Soria provides an AI‑powered financial terminal specifically for the healthcare sector, aggregating public and private data into a continuously updated sector model, research feed, and analyst‑curated dashboards. Its agents ingest sources such as CMS filings, SEC reports, and state Medicaid data, delivering real‑time alerts and analytics via UI, email, API, and warehouse sync, so users can replace manual Excel tracking with a single, verified data source.
Funding
Funding not disclosed
Founders
Product
Problem
Financial analysts covering the healthcare sector must manually collect and reconcile data from numerous public and private sources such as CMS filings, SEC reports, and state Medicaid portals. This fragmented workflow leads to delayed insights, high error risk, and extensive time spent in Excel tracking.
Solution
Soria provides an AI‑driven financial terminal that continuously aggregates, validates, and back‑tests data from a comprehensive set of healthcare data sources. The platform delivers a unified sector model, real‑time research feed, and analytics dashboard that replace manual data collection with a single, verified source. Built‑in AI agents curate and enrich the data, while automated alerts and API access keep analysts informed of material changes as they occur. Users can access the information through a web UI, email alerts, or integrate it directly into their own systems via API or data warehouse sync, enabling faster, more accurate investment decisions.
Target Audience
Primary customers are banks, hedge funds, and asset managers that conduct equity research and investment analysis focused on the healthcare industry.
Features
- Automated ingestion and normalization of over 30 public and private healthcare data feeds, including CMS, SEC XBRL, Medicaid enrollment, and NAIC filings
- AI agents that curate, review, and back‑test data to ensure accuracy and relevance for financial analysis
- Real‑time alert system delivering concise notifications via email, UI, or API on critical events such as rate changes, earnings updates, and regulatory actions
- Analyst‑ready dashboards that consolidate key metrics, trend visualizations, and comparative benchmarks in a single interface
- API and data warehouse synchronization for seamless integration with existing analytics pipelines and reporting tools
- Continuous model updates that reflect the latest data, eliminating the need for manual Excel refreshes