FOR INVESTMENT PROFESSIONALS ACROSS THE BUY SIDE AND SELL SIDE
Built for investment teams, Samaya’s AI agents bring your firm’s knowledge together with filings, transcripts, and licensed financial data. Investigate what’s changed, test your thesis, and connect the findings to your portfolio. Inspect the sources and research steps behind each answer.
Connect your team’s research with filings, transcripts, and licensed sources to review your thesis, prepare for management meetings, and test a non-consensus view.
“We're excited to partner with Samaya across all divisions of our Institutional Securities Group, and leverage Samaya's cutting-edge AI to power the creation of actionable insights from both our extensive Research library as well as external sources, enhancing our ability to provide world class analysis to our clients.”
Katy HubertyGlobal Director of Research
SEC filings
Quartr
Third Bridge
Daloopa
PitchBook
BlueMatrixNew Research
Finance is arguably the largest and hardest area of knowledge work. Accurate predictions of the global financial market drive…
Read the researchBenchmark
On FrontierFinance’s investment research tasks, Samaya scores on par with Claude Fable 5.1 at a fraction of its model cost, and ahead of other tested frontier models.
See the comparisonUnderstand what’s changed, challenge your assumptions, and bring the findings into your next investment decision.
Q&A
Understand what changed in a company’s results, test an assumption, or trace a number to its source. Ask a follow-up and keep the evidence in view.
Research agents
Run a research assignment once, on a schedule, or after a supported source event. See what’s active, what’s paused, and what needs your attention, then review the sourced reports.
Citations
Go from a finding to the source passage behind it. See the mix of first-party, third-party, and web references, and check each citation in context before using the research.
Live earnings
Follow the call, read the live transcript, and track the themes that matter. Compare results and management commentary with the prior quarter, then add your own questions to watch.
Data sources
Connect your firm’s research and bring your approved holdings and coverage into the question. Compare internal notes with company disclosures and licensed research.
Talk with us about your research sources and how we can support them on our platform.
MCP & API
Run skills such as Earnings recap, Model build, and Fact checker in Claude or ChatGPT. Use the API to bring cited answers and Samaya’s financial retrieval into your enterprise tools.
Solutions
Find a starting point for your next report, meeting, or investment discussion.
Catch up on your holdings, test an investment idea, and see what could change your thesis.
Make sense of results, prepare for management, and bring the evidence into your next client note.
Get to know the company, gather the peer data, and go into the client meeting prepared.
Turn company developments into clear talking points for your public equity model portfolios. Agree the workflow with your team.
Security and deployment
Protect your firm’s knowledge and bring Samaya into the environment your team approves.
Request current SOC 2 and security documentation through the trust center.
Review customer-data use, model-provider processing, and retention in your agreement.
Source permissions and entitlements follow the research.
Align identity, isolation, and data access with your requirements.
“We've tried many solutions for financial services AI and we believe Samaya consistently ranks at the top. We have found that their custom trained financial LLMs deliver on the quality and reliability needed.”
Walk through a question from your coverage. Inspect the answer and the sources behind it.
