Capital Markets & Research AI
A

AgentSmyth

AgentSmyth sells an agent platform for capital markets desks at banks, brokers and asset managers. Its Trading Harness reads a question, decides which of six specialist agents it needs and runs them in parallel. Macro and Sentiment read the economic regime and the crowd, Quant and Options handle factors, backtests, skew and dealer positioning, Earnings covers revisions and implied moves, and Portfolio measures the effect on a book. The answer comes back as one cited view, from a pre market brief to a pre earnings package or a trade ticket with entry, invalidation and sizing.

Desks and Cards, shipped in August 2026, turn analysis a desk keeps rebuilding into cards that rerun on fresh data and can be shared as a method. Calculations run in code with receipts attached, and coverage spans 5,005 global equities. The platform runs as multi tenant or single tenant software, in a customer's VPC or on premises, and customers choose which models it may use. FinTech Collective and Thomson Reuters jointly led its $8.7 million seed round in 2025, when AgentSmyth said 48 institutional clients with $2 billion to $50 billion in assets used it, and BNY took it into a collaboration program.

AgentSmyth was founded in New York in March 2024 by Pulkit Jaiswal, Daniel McCooey and Mike Block.

Last VerifiedOctober 10, 2026
Compare AgentSmyth with other vendors
Founded
2024
Headquarters
New York, New York, United States
Website
agentsmyth.com
Categories
capital-markets-ai, wealth-and-advisory
Assessment

Capability Axes

Capability grades

15 of 15 axes rated · 8 graded A or B

AI Capability
AI Centrality
AA on AI CentralityThe artificial intelligence is the product. Remove the models and there is nothing left to sell.
Vendor Published

The agents are the product. They read macro data, news tone, factor exposures, options flow and earnings history, test one another's conclusions against the data, and hand back a single view or a trade structure. Arithmetic runs in code rather than in the model, but the routing, synthesis and explanation are model work, and the Harness activates only the agents a question needs. Without them a desk is left with the data feeds it already pays for.

Autonomy and Oversight Model
AA on Autonomy and Oversight ModelWhat the system runs alone, what constrains it, and how a person checks it are all published: modes, thresholds, sampling or audit controls, and the route a case takes to human review.
Vendor Published

Changes to a portfolio or watchlist wait for the user's approval, and a portfolio analysis returns its proposed change as a pending item rather than applying it. Low confidence outputs go to reviewer queues, and every figure carries its source and calculation. Trade ideas arrive as structured tickets with entry, invalidation and sizing for a person to act on, and the platform describes no automatic execution.

Model Risk Management and Transparency
BB on Model Risk Management and TransparencyReal transparency mechanisms are published, such as per alert explainability, confidence scoring or split testing, without the validation package or supervisory mapping behind them.
Vendor Published

Calculations run in code and agents explain them with citations, so every figure comes with a clickable source and calculation receipt, and lineage can be exported for audit. Morning, midday and end of day briefs are computed ahead of time and render instantly, and the cache resets on corporate actions, macro prints and ratings changes.

Service levels are stated as 99.9 percent availability, under two seconds at the 95th percentile for scheduled briefs and under ten seconds for deep questions. Accuracy figures, back test results for trade ideas and model validation material are not given.

Operational and Outcome Evidence
CC on Operational and Outcome EvidenceUnnamed case studies, customer logos, or claims without numbers. Prestige is not measurement: the caliber of the client list describes the buyer rather than the product, and coverage statistics are not adoption statistics.
Vendor Published

At its 2025 seed round AgentSmyth said 48 institutional clients with $2 billion to $50 billion in assets were using it, and BNY took it into a collaboration program to refine the platform for institutional desks. Its customer stories quote Alex Corner, head of electronic derivatives trading, Alexandra Egorova, a director covering global banks, and Josh Feldman, a senior vice president of engineering, without naming any of their firms.

Corner's desk is said to have cut hours of work to minutes. Feldman recounts an offshore team at a major brokerage accidentally sending 18.4 million requests in one hour, all served with no drops at an average under 5 milliseconds. No client is named alongside a measured result.

AI Safety and Data Stewardship
AA on AI Safety and Data StewardshipThe cross client data boundary is answered specifically and falsifiably: commitments like zero training on customer data or per customer model instances.
Vendor Published

Customer data never trains AgentSmyth's models, and no retention and no training flags are passed to model providers. Inference can run inside a customer's VPC or on premises so data stays within the perimeter, and each tenant is isolated by namespace and strict access controls. Detectors catch personal data and secrets at the point of entry, context windows are kept to the minimum, and redaction and policy based blocking sit in front of the models.

Regulatory and Compliance
GLBA and Data Privacy Posture
CC on GLBA and Data Privacy PostureA standard privacy policy that covers the website rather than the service, or silence on a product that touches limited consumer data.
Vendor Published

The privacy policy, updated May 3, 2026, is issued in the name of AgentSmyth Advisors and covers the websites, applications and dashboards, though its contact details give the company as AgentSmyth Inc. It sets no retention periods, names no subprocessors and says nothing about where data is stored or how it crosses borders. Information a user authorizes when connecting a brokerage or chat platform account is shared under that integration's terms. A data processing agreement covering GDPR and CCPA, residency controls and a subprocessor list are offered only inside a security pack under NDA.

Security Certifications and Trust Center
CC on Security Certifications and Trust CenterA single footer line, or certifications asserted without being enumerated, which is weaker than naming them because it invites an assumption a buyer cannot check.
Vendor Published

AgentSmyth claims no SOC 2 report or ISO certification. It describes defense in depth, with per tenant isolation, TLS in transit, AES 256 at rest, secrets held in key management or hardware security modules, signed images and supply chain scanning. An annual independent penetration test is run and its summary is shared under NDA, along with a security pack holding a whitepaper, shared responsibility model and control matrix. Role based permissions and admin audit logs govern access.

Regulatory Status and Licensure
CC on Regulatory Status and LicensureThe regulatory position is unstated. Most vendors in this index are technology suppliers and being unlicensed is the correct posture, so this grade records silence about the posture, not a missing license.
Regulatory Filing

AgentSmyth's 2025 seed announcement called the company a registered investment adviser and FINRA registered. The SEC's adviser register lists AgentSmyth Advisors, formerly Alta Summit Capital, at 32 Old Slip in New York, the same address as AgentSmyth Inc., with its registration inactive and terminated in March 2026. FINRA's BrokerCheck carries only that adviser record and no broker dealer.

Today AgentSmyth makes no regulatory claim beyond research packaging built with MiFID II and MAR in mind and outputs that carry disclaimers and respect entitlements, while its agents still structure trades with sizing.

AI Governance and Bias Disclosure
BB on AI Governance and Bias DisclosureAn independent demographic evaluation the vendor has submitted to, such as the NIST face evaluation class, or a governance framework with named process behind it.
Vendor Published

Securities and markets are the subjects of this work, so the governance questions are accuracy and which models may answer which questions. Customers choose the models, and AgentSmyth enforces allow and deny rules by use case and region, guards against prompt injection and limits retrieval to allowlisted sources. Outputs carry citations, lineage and risk checks. AgentSmyth gives no evaluation results and no figure for how often outputs are routed to a human reviewer.

AI Liability and Recourse
CC on AI Liability and RecourseMechanisms that enable challenge, such as audit trails and source traceability, with nothing standing behind the output and no route for the person affected.
Vendor Published

Research outputs ship with disclaimers, and AgentSmyth's public terms cover only its website and self serve subscriptions. For a structured trade idea with sizing that a desk acts on, AgentSmyth offers no accuracy commitment, remedy or indemnity.

Integration and Deployment
Model Supply Chain Disclosure
CC on Model Supply Chain DisclosureThe architecture is described and no provider is named.
Vendor Published

Customers pick the models and AgentSmyth routes among them under allowlists, but it names no default model or provider. Thomson Reuters Ventures described the platform in 2025 as drawing on more than 100 datasets streaming in real time, and the vendors behind them are not named. The no retention and no training flags go to providers that are not identified either.

Core Systems and Integration Depth
BB on Core Systems and Integration DepthNamed systems or a documented public API, with the depth or the production evidence left open.
Vendor Published

AgentSmyth runs as its own workspace or plugs into existing systems through an API, MCP and a command line interface, and a Macro Report API on its developer portal pipes its market view into other platforms. Single sign on with SAML and SCIM and logs sent to the customer's SIEM are supported. Morning briefs are formatted to paste into desk chat, and users can connect brokerage and chat platform accounts. No order management, execution or market data system is named as an integration.

Deployment Model and Data Residency
AA on Deployment Model and Data ResidencyOn premise or hybrid deployment is offered and documented, alongside where data rests.
Vendor Published

Four deployments are offered. Multi tenant and single tenant SaaS come with regional residency and SIEM export. The customer's own VPC runs over PrivateLink or peering, with the customer's own key management and strict egress allowlists, and on premises installs use Kubernetes, Helm and Terraform from signed images. Hybrid setups keep inference inside the customer's perimeter. The regions offered for the hosted version are not listed.

Commercial
Commercial Transparency
CC on Commercial TransparencyNo price is published and engagement runs through a demo form, which is the norm in this index.
Vendor Published

Pricing starts with a deployment conversation, and no rate is given up front. AgentSmyth's 2024 launch quoted $30 a day for unlimited agent use and $60 a day for agents working on a client's own data, rates it no longer quotes. A May 2025 fulfillment policy describes self serve subscriptions that renew automatically, with refunds considered within 14 days for access problems or a service that differs from its description.

Institution and Segment Coverage
BB on Institution and Segment CoverageNamed segments with dedicated material behind part of the coverage.
Vendor Published

Sales traders, derivatives desks, multi asset teams, portfolio managers and wealth managers are the users. The workflows follow the trading day, from what moved overnight to the pre earnings check and the effect of a rates shock on a book. Coverage spans 5,005 global equities across five or more geographies. The stated clients range from $2 billion to $50 billion in assets, and the customer stories feature bank and derivatives desks. Lending, insurance and banking operations fall outside it.

Head to Head

Compared With

Most editorial comparisons pair two vendors the index assesses as direct competitors for the same buyer. Some pair vendors that are adjacent rather than rival, where the useful question is where one ends and the other begins. Each carries a verdict, the buyer conditions that favor each vendor, and a graded side by side.

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Boosted.ai builds Alfa, an AI research system that watches companies, portfolios and market events and writes sourced briefs and memos.

The index publishes no overall score or ranking. See what we assess and the methodology.

Commercial

Pricing

Vendor-published figures are labeled as such. Figures labeled “Estimated” are derived from third-party sources and have not been confirmed by the vendor.

No pricing data has been verified for this vendor. Pricing information will be published here once confirmed through vendor disclosure or third-party estimation.

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AI FinTech Index

The AI FinTech Index is an independent index that tracks changes to AI vendors in financial services. It holds 578 vendors across banking, lending, insurance, wealth, capital markets and financial crime compliance, each graded on the same 15 capability axes from public sources. No vendor pays for inclusion, placement, or rating.

Index Status
Last index update
October 11, 2026
The AI FinTech Index is an editorial reference, not a regulatory body. Vendor data is verified against published sources and public regulatory filings. Figures labeled “Estimated” have not been confirmed by the vendor. See the Methodology page for evaluation standards and limitations.
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