Thematic
Thematic is an AI-powered platform that automates critical portfolio, index, and ETF workflows for institutional asset and crypto managers. It leverages generative AI, proprietary data pipelines, and institutional-quality financial data to enable investment professionals to quickly generate investment ideas, develop points of view, build and backtest portfolios, and track strategies over time. The platform offers natural language stock screening, contextual and financial factor analysis, and seamless integration into existing workflows via a powerful API. Thematic serves asset managers, hedge funds, equity analysts, family offices, RIAs, and broker/dealers, helping them accelerate research, identify alpha-generating opportunities, and build customized portfolios at scale with institutional-grade data and AI capabilities.
Thematic
Thematic is an AI-powered platform that automates critical portfolio, index, and ETF workflows for institutional asset and crypto managers. It leverages generative AI, proprietary data pipelines, and institutional-quality financial data to enable investment professionals to quickly generate investment ideas, develop points of view, build and backtest portfolios, and track strategies over time. The platform offers natural language stock screening, contextual and financial factor analysis, and seamless integration into existing workflows via a powerful API. Thematic serves asset managers, hedge funds, equity analysts, family offices, RIAs, and broker/dealers, helping them accelerate research, identify alpha-generating opportunities, and build customized portfolios at scale with institutional-grade data and AI capabilities.
TL;DR
What they do: AI platform automating portfolio, index, and ETF workflows for institutional asset and crypto managers
Product strengths: Generative AI, institutional-quality financial data, natural-language stock screening, backtesting
Customers: Asset managers, hedge funds, equity analysts, family offices, RIAs, broker/dealers
Founding / leadership: Founded by Steve (Steven) Carpenter; CEO
Known investor: Lux Capital (founding/backing investor)
Company Overview
Problem Domain
Investment research, index/ETF product development, portfolio construction and backtesting for institutional investors
Founded
2021
Industry
Fintech / SaaS / Investment research
Funding Track Record
Seed round announced March 2023; AirAngels also listed among investors in some profiles.
Investor Signal
“Backed by Lux Capital (founding investor and first customer)”