| What it does | Not given
| Your digital twin, working 24/7.
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| Stage | Not given
| MVP
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| Founded | Not given
| Not given
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| Based in | US
| US
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| Pricing model | Not given
| Freemium
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| Pricing | Not given
| Free: 100 credits per month, no card required. Plus: $29 per month for 3,000 credits per month. Pro: $99 per month for 10,000 credits per month. Prices in USD, billed monthly, cancel anytime.
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| Key features | - AI-powered document chat interface for instant analysis of manager documents and internal memos
- Automated report generation with AI agents for complex background tasks
- Automatic data extraction from financial documents
- Matrix tool for side-by-side comparison of managers and funds
- AI Research Hub for zero-effort document organization and management
- Actions and alerts for continuous monitoring of document changes
- Integration with Backstop, Dynamo, Bipsync, Salesforce and other institutional systems
- 100% verifiable outputs with precise citations to source documents
- SOC 2 Type II compliance for enterprise-grade security
- Strict data segregation ensuring client data remains confidential
| - Persistent memory that you approve and control
- Proactive agents for daily briefs, follow-ups, and scheduled tasks
- Custom agents you build and run
- Aristra Compose for writing and documents
- Tool connections through MCP: Gmail, Google Calendar, Notion, GitHub, Linear
- Works on web, desktop, mobile, Telegram, Chrome extension
- Real browser for autonomous web browsing and interactions
- Document, PDF, and slide deck creation
- Image generation from prompts
- Encrypted storage with user-controlled key rotation
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| What makes it different | - Purpose-built for allocators and wealth managers unlike generic AI tools
- Processes thousands of documents at scale far beyond generic AI tools
- Eliminates manual data entry with AI-native CRM that builds records from documents
- Customizable to organization's workflows, templates, and investment processes
| - Proactive autonomy: runs tasks without being asked and messages when done or needs approval
- Works inside Claude and ChatGPT so your memory follows you without opening another app
- Team mode with shared memory and role-based access control while keeping personal drafts private
- All plans include the same features; pricing scales only by monthly credits, not by feature gatekeeping
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 8 ▼ −1 (down) since last check | 1 ● no change since last check |
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| Trust Flow (Majestic) | 8 | 0 |
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| Citation Flow (Majestic) | 29 | 21 |
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| Referring domains (Majestic) | 78 | 22 |
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Finpilot
Aristra