geniosAI, the financial intelligence platform that transforms how institutions analyze, decide, and build on their expertise, today announced $19.1M in combined seed and Series A funding from FactSet, Zoom, and General Catalyst, with the Series A led by FactSet. geniosAI is bringing to market products for the office of the CFO and for investment professionals on both the buy side and the sell side.

Most AI tools in finance make an individual analyst faster. geniosAI is built for the institution: the assumptions, methods, and review decisions behind every piece of work stay with the firm, so expertise carries forward instead of leaving with the person or the project. Its AI domain stack combines a financial ontology, agents, and traceable orchestration, delivering deep analysis for investment research and modeling with the reasoning shown, and every figure traced back to the source it came from. As the work is captured, a firm’s expertise accumulates instead of resetting with every engagement. Because the work is captured rather than rebuilt, the assumptions, methods, and review decisions behind each analysis carry forward. The next assignment starts from what a team already established rather than from nothing. The result is financial intelligence that compounds.

geniosAI and FactSet are bringing FactSet’s data together with geniosAI’s proprietary platform, so that finance and investment teams are served analysis they can trace to its source, review, verify, and build on. Zoom powers the conversations where decisions are made, from internal finance reviews to earnings calls, and geniosAI brings financial intelligence into the conversation. geniosAI is already in use with finance and investment teams at leading Fortune 500 global banks and technology companies to prepare for earnings, including how results compare with peers and analyst expectations, what stands out, and the questions analysts are likely to ask.

“The value of data is defined by how decisively you can act on it. As AI makes access to intelligence abundant, confidence comes from understanding and trusting where every answer comes from. We are bringing FactSet’s trusted data together with geniosAI’s traceable analysis to help teams move from insight to decision with greater conviction and speed,” said Sanoke Viswanathan, Chief Executive Officer of FactSet.

“A financial answer is only useful if you can show how you got there. geniosAI keeps the sources, calculations, assumptions, and review decisions attached to the work, so the institution can trace every number, challenge it, and build on it the next time,” said Prabhdeep (PD) Singh, Co-Founder and Chief Executive Officer of geniosAI. “FactSet, as strategic partner and lead investor, brings to our platform trusted financial data and deep industry expertise. Zoom powers the conversations where financial decisions are made, and General Catalyst brings experience supporting technology companies as they build and scale. That’s the foundation for financial intelligence that compounds.”

“Zoom’s technology enables customers to drive work from conversation to completion. Our investment in geniosAI aligns with our focus on tools that help customers get the job done and builds on our growing strength in the finance function, from internal finance teams to some of the largest global financial institutions,” said Abhisht Arora, Chief Strategy Officer, Zoom.

“In my 25 years leading teams within financial institutions, I observed that the combination of banks not using technology to its potential and the divergence of work quality and efficiency across individual contributors manifested itself in various levels of service to customers,” said Madhu Namburi, managing director, General Catalyst. “As a result, the first wave of AI in finance focused on individual speed and productivity. However, the bigger opportunity in transforming customer value is delivering a higher level of intelligence and insights faster and with superior quality across the organization. geniosAI keeps judgment with the business, allowing intelligence to compound, while empowering individuals to apply that higher level of intelligence consistently across the organization. I believe that’s what will separate the institutions that adopt AI and evolve with it from those that are overcome by it.”

About geniosAI

geniosAI builds a financial intelligence agent platform for banks, investment teams, and the Office of the CFO. Its AI domain stack combines financial ontology, agents, and traceable orchestration, delivering deep analysis for investment research and modeling with the reasoning shown and every figure traced back to the source it came from. Because the work is captured rather than rebuilt, a firm’s expertise accumulates instead of resetting with every engagement: financial intelligence that compounds. Co-founded and led by CEO PD Singh geniosAI is headquartered in San Jose, California. Learn more at geniosai.co.

About FactSet

FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that help our clients maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy side, sell side, wealth management, private equity, and corporate sectors. With over 48 years of expertise, a presence in 20 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,200 global clients and over 260,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success. Learn more at www.factset.com and follow us on X and LinkedIn.

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