GeniosAI Emerges From Stealth With $19.1 Million, Backed by FactSet, Zoom and General Catalyst
GeniosAI Emerges From Stealth With $19.1 Million, Backed by FactSet, Zoom and General Catalyst #
San Jose-based financial intelligence startup geniosAI has come out of stealth after raising $19.1 million in combined seed and Series A financing. Financial data and analytics provider FactSet led the round and is also serving as a strategic partner. Zoom and General Catalyst also participated.
The company, co-founded and led by CEO Prabhdeep (PD) Singh, describes its platform as built for institutions rather than individual analysts. While most AI finance tools speed up the work of a single analyst, geniosAI is designed to retain the assumptions, methodologies, and review decisions behind every piece of analysis within the firm itself, keeping institutional expertise intact rather than allowing it to leave with departing staff or concluded projects.
The platform centers on what the company calls an AI domain stack, which combines a financial ontology, purpose-built agents, and traceable orchestration. According to geniosAI, every figure in an investment research document or financial model can be traced back to the original data source, with the reasoning chain visible throughout.
The FactSet relationship extends beyond the capital investment. The two firms are integrating FactSet’s market data with geniosAI’s platform so that finance and investment teams receive analysis they can verify and build on over time. The platform targets buy-side and sell-side investment professionals and corporate finance teams within the office of the CFO.
Zoom’s involvement also has a product component: geniosAI is embedding its financial intelligence layer into the communication platform so that insights can appear directly within meetings, including earnings calls and internal finance reviews, where decisions are made.
GeniosAI says teams at Fortune 500 banks and technology companies are already using the platform, though it did not name specific clients. The company plans to use the new funding to bring its CFO-focused and investment-professional products to broader market availability.
“A financial answer is only useful if you can show how you got there,” Singh said in the announcement, adding that the platform keeps sources, calculations, and review decisions attached to the work so the institution can trace, challenge, and build on every number.
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