Boosted.ai

Co-founders Joshua Pantony and Jon Dorando lead the company, alongside senior leaders Geoffrey Clauss and Christian Antaloczy. The founders previously built AI capabilities at large fintech platforms, according to the firm.

Boosted.ai is a pure software vendor. It sells an AI research platform to asset managers, hedge funds, and wealth platforms. The firm does not manage a fund, pool capital, or take balance-sheet risk. Its revenue model is enterprise SaaS.

The firm states its Alfa platform is purpose-built for financial workflows and that professional investors ranked its outputs more accurate, relevant, and trustworthy than ChatGPT, Perplexity, or Claude. It also offers isolated data environments where client data is never used to train public models, a key compliance requirement at regulated institutions.

Boosted.ai uses the term to describe AI agents that can execute multi-step investment research tasks autonomously — for example, monitoring market movements and generating ready-to-share reports without step-by-step human prompting. It implies a shift from a chatbot to a delegated research analyst.

The firm reports over 300 clients collectively managing more than $5 trillion in assets, according to its public website. Client types span institutional investors, hedge funds, wealth management platforms, and investing platforms, primarily in North America.

The firm operates a fully isolated, single-tenant architecture where client data is never used to train or tune underlying models. It holds SOC 2 Type II attestation for security controls, and its data-handling practices are designed to satisfy the compliance departments of regulated financial institutions.

The company states it has been granted 15 patents related to its AI platform and financial workflows. The patents cover the agentic architecture and application-layer design that adapts large language models to investment-specific tasks.