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GenieAI is the leading AI-powered Portfolio and Risk Management System designed for modern asset managers. It combines advanced predictive analytics and generative AI to enhance portfolio…

GenieAI is the leading AI-powered Portfolio and Risk Management System designed for modern asset managers. It combines advanced predictive analytics and generative AI to enhance portfolio…
Sector: AI portfolio, risk, and operations platform for institutional & digital-asset managers
Headquarters: Boston, MA
Employees: 10
Notable investors: Coinbase Ventures; Bain Capital Ventures; Goodwater Capital; Arca; Sierra Ventures; Venrex; Fasanara Digital
Funding: Seed (2019) and Series A (reported Oct 23, 2024)
Portfolio management, risk analytics, investment operations, and verified SMA track record provision for asset allocators.
Financial technology / Asset management software
£2.0M (≈£1.2M equity + £0.8M UK grant)
Round combined equity investment and a UK government grant (UK Research and Innovation / Innovate UK) aimed at product development.
Series A reported with GV and Khosla Ventures named as lead investors.
“Backed by Coinbase Ventures; Bain Capital Ventures; Goodwater Capital; Arca; Sierra Ventures; Venrex; Fasanara Digital”
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