Enterprise-Grade AI for Financial Services

AI Transformation for
Hedge Funds

StackAI helps hedge funds accelerate research, streamline compliance, and reduce operational overhead—with secure, governed workflows built for high-stakes decision-making.

Analyze currency spreads and surface trade opportunities

Get instant insights from top accounts

Summarize IC memos and generate reports

Enterprise-Grade AI for Financial Services

AI Transformation for
Hedge Funds

StackAI helps hedge funds accelerate research, streamline compliance, and reduce operational overhead—with secure, governed workflows built for high-stakes decision-making.

Enterprise-Grade AI for Financial Services

AI Transformation for
Hedge Funds

StackAI helps hedge funds accelerate research, streamline compliance, and reduce operational overhead—with secure, governed workflows built for high-stakes decision-making.

Analyze currency spreads and surface trade opportunities

Get instant insights from top accounts

Summarize IC memos and generate reports

Secure AI for Hedge Funds

StackAI helps hedge funds accelerate research, streamline compliance, and reduce operational overhead—with secure, governed workflows built for high-stakes decision-making.

On-premise deployment
On-premise deployment
On-premise deployment
Built-in governance and analytics
Built-in governance and analytics
Built-in governance and analytics
White-glove support from AI experts
White-glove support from AI experts
White-glove support from AI experts
Templates for compliance, research, and client support
Templates for compliance, research, and client support
Templates for compliance, research, and client support

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Case Studies

Trusted by Leading Hedge Funds

From macro shops to multi-strats, funds use StackAI to synthesize research, scale investment ops, and eliminate hours of manual review across filings, memos, and market data.

Case Studies

Trusted by Leading Hedge Funds

From macro shops to multi-strats, funds use StackAI to synthesize research, scale investment ops, and eliminate hours of manual review across filings, memos, and market data.

Case Studies

Trusted by Leading Hedge Funds

From macro shops to multi-strats, funds use StackAI to synthesize research, scale investment ops, and eliminate hours of manual review across filings, memos, and market data.

StackAI deployed secure, access-controlled AI agents that surface institutional insights, automate investor intelligence, and detect FX signals. Analysts report 65–80% less time spent combing through memos.

Workflows used

IC memo retrieval
Currency arbitrage research
CRM communications and reporting

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

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

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

Use Cases Collection

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

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

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.

Platform

The AI Transformation Platform for Hedge Funds

Automate client reporting, portfolio operations, and compliance workflows with agents that process complex documents and ensure audit-ready accuracy.

Platform

The AI Transformation Platform for Hedge Funds

Automate client reporting, portfolio operations, and compliance workflows with agents that process complex documents and ensure audit-ready accuracy.

Platform

The AI Transformation Platform for Hedge Funds

Automate client reporting, portfolio operations, and compliance workflows with agents that process complex documents and ensure audit-ready accuracy.

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

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.

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

We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.

Healthcare

001

HIPAA

We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.

Healthcare

001

HIPAA

We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.

Healthcare

001

SOC 2 Type II

We adhere to rigorous standards in areas such as information processing, data retention, and access control.

SECURITY

002

SOC 2 Type II

We adhere to rigorous standards in areas such as information processing, data retention, and access control.

SECURITY

002

SOC 2 Type II

We adhere to rigorous standards in areas such as information processing, data retention, and access control.

SECURITY

002

GDPR

We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.

Europe

003

GDPR

We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.

Europe

003

GDPR

We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.

Europe

003

our clients' opinions

Proven Impact, In Our Customers' Words

our clients' opinions

Proven Impact, In Our Customers' Words

our clients' opinions

Proven Impact, In Our Customers' Words

StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of Agents—StackAI provides a reliable foundation for building and running production-ready AI systems.

Stefan Galluppi

Chief Information Officer, LifeMD

StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of Agents—StackAI provides a reliable foundation for building and running production-ready AI systems.

Stefan Galluppi

Chief Information Officer, LifeMD

StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of Agentic workflows—StackAI provides a reliable foundation for building and running production-ready AI systems.

Stefan Galluppi

Chief Information Officer, LifeMD

StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.

Doug Williams

Gen AI Lead, MIT Martin Trust Center

StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.

Doug Williams

Gen AI Lead, MIT Martin Trust Center

StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.

Doug Williams

Gen AI Lead, MIT Martin Trust Center

With StackAI, work that once took a week now runs in five minutes—producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.

Brian Hayt

Director of BI, Noblereach

With StackAI, work that once took a week now runs in five minutes—producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.

Brian Hayt

Director of BI, Noblereach

With StackAI, work that once took a week now runs in five minutes—producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.

Brian Hayt

Director of BI, Noblereach

FAQ

Frequently Asked Questions

About AI Agents and the Enterprise AI Platform

FAQ

Frequently Asked Questions

About AI Agents and the Enterprise AI Platform

FAQ

Frequently Asked Questions

About AI Agents and the Enterprise AI Platform

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

Get started

Let’s Build AI Agents for Hedge Funds, Together

Book a demo to see how AI agents can help financial firms process unstructured documents and perform complex analysis faster and more accurately.

Get started

Let’s Build AI Agents for Hedge Funds, Together

Book a demo to see how AI agents can help financial firms process unstructured documents and perform complex analysis faster and more accurately.

Get started

Let’s Build AI Agents for Hedge Funds, Together

Book a demo to see how AI agents can help financial firms process unstructured documents and perform complex analysis faster and more accurately.