Agents
Automate complex multi-step workflows
Expert AI agents that continually monitor markets, generate financial models, reports and presentations.
Expert AI Agents
for Financial Services
Your team of AI Knowledge Agents that supercharge research, analysis and decision making.
Get Started“ 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 Huberty, Global Director of Research
“ 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. ”
— AI LeadTop-5 Hedge Fund
“ This product is immediately useful. Picks up key details, doesn't hallucinate and carefully sourced. ”
— Managing DirectorTop-5 Asset Manager
AI Agents for your workflows
Samaya’s AI-powered platform equips you with a team of customizable agents that understand your context and market. Ask complex questions, extract insights, and take action — all through a seamless, intelligent interface built for professionals.
- Reads filings, transcripts, research, press releases, news, and web sources from the past four years
- Extracts key data on historical and projected gross margin performance
- Summarizes drivers such as product mix, commodity costs, FX, services growth, and leverage
- Cites management commentary and research quantifying potential tariff impacts
- Produces a report including margin drivers and tariff implications, supported by illustrative tables
What has driven Apple’s gross margin expansion in recent years, and how could tariffs impact this trend? 
- Analyzes S&P 500 earnings transcripts
- Extracts key transcript quotes
- Compares tariff-related commentary
- Highlights key themes, sector trends and implications
- Applies causal reasoning to assess downstream impact
- Generates a report including executive summary, sector insights, and cited commentary
Summarize management commentary on potential tariff impacts from this earnings season.
- Searches overnight research on consumer packaged goods companies
- Summarizes each report's critical insights
- Highlights all major price target or ratings changes
- Prioritizes reports with most actionable trade ideas
- Delivers a client-ready summary including key takeaways and a table of notable changes
Distill all CPG research for my morning sales email.
- Gathers relevant data from filings, press releases, research, financials, and web sources
- Cites sources to allow for data traceability and auditing
- Extracts key investment themes, business drivers, and critical insights
- Covers revenue build, competitive edge, key opportunities, and risks
- Drafts a downloadable report and deck, applying firm branding
Create a company primer on Alibaba. Deliver a detailed research report as PDF and a 3-slide summary deck in our internal format.
- Reviews financial statements, contracts, and supporting documents
- Identifies and flag potential investment risks across key categories
- Builds a supporting evidence base and explains the rationale for each risk
- Delivers a findings report summarizing potential risks
Based on the documents I’ve uploaded on this potential investment opportunity and identify the material risks.
- Analyzes transcripts, press releases, research, news, and web content
- Applies domain expertise to assess Tesla's major risks and opportunities
- Identifies potential stock catalysts over the next 12 months
- Summarizes sell-side research's views on Tesla stock
- Delivers a report outlining 12-month bull and bear theses and current market sentiment
My client is heavily exposed to Tesla. Provide the key bull and bear cases for the stock over the next 12 months.
Experience how Samaya can supercharge financial workflows
Get Started
Expert AI Platform for Financial Services
Instant Q&A
Insights at your fingertips
Get comprehensive, well-cited answers that understand financial nuance and formatting — delivered exactly the way you need them.
Data
Real-time and secure
Seamlessly unify quantitative and qualitative data - from market insights to broker research. Securely integrate with internal notes.
Ride the AI wave with Samaya
Our world Class AI is built by a world class team from top industry labs and universities, including:
“ Samaya's AI system, made up of multiple specialized models that retrieve, contextualize and reason in tandem, is at the leading edge of a major trend in the practical deployment of AI. Samaya demonstrates how expert level performance arises from multiple specialized models, rather than a single generic one. ”
— Yann LeCun, Chief AI Scientist and Turing Awardee
We're backed by Gen AI leaders
NEA
Eric Schmidt
AI Grant
Air Street Capital
Anne Wojcicki
Christopher Manning
David Siegel
Diane Greene
Jeff Dean
Jeff Hammerbacher
Jeff Wilke
Mark Cuban
Martin Chavez
Vento (Exor)
Ram Shriram
Yann LeCun