Boosted.ai

Boosted.ai provides Alfa an agentic AI platform purpose-built for finance teams to automate research monitoring and analysis.

What is

Boosted.ai

?

Boosted.ai is a specialized AI platform for financial professionals that offers Alfa, an agentic AI system designed to help finance teams cut through data overload and automate critical workflows. The platform enables automated research and monitoring across financial data sources, including earnings calls analysis for the Russell 1000, SEC filings analysis, competitor research, and macro environment commentary. Trusted by firms managing over $5 trillion in assets including Morgan Stanley, Scotiabank, RBC, and other major financial institutions, Boosted.ai helps reduce operational drag by automating repetitive tasks like market monitoring, research, and reporting while maintaining transparent, explainable AI outputs that meet compliance requirements.

Key Features
  • Agentic AI workflows for automated research
  • Earnings call analysis across Russell 1000
  • SEC filings monitoring and analysis
  • Competitor analysis automation
  • Macro environment commentary generation
  • Stock screening with qualitative/quantitative criteria
  • Watchlist monitoring and news alerts
  • Web crawling for data tracking
Pricing
  • Contact for pricing
  • Enterprise solutions for financial institutions
  • SOC2 Type II compliant platform
Pros:
  • Trusted by $5+ trillion in assets under management
  • SOC2 Type II compliant with enterprise security
  • Explainable AI outputs for regulatory compliance
  • 108+ hours saved per quarter through automation
  • Vast data partnerships (S&P Global, OWL Analytics, ORATS)
  • Purpose-built for finance with industry expertise
Cons:
  • Trusted by $5+ trillion in assets under management
  • SOC2 Type II compliant with enterprise security
  • Explainable AI outputs for regulatory compliance
  • 108+ hours saved per quarter through automation
  • Vast data partnerships (S&P Global, OWL Analytics, ORATS)
  • Purpose-built for finance with industry expertise
Who is it for?
  • Investment professionals and fund managers
  • Financial analysts conducting research
  • Portfolio managers monitoring holdings
  • Hedge funds and asset management firms
  • Investment banks and financial institutions
  • Wealth management advisors
Best use cases
  • Thesis validation and investment research
  • Competitor analysis and market intelligence
  • Macro analysis and commentary
  • Earnings summaries and call analysis
  • Stock screening and portfolio monitoring
  • Watchlist monitoring and news alerts
API Integrations
  • Financial data provider partnerships
  • API integrations for financial platforms
  • Enterprise system connections
Security
  • SOC2 Type II compliance certification
  • Enterprise-grade security protocols
  • Financial industry compliance standards
  • Explainable AI for audit trails
Implementation
  • Implementation typically takes 1-2 weeks for basic setup, with 2-4 weeks for full workflow customization and integration with existing financial systems.
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