- Specialization
- Not classified
- Business
Software Applicationsand 1 more business valuesLess
- Data Provision
- Market
- Financial Services
- Ecosystem
- Applications
- Customers
Enterprisesand 1 more customers valuesLess
- 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.
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
Funding History
Greycroft, Rose Park Advisors
Greycroft, Interactive Brokers
Recent News
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.
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.
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.
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
1Business 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
Tech Stack
Similar Companies
Competitors
Key Investors
Greycroft, Interactive Brokers Group, Millennium Management, Stanley Druckenmiller, Soros Fund, ExodusPoint