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
BlueMatrixOn 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 comparisonFrontierFinance tests AI on 220 research questions across six investment workflows. Expert-written criteria check what a strong answer should include.
Explore the evaluationUnderstand what’s changed, challenge your assumptions, and bring the findings into your next investment decision.
Research platform
Ask about a company and follow the next question. When the work needs a deeper investigation, brief an agent in the same research platform. Review the findings and their sources together.
What changed in management’s outlook?
Compare the outlook with the prior call.
Company disclosures · Call transcripts
Live earnings
Follow the call as the transcript comes in. Once it ends, compare results, guidance, and management commentary with prior quarters.
Let’s walk through the quarter and our outlook for the year.
Compare with the prior quarter
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.
What does the new disclosure mean for our thesis?
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.
Compare management’s outlook across the last two calls.
Findings and references in your conversation
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 & 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.