Transforming Data into Better Investment Outcomes

EquBot provides an easy-to-use and explainable AI platform to help global investment professionals deliver better outcomes.

The EquBot platform understands the financial markets by reading and analyzing millions of traditional (e.g. financial statements) and non-traditional (e.g. news articles) data sources each day. With Watson, the EquBot platform is able to build intuition, experience, and to continuously learn as headlines break and new information becomes available.

The Platform Process

Set Objectives

You set the investment universe, horizon, restrictions, themes, objectives, and more.

Construct Model

System utilizes machine learning, knowledge graphs, and natural language processing to construct the model.

Rigorously Test Model

You set the backtesting requirements and all data is authenticated.

Complete Model

Understand what drove risk and performance. Then the model continues to learn.

Easy Implementation

You choose to either initiate, publish as index, or EquBot as sub-advisor.

Our Customers

EquBot is trusted by banks, insurance companies and asset managers.

EquBot Insights

Learn which industries and companies are the most impacted by COVID-19 and much more

90% of the data in existence today was created in the past two years.* The gap between what is available and what people can take in and analyze is wide and will only continue to grow. Much of this data is non-traditional; newer data such as social media posts, satellite imagery, and website traffic patterns that must be analyzed and organized to be useful. Each new piece of data represents a new possible insight on a company or the markets.

Leadership Team

The three founders have led artificial intelligence and machine learning projects for top silicon valley tech companies such as Intel, as well as managed multi-billion dollar portfolios for Goldman Sachs and Fidelity. They hold five advanced degrees from UC Berkeley and Stanford.

Recent advances in machine learning and cloud computing enable AI systems to analyze and continuously learn from the vast amount of data being generated each day.
*Please see the IBM website for more information. Information contained in IBM’s website is not incorporated by reference in, and should not be considered as part of this website