geniosAI raises $19.1m to expand AI-powered solutions

By Divya Shah

Why this matters: geniosAI demonstrates how AI can support investment research, financial modelling and decision-making across financial institutions.

Financial intelligence platform geniosAI has secured $19.1 million through combined seed and Series A funding rounds to expand its AI-powered solutions for financial institutions and investment professionals. 

FactSet led the Series A round, with participation from Zoom and General Catalyst. The company is developing AI tools for finance teams, particularly those working in the office of the CFO, as well as investment professionals across buy-side and sell-side businesses. 

Unlike traditional AI tools that mainly focus on helping individual analysts complete tasks faster, geniosAI aims to help financial institutions retain and build on their collective knowledge. Its platform captures the assumptions, research methods and review decisions behind financial analysis, allowing organisations to preserve important information when employees leave or projects end. 

The platform combines financial data, AI agents and traceable workflows to support investment research and financial modelling. It also allows users to review the reasoning behind its outputs, with each figure linked to its original source. 

By retaining completed research and analysis, geniosAI aims to help financial teams use previous findings as a starting point for new assignments rather than repeating the same work. 

Through its partnership with FactSet, the platform will combine FactSet’s financial data with geniosAI’s technology. This will allow finance and investment teams to produce analysis that can be traced, reviewed, verified and updated. 

Zoom will also support the platform by connecting financial intelligence with business conversations, including internal finance meetings and earnings calls. The aim is to bring relevant financial information directly into discussions where business and investment decisions are made. 

geniosAI is already being used by finance and investment teams at major global banks and technology companies to prepare for earnings announcements. Its applications include comparing company results with competitors and analyst forecasts, identifying important financial developments and anticipating questions from analysts. 

Prabhdeep (PD) Singh, co-founder and CEO of geniosAI, said financial analysis needed to be transparent, with sources, calculations and assumptions available for review. 

He added that FactSet would contribute financial data and industry expertise, while Zoom would support the conversations where financial decisions take place. General Catalyst would bring experience in helping technology companies grow and scale.