Companies

Reflexivity

reflexivity.com

Reflexivity provides explainable AI and financial-data tools that help institutional investors analyze markets and portfolios.

HQNew York, New York, United States
Employees11-50
Funding$40.5M
Valuation$125M
1 active role
Profile 8mo agoJobs checked 3d ago
Specialization
Not classified
Business
Software Applicationsand 1 more business values
  • Data Provision
Market
Financial Services
Ecosystem
Applications
Customers
Enterprisesand 1 more customers values
  • Developers
More details
Organization type
Commercial Company
Ecosystem
Applications
Business
Software Applications, Data Provision
Specialization
Not classified
Market
Financial Services
Customers
Enterprises, Developers
Delivery models
Hosted Software, API
Revenue models
Licensing
Listing status
Not classified
Latest equity round
Series B
Reported funding amount
$10M-$50M

About

Reflexivity builds an investment-analysis platform that combines trusted financial data with explainable AI, knowledge-graph insights, document search, scenario analysis, and portfolio alerts. It sells to institutional investment teams and technology teams through web-based access and API integrations, differentiating itself through explainable analysis and broad financial-data connectivity.

Market

Reflexivity competes in AI-powered institutional investment research, portfolio intelligence, and capital-markets analytics. It positions itself as an AI-native platform combining licensed institutional data, a proprietary Knowledge Graph, autonomous code-driven research, and portfolio workflows rather than offering only search or generic financial data. Its main differentiation is explainable, source-linked, auditable analysis with explicit uncertainty handling, real-time portfolio intelligence, and integration into tools such as Microsoft 365.

Target Customers

Reflexivity primarily serves institutional investment organizations and capital-markets investors, including hedge funds and investment teams conducting research, portfolio analysis, and scenario testing. Its API and deployment options also target technology teams at financial institutions that want to embed AI analysis into existing workflows.

At a Glance

Problem

Institutional investment teams need to turn large volumes of financial and company information into timely, defensible decisions, but conventional analysis can be slow, fragmented, and difficult to repeat at scale. Reflexivity addresses the resulting signal-to-noise problem by aiming to deliver faster insights, better analysis, and greater confidence. Its economic value is implied by reducing research time and complexity, while avoiding the need for separate data contracts.

The central use case is autonomous financial research: an investor can ask a complex question and have an AI agent write and execute code to produce institutional-grade analysis. Reflexivity’s deep-research workflow is designed to generate comprehensive investment analysis in minutes rather than requiring analysts to assemble and process the work manually.

Product / Service

Reflexivity is an institutional investment-analysis platform that combines explainable AI with data from S&P Global, LSEG Datastream, Cboe, Nasdaq, and other sources. It is offered as either full platform access for investment teams or an API integration, with the company stating that customers do not need separate data contracts for the integrated data.

The platform includes autonomous deep research, knowledge-graph insights, document search, scenario analysis, and real-time portfolio alerts. Its AI agent writes and executes code to answer complex financial questions, while the broader product is intended to surface explainable insights rather than noise, giving investment teams a faster and more comprehensive analysis workflow.

Market

Reflexivity competes in institutional investment technology, specifically the emerging category of AI-powered financial research and investment analysis. Its positioning is enterprise-oriented: the target users are institutional investors and investment teams that need trusted market data, explainable analysis, and workflow-level integration rather than a general-purpose consumer chatbot.

The available company material does not name specific competitors, disclose customers or revenue, or provide quantified traction. It does show an actively packaged platform with premium features, a request-a-demo sales motion, and both platform and API delivery options; therefore, the evidence supports describing Reflexivity as a marketed institutional product, but not making a firm claim about revenue, adoption, or market share.

Founders & Leadership

Jan SzilagyiFounder
Chief Executive Officer
Giuseppe SetteFounder
President
Armenak MayalianFounder
Chief Technology Officer
Katherine PlumleeChief Strategy Officer
RJ AssalyChief Product Officer

Funding History

2021-07
Series A$10.5M

Greycroft, Rose Park Advisors

2024-10
Series B$30M

Greycroft, Interactive Brokers

Recent News

2026-06-03partnership
Reflexivity Brings Real-Time Portfolio Intelligence to Microsoft 365 Copilot

Reflexivity announced that its Knowledge Graph is available within Microsoft 365 Copilot through a Reflexivity plugin. The integration gives users access to investment intelligence covering securities, markets, themes, and evidence-backed relationships to investigate portfolio exposures and market implications.

2026-03-13exec_change
Reflexivity CEO: The gap between a question and an answer shrinks with AI

CNBC interviewed Reflexivity co-founder and CEO Jan Szilagyi about how AI is changing investment research. Szilagyi said the advantage remains with investors who ask better and deeper questions.

2025-11-14exec_change
Reflexivity CEO: Our AI helps investors explore ideas much faster

In a CNBC Power Lunch interview, Reflexivity co-founder and CEO Jan Szilagyi discussed how the company works and how investors use its AI products to explore investment ideas more quickly.

2025-08-25partnership
Research and News Offerings

Interactive Brokers’ research and news offerings page listed Reflexivity as an AI-powered market-intelligence service, indicating its availability within IBKR’s research ecosystem.

Active Roles

1
New York, United States/Product/216d ago

Business Model

Reflexivity uses a sales-led enterprise model, selling full platform access to investment teams and API-based integrations to technology teams. Its offerings include RESTful API access, custom model deployment, white-label options, real-time data feeds, and technical support, with pricing and licensing handled through sales.

Products

Reflexivity web platformDeep Research autonomous financial analysisKnowledge Graph market intelligencePortfolio Insights and real-time portfolio analysisScenario Analysis and portfolio stress testingDocument Intelligence for SEC filings, earnings transcripts, and presentationsAPI Integration with custom model deployment and white-label optionsAlfred for Microsoft 365 Copilot and connected firm research

Tech Stack

Natural-language AIProprietary financial Knowledge GraphAutonomous reasoning agent that writes and executes PythonOCR and NLP for financial documentsRESTful APIs with custom model deploymentReal-time institutional data feedsMicrosoft 365 integrations

Competitors

AlphaSense
Bloomberg
YCharts
Fiscal.ai
Brightwave
OpenBB
Prosights

Key Investors

Greycroft, Interactive Brokers Group, Millennium Management, Stanley Druckenmiller, Soros Fund, ExodusPoint