geniosAI has raised $19.1 million in combined seed and Series A funding. FactSet led the Series A, with Zoom and General Catalyst also participating. The company builds a financial intelligence platform for banks, investment teams, and CFO offices.
Investor and partner roles
FactSet brings trusted financial data and deep industry expertise to the partnership. Zoom powers conversations where financial decisions are made. General Catalyst supports the company with experience scaling technology businesses.
Company footprint
geniosAI is headquartered in San Jose, California. It was co-founded and led by CEO PD Singh. Its tools are used by finance and investment teams at Fortune 500 banks and technology companies.
What the platform does
The platform keeps sources, calculations, assumptions, and review decisions attached to each analysis. It lets teams trace every number to its original source. Users can review, verify, and build on prior work instead of starting over.
Products are being brought to market for CFO offices and investment professionals on the buy side and sell side. Teams use the platform to prepare for earnings and identify likely analyst questions. Their captured work carries forward for future assignments.