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GenieAI
GenieAI provides an AI platform for investment operations. It automates and audits middle- and back-office workflows such as NAV oversight, reconciliation, corporate actions, reporting, and share class analysis for asset managers and other financial institutions.
Boston, USA
Description
GenieAI turns spreadsheets, emails, PDFs, and fragmented financial systems into controlled investment-operations workflows that run on top of existing technology stacks. Its platform connects administrators, custodians, OMS/PMS, accounting systems, emails, files, and spreadsheets into a shared operational layer, then uses specialized AI agents and no-code workflows to execute, verify, document, and escalate operational tasks. Its use cases include shadow NAV calculations, reconciliation, corporate-action processing, investor reporting, risk summaries, and share-class analysis. GenieAI serves COOs, heads of operations, CFOs, and investment teams at asset managers, hedge funds, allocators, endowments, OCIOs, and fund administrators.Grant Funding
VC Funding
XLM
$47K
$0