Cobrain
Cobrain provides an agentic operating system for financial services firms, unifying institutional knowledge into a single, searchable workspace where AI agents can execute routine workflows. The platform indexes all documents automatically, builds compounding memory, and offers model-agnostic access to frontier LLMs from providers like Anthropic, OpenAI, and Google, with data hosted in the client's region. It enables users to create reusable "skills" and schedule automations that operate with the exact permissions of the real person they represent.
- AI Agents
- Artificial Intelligence
- Financial Technology
- Enterprise Software
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Financial services firms struggle with knowledge fragmentation across emails, documents, spreadsheets, and chat tools, making it difficult for employees and AI agents to access relevant context quickly. Institutional knowledge is often siloed or lost when employees leave, and routine workflows such as portfolio aggregation or RFP responses require repeated manual effort across disconnected systems.
Solution
Cobrain delivers an agentic operating system that compiles a firm's entire knowledge base into a single, searchable environment accessible via chat, files, tables, and automated runs. The platform indexes every document automatically, building compounding memory that improves agent performance over time and preserves institutional knowledge even as staff turnover occurs. Users can create reusable "skills"—standardized workflows stored as folders—and run them consistently, or schedule automations on a timetable, webhook, or trigger event. Agents operate with the exact permissions of the real person they represent, ensuring security and compliance. The system is model-agnostic, providing access to frontier models from multiple vendors while keeping data hosted in the client's region.
Target Audience
Primary customers are financial services firms including asset managers, wealth managers, and investment offices that need secure, AI-powered workflow automation and unified institutional knowledge management.
Features
- Compounding memory across the workspace with automatic indexing of all documents and persistent knowledge retention
- Model-agnostic access to frontier LLMs from Anthropic, OpenAI, Google, DeepSeek, and Mistral with regional hosting
- Skills framework that encodes a firm's standard procedures as reusable folder-based workflows
- Automations that execute on schedules, triggers, or webhooks with per-user permission enforcement
- Multi-user collaboration environment with granular roles and permissions for employees and agents
- Prebuilt prompts for common tasks including meeting prep, portfolio aggregation, risk reporting, and scheduling
- Connectors for market data feeds (FactSet, Capital IQ, Bloomberg, LSEG, PitchBook, Preqin, Dow Jones, Quartr) and productivity, communication, CRM, storage, and development tools