Key Takeaways
- • GeniosAI emerged from stealth with $19.1 million in combined seed and Series A funding, according to FinTech Futures.
- • The Series A was led by strategic partner FactSet, with participation from Zoom and General Catalyst.
- • GeniosAI is building an AI-powered financial intelligence stack (agents, financial ontology, traceable orchestration) aimed at institutional finance and investment teams.
- • The company says its technology is already in use with finance and investment teams at leading Fortune 500 global banks and technology companies.
- • CEO Prabhdeep Singh, previously of Microsoft and SambaNova Systems and linked to UiPath, co-founded the company with Gagan Nijjar and Michael McCormack.
Summary
US-based fintech GeniosAI has emerged from stealth with $19.1 million in combined seed and Series A funding, according to FinTech Futures. The Series A round was led by strategic partner FactSet, a financial intelligence fintech, with participation from Zoom and General Catalyst.
The company describes itself as an AI-powered financial intelligence platform offering institutions a unified AI stack that includes agents, financial ontology and traceable orchestration. The product is designed to deliver investment research and modelling analysis together with an accompanying audit trail. Company founders stress that outputs retain the sources, calculations, assumptions and review decisions behind each result, allowing institutions to trace, challenge and build on every number. CEO Prabhdeep Singh stated that "a financial answer is only useful if you can show how you got there."
The founding team, which the company says has more than 70 years of financial experience collectively, includes Singh, who previously led teams at Microsoft and SambaNova Systems and is associated with USuggest Corp and UiPath. He founded the venture with Gagan Nijjar and former Microsoft and UiPath colleague Michael McCormack.
According to a company statement, GeniosAI is bringing products to market for the office of the CFO and for investment professionals on both the buy side and the sell side. The company says it is combining its data with FactSet so that finance and investment teams receive analysis they can trace to its source, review, verify and build on. A connection with Zoom is intended to feed this data into internal finance reviews and earnings calls.
At launch, GeniosAI claims its technology is already in use with finance and investment teams at leading Fortune 500 global banks and technology companies. The article does not disclose valuation or detailed revenue figures.
The company describes itself as an AI-powered financial intelligence platform offering institutions a unified AI stack that includes agents, financial ontology and traceable orchestration. The product is designed to deliver investment research and modelling analysis together with an accompanying audit trail. Company founders stress that outputs retain the sources, calculations, assumptions and review decisions behind each result, allowing institutions to trace, challenge and build on every number. CEO Prabhdeep Singh stated that "a financial answer is only useful if you can show how you got there."
The founding team, which the company says has more than 70 years of financial experience collectively, includes Singh, who previously led teams at Microsoft and SambaNova Systems and is associated with USuggest Corp and UiPath. He founded the venture with Gagan Nijjar and former Microsoft and UiPath colleague Michael McCormack.
According to a company statement, GeniosAI is bringing products to market for the office of the CFO and for investment professionals on both the buy side and the sell side. The company says it is combining its data with FactSet so that finance and investment teams receive analysis they can trace to its source, review, verify and build on. A connection with Zoom is intended to feed this data into internal finance reviews and earnings calls.
At launch, GeniosAI claims its technology is already in use with finance and investment teams at leading Fortune 500 global banks and technology companies. The article does not disclose valuation or detailed revenue figures.
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