geniosAI Raises $19.1 Million Led By FactSet for Traceable Financial AI

geniosAI has raised $19.1 million in combined seed and Series A financing, with FactSet leading the Series A and joining as a strategic partner alongside Zoom and General Catalyst. The San Jose-based company, founded by CEO Prabhdeep (PD) Singh, builds AI financial analysis technology for institutions — and its pitch is unusually specific: every number must show its work.

What does the $19.1 million buy?

The financing funds development of AI systems that keep the assumptions, calculations, and decision-making processes behind institutional research intact. That's a direct answer to a real enterprise problem: most existing AI tools help individual analysts work faster, but the reasoning behind that work disappears when the task ends.

geniosAI's platform is designed to preserve that information for the whole organization. Its technology combines financial data modeling, specialized AI agents, and orchestration systems that coordinate multistep analysis. The system connects financial figures back to their original sources and documents calculations, assumptions, and review decisions along the way.

The practical payoff: analysts can inspect how an AI-generated conclusion was built, and teams can revisit previous work and extend established financial models instead of restarting similar analyses for every new assignment.

Singh frames traceability as the core product. "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," he said. He added that the company's platform aims to deliver "financial intelligence that compounds."

Why FactSet is more than an investor

Through the partnership, geniosAI combines FactSet's financial information and data services with its own AI analytical platform. FactSet serves more than 9,200 global clients and over 260,000 individual users across investment management, banking, wealth management, private equity, and corporate finance. That data footprint gives geniosAI institutional users analysis that can be reviewed and verified.

FactSet CEO Sanoke Viswanathan tied the deal to a shift in how AI-era decisions get made. "The value of data is defined by how decisively you can act on it. As AI makes access to intelligence abundant, confidence comes from understanding and trusting where every answer comes from," Viswanathan said. "We are bringing FactSet's trusted data together with geniosAI's traceable analysis to help teams move from insight to decision with greater conviction and speed."

Where does Zoom fit?

Zoom is participating in the funding round and supporting geniosAI's integration of financial intelligence into business communications. The goal is connecting AI-driven analysis to the meetings and conversations where financial decisions actually happen — internal finance reviews, earnings preparation, and other processes requiring detailed financial information.

Zoom Chief Strategy Officer Abhisht Arora said the investment builds on the company's existing position in finance: "Zoom's technology enables customers to drive work from conversation to completion. Our investment in geniosAI aligns with our focus on tools that help customers get the job done and builds on our growing strength in the finance function, from internal finance teams to some of the largest global financial institutions."

Who is using it already?

According to geniosAI, its platform is already in use by finance and investment teams at Fortune 500 banks and technology companies. Current applications include:

• Preparing for earnings announcements
• Comparing financial performance with competitors
• Evaluating analyst expectations
• Identifying questions investors may ask

The company is building products for the office of the CFO and for investment professionals on both the buy side and sell side — users who handle large data volumes and need analysis that survives internal review and external scrutiny. The platform is also designed to preserve institutional expertise as employees change roles or move between projects.

What's the bigger bet?

General Catalyst's participation adds venture experience to the shareholder base, and Managing Director Madhu Namburi — with 25 years leading teams inside financial institutions — argued the market is moving past individual productivity tools. "The first wave of AI in finance focused on individual speed and productivity. However, the bigger opportunity in transforming customer value is delivering a higher level of intelligence and insights faster and with superior quality across the organization," Namburi said. "I believe that's what will separate the institutions that adopt AI and evolve with it from those that are overcome by it."

The stakes are concrete: financial research and corporate planning pull complex information from statements, market data, and internal systems, and errors or unsupported assumptions can distort investment decisions, forecasts, and management reporting. geniosAI's $19.1 million round bets that as banks and investment teams adopt AI at scale, source traceability and accumulated institutional knowledge — not raw speed — will decide which platforms survive scrutiny.