‹ Finance

Top AI investment analyst agents

Finance, accounting, and insurance · 14 ranked

The top AI investment analyst agents on The Agent Benchmark are Rogo (8.8 of 10), Hebbia (8.1) and Model ML (5.2), of 14 ranked. Data as of 3 Oct 2026.

An AI investment analyst researches, evaluates, selects, or trades investments, or does due diligence on deals, for investors, funds, banks, or individuals.

Ranked agents
14
in Finance
Median score
3.2
of 10
From YC
12
2 from outside YC

Ranked investment analyst agents

All 14, best score first. The score adds public proof, scale, momentum and autonomy; it is not a hands-on test. How scoring works

  1. 1RogoRogo is the trusted AI partner to the world’s leading financial institutions.Proof7Scale10Momentum10Autonomy8Score8.8
  2. 2HebbiaThe leading AI platform for finance, used by the world's leading asset managers, investment banks, law firms and Fortune 500 companies.Proof10Scale8Momentum6Autonomy8Score8.1
  3. 3Model MLW24The AI for Financial Services.Proof0Scale10Momentum5Autonomy6Score5.2
  4. 4DiligenceSquaredF25AI-powered market due diligence for investment decisionsProof4Scale2Momentum3Autonomy6Score3.5
  5. 5KelAISp26The AI Quant: Autonomous Alpha Engine for Funds and Traders.Proof0Scale2Momentum6Autonomy8Score3.3
  6. 6Levocred AIS26The Bloomberg of LoansProof2Scale1Momentum6Autonomy6Score3.3
  7. 7VectorShiftS23AI Operating System for Private Market InvestorsProof0Scale6Momentum2Autonomy6Score3.2
  8. 8OffDealW24AI-native investment bank for small businessesProof2Scale4Momentum2Autonomy6Score3.2
  9. 9MaywoodW26The first finance-compliant proactive AI that runs 24/7Proof0Scale3Momentum3Autonomy6Score2.6
  10. 10CrunchedF25Excel AI analyst for Power UsersProof2Scale3Momentum0Autonomy6Score2.4
  11. 11LATOS26Predict how market participants behaveProof0Scale1Momentum4Autonomy6Score2.2
  12. 12ZarnaF25AI Associates for Middle-Market Private EquityProof0Scale2Momentum2Autonomy6Score2.0
  13. 13SharpeS24Agents for quantitative research and financial data science.Proof0Scale2Momentum0Autonomy6Score1.5
  14. 14ConstantW23AI Analysts for the Buy-SideProof0Scale1Momentum0Autonomy6Score1.2

Can agents do this job?

Some tasksin finance and accounting

Public benchmarks cover 34% of the work in this job family (4 benchmarks). About the job, not one agent.

Source: Can Agents Work?

Data as of 3 Oct 2026. The score uses public evidence only. Read the methodology · Missing an agent? Submit it

↑ ↓ to move · Enter to open