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WAISABI
See WAISABI in action
Schedule a 30-minute demo with one of our AI consultants.
Purpose-built for banks, PE firms, family offices and wealth managers. Compliant, auditable, live in days.
We're not a generic AI platform retrofitted for finance. WAISABI was designed from the ground up for the workflows, compliance demands and data complexity of institutional finance.
Finance expertise is in WAISABI's DNA. Our team of former bankers and investors understands the nuance and complexity of high-finance workflows — and why generic AI chatbots break down. That's why our platform and models are built explicitly for finance.
WAISABI agents don't just answer questions. They understand financial workflows and execute end-to-end work across deals and investments — the same way your team does, without hand-holding.
WAISABI is embedded directly into your firm's systems and data — from SharePoint and CRM to Bloomberg, FactSet, Refinitiv, and every financial data platform your team relies on daily.
WAISABI produces real deliverables — auditable financial models, investment memos, diligence materials, and board-ready decks built to the same exacting standards your best people hold themselves to.
Every firm is different. That's why every WAISABI deployment is bespoke — paired with enterprise-grade security and a white-glove partnership led by ex-finance professionals who act as true change-management partners inside your firm.
Platform
One platform where your team shares context — every insight becomes institutional knowledge. Analysts and MDs working in true sync.
Reason over 1,000+ documents simultaneously. Earnings calls, VDRs, filings processed in minutes — not weeks — with full citation trails.
| # | Document | Risk | Signal |
|---|---|---|---|
| 1 | American Airlines Q4 2025 | High | Watch |
| 2 | Delta Airlines Q4 2025 | Low | Buy |
| 3 | United Airlines Q4 2025 | Med | Hold |
| 4 | Ryanair Holdings Q4 2025 | High | Sell |
Encode your firm's processes once and WAISABI runs them continuously — deal screening to client reporting, fully end-to-end without being asked.
Connect private documents, public filings, and leading financial data providers in one unified workspace. Proprietary edge meets global market intelligence.
Integrations
Your data stays yours. Always.
