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The AI Transformation Platform for Quantitative Finance

The AI Transformation Platform for Quantitative Finance

Trusted by

low-angle photography of building

Secure Agentic AI for Quantitative Research, Risk Management, and Trading Operations

StackAI helps hedge funds like Citadel deploy secure AI agents that connect to internal research, market data, and portfolio systems—automating investment memo generation, compliance workflows, and document analysis with enterprise-grade security, on-prem deployment, and full governance controls.

On-premise deployment
On-premise deployment
Built-in governance and analytics
Built-in governance and analytics
White-glove support from AI experts
White-glove support from AI experts
Templates for quantitative research, portfolio risk analysis, and investment memo generation
Templates for quantitative research, portfolio risk analysis, and investment memo generation

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Governance

Multi-Layer Governance

Governance on StackAI ensures that AI agents are built and deployed safely, so enterprises can scale their AI initiatives with confidence.

Granular RBAC

Create custom roles and groups

Global Policy

Admins set cross-cutting policy

Agentic Development Life Cycle

The safest path from prototype to production

Analytics

Customizable audit logs and global analytics

Delegated Permissions

Enforce end-user access to sensitive information

Scope Control

Assign users and groups to private folders

Case Studies

Trusted by Leading Hedge Funds

Leading hedge funds and asset managers trust StackAI to accelerate research, strengthen client relations, and sharpen investment decision-making with AI agents.

Case Studies

Trusted by Leading Hedge Funds

Leading hedge funds and asset managers trust StackAI to accelerate research, strengthen client relations, and sharpen investment decision-making with AI agents.

A multi-billion-dollar hedge fund used StackAI to deploy AI agents that streamline research, automate information retrieval, and enhance client relations workflows — sharpening the speed and quality of investment decision-making.

Workflows used

AI-powered client relations and investment research.
Automated information retrieval for faster decision-making
Streamlined portfolio strategy and analytics
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How a Multi-Billion-Dollar Hedge Fund Uses AI Agents to Enhance Client Relations and Sharpen Decision-Making

Use Cases Collection

10+ AI Agents Transforming Finance

Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents Transforming Finance

Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

integrations

Bring Agentic AI to

Bring Agentic AI to

Citadel

Citadel

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

GDPR

Advanced privacy standards for the protection of personal data.

Europe

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

003

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004