FinServAI

8 AI agents for investment banking, PE, and fund ops

1 follower

8 AI agents for investment banking, PE, and fund ops

1 follower

AI-powered finance platform automating investment banking, private equity, compliance, and wealth management workflows. Generates pitch decks, market research, financial models, earnings reviews, KYC screening, and portfolio analysis in minutes. Integrates with FactSet, PitchBook, Morningstar, LSEG, S&P Global, and Moody’s to deliver faster insights, better accuracy, and streamlined financial decision-making.

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Launch tags:Productivity•Fintech•SaaS

Launch Team

Tines The single, secure environment for agents, apps, and automations.

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Maker

📌

Hey Product Hunt! 👋 I'm the maker of FinServAI. I built this after watching analysts spend 14+ hours a week on tasks that should take minutes — building comps, formatting pitch decks, reconciling GL breaks, parsing KYC docs. The difference from generic AI tools: each agent is specialized for one workflow. The Pitch Agent knows what a CIM looks like. The GL Reconciler knows what a break trace requires. They don't hallucinate structure — they follow it. We're giving free access to the first 50 analysts and associates who sign up. No credit card, no commitment — just honest feedback. → finserv-ai-mu.vercel.app Happy to answer anything. What workflow would you want automated first?

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4mo ago

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