geniosAI Raises $19.1M in Combined Seed and Series A Funding

geniosAI, a San Jose, CA-based financial intelligence platform, has raised $19.1 million in combined Seed and Series A funding.

The round saw backers including FactSet, Zoom, and General Catalyst, with the Series A led by FactSet.

The company will use the funding to expand its operations and further develop its financial intelligence agent platform.

What is geniosAI?

Founded by Prabhdeep (PD) Singh, geniosAI builds an AI-powered financial intelligence platform for banks, investment professionals and corporate finance teams.

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The platform helps teams with financial research, analysis and modelling. It combines financial data structures, AI agents and traceable workflows to show how conclusions are reached and where each figure comes from.

Unlike tools designed mainly to help individual analysts work faster, geniosAI aims to help organisations retain their financial knowledge. It captures the assumptions, methods and review decisions behind each project, allowing teams to use previous work in future assignments rather than starting from scratch.

The company serves both buy-side and sell-side investment professionals, as well as teams working in the Office of the CFO.

How Much Funding Has geniosAI Raised?

geniosAI has raised $19.1 million through combined Seed and Series A funding rounds.

The Series A was led by FactSet. The company has not disclosed the individual amounts raised in each round or its total funding history before this announcement.

Who Invested in geniosAI’s Seed and Series A?

The funding included participation from three named investors:

• FactSet: Led the Series A round.
• Zoom: Participated in the funding.
• General Catalyst: Participated in the funding.

Why the Funding Matters

geniosAI will use the capital to scale its operations and continue developing its financial intelligence agent platform.

The company is also working with FactSet to combine FactSet's financial data with its own platform. The aim is to help finance and investment teams access analysis that they can trace, review and verify.

Zoom supports the conversations where financial decisions take place, including internal reviews and earnings calls. geniosAI brings its financial intelligence tools into these discussions.

Who founded geniosAI?

geniosAI was founded by Prabhdeep (PD) Singh. The company is headquartered in San Jose, California. The founding year was not disclosed.

“A financial answer is only useful if you can show how you got there. geniosAI keeps the sources, calculations, assumptions, and review decisions attached to the work, so the institution can trace every number, challenge it, and build on it the next time," said Prabhdeep (PD) Singh, Co-Founder and Chief Executive Officer of geniosAI. "FactSet, as strategic partner and lead investor, brings to our platform trusted financial data and deep industry expertise.

Market and Business Growth

geniosAI is already being used by finance and investment teams at leading Fortune 500 global banks and technology companies.

These teams use the platform to prepare for earnings discussions. It helps them compare company results with peers and analyst expectations, identify important developments and prepare for questions analysts may raise.

Its partnerships with FactSet and Zoom also support its plans to bring financial data and AI-powered analysis into existing finance workflows.

What Happens Next?

geniosAI plans to expand its operations and develop its financial intelligence platform further.

The company will continue working with FactSet to connect financial data with its AI tools and with Zoom to bring financial intelligence into business conversations. Its focus remains on helping finance and investment teams carry out research, modelling and analysis while preserving institutional knowledge.

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