
Automated Data is an enterprise intelligence platform designed to connect an organization's disparate data sources, including documents, emails, CRMs, and other systems. The platform aims to help financial services firms, particularly family offices, find answers faster, automate workflows, and make more informed decisions. Key product features include enterprise search, information unification, workflow automation, smart data organization, data matching for entity resolution, and visualization of entity relationships. The company highlights improvements in research and preparation time (3.2x) and faster access to information (90%). Automated Data focuses on providing clarity, speed, and efficiency through its no-code platform, enabling users without technical expertise to manage and leverage their data effectively.

Automated Data is an enterprise intelligence platform designed to connect an organization's disparate data sources, including documents, emails, CRMs, and other systems. The platform aims to help financial services firms, particularly family offices, find answers faster, automate workflows, and make more informed decisions. Key product features include enterprise search, information unification, workflow automation, smart data organization, data matching for entity resolution, and visualization of entity relationships. The company highlights improvements in research and preparation time (3.2x) and faster access to information (90%). Automated Data focuses on providing clarity, speed, and efficiency through its no-code platform, enabling users without technical expertise to manage and leverage their data effectively.
Location: New York, NY
Founded: 2023
Headcount: 13
Product focus: Enterprise intelligence platform for connecting, cleaning, and automating structured and unstructured data
Primary customers: Family offices and investment teams
Notable investor: Tenity
Data fragmentation and inefficient access to enterprise unstructured and structured data within financial services organizations.
2023
Enterprise software / Financial services technology
840000.00
Last funding date listed as 2024-09-02 with total funding amount recorded as 840000.00 USD in provided evidence.
“Tenity (lead/backer) and OPCO Ventures listed as investors”