investors
- Portage
- Cherry Ventures
Named customers
- TicketSwap
- CarWow
- Urban Sports Group
84NumeralManaged sales-tax and VAT compliance: registration, calculation, filing and remittance on a deterministic engine with AI.TaxSan Francisco, CASeries C
Numeral fully manages sales tax for e-commerce and SaaS brands (nexus monitoring, registration, filing, remittance, exemption certificates) using a deterministic engine plus AI automation and in-house specialists.
What the agents do
Automated filing and remittance with AI-handled workflows.
Why it matters
Fast-growing AI-automated tax compliance.
- Headquarters
- San Francisco, CA
- Founded
- 2023
- CEO
- Sam Ross
- Founders
- Sam Ross, Matt DuVall
- Funding stage
- Series C · latest round Sept 2026
- Capital raised
- $157M Verified
- Investors
- Insight Partners lead
- Benchmark
- Mayfield
- Salesforce Ventures
- Y Combinator
Named customers
- Ridge
- Eight Sleep
- Graza
- Grüns
- Manus
85
HummingbirdFinCrime compliance orchestration platform with Research and Review agents that compile due diligence and complete cases.Compliance & FinCrimeSan Francisco, CASeries B
Hummingbird's June 2026 Research Agent builds due-diligence reports from internal and external data and its Review Agent applies institutions' policies to case completion, with adjustable autonomy and unified audit trail.
What the agents do
Agents research and complete FinCrime cases.
Why it matters
Case-management incumbent adding agents.
- Headquarters
- San Francisco, CA
- Founded
- 2016
- CEO
- Joe Robinson
- Founders
- Joe Robinson, Matt Van Buskirk
- Funding stage
- Series B · latest round Dec 2021
- Capital raised
- $41.8M Verified
- Investors
- Battery Ventures lead
- Flourish Ventures
86
InscribeDocument-fraud detection repositioned around AI Risk Agents that complete onboarding and underwriting reviews.Fraud & DisputesSan Francisco, CA / DublinSeries B
Inscribe detects altered and fake documents for banks, lenders and fintechs; its AI Risk Agents (built on Claude) run multi-step fraud, credit and compliance reviews.
What the agents do
Risk agents complete document and underwriting reviews.
Why it matters
Fraud-detection vendor turned agent workforce.
- Headquarters
- San Francisco, CA / Dublin
- Founded
- 2017
- CEO
- Ronan Burke
- Founders
- Ronan Burke, Conor Burke
- Funding stage
- Series B · latest round Jan 2023
- Capital raised
- $38M Verified
- Investors
- Threshold Ventures lead
- Crosslink
- Foundry
- Uncork
Named customers
- Ramp
- Bluevine
- Navan
- Shift
87
KaajAgentic credit-intelligence platform turning SMB and equipment-finance loan packages into decision-ready files in minutes.Lending & CreditSan Francisco, CASeed
Kaaj's agents run KYB, bank-statement analysis, fraud checks and credit memos from any borrower package for SMB, equipment-finance and MCA lenders and brokers, integrated with CRMs.
What the agents do
Agents analyse full loan packages and draft credit memos.
Why it matters
Seed-stage company with real lender adoption.
- Headquarters
- San Francisco, CA
- Founded
- 2024
- CEO
- Utsav Shah
- Founders
- Utsav Shah, Shivi Sharma
- Funding stage
- Seed · latest round Nov 2025
- Capital raised
- $3.8M Verified
- Investors
- Kindred Ventures lead
- Better Tomorrow
- Karman
- Pythia
Named customers
- Amur Equipment Finance
- Quality Equipment Finance
- Fundr
88
ParaglideAI agents that run two-way billing conversations and chase overdue invoices inside finance systems.AP/AR & Order-to-CashMalmö, SwedenSeed
Founded by GetAccept's former CFO and head of engineering, Paraglide deploys AR agents that answer customer billing questions in existing email threads, follow up on overdue invoices and take actions in finance systems.
What the agents do
Agents handle invoice dialogue and collections end to end.
Why it matters
An early European agent-native AR company with credible investors.
- Headquarters
- Malmö, Sweden
- Founded
- 2025
- CEO
- Rasmus Areskoug
- Founders
- Rasmus Areskoug, Andreas Åström
- Funding stage
- Seed · latest round Jan 2026
- Capital raised
- $5M Verified
- Investors
- Bessemer Venture Partners
- DN Capital
- Born Capital
- The Nordic Web Ventures
Named customers
- Choco
- Ardoq
- Spiideo
89
CleavrAI collections agents that chase invoices by email, phone and SMS, match payments and escalate disputes.AP/AR & Order-to-CashParis, FranceSeed
Cleavr automates accounts receivable end to end: it finds contacts, runs follow-ups and AI calls, matches payments, handles credit notes and disputes and escalates to legal collections across six European markets.
What the agents do
Agents run collections across channels and reconcile payments.
Why it matters
Fast-growing European collections agent.
- Headquarters
- Paris, France
- Founded
- 2025
- CEO
- Baptiste Nassoy
- Founders
- Baptiste Nassoy, Arthur Guérin, Antoine Grenard
- Funding stage
- Seed · latest round Oct 2026
- Capital raised
- $9.7M Verified
- Investors
- Varsity lead
- Kima Ventures
- Better Angle
- Portfolio Ventures
90
StewardAI-first AML platform for complex investor onboarding and monitoring at funds and asset managers.Compliance & FinCrimeNew York / LondonSeed
Steward unifies document collection, screening, risk assessment and periodic reviews, with agents interpreting layered ownership and cross-border structures; it reports same-day onboarding in 80% of cases and $100B of assets under its compliance processes.
What the agents do
Agents interpret ownership structures and complete investor KYC/AML.
Why it matters
Brings agents to fund-side investor onboarding.
- Headquarters
- New York / London
- Founded
- 2025
- CEO
- Arik Oslerne
- Founders
- Arik Oslerne, Moshe Lieberman
- Funding stage
- Seed · latest round Mar 2026
- Capital raised
- $5M Verified
- Investors
- Motive Partners lead
- Outward VC
- Cooley
Named customers
- Connect Ventures
- Unruly Capital
- IAB Group
91
FarsightAI agents that produce finished banking deliverables (valuation models, buyer lists, decks, CIMs) inside Excel and PowerPoint.Investment ResearchNew York, NYSeries A
Farsight's agents execute end-to-end deliverable workflows for investment banks, PE firms, hedge funds and wealth managers, outputting models and decks rather than chat answers; it expanded a PitchBook partnership in Aug 2026.
What the agents do
Agents build models, buyer lists and pitch materials end to end.
Why it matters
Rogo/Hebbia competitor focused on finished outputs.
- Headquarters
- New York, NY
- Founded
- 2022
- CEO
- Samir Dutta
- Founders
- Samir Dutta, Noah Faro, Kunal Tangri
- Funding stage
- Series A · latest round Jun 2025
- Capital raised
- $16M Verified
- Investors
- SignalFire lead
- RRE Ventures
- Link Ventures
- K5
92EltropyCommunications platform for 750+ credit unions and community banks with an agentic AI platform for member service.Banking OperationsUnited States—
Eltropy launched an agentic AI platform (Mar 2026) where FIs create, govern and deploy agents within approved SOPs; KeyPoint Credit Union resolves 94% of member inquiries with it.
What the agents do
Agents authenticate members and resolve service requests.
Why it matters
Brings agents to a 750-FI installed base.
- Headquarters
- United States
- Founded
- 2014
- CEO
- Ashish Garg
- Founders
- Ashish Garg
- Funding stage
- Not disclosed
Named customers
- KeyPoint Credit Union
93
Kobalt LabsAI for bank third-party risk, internal audit and marketing compliance reviews.Compliance & FinCrimeUnited StatesSeries A
Kobalt Labs automates first-pass document reviews for third-party risk management, internal audit and marketing compliance at banks and fintechs, surfacing issues for human judgment; its own site positions the product as a copilot for third-party diligence.
What the agents do
AI performs initial TPRM and marketing reviews; humans decide.
Why it matters
Addresses sponsor-bank oversight, a 2025-26 regulatory pressure point.
- Headquarters
- United States
- CEO
- Kalyani Ramadurgam
- Founders
- Kalyani Ramadurgam
- Funding stage
- Series A · latest round Dec 2025
- Capital raised
- $12.7M Verified
- Investors
- First Harmonic lead
Named customers
- Chime
- Bilt
- Celtic Bank
- Emprise Bank
- Meriwest Credit Union
94DatarailsFinanceOS for FP&A, close and cash with AI Finance Agents that produce board-ready outputs.FP&A & PlanningTel Aviv / New YorkSeries C
Datarails unifies ERP, CRM, HRIS and Excel data for finance teams; its Strategy, Planning and Reporting agents (Jan 2026) generate board-ready PowerPoint, PDF and Excel outputs, and FinanceOS governs third-party AI access.
What the agents do
Agents generate planning and reporting deliverables.
Why it matters
Large FP&A vendor shipping agents.
- Headquarters
- Tel Aviv / New York
- Founded
- 2015
- CEO
- Didi Gurfinkel
- Founders
- Didi Gurfinkel, Eyal Cohen
- Funding stage
- Series C · latest round Jan 2026
- Capital raised
- $175M Verified
- Investors
- One Peak lead
- Qumra
- Vertex
- Zeev Ventures
95
Vivox AIRegulator-ready 'atomic' AI agents that automate Level-1 financial-crime compliance work.Compliance & FinCrimeLondon, UKSeed
Vivox deploys pre-trained, auditable agents (e.g. 'Rachel') for AML reviews, adverse media, sanctions screening, KYC/KYB and periodic reviews, each responsible for a defined task across onboarding and due diligence.
What the agents do
Atomic agents complete L1 compliance reviews 24/7.
Why it matters
Very early but explicit regulator-ready agent design.
- Headquarters
- London, UK
- Founded
- 2024
- CEO
- Tim Khamzin
- Founders
- Tim Khamzin
- Funding stage
- Seed · latest round Mar 2026
- Capital raised
- $1.7M Verified
- Investors
- Dan Cobley
Named customers
- TransferMate
- Altery
- Osome
- Telf
96
CasapAI software that automates payment disputes, chargebacks and first-party fraud handling for banks, credit unions and fintechs.Fraud & DisputesUnited StatesSeries A
Casap manages the dispute lifecycle from intake to provisional credit, merchant response and chargeback, using AI to detect first-party fraud; it won Best of Show at FinovateFall 2025.
What the agents do
AI runs dispute intake, decisioning and chargeback workflows.
Why it matters
Well-funded challenger in disputes automation.
- Headquarters
- United States
- Founded
- 2022
- CEO
- Shanthi Shanmugam
- Founders
- Shanthi Shanmugam, Saisi Peter
- Funding stage
- Series A · latest round Aug 2025
- Capital raised
- $33.5M Verified
- Investors
- Emergence Capital lead
- Lightspeed
- Primary
- SoFi
97
VeritusCompliant voice-first AI agents for consumer lenders from application funnel through early delinquency.Lending & CreditSan Francisco, CASeed
Veritus agents plug into loan-management systems to follow up with applicants, verify identity and negotiate payment plans; PCI, SOC 2 Type II and ISO certified (company).
What the agents do
Agents run borrower outreach and payment-plan negotiation.
Why it matters
Compliance-grade voice agents for lenders.
- Headquarters
- San Francisco, CA
- Founded
- 2025
- CEO
- Joshua March
- Founders
- Joshua March, David Schlesinger, Joey Stein
- Funding stage
- Seed · latest round Feb 2026
- Capital raised
- $10.1M Verified
- Investors
- Crosslink
- Threshold
- Emergence
- Y Combinator
98
SphereAI-native global indirect-tax compliance with direct links to 100+ tax authorities.TaxSan Francisco, CASeries A
Sphere's TRAM model codifies global tax law; the platform automates registration, calculation and filing of VAT, GST and sales tax for software and AI companies.
What the agents do
AI automates indirect-tax filing.
Why it matters
Tax infrastructure for AI-native firms.
- Headquarters
- San Francisco, CA
- Founded
- 2024
- CEO
- Nicholas Rudder
- Founders
- Nicholas Rudder
- Funding stage
- Series A · latest round Nov 2025
- Capital raised
- $21M Verified
- Investors
- Andreessen Horowitz lead
- Y Combinator
- Felicis
Named customers
- Lovable
- Replit
- Windsurf
- Deel
- ElevenLabs
99
MurphyVoice AI agents that recover debt in 30+ languages for banks, BNPL, telcos and utilities, paid on outcomes.Lending & CreditBarcelona, SpainSeed
Murphy's multilingual voice agents work alongside SMS, email and WhatsApp to negotiate repayments for creditors and collection agencies, charging a success-based fee; selected for NatWest's 2026 AI fintech programme.
What the agents do
Voice agents negotiate and recover debts.
Why it matters
A Spanish startup bringing AI agents to collections and financial remediation.
- Headquarters
- Barcelona, Spain
- CEO
- Borja Sole
- Founders
- Borja Sole, Marc Sanchez
- Funding stage
- Seed · latest round Jul 2025
- Capital raised
- $15M Verified
- Investors
- Northzone lead
- ElevenLabs
- Lakestar
- Seedcamp
100
PoshVoice and digital AI agents for credit unions and banks that resolve member requests 24/7.Banking OperationsBoston, MAStrategic
MIT spin-out Posh provides voice agents, chat agents and a staff knowledge assistant integrated with cores such as Corelation KeyStone, serving 100-200+ institutions.
What the agents do
Agents resolve member service requests via core integrations.
Why it matters
Established voice-agent vendor for credit unions.
- Headquarters
- Boston, MA
- Founded
- 2018
- CEO
- Karan Kashyap
- Founders
- Karan Kashyap, Matt McEachern
- Funding stage
- Strategic · latest round Jun 2024
- Capital raised
- $45M Verified
- Investors
- Curql
- Canapi Ventures
- TruStage Ventures
No companies match these filters.
Methodology
How the 100 were selected
Every company was assessed on public evidence: company and investor announcements, regulatory filings and independent coverage. Marketing claims are labelled as company-reported and are never treated as verified.
- identified and screened
- deeply researched
- qualified on evidence
- selected for the 2026 Edition
Eight ranking dimensions
Qualified companies are scored out of 100. Weights are shown below; company-level scores are not published.
- Agentic finance relevance25
How directly autonomous agents initiate, execute or control financial work in the product, rather than assisting a person who does it.
- Market traction15
Evidence of production use at scale: deployments, volumes and adoption beyond pilots.
- Funding & financial strength10
Capital raised, excluding debt facilities. Valuation never contributes to this dimension.
- Customer quality10
Named customers and the strength of the evidence behind them.
- Differentiation10
What is distinctive about the product, data or approach compared with alternatives.
- Enterprise relevance10
Fit for regulated institutions and enterprise finance teams.
- Growth momentum10
Recency of funding and documented customer or revenue growth.
- Editorial relevance10
How clearly the company illustrates where agentic finance is heading. Commercial or other relationships with AI InterConnect play no part.
Principles
- Agents must do the work. Selection favours products in which autonomous agents perform financial work in production; tools that only assist a person score lower.
- Capital, not valuation. Funding strength uses capital raised. Debt is excluded and valuation is never scored.
- Evidence labels. Figures and customers are marked as verified, third-party estimate or company-reported.
- Independence. Commercial or other relationships with AI InterConnect play no part in selection or ranking.
- Wider ecosystem. Agent infrastructure providers, established industry leaders and AI-native operators are assessed separately and are not ranked in the 100.
- Geography. 66 of the 2026 Top 100 are based in North America. This reflects the evidence available through our research process and should not be interpreted as a measure of global market share.
The AI InterConnect Podcast
Conversations with the people building the market
The AI InterConnect Podcast hosts conversations with founders and leaders building with AI. Where a published episode features a company in the Top 100, it is linked from that company’s profile.
Podcast conversations play no part in selection or ranking.
No episodes are linked to Top 100 companies yet. Linked episodes will be listed here and on each company’s profile.
Get involved
Three ways to connect with the research.
Building agentic finance
Submit or update your company
Suggest a company for a future edition, or send a correction to a published profile. Every submission is assessed on public evidence, in the same way as every other company.
Submit a companyOpens at public launchJoin the conversation
The AI InterConnect Podcast
Conversations with founders and leaders building with AI in finance and beyond.
Listen to the podcastOpens at public launchFollow the research
Agentic Finance 100 · AI InterConnect Research
Updates to the Agentic Finance 100 and future publications from AI InterConnect Research.
Follow the researchOpens at public launch
Selection and ranking are independent of commercial relationships with AI InterConnect.