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Fintellion
AI equity research and market-event monitoring tied to client portfolios, for wealth firms with investment teams
Austin, TX, USFounded 2025fintellion.aiNot yet confirmed by the company
What it does
Fintellion is an AI research platform aimed at wealth management firms where a CIO, investment committee or research team supports several client-facing advisors. Research-only buyers such as asset managers and independent research shops can also subscribe to the research products on their own.
The product is split into three modules. FinWatch tracks capital-markets events such as IPOs, SEC filings, corporate actions, earnings and dividend calendars. FinSight produces company research covering financials, filings, ratios, valuation, estimates and transcripts, with figures traced to source. FinAdvisor, in beta, loads client portfolios to show look-through exposure across the book, sector stress tests and pre-meeting briefs, with role-based access and an append-only audit trail.
Fintellion, Inc. is a Delaware corporation based in Austin, Texas, founded in 2025 by a former academic researcher. FinSight Pro is $99 per user per month and FinSight Edge $249; the full wealth platform is custom-priced.
Best for
- Serves
- RIAs, Asset managers
Features
- AI equity research reports
- Capital-markets event monitoring
- SEC filing intelligence
- Look-through client portfolio exposure
- Pre-meeting client briefs
- Book-level sector stress testing
- Append-only audit trail
Pricing and deployment
- Pricing model
- Tiered
- Published pricing
- FinSight Pro $99/user/month (7-day trial); FinSight Edge $249/user/month; full wealth platform custom pricing
- Deployment
- Cloud
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