Capital Markets & Research AI
A

Aiera

Aiera tracks corporate and economic events for asset managers, hedge funds, investment banks and research publishers. It turns earnings calls and other events into live transcripts, summaries and searchable research.

An AI research assistant answers questions across broker research, Third Bridge expert insights, transcripts, filings and news, with every source attributed. Firms use it through dashboards and a mobile app, or pull its content into their own tools through enterprise interfaces and a model context protocol server. Its content also appears inside research platforms such as BlueMatrix and in Claude for Financial Services.

Aiera states its human reviewed transcripts are 99.9 percent accurate. A consortium of research providers backs the company, including Bank of America, Citi and UBS. Ken Sena is chief executive and cofounder.

Last VerifiedOctober 2, 2026
Compare Aiera with other vendors
Founded
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Headquarters
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Website
aiera.com
Categories
capital-markets-ai, wealth-and-advisory
Assessment

Capability Axes

Capability grades

15 of 15 axes rated · 9 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

Live transcription across more than 50,000 tracked events, generative summaries and a research assistant answering across broker research, transcripts and filings are model work at a speed no staffing could match. Event sourcing, content licensing and human review add real assets of their own.

Autonomy and Oversight Model
BB on Autonomy and Oversight ModelA written commitment that the models work alongside human judgment, with real review surfaces, short of the full control structure: commonly the threshold at which the system stops or what happens after it is wrong.
Vendor Published

Human review is built into the pipeline, with a real time machine transcript and a human edited tier sold as a two speed accuracy model. Generative summaries get no described review.

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

A newsroom write up on benchmarking earnings call summaries describes a labeled dataset from the transcript archive and a comparison of overlap and embedding based scoring before a production model was chosen. Every answer ties back to source content, while production error rates and revalidation cadence are unpublished.

Operational and Outcome Evidence
BB on Operational and Outcome EvidenceVendor aggregate claims with real figures, or audited scale disclosures from a publicly listed company.
Vendor Published

Transcripts reviewed by people are stated at 99.9 percent accuracy, and Harvard Business School has published a teaching case on the company, an independent examination rather than a performance measure. No named customer is joined to a measured outcome.

AI Safety and Data Stewardship
BB on AI Safety and Data StewardshipA categorical stewardship commitment is published without the retention schedule or the engineering detail behind it.
Vendor Published

Customer data does not train general purpose models, though aggregated, anonymized or synthetic data may, and entitlement aware access shows each user only what its firm has licensed. Query handling by outside model providers, and its retention terms, is not stated.

Regulatory and Compliance
GLBA and Data Privacy Posture
BB on GLBA and Data Privacy PostureA substantive privacy document that reaches the product itself, short of the subprocessor list or the full data handling detail.
Vendor Published

Audio recordings, transcriptions and professional information from event services fall under a privacy policy effective March 24, 2026, with retention tied to purpose. Queries and watchlists, which reveal what an institution is looking at, are not addressed, and no subprocessor list is published.

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

Encryption over HTTPS and at rest with AES 256, daily backups and access logging are described in general terms. SOC 2 reports, ISO certification and penetration testing are not named.

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.
Vendor Published

Research distribution to institutions sits near European unbundling and inducement rules and American supervised records obligations, and neither is addressed. Compliance language stays with entitlements and responsible AI adoption, for a content supplier that needs no registration.

AI Governance and Bias Disclosure
CC on AI Governance and Bias DisclosureResponsible artificial intelligence committed to in policy language with no evaluation behind it, on a product whose bias surface is modest.
Vendor Published

Accent and dialect are the bias surface: many covered executives speak English as a second language, speech recognition error varies by accent, and sentiment scoring reads tone through the same channel. Accuracy by accent or region is unpublished, so a misheard sentence can enter an investment model unnoticed.

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

Guaranteed accuracy is the marketing promise for human edited transcripts, yet no warranty, service level or remedy defines what that guarantee is worth. A wrong number in a transcript, or a summary that inverts guidance, can be traded on before anyone traces it.

Integration and Deployment
Model Supply Chain Disclosure
BB on Model Supply Chain DisclosureSubstantial partial disclosure, or a chain that is structurally short: an explicit in house build, on premise deployment, per customer instances, or zero retention at the model layer.
Vendor Published

Third party models used to build the evaluation set and serve summarization are named in the benchmarking write up. Which model serves which production function today is not maintained anywhere public, and the privacy policy names no model provider.

Core Systems and Integration Depth
AA on Core Systems and Integration DepthNamed integrations with the systems of record, core banking, policy administration, custodial or contact center platforms, verifiable in marketplace listings or public API documentation.
Vendor Published

BlueMatrix, Eidosmedia and Mediasterling carry Aiera inside sell side research authoring, and an October 2025 integration brought its market intelligence into Claude for Financial Services. Connector libraries for Anthropic, OpenAI and Microsoft Azure let clients consume the content inside their own AI tools.

Deployment Model and Data Residency
CC on Deployment Model and Data ResidencyCloud only with nothing stated, which is the category norm.
Vendor Published

AWS hosting appears on the security page and Microsoft is named as strategic cloud partner, with processing in the United States and other countries. Region, residency commitment and single tenant options are left unstated.

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

Analyst dashboards, a mobile app and enterprise interfaces carry no published price, and access starts with a demo request. Whether seats, interface volume or content entitlements drive the fee is left open.

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

Asset managers and hedge funds on the buy side sit beside banks and research publishers on the sell side, several of which, including Bank of America, Barclays and Citi, back the company and supply content. Material maintained per institution type is absent.

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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Daloopa extracts and structures fundamental financial data for institutional investors, reading company filings, footnotes, investor presentations and earnings transcripts and delivering…

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 610 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 20, 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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