Capital Markets & Research AI
B

Boosted.ai

Boosted.ai builds Alfa, an AI research system that watches companies, portfolios and market events and writes sourced briefs and memos. It sells to individual investors, analysts, institutional teams, brokerages and developers.

Each kind of buyer gets its own tier. Alfa Prime gives institutional teams agents that argue bull and bear cases against a fund's own criteria and return a memo with a conviction score. Alfa Powered lets brokerages embed the product under their own brand, and the Alfa Platform gives developers APIs ready for the Model Context Protocol.

Boosted.ai has built AI for investment research since 2017 and states $5 trillion in client assets supported. It holds SOC 2 Type II and ISO 27001, 27701 and 42001. It is based in Toronto.

Last VerifiedOctober 2, 2026
Compare Boosted.ai with other vendors
Founded
2017
Headquarters
Toronto, Ontario, Canada
Website
boosted.ai
Categories
capital-markets-ai, wealth-and-advisory
Assessment

Capability Axes

Capability grades

15 of 15 axes rated · 12 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

Alfa is agentic by design, monitoring companies and portfolios around the clock, investigating material changes and delivering sourced briefs and investment memos. Every tier sells research the models produce, so nothing operable would be left.

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

Evidence sits behind each conclusion and the judgment stays with the investor, while compliance teams can configure data sources, enable restricted modes and govern use across teams. Whether research embedded in a brokerage's app reaches end investors without a person reviewing it is not described.

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

Every conclusion carries a citation back to the filing, transcript or dataset behind it, and the institutional tier adds a conviction score. Accuracy figures, evaluation method and error analysis for monitoring and extraction 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

Aggregates carry the claim: $5 trillion in client assets supported and 150,000 financial sources monitored. Homepage logos such as NVIDIA and Apple match companies in sample briefings, and no client institution is named.

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

Client data never trains the underlying models and is never shared across customers, a categorical answer to the cross client question. Retention terms for what reaches the unnamed model providers are not published.

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

Updated September 2026, the privacy policy covers the web application as processor for business customers' data, ties retention to the contract or a deletion request and names service providers such as HubSpot, Cloudflare and Stripe. Model providers are absent from that list, though holdings, watchlists and investment criteria are what is at stake.

Security Certifications and Trust Center
BB on Security Certifications and Trust CenterA recognized certification named in the vendor’s own material without the artifact, or with a scope or renewal question the buyer has to raise.
Vendor Published

SOC 2 Type II audited controls and ISO 27001 and 27701 certification are stated, with a trust center at trust.boosted.ai hosted on Vanta. Scope of those certificates, and whether they cover Alfa, is not shown publicly.

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

Embedded research inside brokerages' products reaches retail investors under supervision and recordkeeping rules, and institutional memos feed regulated investment processes, yet no regulatory position is stated. The security page speaks to GDPR and the scrutiny of regulated finance, which is data protection rather than the rules on the research itself.

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

ISO 42001 certification for its AI management system, assessed through third party audits, puts named process behind governance on a modest bias surface. Agents that judge names against a fund's own criteria can reinforce an existing view, and a bull and bear debate is the described counterweight, with no measure of how often disconfirming evidence reaches the memo.

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

Decisions are placed with the user, and no accuracy guarantee, indemnity or remediation term is published. An event Alfa judged immaterial and never surfaced is a failure the user cannot see.

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

Multi model agents imply third party foundation models in the path, and none is named. Research sources are attributed only through sample citations to Bloomberg and Reuters.

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

Brokerages can embed research and portfolio monitoring in their own app under their brand through Alfa Powered, and the Alfa Platform offers a financial event bus, finance agents and APIs ready for the Model Context Protocol. Not one brokerage, portfolio system or market data vendor is named as connected.

Deployment Model and Data Residency
BB on Deployment Model and Data ResidencyStated residency commitments or regional hosting options.
Vendor Published

The majority of data is stored and processed in Canada and the US on Amazon Web Services, with some held by subprocessors in the US or the European Union. That describes where data usually rests rather than a contractual commitment, and no private deployment or regional choice is described.

Commercial
Commercial Transparency
BB on Commercial TransparencyA published plan ladder, billing dimensions, or a stated commitment such as no fees, so a buyer can size the cost before making contact.
Vendor Published

A ladder by audience runs from Alfa for individuals and Alfa Pro for professionals, both opening with a free account, through Alfa Prime for institutions to Alfa Powered for brokerages. No tier has a published rate, so the cost of a team or institutional deployment stays unpriced.

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

Individual investors, institutional teams and brokerages each get a tier and product page, with banks addressed on the security page. Coverage stays inside investment research, and the institutional tiers carry no case study or segment material.

Tracked Since Listing

Product updates

Material product, regulatory, evidence and commercial changes at Boosted.ai, each verified against a live source and tagged to the capability axis it bears on. Funding rounds and awards are not product changes and are not logged.

Aug 24, 2026Product / capabilityPartially verified

Boosted.ai launched Alfa Prime, a multi model AI investment committee that pressure tests an investment idea. Independent models are assigned to argue bull, bear and moderating positions, and the debate is synthesized into a citable investment memo. The product is available initially to selected institutional partners rather than generally.

Bears on: AI CentralitySource
Our read on this update →Tracked since Aug 2026
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.

Alternatives to Boosted.ai

Vendors in the same categories as Boosted.ai whose profiles look most alike, each with a line on what the product does. Similar is not the same: check that each one does the job you need. No vendor pays for placement.

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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.

Entry Price Pricing Basis Data Protection Terms Implementation Source
Free account to start on Alfa, for individual investors, and Alfa Pro, for professionals and teams. No rate is published for any tier.
Tiered by audience: Alfa for individual investors, Alfa Pro for analysts, portfolio managers and teams, Alfa Prime for institutional teams, Alfa Powered for brokerages and platforms that embed Alfa under their own brand, and the Alfa Platform for developers. The Alfa and Alfa Pro pages invite a free start; no rate, billing dimension or plan limit is published for any tier. No compliance or data protection terms are tied to a tier. No implementation fee is published. The Alfa and Alfa Pro tiers start with a free account. Vendor Published

Tiers come from Boosted.ai's homepage and product pages as of 2 October 2026. Boosted.ai publishes no pricing page, and nothing says whether Prime and Powered are charged per seat, per covered name or per end user.

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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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