Merklebase provides an AI‑driven operating system that unifies real‑time data from stocks, options, crypto, and FX into a single deterministic portfolio view.
Funding
Funding not disclosed
Founders
Product
Problem
Investment teams often rely on multiple disconnected data sources for stocks, options, crypto, and FX, requiring manual stitching and reconciliation to understand portfolio risk and performance. This fragmented workflow leads to delayed insights, high analyst workload, and potential errors in fast‑moving markets.
Solution
Merklebase offers an AI‑driven operating system that unifies all portfolio data into a single deterministic layer. The platform continuously ingests real‑time market data, on‑chain signals, macro events, and social sentiment, grounding them in the actual holdings of the firm. Built‑in generative AI can answer analyst queries in under a minute, providing context‑aware risk assessments and actionable insights without manual data wrangling. Automated reconciliation ensures that incoming data is aligned before AI processing, reducing errors and freeing analysts to focus on decision‑making. The system delivers a continuous “Portfolio Cortex” that keeps the book up‑to‑date and ready for rapid response to market changes.
Target Audience
Primary customers are hedge funds, family offices, asset managers, market makers, and digital‑asset firms that require fast, accurate portfolio insight across multiple asset classes.
Features
- Real‑time aggregation of stocks, options, crypto, and FX data into a unified, deterministic portfolio view
- AI query engine that delivers grounded answers to analyst questions in under 60 seconds
- Automated data reconciliation that resolves inconsistencies before AI analysis
- Continuous risk monitoring with alerts for portfolio drivers, exposures, and emerging threats
- Integration of on‑chain signals, macroeconomic events, and social sentiment directly into the portfolio model
- Scalable architecture supporting $1 B+ monthly trading volume and multi‑asset portfolios