Project Pluto
Terminal X offers a superintelligent AI financial research and analysis agent designed for finance professionals. It automates complex, multi-step investment research workflows, delivering exhaustive and accurate insights in seconds. The platform integrates data from over 100,000 sources, including public and private research, filings, news, and social media, allowing users to centralize their data and retrieve knowledge from a single query. Terminal X's agent is built with custom AI technology that mimics the thinking process of an investment analyst, handling tasks like news runs, SEC filings, earnings analysis, and email chains to extract insights and build components of investment memos and trade theses. The company claims to provide real-time price signals that explain asset price movements, enabling data-driven decisions. Their business model is SaaS, offering plug-and-play AI agent solutions without the need for finetuning or in-house engineering.
Project Pluto
Terminal X offers a superintelligent AI financial research and analysis agent designed for finance professionals. It automates complex, multi-step investment research workflows, delivering exhaustive and accurate insights in seconds. The platform integrates data from over 100,000 sources, including public and private research, filings, news, and social media, allowing users to centralize their data and retrieve knowledge from a single query. Terminal X's agent is built with custom AI technology that mimics the thinking process of an investment analyst, handling tasks like news runs, SEC filings, earnings analysis, and email chains to extract insights and build components of investment memos and trade theses. The company claims to provide real-time price signals that explain asset price movements, enabling data-driven decisions. Their business model is SaaS, offering plug-and-play AI agent solutions without the need for finetuning or in-house engineering.
TL;DR
Product: Terminal X — AI financial research & analysis agent for investment professionals
Founded: 2022
HQ: New York City, United States
Funding: Seed (latest 2024-03-01); total funding reported as 9,400,000.00 USD
Investors: Dunamu; Mirae Asset Venture Investment; FuturePlay; UNBOUNDLAB; Chang Wook Kim; Kelvin Dongho Kim
9
Company Overview
Problem Domain
Automating financial research and analysis for investment professionals / institutional investing workflows.
Founded
2022
Industry
Fintech / Financial research
Funding Track Record
Investors listed for Pre-Seed include Mirae Asset Venture Investment, Kelvin Dongho Kim, FuturePlay, and Chang Wook Kim.
Investors in the Seed round include Dunamu and Mirae Asset Venture Investment.
Investor Signal
“Backed by institutional and strategic investors including Dunamu, Mirae Asset Venture Investment, FuturePlay, UNBOUNDLAB and individual investors Chang Wook Kim and Kelvin Dongho Kim.”