Boosted AI, Canada — Investment Research & Intelligence Platform
Mission
Help investment teams and financial institutions make smarter, faster, and more reliable investment decisions by automating research, insights, and workflow acceleration.
Context
Investment teams face data overload, fragmentation of sources, and significant time costs in research and analysis workflows. Traditional financial research depends heavily on manual analysis, which limits speed, consistency, and coverage across expanding data sets. CXOs in asset management, wealth, and institutional investing need technology that translates data into decision-ready insights while maintaining governance, compliance, and explainability in highly regulated environments.
AI Asset
Boosted.ai delivers a finance-specific AI investment research and decisioning platform — primarily delivered through its flagship system, Alfa — that:
-
Processes and analyzes billions of tokens monthly to surface actionable intelligence
-
Mirrors investment workflows to automate labor-intensive tasks
-
Generates research insights, risk signals, and portfolio analytics
-
Provides agentic AI assistants that act on behalf of analysts and portfolio managers
Boosted.ai’s platform is built for institutional finance teams and wealth managers, providing transparency, customization, and enterprise-grade governance.
Proof
-
300+ global clients across institutional and wealth platforms (asset managers, hedge funds, advisors)
-
Platform users collectively manage in excess of $3T+ to $5T+ in assets under management (AUM) across client firms — demonstrating institutional scale adoption
-
50,000+ live agents deployed to find insights for clients across markets
-
120B+ tokens processed monthly, showing real-time data at scale
-
Named to the 2023 CB Insights AI100 list of most innovative AI startups, validating industry recognition and innovation leadership
These figures reflect enterprise usage, global scale, and real operational integration — not small pilots.
Outcomes
-
Accelerated investment research by reducing manual analysis time
-
Higher decision confidence through explainable and transparent insights
-
Workflow automation that scales analyst capacity without proportional headcount increases
-
Competitive edge for asset managers and wealth teams via proactive, data-driven insights
Website
Reference Videos
1️⃣ Boosted.ai CEO Josh Pantony on Revolutionizing Finance with AI
https://www.youtube.com/watch?v=HhuPOa69pb4
Features the Boosted.ai CEO discussing how their AI-driven platform enhances investment performance and decision making in finance.
2️⃣ Gen AI Use Cases for Investment Managers
https://www.youtube.com/watch?v=mkPVA5mHlNU
Explains real applications of generative AI in investment workflows — useful for context around Boosted.ai’s use cases.
