Unify data, automate financial operations, and accelerate research workflows with intelligent Agents. We build the GenAI infrastructure that transforms how finance teams operate.
Built for: Asset Management • Trading • Banking • Insurance • Wealth Management • Financial Advisory • Alternative Investments • Hedge Funds • Venture Capital • Brokerage • Economic Research • Financial Research
Seamless Integration With
Fragmented market data, delayed portfolio positions, and manual research workflows slow down investment decisions. When you're making portfolio moves on stale data, you're leaving alpha on the table.
Market data scattered across Bloomberg, Refinitiv, and proprietary systems. Portfolio positions updated manually. Research insights trapped in documents. Investment decisions delayed by data gathering.
Real-time portfolio positions across all brokers. Market data unified and queryable. AI Agents synthesize research and flag opportunities. Investment decisions made on live, integrated data.
Adjust the inputs — outputs update instantly.
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Based on finance industry benchmarks. Indicative only.
Get a precise analysisUnify all data sources. Bloomberg, Refinitiv, prime brokers, custodians, and proprietary research systems flow into a single, queryable intelligence layer for portfolio operations and research.
API-first connection to all financial tools.
Automated linking from SQL, PDFs, and market feeds into governed spreadsheets, models, and reporting packs.
Generative AI Agents act as your research and operations team. They synthesize market data, analyze portfolio positions, surface investment opportunities, and automate research workflows.
Positions & intelligence
Real-time position visibility across all brokers and custodians — always current, always actionable for portfolio construction decisions.
Research & insights
Analyzes research documents, market data, and economic indicators to surface investment insights.
Reporting & risk
Automated attribution analysis, risk metrics, compliance automation and performance reporting across portfolios.
Instruct AI in natural language to execute high-value workflows: build reports, draft investment materials, update models, and launch research workflows with human approval.
"Build this week's portfolio review deck with updated exposures and top risk contributors."
Investor reports, attribution packs, and executive summaries generated, checked, and distributed on schedule.
Generate investment memos, refresh valuation models, and publish research briefs from live data sources.
Deployed infrastructure delivering measurable ROI.
"We reduced trade reconciliation latency from 48 hours to real-time. The AI Agents handle 90% of position matching across prime brokers automatically."
Head of Trading Ops
$2B Hedge Fund
"Trade reconciliation errors used to cost us $200k/year in failed settlements. Since implementing ThetaSeek's validation layer, we haven't had a single reconciliation discrepancy."
Fund Operations Lead
Multi-Strategy Asset Manager
"NAV calculation is now automated daily. Our portfolio operations team focuses on risk management instead of manual position reconciliation."
Portfolio Operations Director
Quantitative Investment Firm
Your Investment Operations never sleep again.