A Financial Intelligence Platform that Powers the World’s Investment Decisions

Access to the financial information and internal research analysts care about, aggregated in one place for a complete and clear view of your investment opportunities.

woman and man looking at screen woman and man looking at screen

Unified Platform, Built by Analysts for Analysts

Designed to make fundamental investors more productive, the Sentieo platform combines disparate financial tools into a single, innovative AI-Powered platform, helping investment teams save time and discover insights that generate alpha.

  • Surface insights fast with a financial search engine
  • Uncover insights others miss with tools to analyze and visualize
  • Boost productivity by making it easy to share and collaborate on insights
View Datasheet
solutions modeling chart

Document Search

Surface Insights Fast with a Financial Search Engine

Sentieo’s machine learning and natural language processing (NLP) applied to your search process helps you uncover insights faster than possible using Control-F.

Learn More

Analysis & Visualization

Uncover Insights Others Miss with Tools to Analyze and Visualize

Discover uncharted insights and make confident decisions faster with a suite of integrated tools to analyze language and sectors, connect and audit KPIs, and visualize trends quickly.

Learn More

Research Management

Boost Productivity by Making it Easy to Share Insights

Sentieo’s integrated research management system provides a standardized, consistent environment for creating, organizing, and collaborating in real-time on research notes.

Learn More
News update list on Barrons

Data Terminal

Streamline Research with an Integrated Data Terminal

Access a fully searchable database of public and private company data, documents, and news from the most relevant sources, along with integrated modeling tools.

Learn More

What Sentieo’s AI Can Do

Sentieo uses AI to optimize the time and outcomes of global investment teams.

NLP-Driven Search

Natural language processing across internal and third-party content provides fast, highly-relevant search results.

NLP Smart Summary™️ & NLP Heatmaps

Automated document summarization, categorization, and sentiment analysis create a powerful framework for quick, material insights.

Automated Model Building

Machine learning automates the extraction of KPIs and creating of models from filings, increasing analyst productivity.

Mobile App

Research Workflows on the Go

Sentieo’s native mobile and tablet apps extend productivity away from the office:

  • Search and create or review notes anywhere
  • Documents, notes, and financial data synced for offline access
  • Fully customizable, real-time push notifications

Wondering how many insights you’re missing out on? Request a free trial.

Request a trial of the Sentieo platform to see how much faster you can surface, visualize, and share alpha-driving insights that give you an edge.