| What it does | Not given
| AI platform and agents for businesses
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| Stage | Not given
| Established
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| Founded | Not given
| 2009
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| Based in | US
| AR
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| Pricing model | Not given
| Freemium
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| Pricing | Not given
| XIA Free (USD 0, 1 user, 500 messages/month), Starter (USD 19/month, 3 users, 1,500 messages/month), Pro (USD 49/month, 10 users, 15,000 messages/month), Business (USD 149/month, 50 users, 50,000 messages/month), Enterprise (custom negotiated). AI Gateway Free (USD 0, 100K tokens/month), Starter (US
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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
| - XIA AI assistant for team conversations and task execution
- Rooms for team collaboration with shared context
- Custom agents with defined jobs and scheduled execution
- Native apps including CRM, Email, Docs, Sheets, Dashboards
- Integrations with 1000+ connected apps
- Multi-model AI with frontier models
- API Gateway for integrating models into applications
- Document generation and drafting with AI
- Web crawling and search capabilities
- Access controls and approval workflows
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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
| - All AI models available 24/7 in one place with multi-model routing
- Agents execute recurring tasks with defined permissions and review controls
- Work connected across tools without replacing existing software
- Native proprietary model Mato with no per-token cost
- Transparent execution history and conversation review
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 8 ▼ −1 (down) since last check | 26 ● no change since last check |
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| Trust Flow (Majestic) | 8 | 3 |
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| Citation Flow (Majestic) | 29 | 25 |
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| Referring domains (Majestic) | 78 | 20 |
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Finpilot
NapsixB2B