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Overall score
2.9/ 5
SME fit3/5
pricing pattern unclear
JTBD4/5
solid named JTBD
Integration4/5
API + 36 integrations
Trust2/5
new (<12mo), founded 2023
Quality1/5
no public rating
Compliance2/5
compliance unknown
About
WithAI is a research and portfolio workflow tool for institutional investors. It connects to the data sources buy-side analysts already use (FactSet, Bloomberg Terminal, AlphaSense, MSCI, Tegus, Refinitiv, Snowflake and more) and runs automated equity research on top of them.
Best for: Buy-side analysts and PMs at hedge funds or asset managers running fundamental research.
Pricing
No published pricing. Contact the vendor.
Key features
- Automated equity research workflows
- Integrates with FactSet, Bloomberg, AlphaSense and similar buy-side data sources
- White-glove onboarding
Integrations
MSCITradewebEnfusionSnowflakeTeamsTegusAlphaSenseJP MorganOpenBBFactSetYipitDataLinearAxiomaInteractive BrokersAladdinDaloopaAzureRavenPackGoldman SachsBloomberg TerminalTradingViewCanaryTableauS&P GlobalQuantConnectWordOmega PointGuidepointMoody'sOutlookAWSRefinitivBarraMorgan StanleyNasdaqPerplexity
Trust & compliance
- Stage range
- Idea → MVP
- Founded
- 2023
- Status
- active
- SOC 2
- unknown
- GDPR
- unknown
- Data residency
- unknown
- External rating
- n/a
- Last verified
- May 2026
Reviews
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