Description
AllMind is an AI-native research terminal built for institutional investors: asset managers, hedge funds, sell-side research desks, and corporate investor relations teams. Rather than a single chatbot, the company describes it as six connected layers, from licensed data up to a governed workspace, unified by what it calls a financial ontology, a continuously updated map of relationships between companies, securities, and events.
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The platform licenses more than 6,800 data sources from over 100 providers, including SEC and SEDAR+ filings, broker research, FactSet, S&P Capital IQ, LSEG, MSCI, Third Bridge, and Aiera and Quartr earnings call data, and connects it to a firm's own structured and unstructured documents. AllMind states every answer traces back to the document it came from, with the underlying calculation visible, and flags a field rather than guessing when it can't be sourced.
AI agents draft memos, financial models, comp tables, and earnings notes in a firm's own format, and one agent can hold a watchlist overnight and report what moved and why the next morning. Chat, reports, spreadsheet-style grids, and a data room sit in one workspace rather than four separate tools, and a firm's screens, metrics, and templates become repeatable steps the agent runs on its own cadence going forward.
AllMind reports SOC 2 Type II compliance, encryption at rest and in transit, and a policy of not training models on customer data; the model providers it uses operate under zero data retention. It can be used through AllMind's web platform, deployed on premise, connected to tools like Claude or Cursor through MCP, or integrated through APIs. Coverage currently spans 18 markets across North America and Europe, with Asia, Africa, and Latin America on the roadmap; depth and available history vary by company, market, and dataset. Pricing is custom, sold per seat or enterprise-wide through a sales conversation rather than published rates.
- CategoryFinancial Analysis Tools
- Pricing ModelContact sales
- DeploymentCloud, On-premises
- PlatformsWeb
AllMind's Core Features
Financial ontology connecting companies, securities, events, and their relationships across licensed and internal data.
Licenses more than 6,800 data sources from over 100 providers, including SEC filings, FactSet, S&P Capital IQ, LSEG, MSCI, and Third Bridge.
AI agents draft investment memos, financial models, comp tables, and earnings notes in a firm's own format.
Chat answers, spreadsheet-style grids, and generated reports all link back to the source document or filing.
A watchlist agent that runs overnight and reports what changed and why.
Combines chat, reports, grids, and a data room in one governed workspace instead of separate tools.
SOC 2 Type II compliant, with encryption in transit and at rest and no training on customer data.
Usable through the web platform, on-premise deployment, MCP-connected AI tools, or API integration.
How to use AllMind?
Request a trial: Contact AllMind's sales team to request access for your firm.
Connect your sources: Add your firm's own documents and systems alongside AllMind's licensed data catalog.
Ask a question in chat: Get an answer with citations linking back to the filing, transcript, or report it came from.
Run an agent: Have an AI agent draft a memo, model, or earnings note in your firm's template.
Review the evidence: Open any citation to check the source passage before relying on the output.
AllMind's Use Cases
- Equity research memos
- Earnings monitoring
- Investor relations research
