Enterprise-Grade Agentic AI for Equity Research Firms
The Agentic AI Platform for Equity Research Firms
The Agentic AI Platform for Equity Research Firms
StackAI helps equity research teams deploy secure AI agents that pull insights from filings, earnings calls, and internal knowledge bases to draft research notes and investment memos faster—while maintaining governance, access controls, and audit-ready traceability.
Give investors and managers instant insights
Instantly check policy terms and confirm eligibility
Summarize internal repositories and generate memos
Trusted by

Secure Agentic AI for Equity Research Firms
StackAI helps equity research teams deploy agentic workflows that synthesize filings, earnings call transcripts, internal notes, and approved data sources into consistent, citation-backed briefs and investment memos—governed with RBAC, SSO, and enterprise-grade security for confident collaboration at scale.
On-premise deployment
On-premise deployment
Built-in governance and analytics
Built-in governance and analytics
White-glove support from AI experts
White-glove support from AI experts
Investment memos, earnings call briefs, and compliance-ready research
Investment memos, earnings call briefs, and compliance-ready research
Talk to an AI Expert
See Enterprise AI Agents in Action
Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.
SOC 2 Type II, GDPR, and HIPAA compliance
On-premise deployment
Built-in governance and analytics
White-glove support from AI experts
Talk to an AI Expert
See Enterprise AI Agents in Action
Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.
SOC 2 Type II, GDPR, and HIPAA compliance
On-premise deployment
Built-in governance and analytics
White-glove support from AI experts
Talk to an AI Expert
See Enterprise AI Agents in Action
Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.
Case Studies
Trusted by Leading Investment & Asset Management Teams
From hedge funds to multi-class asset managers, investment teams use StackAI to automate research workflows, synthesize market and company data, and deliver faster, more consistent insights with secure AI agents. Explore how leading firms drive productivity, governance, and ROI at scale.
Case Studies
Trusted by Leading Investment & Asset Management Teams
From hedge funds to multi-class asset managers, investment teams use StackAI to automate research workflows, synthesize market and company data, and deliver faster, more consistent insights with secure AI agents. Explore how leading firms drive productivity, governance, and ROI at scale.
Leading hedge funds and asset management teams use StackAI to deploy secure AI agents that streamline research, reporting, and client workflows. The result is faster insights, smoother operations, and better decision-making across the investment process.
Workflows used
AI-powered equity research and reporting
Research, compliance, and reporting automation
Client relations & decision-support agents
Use Cases Collection
10+ AI Agents Transforming Finance
Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.
Use Cases Collection
10+ AI Agents Transforming Finance
Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.
Use Cases Collection
10+ AI Agents Transforming Finance
Explore 25+ real-world AI agent use cases helping finance teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Platform
Build Agentic AI Workflows for Equity Research Firms
Automate data gathering, financial modeling, and report drafting with secure AI agents that analyze filings, earnings calls, and internal research—then deliver traceable insights directly to your team’s workflows.
Platform
Build Agentic AI Workflows for Equity Research Firms
Automate data gathering, financial modeling, and report drafting with secure AI agents that analyze filings, earnings calls, and internal research—then deliver traceable insights directly to your team’s workflows.
integrations
Bring Agentic AI to Your Enterprise
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.
integrations
Bring Agentic AI to Your Enterprise
With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.
our certifications
Enterprise-Grade Security
Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.
our certifications
Enterprise-Grade Security
Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001

HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001

HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001

HIPAA
We protect sensitive medical data through secure processing, adhering to HIPAA compliance for data confidentiality.
Healthcare
001

SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002

SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002

SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002

SOC 2 Type II
We adhere to rigorous standards in areas such as information processing, data retention, and access control.
SECURITY
002

GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003

GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003

GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003

GDPR
We guard data by ensuring secure processing and providing mechanisms to exercise your rights under GDPR.
Europe
003
our clients' opinions
Proven Impact, In Our Customers' Words
our clients' opinions
Proven Impact, In Our Customers' Words
“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Dale Ward
Chief AI and innovation officer
Diné development corporation

“StackAI made AI accessible across our entire company. Business users can easily build sophisticated workflows connecting SharePoint, Google Drive, Box, and more. We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Fabien Cros
Chief data and ai officer
Ducker Carlisle

“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Stefan Galluppi
Chief information officer
lifemd

“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Gerard Rescigno
Chief Information Officer
The YMCA REtirement fund


“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Doug Williams
gen ai lead
mit


“With StackAI, work that once took a week now runs in five minutes, producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Brian Hayt
director of business analytics
noblereach

“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Dale Ward
Chief AI and innovation officer
Diné development corporation

“StackAI made AI accessible across our entire company. Business users can easily build sophisticated workflows connecting SharePoint, Google Drive, Box, and more. We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Fabien Cros
Chief data and ai officer
Ducker Carlisle

“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Stefan Galluppi
Chief information officer
lifemd

“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Gerard Rescigno
Chief Information Officer
The YMCA REtirement fund


“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Doug Williams
gen ai lead
mit


“With StackAI, work that once took a week now runs in five minutes, producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Brian Hayt
director of business analytics
noblereach

“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Dale Ward
Chief AI and innovation officer
Diné development corporation

“StackAI made AI accessible across our entire company. Business users can easily build sophisticated workflows connecting SharePoint, Google Drive, Box, and more. We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Fabien Cros
Chief data and ai officer
Ducker Carlisle

“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Stefan Galluppi
Chief information officer
lifemd

“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Gerard Rescigno
Chief Information Officer
The YMCA REtirement fund


“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Doug Williams
gen ai lead
mit


“With StackAI, work that once took a week now runs in five minutes, producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Brian Hayt
director of business analytics
noblereach

“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Dale Ward
Chief AI and innovation officer
Diné development corporation

“StackAI made AI accessible across our entire company. Business users can easily build sophisticated workflows connecting SharePoint, Google Drive, Box, and more. We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Fabien Cros
Chief data and ai officer
Ducker Carlisle

“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Stefan Galluppi
Chief information officer
lifemd

“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Gerard Rescigno
Chief Information Officer
The YMCA REtirement fund


“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Doug Williams
gen ai lead
mit


“With StackAI, work that once took a week now runs in five minutes, producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Brian Hayt
director of business analytics
noblereach

“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

Dale Ward
Chief AI and innovation officer
Diné development corporation
Read the Full Story
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”

Gerard Rescigno
Chief Information Officer
The YMCA REtirement fund
Read the Full Story

“With StackAI, work that once took a week now runs in five minutes, producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”

Brian Hayt
director of business analytics
noblereach
Read the Full Story
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”

Stefan Galluppi
Chief information officer
lifemd
Read the Full Story
“StackAI made AI accessible across our entire company. Business users can easily build sophisticated workflows connecting SharePoint, Google Drive, Box, and more. We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”

Fabien Cros
Chief data and ai officer
Ducker Carlisle
Read the Full Story

“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

Doug Williams
gen ai lead
mit
Read the Full Story
“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

Dale Ward
Chief AI and innovation officer
Diné development corporation
Read the Full Story
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”

Gerard Rescigno
Chief Information Officer
The YMCA REtirement fund
Read the Full Story

“With StackAI, work that once took a week now runs in five minutes, producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”

Brian Hayt
director of business analytics
noblereach
Read the Full Story
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”

Stefan Galluppi
Chief information officer
lifemd
Read the Full Story
“StackAI made AI accessible across our entire company. Business users can easily build sophisticated workflows connecting SharePoint, Google Drive, Box, and more. We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”

Fabien Cros
Chief data and ai officer
Ducker Carlisle
Read the Full Story

“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

Doug Williams
gen ai lead
mit
Read the Full Story
“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

Dale Ward
Chief AI and innovation officer
Diné development corporation
Read the Full Story
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”

Gerard Rescigno
Chief Information Officer
The YMCA REtirement fund
Read the Full Story

“With StackAI, work that once took a week now runs in five minutes, producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”

Brian Hayt
director of business analytics
noblereach
Read the Full Story
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”

Stefan Galluppi
Chief information officer
lifemd
Read the Full Story
“StackAI made AI accessible across our entire company. Business users can easily build sophisticated workflows connecting SharePoint, Google Drive, Box, and more. We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”

Fabien Cros
Chief data and ai officer
Ducker Carlisle
Read the Full Story

“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

Doug Williams
gen ai lead
mit
Read the Full Story
“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

Dale Ward
Chief AI and innovation officer
Diné development corporation
Read the Full Story
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”

Gerard Rescigno
Chief Information Officer
The YMCA REtirement fund
Read the Full Story

“With StackAI, work that once took a week now runs in five minutes, producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”

Brian Hayt
director of business analytics
noblereach
Read the Full Story
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”

Stefan Galluppi
Chief information officer
lifemd
Read the Full Story
“StackAI made AI accessible across our entire company. Business users can easily build sophisticated workflows connecting SharePoint, Google Drive, Box, and more. We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”

Fabien Cros
Chief data and ai officer
Ducker Carlisle
Read the Full Story

“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

Doug Williams
gen ai lead
mit
Read the Full Story
“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

Dale Ward
Chief AI and innovation officer
Diné development corporation
Read the Full Story
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”

Gerard Rescigno
Chief Information Officer
The YMCA REtirement fund
Read the Full Story

“With StackAI, work that once took a week now runs in five minutes, producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”

Brian Hayt
director of business analytics
noblereach
Read the Full Story
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”

Stefan Galluppi
Chief information officer
lifemd
Read the Full Story
“StackAI made AI accessible across our entire company. Business users can easily build sophisticated workflows connecting SharePoint, Google Drive, Box, and more. We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”

Fabien Cros
Chief data and ai officer
Ducker Carlisle
Read the Full Story

“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

Doug Williams
gen ai lead
mit
Read the Full Story
“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

Dale Ward
Chief AI and innovation officer
Diné development corporation
Read the Full Story
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”

Gerard Rescigno
Chief Information Officer
The YMCA REtirement fund
Read the Full Story

“With StackAI, work that once took a week now runs in five minutes, producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”

Brian Hayt
director of business analytics
noblereach
Read the Full Story
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”

Stefan Galluppi
Chief information officer
lifemd
Read the Full Story
“StackAI made AI accessible across our entire company. Business users can easily build sophisticated workflows connecting SharePoint, Google Drive, Box, and more. We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”

Fabien Cros
Chief data and ai officer
Ducker Carlisle
Read the Full Story

“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

Doug Williams
gen ai lead
mit
Read the Full Story
“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

Dale Ward
Chief AI and innovation officer
Diné development corporation
Read the Full Story
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”

Gerard Rescigno
Chief Information Officer
The YMCA REtirement fund
Read the Full Story

“With StackAI, work that once took a week now runs in five minutes, producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”

Brian Hayt
director of business analytics
noblereach
Read the Full Story
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”

Stefan Galluppi
Chief information officer
lifemd
Read the Full Story
“StackAI made AI accessible across our entire company. Business users can easily build sophisticated workflows connecting SharePoint, Google Drive, Box, and more. We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”

Fabien Cros
Chief data and ai officer
Ducker Carlisle
Read the Full Story

“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

Doug Williams
gen ai lead
mit
Read the Full Story
“I was looking for a company designing systems and solutions based on the capabilities of generative AI, and that’s what led me to StackAI. The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”

Dale Ward
Chief AI and innovation officer
Diné development corporation
Read the Full Story
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”

Gerard Rescigno
Chief Information Officer
The YMCA REtirement fund
Read the Full Story

“With StackAI, work that once took a week now runs in five minutes, producing fully cited reports that eliminate the blank-page problem. StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”

Brian Hayt
director of business analytics
noblereach
Read the Full Story
“StackAI helps our team streamline the management and scaling of complex AI workflows across multiple products. We’ve used it to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”

Stefan Galluppi
Chief information officer
lifemd
Read the Full Story
“StackAI made AI accessible across our entire company. Business users can easily build sophisticated workflows connecting SharePoint, Google Drive, Box, and more. We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”

Fabien Cros
Chief data and ai officer
Ducker Carlisle
Read the Full Story

“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

Doug Williams
gen ai lead
mit
Read the Full Story
FAQ
Frequently Asked Questions
About AI Agents and the Enterprise AI Platform
FAQ
Frequently Asked Questions
About AI Agents and the Enterprise AI Platform
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
What exactly are AI agents, and how do they work?
Do I need technical skills or coding knowledge to use StackAI?
Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?
Is StackAI secure enough for sensitive data?
How and where is our data stored when using StackAI?
What kind of support does StackAI provide during onboarding and deployment?
Get started
Let’s Build Agentic AI for Equity Research Firms, Together
Book a demo to see how agentic AI can help equity research teams synthesize filings, earnings transcripts, and alternative data into faster, more accurate insights and reports.

Get started
Let’s Build Agentic AI for Equity Research Firms, Together
Book a demo to see how agentic AI can help equity research teams synthesize filings, earnings transcripts, and alternative data into faster, more accurate insights and reports.

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Join the newsletter and get AI news, resources for real-world use cases, AI agent tutorials, and more.




Solutions
©2026 StackAI. All rights reserved
Made by PhDs at
Join the newsletter and get AI news, resources for real-world use cases, AI agent tutorials, and more.




Solutions
©2026 StackAI. All rights reserved
Made by PhDs at
Join the newsletter and get AI news, resources for real-world use cases, AI agent tutorials, and more.




Solutions
©2026 StackAI. All rights reserved
Made by PhDs at








