Orbit is an AI‑driven platform for financial services that combines a curated knowledge base of millions of documents with 45+ specialized models. It lets analysts search, chat, or use APIs to extract, tag, and validate data from public and private financial documents, automating workflows through its Insight AI Studio and delivering transparent confidence scores for research, due diligence, risk, and ESG analysis.
Funding
Funding not disclosed
Founders
Product
Problem
Financial analysts and investment teams must process massive volumes of unstructured public and private documents—filings, news, transcripts—across multiple languages and exchanges. Manual extraction is time‑consuming, error‑prone, and limits the speed and accuracy of research, due diligence, risk assessment, and ESG analysis.
Solution
Orbit provides an AI‑driven platform that combines a curated knowledge base of over 70 million documents per year with a suite of 45+ specialized models. Users can query the data via search, chat, or API, and automate workflows through the Orbit Insight AI Studio, which can analyze both the platform’s datasets and a client’s internal documents. The system delivers high‑precision data extraction, tagging, and validation, supporting real‑time updates and historical coverage of more than ten years. Results are presented with transparent confidence scores, enabling analysts to generate research reports, compliance checks, and custom insights faster and with greater accuracy. The platform is offered through tiered subscription plans that include API access, credit‑based usage for deep research, and enterprise options with on‑premise deployment and dedicated support.
Target Audience
Primary customers are investment banks, asset managers, research analysts, and compliance teams that require fast, accurate analysis of large volumes of financial documents.
Features
- Curated knowledge base covering 75,000+ global companies, 40+ exchanges, and 15 languages
- 45+ AI models for tasks such as earnings analysis, ESG scoring, due diligence, and risk compliance
- Automated data extraction with 850+ validation rules to ensure high accuracy
- Orbit Insight AI Studio for workflow automation and custom analysis of platform or client data
- Credit‑based usage for search, chat, co‑pilot assistance, deep research, and ad‑hoc reports
- API and MCP access with page‑level (standard) to block‑level (enterprise) data accuracy
- Collaboration tools including shared projects, multi‑user licenses, and audit logs
- Enterprise features: custom workflows, on‑premise deployment, SSO/SAML, dedicated CSM