Boosted.ai
AI investment research platform for monitoring portfolios and drafting memos.
boosted.aiBoosted.ai's Alfa platform monitors companies, portfolios and markets, flags material events and produces research briefs and memos that link to filings and transcripts. The company says it sells to investment teams, brokerages and individual investors rather than only to advisors.
Boosted.ai was founded in 2017 and is based in Toronto and New York. It announced a bridge round of about US$15 million in November 2024, which it said brought total funding to $61 million.
What it does
- Event monitoring
- Sourced research briefs
- Investment memos
- Alerts
- APIs for brokerages
Coverage
No stories on Boosted.ai in our recent coverage yet. Follow it and we’ll email you when one runs.
Others in AI tools
All AI tools vendors- AveniUK AI platform for advice meeting capture, suitability drafting and compliance review.
- PowderAI agents that read client statements and estate documents and build advisor proposals.
- QdeckAI copilot for advisors that answers client questions and builds proposals.
- TIFIN AIAI platforms for wealth firms from TIFIN, including Magnifi, Sage and Axis.
- CaddiAI platform that finds and automates back-office work at RIAs and law firms.
- CatchlightAI lead-scoring and prospect-profile tool for wealth, banking and insurance firms.