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geniosAI Secures $19.1M Funding for Financial Intelligence Platform

geniosAI, an AI firm, raised $19.1 million from FactSet, Zoom, and General Catalyst to build traceable financial analysis tools for institutions.

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Nov 9, 2026

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geniosAI Secures $19.1M Funding for Financial Intelligence Platform

geniosAI, an AI firm, raised $19.1 million from FactSet, Zoom, and General Catalyst to build traceable financial analysis tools for institutions.

In brief

geniosAI, an AI firm, raised $19.1 million from FactSet, Zoom, and General Catalyst to build traceable financial analysis tools for institutions. geniosAI secured $19.1 million in seed and Series A funding led by FactSet to expand its financial intelligence platform with traceable analysis for institutional users…

Funding Round Details

geniosAI raised $19.1 million in seed and Series A financing from FactSet, Zoom, and General Catalyst.

Strategic Partnerships

FactSet leads the round and serves as strategic partner to expand geniosAI's platform for corporate finance teams and financial institutions.

Platform Purpose

geniosAI develops AI systems to provide traceable financial analysis while preserving assumptions, calculations, and decision-making processes.

Key Challenge Addressed

The platform tackles enterprise AI adoption by ensuring financial analysis remains verifiable and institutional knowledge reusable across assignments.

Technology Features

geniosAI combines financial data modeling, specialized AI agents, and orchestration systems for multistep analysis coordination.

User Applications

The platform connects financial figures to sources while documenting calculations, assumptions, and review decisions for transparency.

Current Users

geniosAI is already used by finance teams at Fortune 500 banks and technology companies for earnings prep and competitor analysis.

Future Plans

geniosAI will develop products for CFO offices and investment professionals to improve consistency and reduce duplicated analytical effort.

Here's the gist

geniosAI secured $19.1 million in seed and Series A funding led by FactSet to expand its financial intelligence platform with traceable analysis for institutional users.

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