Boosted.ai

Boosted.ai

AI-powered platform for institutional investment insights

Overview

Boosted.ai provides AI-powered tools for institutional and wealth managers to improve investment decision-making. Its platform features a virtual AI companion that analyzes a vast mix of financial data—from hundreds of thousands of articles to earnings reports and annual data—to surface relevant market insights and personalized recommendations, with customization for specific portfolios. It blends micro stock analysis, macro market trends, and portfolio-construction ideas, and is available via a subscription to Boosted Insights. The goal is to help financial firms build viable quantitative portfolios and boost investment productivity by offering accurate modeling data and up-to-date insights.

About Boosted.ai

Simplify's Rating
Why Boosted.ai is rated
C+
Rated C on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Fintech

AI & Machine Learning

Company Size

51-200

Company Stage

Late Stage VC

Total Funding

$69.5M

Headquarters

Toronto, Canada

Founded

2017

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Simplify's Take

What believers are saying

  • Boosted.ai raised $15 million in November 2024, showing investor support and runway.
  • July 2025 Alfa upgrade added self-service signup, lowering adoption friction for new users.
  • Jackie Wylie's CMO hire signals aggressive enterprise expansion across hedge funds and wealth managers.

What critics are saying

  • Bloomberg launched ASKB in February 2026, directly attacking Boosted.ai's core workflow.
  • AlphaSense added custom AI agents in March 2026, narrowing Boosted.ai's feature gap.
  • A weak 2025 fundraising cycle would force layoffs before a 2026 growth round.

What makes Boosted.ai unique

  • Alfa turns portfolio research into agentic workflows for investors, not generic chat.
  • Boosted.ai integrates holdings, news, filings, and custom memory into one interface.
  • BX Partners embedded Boosted.ai in January 2026, extending distribution into advisor platforms.

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Funding

Total Funding

$69.5M

Above

Industry Average

Funded Over

5 Rounds

Late VC funding comparison data is currently unavailable. We're working to provide this information soon!
Late VC Funding Comparison
Coming Soon

Benefits

Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

2%

1 year growth

2%

2 year growth

4%
Business Wire
Jun 2nd, 2026
Boosted.ai names Jackie Wylie as CMO to scale agentic AI platform for investors

Boosted.ai, a leader in agentic AI for investment management, has appointed Jackie Wylie as chief marketing officer. Wylie brings over 15 years of B2B and SaaS marketing leadership experience, with expertise in scaling technology companies during growth phases. Most recently, Wylie served as head of marketing and sales development at Middesk, where she helped triple annual recurring revenue. She previously held the CMO position at Textio and senior marketing roles at Smartsheet, Hewlett Packard Enterprise and Microsoft. The appointment comes as Boosted.ai expands its AI platform across hedge funds, asset managers and institutional investment platforms. Headquartered in Toronto and New York, the company is backed by Portage Ventures, Ten Coves Capital, Spark Capital and RBC.

Technology AI Insights
Jul 7th, 2025
Boosted.ai Launches Enhanced Alfa, an Agentic AI Platform for Productivity and Decisions

Boosted.ai, the leader in AI-powered investment research, announced the launch of the newest version of its flagship product, Alfa - a next-generation, agentic AI platform built to anticipate, analyze, and act the way investors do.

Financial Post
Apr 14th, 2025
Boosted.ai Names Christian Antaloczy As Chief Product Officer to Expand Its Lead in the Investment Generative AI Space

NEW YORK & TORONTO - Boosted.ai, developers of the leading agentic AI for investment professionals - Boosted.ai Alfa(TM) - today announced it has appointed Christian Antaloczy as Chief Product Officer (CPO).

BetaKit
Dec 2nd, 2024
Why Hopper Might Be The Next Canadian Tech Company To Play The Secondary Game

Plus: Canada sues Big Tech. The post Why Hopper might be the next Canadian tech company to play the secondary game first appeared on BetaKit.

Business Wire
Nov 26th, 2024
Boosted.ai Raises $15 Million to Transform Investment Management with Agentic and Generative AI

Boosted.ai, a cutting edge generative artificial intelligence company that works with some of the world’s leading investment managers to streamline an

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