Finance Enterprise Only

WithAI

Secure AI command center for institutional stock research and portfolio workflows

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PricingEnterprise Only
Starting priceContact sales
Free planUnknown
Free trialYes
APIUnknown
Open sourceNo
DeploymentCloud
Last verifiedJuly 30, 2026
Overview

Tool overview

WithAI is listed under Finance AI tools.

Summary

What is WithAI?

WithAI deploys Multiplier, a customized command center for independent asset managers. It unifies structured data, documents, agents, human work, and firm knowledge while hosting sensitive information inside the client’s cloud.

Best fit

Best for

Independent equity funds and institutional investors deploying governed AI workflows

Audience

Who is it for?

Hedge fundsAsset managersEquity research teamsFamily officesPortfolio managers
Recommendation

Decision note

Suitable for evaluation after confirming final commercial terms, permissions, data handling, lifecycle status, and edit-screen aliases. Keep Needs Review enabled until a human verifies the published profile.

Capabilities

Key features

Customized agent harnesses for asset-management workflows

Automated daily research across public companies

Unified structured and unstructured investment data

Firm ontology, folder structure, and searchable knowledge

Customer-cloud hosting with controlled data access

White-glove implementation and personalized support

Workflows

Use cases

Researching and monitoring equity portfolios

Updating projections and investment theses

Combining sell-side, expert-call, and company data

Preserving tacit firm knowledge

Building governed AI workflows for analysts

Strengths

Pros

  • Purpose-built for institutional investment teams
  • Customer data stays in the client cloud
  • Connects many established investment data systems
  • Implementation includes direct founder support
Considerations

Cons

  • Pricing requires consultation
  • Deployment is customized rather than self-service
  • Investment outputs still require portfolio-manager judgment
Considerations

Limitations

Multiplier supports research and workflow execution but cannot guarantee investment performance. Firms should verify source licensing, model outputs, trade controls, data permissions, material nonpublic information handling, and every investment decision.

Cost

Pricing details

Pricing modelEnterprise Only
Starting priceContact sales
Free planUnknown
Free trialYes
Pricing context

Billing options

Custom enterprise contractForward-deployed implementation
Pricing context

Pricing note

WithAI deploys Multiplier through a customized, forward-deployed engagement. No standardized public subscription amount, ongoing free plan, or product-trial terms were confirmed.

View official pricing
Compatibility

Supported languages

  • English
Connectivity

Integrations

MSCI

Tradeweb

Enfusion

Snowflake

Microsoft Teams

Tegus

AlphaSense

Bloomberg

Excel

Slack

FactSet

Databricks

Specs

Technical details

PlatformsWeb
Multilingual supportUnknown
Login requiredYes
Open sourceNo
DeploymentCloud
CompanyWithAI, Inc.
Launch year2026
Models / versionsFrontier agents Firm-specific workflows Research automation agents
Editions / plansMultiplier
Data confidenceHigh
Last verifiedJuly 30, 2026
Documentation → Data source →
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Answers

Frequently asked questions

WithAI deploys Multiplier, a customized command center for independent asset managers. It unifies structured data, documents, agents, human work, and firm knowledge while hosting sensitive information inside the client’s cloud.
Independent equity funds and institutional investors deploying governed AI workflows
The listed pricing model for WithAI is Enterprise only. Pricing can change, so users should verify the latest plan details on the official website.
Yes. The current profile indicates that a free trial is available.
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