Finster AI has secured a strategic investment from UBS Investment Bank as part of its Series B financing round, alongside FactSet, strengthening the company’s efforts to develop AI-native infrastructure for investment banking and asset management. The investment will support Finster AI’s development of secure enterprise systems, trusted data infrastructure, expanded workflow capabilities, and deeper integrations designed for regulated financial environments. Finster AI’s platform combines structured financial data, unstructured content, and institutional knowledge to support research, analysis, and content workflows.
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Its AI capabilities can generate client-ready briefing decks, model companies and markets, and monitor sectors for emerging trends, competitive activity, opportunities, and market-moving events. Through its collaboration with FactSet, Finster also integrates financial data and analytics into AI-native workflows while connecting with applications such as Microsoft Excel and PowerPoint. “UBS Investment Bank’s investment in Finster AI reflects our interest in technologies that support the continued evolution of investment banking workflows,” said Greg Peirce, Co-Head of Global Banking APAC and AI Business Sponsor. Finster AI CEO Sid Jayakumar said the investment highlights the growing importance of trusted data, secure AI infrastructure, and workflow-aware automation in the next generation of banking workflows.
