91of 100 · 2026 Edition
AI agents that produce finished banking deliverables (valuation models, buyer lists, decks, CIMs) inside Excel and PowerPoint.
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.
Agents build models, buyer lists and pitch materials end to end.
Rogo/Hebbia competitor focused on finished outputs.
RogoAI analyst agents that produce investment-banking and investor work product inside Excel, PowerPoint and firm data.
Samaya AIExpert research agents for investment banks and asset managers built on firm knowledge and licensed data.
HebbiaAI platform (Matrix) that runs multi-step document analysis for asset managers, banks and law firms.
LinqAlphaMulti-agent investment-research platform for hedge funds, asset managers and banks.
Model MLFinance agents that automate investment-banking document work such as pitch decks and diligence reports.
Finster AIAI-native research and deliverable workflows for investment banks, built with FactSet and backed by UBS.
AuquanAI agents for institutional finance: deal screening, IC memos, risk monitoring, KYC and LP reporting.
PinegapAgentic equity-research platform that deploys custom analyst agents for buy-side firms.FarsightAI agents that produce finished banking deliverables (valuation models, buyer lists, decks, CIMs) inside Excel and PowerPoint.Selection and ranking are independent of commercial relationships with AI InterConnect.