geniosAI Raises $19.1M in Combined Seed and Series A Funding

Financial intelligence startup geniosAI announced on November 9, 2026 that it had raised $19.1 million in combined seed and Series A funding and emerged from stealth. FactSet led the Series A, with Zoom and General Catalyst also investing as geniosAI brings products to market for corporate finance and investment teams.

The San Jose, California, company is co-founded and led by chief executive Prabhdeep Singh. Its products are aimed at the office of the CFO and at investment professionals on both the buy side and sell side. geniosAI says finance and investment teams at Fortune 500 global banks and technology companies already use the platform for earnings preparation, including peer and analyst-expectation comparisons, identifying notable items and anticipating questions from analysts.

A Platform Built for Review

geniosAI says its platform is designed to preserve institutional context across investment research and modeling assignments, with reasoning shown and figures linked to their sources. Singh described the mechanism as a persistent record of the work: “geniosAI keeps the sources, calculations, assumptions, and review decisions attached to the work, so the institution can trace every number, challenge it, and build on it the next time.”

Examples Across Finance Workflows

On geniosAI’s website, the company divides its illustrated agent roles into two groups. System 1 is described as quick, certain and narrow, with a Junior Analyst, Controller and Accountant; System 2 is slow, thorough and deep, with a Chief of Staff, Deep Researcher and Senior Reviewer. Both groups answer to the user.

In an office-of-the-CFO example, a Controller opens the ledger, an Accountant reconciles 412 lines, the Controller flags two variances and a Chief of Staff drafts a board summary. An investment-banking workflow shows a Deep Researcher reading new guidance, a Junior Analyst changing three drivers and rebuilding the model, and a Senior Reviewer checking it against the previous version. Another example follows a requested figure back to its filing, replays the calculation and identifies who produced it.

Strategic Backers and Their Roles

FactSet is also geniosAI’s strategic partner. CEO Sanoke Viswanathan said the partnership combines his company’s data with geniosAI’s traceable analysis to help teams move from insight to decision. Zoom Chief Strategy Officer Abhisht Arora said the investment fits Zoom’s focus on moving work from conversation to completion and builds on its work with finance teams and financial institutions.

General Catalyst managing director Madhu Namburi said the larger opportunity is a higher, more consistent level of intelligence across an organization, with judgment remaining with the business. That thesis also frames the central question for geniosAI’s market entry: whether source tracing and retained context can become embedded in recurring institutional work, making analysis easier to review and reuse across teams.