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Trusted by
Secure Agentic AI for Investment Research, Compliance, and Portfolio Reporting
StackAI helps global investment and advisory firms like Guggenheim Partners deploy secure AI agents that connect to internal research, deal documentation, and portfolio data across asset classes—automating compliance workflows, accelerating investment memo generation, and streamlining investor reporting with full auditability and governance controls.
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
A multi-billion-dollar investment fund deployed StackAI's AI agents to streamline research, surface insights faster, and enhance client relations workflows — enabling sharper, data-driven decision-making across their investment and advisory operations.
Workflows used
AI-powered investment decision-making.
Client relations automation
Accelerated research insights
How a Multi-Billion-Dollar Hedge Fund Uses AI Agents to Enhance Client Relations and Sharpen Decision-Making
integrations
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.
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HIPAA
Secure, certified handling of sensitive health information.
Healthcare
001
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
ISO 27001
Global excellence in information security management.
global
004
