Portrait Research
Portrait Research provides an AI-powered investment research platform for institutional firms, combining company intelligence, financial data, and analytical tools in one system. The platform supports screening, deep research, thesis monitoring, and generates cited answers with every claim linked to source evidence. It serves over 100 client firms representing $550B+ in assets under management.
- Data & Analytics
- Artificial Intelligence
- AI Agents
- Financial Technology
- Software Only
Funding
Funding not disclosed
Founders
Founder details are not available yet.
Product
Problem
Fundamental investors face the challenge of efficiently discovering companies, investigating their businesses, and monitoring ongoing developments across a vast universe of information. Traditional research workflows require manually sifting through filings, transcripts, and news, making it difficult to scale coverage and maintain up-to-date theses.
Solution
Portrait Research is an AI research system for fundamental investors that combines company intelligence, financial data, analytical tools, and research workflows in a single platform. It supports the full research process—from screening and company discovery to deep investigation, thesis testing, and ongoing monitoring. The platform generates cited answers, structured reports, financial charts, company shortlists, and monitors, with every claim linked to source evidence. Investors can direct AI investigations through follow-up questions, review calculations, and export outputs as documents, spreadsheets, charts, or PDFs.
Target Audience
Primary customers are institutional investment teams, including fundamental investors at asset management firms, who need scalable research infrastructure for company analysis, screening, and ongoing thesis monitoring.
Features
- Mosaic: runs a reusable research framework across an entire company universe, producing ranked shortlists with supporting evidence for each name
- Easel: an AI analyst for open-ended, multi-step research that plans and executes investigations around companies, theses, or financial questions with reviewable evidence
- Screening: applies quantitative filters and textual research criteria to identify companies meeting specific financial and qualitative requirements
- Monitors: track defined companies, themes, events, and datapoints, delivering updates against selected signals and sources
- Deep Research: produces structured reports from a defined company set, period, question, and source selection with every claim cited
- Integrations: available via web, iOS, Slack, Microsoft Teams, email, CLI, MCP, and API for embedding research into existing workflows