Company profile: AI Insight
1.1 - Company Overview
Company description
- Provider of online research, training, and compliance support for financial professionals focused on alternative investments, covering 200+ non-traded funds ($33B in assets) and 80+ alternative strategy mutual funds (~80% of category AUM); offerings include product education, CE e-learning and webinars, compliance tools for wealth firms and broker-dealers, industry reporting, performance monitoring, and the AltsEdge certificate with CAIA Association.
Products and services
- Alternative Investment Product Education Information: Online platform delivering research/training, compliance documentation, and performance monitoring for 200+ non-traded funds ($33B assets) plus 80+ alternative strategy mutual funds representing nearly 80% AUM
- Broker Dealer Regulatory Compliance, Reporting & Education: Compliance-oriented toolkit that delivers analysis, comparison, and update tracking on alternative investments, tailored for wealth management firms, private banks, and broker-dealers
- AltsEdge: Certificate-based program, built with CAIA Association, offering practical alternative investment knowledge and awarding up to 10 continuing education credits for financial professionals
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to AI Insight
Linedata
HQ: France
Website
- Description: Provider of end-to-end, cloud-ready software platforms and managed services for the investment management and credit community, including Linedata Capitalstream to streamline loan processing, a GenAI Solution for AML risk and compliance, AI/ML-driven data and analytics, and the Smart Data Loader for multi-source data integration.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Linedata company profile →
Harness Wealth
HQ: United States
Website
- Description: Provider of a platform and tools for equity-focused planning, including an advisor marketplace connecting users with advisors in equity, small business, and crypto; digital tools to track assets and project taxes from stock option exercises or sales; 1:1 equity tax planning sessions; and an employer program for tech companies offering employees access to tax, financial and legal advice, equity education, and tools for equity management.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Harness Wealth company profile →
Elysium Technology
HQ: United States
Website
- Description: Provider of post-trade solutions for foreign exchange, digital assets, and futures. Offers enterprise platforms that institutionalize data use and a neutral ticking dashboard to monitor positions, trades, credit, reconciliation, and P&L across multiple prime brokers. Products include MatchHub, RiskDB, TradeTracker, Mission Control, and bespoke applications.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Elysium Technology company profile →
Oval Money
HQ: United Kingdom
Website
- Description: Provider of an app for financial coaching and planning that empowers users to monitor spending, set savings rules, and automate savings. The platform promotes financial literacy and leverages a community experience to make saving more dynamic and effective.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Oval Money company profile →
Financial Guard
HQ: United States
Website
- Description: Provider of online investment management services that utilize technology to deliver professional, unbiased, transparent and actionable investment advice to individual investors, regardless of asset size, at a fixed price that is a fraction of traditional costs.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Financial Guard company profile →
🔒
2.M&A buyers
2.1 Potential strategic acquirers in the sector
🔒
🔒
🔒
🔒
View all strategic buyers with complete profiles
Start Free Trial →
2.2 - Strategic buyer groups for AI Insight
🔒
Buyer group 1: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 2: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 3: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →
3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to AI Insight
2.2 - Growth funds investing in similar companies to AI Insight
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for AI Insight
4.2 - Public trading comparable groups for AI Insight
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →