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The AI Transformation Platform for Alternative Investment Management

The AI Transformation Platform for Alternative Investment Management

Trusted by

Bootcamp

Become an AI Agent Leader at Elliott Management

Host the AI Agents 101 Bootcamp at Elliott Management. We'll come to you!

Bootcamp

Become an AI Agent Leader at Elliott Management

Host the AI Agents 101 Bootcamp at Elliott Management. We'll come to you!

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

Foundational Knowledge

Learn the core concepts of AI agents: what they are, how they work, and features like Retrieval-Augmented Generation (RAG), security, and integrations.

Real-World Applications

Explore how AI agents can automate tasks, support decision-making, and create efficiencies in your work or organization through tailored use-cases.

Hands-On Building

Design and deploy your first AI agent, no coding skills needed. Leave with working AI agents tailored to your own needs. Need help? We'll be there to support.

low-angle photography of building

Secure Agentic AI for Activist Research, Portfolio Monitoring, and Compliance Automation

StackAI helps activist and multi-strategy hedge funds like Elliott Management deploy secure AI agents that connect to internal research repositories, automate investment memo generation, streamline compliance and capital account workflows, and surface actionable insights across complex, multi-asset portfolios—with enterprise-grade security, SOC 2 compliance, and full auditability.

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 activist investing research, IC memo generation, and portfolio compliance
Templates for activist investing research, IC memo generation, and portfolio compliance

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 investment research, strengthen client relations, and sharpen decision-making with AI agents.

Case Studies

Trusted by Leading Hedge Funds

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

A multi-billion-dollar hedge fund deployed StackAI's AI agents to streamline investment research, analyze large volumes of data, and enhance client relations workflows — enabling sharper, faster decision-making across the firm.

Workflows used

AI-powered investment research and client relations.
Data-driven investment decision-making
Streamlined research workflows
cityscape photography of high-rise building

How a Multi-Billion-Dollar Hedge Fund Uses AI Agents to Enhance Client Relations and Sharpen Decision-Making

Use Cases Collection

10+ AI Agents for Wealth Management

Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents for Wealth Management

Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

integrations

Bring Agentic AI to

Bring Agentic AI to

Elliott Management

Elliott Management

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