Finovate Demo Video Archives

Demo video will be available soon.

Presenter Profile:

How they describe themselves: Investors today face two inadequate options for research: either depend on costly terminal platforms designed for data access-not insight-or manually stitch together models, filings, and market sentiment across siloed tools. Both approaches are slow, error-prone, and increasingly unsuited for modern investment workflows. Invesst addresses each scenario by automating the most time – consuming elements of research-valuation modeling, document analysis, memo writing etc. – dramatically reducing time to insight while preserving rigor, branding, and compliance.

How they describe their product/innovation: Invesst is an AI-first agentic research platform that automates critical workflows for investors, analysts and advisors, without legacy constraints. We’ll automate an analyst’s workflow: researching a company, generating a DCF valuation, summarizing key drivers from filings and sentiment, and instantly producing a firm-branded investment memo. Invesst compresses hours of research into minutes, slashing overhead and letting analysts focus on what matters – making decisions, not chasing data or formatting slides.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Licensed

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev. & Press: Noah Dixon (Founder & CEO), [email protected], 970-556-2166