/ industries

Financial Services

Eliminate duplicate data purchases and deliver real-time portfolio insights.

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The floor of the New York Stock Exchange in 1961, seen from the gallery: hundreds of brokers and clerks working the horseshoe trading posts, order slips underfoot, the board clock reading 11:49
New York Stock Exchange trading floor · Library of Congress · 1961 no known restrictions
[ 01 data discovery ]

Give every team access to all your firm's data

Investment professionals spend 5-10 hours per week requesting data from the data team. Ana gives them chatbot access to every data source—proprietary and vendor datasets, market data, Snowflake, internal research, and files buried on shared drives.

Transaction Monitoring
M
Marcus
|
Ana
Ana
3 alerts
Flagged Transactions
7 transactions - Last 24 hours
IDMERCHANTAMOUNTRISKSTATUS
TXN-001Overseas Wire Transfer$45,230HIGHFlagged
TXN-002ATM Withdrawal - Foreign$2,500MEDIUMReview
TXN-003Online Purchase$189LOWCleared
TXN-004Multiple Card-Present$8,750HIGHFlagged
TXN-005Crypto Exchange$12,000MEDIUMReview
TXN-006Retail Store$67LOWCleared
TXN-007International Transfer$25,400HIGHFlagged
/ transaction monitoring/ fig. 01
[ 02 the challenge ]

$2M+ lost to duplicate data purchases

Teams can't discover existing datasets across your data warehouse and internal systems. Data science can only handle 5-10 complex analyses per month, while portfolio teams need 100+ insights. One agent automates what used to take 20 analysts weeks.

[ 03 real-time analytics ]

Portfolio monitoring without the back-and-forth

Track exposures across public and private positions. Run diligence checks, benchmark performance, and flag risks - all through a simple query. No tickets, no waiting.

Connectors
Connect your data sources to start exploring with Ana.
Search active connectors...
Name
Type
Created
Portfolio Analytics
Snowflake Snowflake
Jan 15, 2026
Market Data Pipeline
Databricks Databricks
Jan 8, 2026
Risk & Attribution DB
SQL Server SQL Server
Dec 20, 2025
Add More Data Sources
Connect additional data sources to unlock more insights
Supabase
Supabase
ClickHouse
ClickHouse
Postgres
Postgres
Redshift
Redshift
Snowflake
Snowflake
BigQuery
BigQuery
Azure
Azure
Aurora
Aurora
Tableau
Tableau
Power BI
Power BI
Databricks
Databricks
MotherDuck
MotherDuck
MySQL
MySQL
SQL Server
SQL Server
/ connected sources/ fig. 02
[ 04 reporting & live dashboards ]

Real-time portfolio performance at a glance

Portfolio performance at a glance, LP reports in a click. Track performance, spend, fundraising, risk metrics, and allocation across all your funds—updated in real-time from every connected source. Generate LP-ready reports in seconds, formatted and ready to send.

Portfolio Analytics Dashboard
Real-time portfolio performance
/ portfolio analytics/ fig. 03
[ 05 in production ]

Ana in production at hedge funds and asset managers

/ automation
300+

ad hoc data requests automated per month

/ coverage
24/7

portfolio monitoring

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