Build Your AI Agent Stack

Meet Our AI Agents for Financial Research

Each AI Agent for Financial Research specializes in a key domain of investing, ready to integrate, embed, or scale with your platform

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New

Voice Agents for Portfolio Podcasts and News are now available

Voice Agents for Portfolio Podcasts and News are now available

Agentic AI in Finance

Explore our AI Agents for Financial Research

Each AI Agent has a specific focus area and is optimized for either professional research environments, financial platforms, or client-facing use cases.

Market & Economic Agent

This Agent focuses on the broader financial landscape, identifying macroeconomic trends and assessing sector-specific risks.

Market & Economic Agent

This Agent focuses on the broader financial landscape, identifying macroeconomic trends and assessing sector-specific risks.

Market & Economic Agent

This Agent focuses on the broader financial landscape, identifying macroeconomic trends and assessing sector-specific risks.

Company Analysis Agent

Ideal for diving deep into a single company, this Agent handles valuation metrics, business models, and peer comparisons.

Company Analysis Agent

Ideal for diving deep into a single company, this Agent handles valuation metrics, business models, and peer comparisons.

Company Analysis Agent

Ideal for diving deep into a single company, this Agent handles valuation metrics, business models, and peer comparisons.

Fund & ETF Agent

Designed to decode the structure, strategy, and holdings of funds and ETFs, helping users compare investment vehicles.

Fund & ETF Agent

Designed to decode the structure, strategy, and holdings of funds and ETFs, helping users compare investment vehicles.

Fund & ETF Agent

Designed to decode the structure, strategy, and holdings of funds and ETFs, helping users compare investment vehicles.

Portfolio Management Agent

A portfolio-focused Agent that supports advisors and analysts with asset allocation, performance insights, and risk diagnostics.

Portfolio Management Agent

A portfolio-focused Agent that supports advisors and analysts with asset allocation, performance insights, and risk diagnostics.

Portfolio Management Agent

A portfolio-focused Agent that supports advisors and analysts with asset allocation, performance insights, and risk diagnostics.

Cryptocurrency Agent

Tailored to crypto-native ecosystems, this Agent understands blockchain protocols, token economics, and network-level metrics.

Cryptocurrency Agent

Tailored to crypto-native ecosystems, this Agent understands blockchain protocols, token economics, and network-level metrics.

Cryptocurrency Agent

Tailored to crypto-native ecosystems, this Agent understands blockchain protocols, token economics, and network-level metrics.

Personal Investment Agent

This AI Agent assists retail investors with financial planning, tax strategy, and goal setting. It is best for personal financial goals, timelines and tax-efficiency.

Personal Investment Agent

This AI Agent assists retail investors with financial planning, tax strategy, and goal setting. It is best for personal financial goals, timelines and tax-efficiency.

Personal Investment Agent

This AI Agent assists retail investors with financial planning, tax strategy, and goal setting. It is best for personal financial goals, timelines and tax-efficiency.

Technical Analysis Agent

Provides a technical lens on financial markets, covering chart patterns, indicators, and trading signals. Best for price action, patterns and trading strategy support.

Technical Analysis Agent

Provides a technical lens on financial markets, covering chart patterns, indicators, and trading signals. Best for price action, patterns and trading strategy support.

Technical Analysis Agent

Provides a technical lens on financial markets, covering chart patterns, indicators, and trading signals. Best for price action, patterns and trading strategy support.

Fixed Income Agent

Built for investors, this Agent understands duration, credit spreads, and rate impacts on yield structures. Best for bond analysis, yield curve and rate scenarios.

Fixed Income Agent

Built for investors, this Agent understands duration, credit spreads, and rate impacts on yield structures. Best for bond analysis, yield curve and rate scenarios.

Fixed Income Agent

Built for investors, this Agent understands duration, credit spreads, and rate impacts on yield structures. Best for bond analysis, yield curve and rate scenarios.

Alternative Investments Agent

Explores non-traditional investments including real estate, commodities, hedge funds, and structured products.

Alternative Investments Agent

Explores non-traditional investments including real estate, commodities, hedge funds, and structured products.

Alternative Investments Agent

Explores non-traditional investments including real estate, commodities, hedge funds, and structured products.

Regulatory & Compliance Agent

Supports professionals in navigating financial regulation, tax frameworks, and compliance standards.

Regulatory & Compliance Agent

Supports professionals in navigating financial regulation, tax frameworks, and compliance standards.

Regulatory & Compliance Agent

Supports professionals in navigating financial regulation, tax frameworks, and compliance standards.

New

Voice Agents for Portfolio Podcasts and News are now available

Voice Agents for Portfolio Podcasts and News are now available

AI-powered Investment Solutions

Unlock AI-Powered Tools for Financial Innovation

Enable smarter experiences across your investment ecosystem.

Enable smarter experiences across your investment ecosystem.

B2B-2C Integration

For Financial Platforms

Empower Your Users and Launch AI Features

B2B-2C Integration

For Financial Platforms

Empower Your Users and Launch AI Features

B2B Enterprise

For Analysts & Advisors

Empower Your Teams and Optimize Workflows

B2B Enterprise

For Analysts & Advisors

Empower Your Teams and Optimize Workflows

Trusted by 10.000+ Investors Worldwide

Trusted by 10.000+ Investors Worldwide

100K+

Assets including stocks, ETFs, funds, and crypto, ready for in-depth analysis using our AI-powered investment solutions.

100K+

Assets including stocks, ETFs, funds, and crypto, ready for in-depth analysis using our AI-powered investment solutions.

15K+

As of today, Rize AI has already generated over 15,000 AI-powered financial analyses

15K+

As of today, Rize AI has already generated over 15,000 AI-powered financial analyses

Advanced Features

AI-powered Features

We build fast, with love, and always for our users. From investment chatbots to portfolio uploads to fully custom AI agents. Every feature is shaped by investor needs. No fluff, just powerful tools for smarter research.

Chatbot Interface

Interact with an intelligent chatbot that answers your questions in real time and supports you with stock analysis, research and web-browsing.

Chatbot Interface

Interact with an intelligent chatbot that answers your questions in real time and supports you with stock analysis, research and web-browsing.

Chatbot Interface

Interact with an intelligent chatbot that answers your questions in real time and supports you with stock analysis, research and web-browsing.

Company Reports & Transcripts

Access and summarize detailed company reports, slides and transcripts to make informed decisions based on comprehensive data.

Company Reports & Transcripts

Access and summarize detailed company reports, slides and transcripts to make informed decisions based on comprehensive data.

Company Reports & Transcripts

Access and summarize detailed company reports, slides and transcripts to make informed decisions based on comprehensive data.

Real-Time Data

Utilize real-time market data for more than 100.000 assets to stay up to date and react quickly to changes.

Real-Time Data

Utilize real-time market data for more than 100.000 assets to stay up to date and react quickly to changes.

Real-Time Data

Utilize real-time market data for more than 100.000 assets to stay up to date and react quickly to changes.

Generative UI

Experience an intuitive, AI-powered user interface that adapts to your needs and offers interactive charts to your question.

Generative UI

Experience an intuitive, AI-powered user interface that adapts to your needs and offers interactive charts to your question.

Generative UI

Experience an intuitive, AI-powered user interface that adapts to your needs and offers interactive charts to your question.

Portfolio Analysis

Analyze your portfolio with powerful tools, identify opportunities, and optimize your investments for maximum returns (coming soon).

Portfolio Analysis

Analyze your portfolio with powerful tools, identify opportunities, and optimize your investments for maximum returns (coming soon).

Portfolio Analysis

Analyze your portfolio with powerful tools, identify opportunities, and optimize your investments for maximum returns (coming soon).

Custom AI Agents

Create your own custom AI agents to automate processes, provide personalized insights, and enhance your research.

Custom AI Agents

Create your own custom AI agents to automate processes, provide personalized insights, and enhance your research.

Custom AI Agents

Create your own custom AI agents to automate processes, provide personalized insights, and enhance your research.

Agentic Audio in Finance

Voice Agents for Financial Platforms

Integrate daily AI-generated audio podcasts to keep your users informed

Integrate daily AI-generated audio podcasts to keep your users informed

Relevant News

Tailored to Users

Portfolio Podcasts for Finance

Deliver daily updates on what’s new in users portfolios: earnings releases, key market events, and company news that matters. AI-powered, personalized, and ready to scale across your user base.

Deliver daily updates on what’s new in users portfolios: earnings releases, key market events, and company news that matters. AI-powered, personalized, and ready to scale across your user base.

Customize Your Voice

Exclusive

Fully customizable to match your brand. Adapt the voice, content, and structure of each podcast to fit your user experience.

Fully customizable to match your brand. Adapt the voice, content, and structure of each podcast to fit your user experience.

Based on 10K+ Customers

Inform without the noise

We filter out the noise—delivering only what’s relevant to each portfolio’s specific holdings.

We filter out the noise—delivering only what’s relevant to each portfolio’s specific holdings.


Podcast for Investors

Investors no longer need to sift through hours of content—get what matters in under 60 seconds.

Investors no longer need to sift through hours of content—get what matters in under 60 seconds.

New

Audio for Financial Platforms

Empower Your Customers with AI Market Insights

Keep your users engaged on your financail platform

Keep your users engaged on your financail platform

Enhance User Engagement

Deliver daily portfolio podcasts users actually care about.

Empower Your Users

Give your users the insights they need, in a format they love.

Boost Monetization

Turn attention into revenue with personalized audio updates.

Launch Agentic AI for Finance

Build Your Agent Stack

Build Your Agent Stack

Whether you're equipping analysts with AI insights or enhancing user experiences on a client platform, these agents are modular and API-ready.

FAQ

Frequently Asked Questions

Check our frequently asked questions for more information on Agentic AI, integration and use cases

Check our frequently asked questions for more information on Agentic AI, integration and use cases

What are Rize AI Agents for Investments?

Rize Investment AI Agents are a specialized AI modules trained on financial knowledge for a specific domain like company analysis, portfolio management, or macroeconomics. Each agent delivers focused insights, eliminating irrelevant information.

Can I use multiple AI Agents at once?

How do I integrate an AI Agent into my platform?

Can I connect AI Agents to platform or user data?

Can I connect my own financial data API's?

Are the AI Investment Agents customizable?

Is an AI Agent output compliant with financial regulations?

Do the financial AI Agents learn over time?

What are AI Voice Agents for financial markets?

Can we control how the portfolio podcasts sound?

What are Rize AI Agents for Investments?

Rize Investment AI Agents are a specialized AI modules trained on financial knowledge for a specific domain like company analysis, portfolio management, or macroeconomics. Each agent delivers focused insights, eliminating irrelevant information.

Can I use multiple AI Agents at once?

How do I integrate an AI Agent into my platform?

Can I connect AI Agents to platform or user data?

Can I connect my own financial data API's?

Are the AI Investment Agents customizable?

Is an AI Agent output compliant with financial regulations?

Do the financial AI Agents learn over time?

What are AI Voice Agents for financial markets?

Can we control how the portfolio podcasts sound?

Launch AI in Your Financial Platform

Fill out our the contact form to speak to an expert

Launch AI in Your Financial Platform

Fill out our the contact form to speak to an expert

Launch AI in Your Financial Platform

Fill out our the contact form to speak to an expert