Attestly.

AI research and analysis tools for financial services

Research assistants read your documents and queries, so confidentiality and reliability matter as much as quality. These listings summarise what each vendor states, with notes on what to confirm before analysts rely on the output.

4 tools listed · Content last fact-checked: 7 October 2026

4 AI research tools

Not legal or compliance advice
A

AlphaSense

Research & analysis

AI-powered market intelligence and research platform indexing broker research, filings, and expert call transcripts, used widely across investment banking, hedge funds and asset management.

EU data residency optionEnterprise-grade security
Compliance note

Operates a dedicated EU data residency region for regulated users — a genuinely relevant fact if data sovereignty is part of your firm's requirements. Enterprise pricing (reportedly $10,000–20,000 per seat annually), sold through direct sales.

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R

Rogo

Research & analysis

AI research and workflow platform built specifically for investment banking tasks — due diligence, deliverable generation, and document review at scale.

Built for IB workflowsSeries B funded
Compliance note

Founded by former investment bankers specifically for sell-side workflows, narrower than AlphaSense's broad research library — check fit against your actual use case before comparing pricing.

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H

Hebbia

Research & analysis

AI research platform for finance and legal work, connecting private documents, public filings, and financial data providers into one workspace for M&A, credit and asset research.

SOC 2 Type IIISO/IEC 42001 (AI management)No-training policy
Compliance note

Notably holds ISO/IEC 42001 certification, the dedicated AI management system standard — a more specific signal than general security certifications for firms evaluating AI governance maturity, not just data security. Backed by a16z and Index Ventures; enterprise sales.

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K

Kensho (S&P Global)

Research & analysis

S&P Global's AI innovation hub, providing an LLM-ready API and MCP integrations that bring S&P Capital IQ data, earnings transcripts, and financials directly into AI workflows.

Backed by S&P GlobalDirect Claude & ChatGPT integration
Compliance note

Institutional backing is the standout factor here rather than a specific published compliance certification — worth asking S&P Global directly for their current SOC 2 and data-handling documentation, as it wasn't independently published for Kensho specifically at time of writing.

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What to check before you choose

  • Confidentiality of uploads: whether your files, queries and notes are used for training, and who at the vendor can access them.
  • Source licensing: which content the tool draws on, and whether your existing data entitlements carry over.
  • Citations: whether answers link to source passages so an analyst can verify them.
  • Access controls and residency: single sign-on, per-team permissions, and where data is processed.
  • Validation: how your firm checks output before it informs advice or a decision, since generated answers can be wrong.
  • AI Act position: general research assistants usually sit in a lower tier, but classification depends on the actual use.

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Each badge reflects what a vendor states in its own documentation, not an independent audit by Attestly. Where a vendor offers a referral or affiliate program, we may earn a commission if you sign up through a link on this site. That does not change how tools are described. See how ratings work.