
Borealis Global Analytics provides AI-powered equity asset allocation insights for institutional money managers, financial advisors, and financial data companies. Their platform, Borealis CIO Co-pilot, simplifies research and analysis, saving time and boosting productivity by automating data analysis, simulating model portfolios, and delivering actionable insights. The company was founded by Sailesh S. Radha, inventor of the Medium-Term Country Yield Forecast (CY-M). Their offerings include Factor View and Macro View, with pricing plans starting at $2400/year for a Basic Plan which includes single factor analysis, multi-factor analysis, equity ratings, and a smart beta factor screener. They also offer enterprise partnerships, integrating their AI platform with TAMPs to enhance research capabilities.

Borealis Global Analytics provides AI-powered equity asset allocation insights for institutional money managers, financial advisors, and financial data companies. Their platform, Borealis CIO Co-pilot, simplifies research and analysis, saving time and boosting productivity by automating data analysis, simulating model portfolios, and delivering actionable insights. The company was founded by Sailesh S. Radha, inventor of the Medium-Term Country Yield Forecast (CY-M). Their offerings include Factor View and Macro View, with pricing plans starting at $2400/year for a Basic Plan which includes single factor analysis, multi-factor analysis, equity ratings, and a smart beta factor screener. They also offer enterprise partnerships, integrating their AI platform with TAMPs to enhance research capabilities.
Product: AI-driven equity asset-allocation SaaS (Borealis CIO Co-pilot; Macro View; Factor View; model-portfolio generation)
Customers: Institutional money managers, financial advisors, financial data companies
Founder: Sailesh S. Radha, Founder & CEO
Headquarters: Blythewood, South Carolina
Recent funding: Grant from South Carolina Research Authority (Nov 7, 2023) ~$50,000
Equity asset allocation, model-portfolio generation, factor analysis, country/sovereign equity selection
2015
Fintech / Asset allocation SaaS
$50,000
Grant announced Nov 7, 2023
“South Carolina Research Authority grant recipient”