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Financial intelligence built for analysts by analysts

Information overload is real. 

Even if you feel good about how you “cut through the noise” in your research process, how confident are you that you found the most relevant information?

Sentieo’s financial intelligence platform aggregates millions of financial documents and data points in a single location, then leverages AI to help you discover insights that fuel faster, better decisions. 

Using Sentieo can:

  • Save 100s of analyst hours a year
  • Uncover alpha-generating insights others miss
  • Boost productivity with an integrated approach to research

Begin Your Trial 

Document Search

Save hundreds of hours researching company financials, strategy, and activity

Find relevant, actionable data and insights fast with:

  • AI-driven Document Search that is optimized for financial data, documents, and news
  • Redlining of filings so analysts can easily identify material changes fromdifferent periods
  • NLP Smart Summary transcript and sentiment analysis to quickly identify changes in company strategy

Data-Driven Alerts and Dashboards

Never miss a material insight or change in strategy from a company or watchlist

Track company financials, strategy, and communications with:

  • Configurable Dashboards that incorporate news, updated keyword search results, stock performance, notes, documents, and other critical information
  • Instant Alerts when new documents or data are published for specific companies, watchlists, or industry topics
  • Integrated News Stream feeds to follow company press releases and media coverage

Access to Public Company Documents and Data in One Research Platform

Deliver more complete and auditable research

Make confident decisions about your investment with:

  • A single, integrated platform to search, retrieve, analyze, and tag text and financial data from millions of public company documents
  • Integration of third-party and internal proprietary content into your analysts research workflow, including Broker and Aftermarket Research
  • Research note taking and an integrated Notebook to track, share, collaborate, and audit research, theses, meeting notes, and comments
  • Mobile apps to provide seamless, on the go access to research workflow tools
  • A search-first research management system (RMS) that makes deployment fast and analysts lives easier

Trusted by Global Leaders

Roivant Science
Honeycomb Asset Management
BMO Capital Markets
Sylebra Capital