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Breaking News: Finley AI is selected for FCA AI Spotlight

The Universal API For Financial AI Agents.

The Universal API For Financial AI Agents.

The domain-specific financial AI agent API for building
scalable internal and external AI applications.

The domain-specific financial AI agent API for scalable internal and external operations.

Supported By and Team From

Finley AI is a Financial AI Agent API for financial firms — making it easier to integrate financial agentic AI with just a few lines of code.

# Initialize the Finley AI client
finleyai_client = initialize_finley_client("YOUR_FINLEYAI_API_KEY")
# Perform the query
query = "What was Tesla's revenue over the last 3 quarters?"
response = finleyai_client.search(query)
# Display the results
print(response)
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Build. EMBED. DEPLOY.

Professional Financial AI

Embed advanced financial AI agent API capabilities
built to enhance LLMs and RAG functionalities.

Embed advanced financial AI agent API capabilities built to enhance LLMs and RAG functionalities.

Worked with UK Regulators (FCA)​

Worked with the UK’s Financial Conduct Authority (FCA) Advice Unit to develop AI financial guidance models.

Simple integration

Integrate our versatile API across apps or platforms as a
standalone or as a foundation for custom development.

Significantly reduce dev time

Significantly reduce development time

Our financial AI agent API slashes development costs and time. Instantly integrate advanced agentic AI, bypassing months of R&D for immediate ROI.

Domain-specific capabilities

Our financial AI agent API integrates grounded data, a proprietary knowledge graph, and a finance-trained LLM, delivering generative AI capabilities for the financial sector.

Developed by finance & AI experts

Our team comprises former bankers, financial advisors, and AI experts from leading institutions, bringing together decades of experience in finance and AI.

Enterprise grade security

We take securing financial data seriously, protecting it through PII redaction, GDPR and CCPA compliance, and AI-trained guardrails that block restricted topics.

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FCA Spotlight selects Finley AI

Finley AI is selected to be part of the FCA AI spotlight.

Learn more

Browser Project

Extending our API with browser control features.

Learn More

WealthTech100-list names Finley AI

Finley AI joins the prestigious WealthTech100 list.

Learn More

FEATURED

AI Agent Actions

Save Development Time, Expand Your Product/Service Offering, and Accelerate Processes Using Our Financial AI Agent API

Embed advanced financial AI agent API capabilities built to enhance LLMs and RAG functionalities.

Suitability Letters / Meeting Notes

API-powered generation of suitability reports and meeting notes, automating key financial advisory documentation.

Market Data & Live News

Real-time market data and live news feeds, providing up-to-the-minute financial insights for informed decision-making.

Website analysis

Continuous AI-powered web analysis to identify and monitor business activities and market trends in real-time.

Research Compilation

AI-driven research aggregation and synthesis, delivering comprehensive insights from diverse financial sources.

Chart Generation

Dynamic financial chart creation via API, transforming complex data into clear, actionable visualisations.

Document Summary

AI-powered document summarisation capabilities, distilling lengthy texts into concise, insightful key points.

introducing

Browser Project

A research prototype exploring future capabilities
of AI-driven browser control for financial tasks.

A research prototype exploring future capabilities of AI-driven browser control for financial tasks.

"After years of R&D, we built our Financial AI Agent API to solve the hardest challenge in AI: developing advanced, domain-specific agentic AI. Now, firms can harness agentic AI to power workflows, processes, and automation—embedding financial intelligence in days, not months, for immediate ROI."

— Finley AI, Founders

Plug and Play

Reduce development time by seamlessly integrating advanced financial AI agent and generative AI capabilities into any solution.

Simple Integration

# Initialize the Finley AI client
finleyai_client = initialize_finley_client("YOUR_FINLEYAI_API_KEY")
# Perform the query
query = "What was Tesla's revenue over the last 3 quarters?"
response = finleyai_client.search(query)
# Display the results
print(response)

Integrate our financial AI Agent API to create custom agents, accelerate development, and enhance your LLMs’ capabilities.

Data-driven Responses


Tesla's revenue over the last three quarters is as follows:
2024 Q3: $25.18 billion
2024 Q2: $25.5 billion
2024 Q1: $21.3 billion

Built to load institutional-grade financial data from leading providers and other premium datasets through our advanced financial AI Agent API.

The Future of Everything

WALL STREET JOURNAL

GET INSPIRED

API Use Cases

Accelerate the development of client-facing and internal
AI capabilities with our versatile Financial AI Agent API.

Supercharge your development time and build both client-facing commercial solutions and in-house AI productivity and automation tools faster with our API.

Reports

Instantly add automated generative AI capabilities for financial documents,
including suitability letters, research and investment reports.

Adviser Copilot

Instantly add automated advisory processes and capabilities
including real-time research, data analysis, and intelligent search.

AI Coach

Instantly add AI-driven financial coaching features including personalised
guidance, empathetic interactions, and scalable client support.

Privacy & Security

We prioritise privacy and security in all we do, applying these principles rigorously to our AI to safeguard sensitive data.

PII REDACTION

Our APIs identify and remove PII from user inputs, protecting sensitive data from being sent to our agents or models

GPDR

Our processes align with GDPR requirements, safeguarding EU residents' personal information and privacy rights.

GUARDRAILS

Our Guardrails have been trained to block restricted topics in user inputs, such as being able to offer financial advice.

CCPA

Our systems comply with CCPA regulations, protecting California residents' personal information and privacy rights.

News & Insights

Discover the latest news & insights from Finley AI

What is Financial Generative AI?

What is Financial Generative AI? Financial Generative AI employs generative AI technologies to produce specific financial content—from elaborate financial models to comprehensive market analyses.

Agent API For Finance

Agent API For Finance. Easily integrate Financial AI agents to enhance any solution. Learn more.

AI Agents for Finance

Discover AI Agents in Finance and what AI Financial Agents are doing to transform financial solutions and the Finance Sector.

Finley AI: The journey before ChatGPT

Meet Finley AI. A conversational empathetic Generative AI Financial Agent, delivering real-time, up-to-date financial data, guidance, and insights via a robust and secure API.

Build with Finley AI

Explore some frequently asked questions about our Financial AI Agent API.

Finley AI is the domain-specific financial AI agent API for building
scalable internal and external AI applications.

Finley AI simplifies the integration of privacy-focused financial agentic AI capabilities into any financial solution through a robust and secure API.

A Financial AI Agent is an artificial intelligence (AI)-driven system designed to assist with financial tasks, decisions, and analysis.

As an AI financial agent API, Finley AI offers up-to-date financial data, real-time AI-powered web search results, and expert financial guidance and insights.

Finley AI simplifies the integration of privacy-focused financial generative AI into any financial solution through a robust and secure enterprise-grade API.

Finley AI can be integrated into any global financial app, platform, or solution via a robust and secure API provided and managed by Microsoft Azure.

Finley AI employs advanced machine learning algorithms and natural language processing techniques with a primary focus on safeguarding sensitive data. Through a meticulous process, it anonymises data by eliminating personally identifiable information (PII) and other sensitive elements first.

Our commitment to data security extends to our partnership with industry leader Microsoft and its Azure service. Microsoft Azure is renowned for its robust security measures, including data encryption, firewalls, intrusion detection/prevention, DDoS protection, and compliance certifications, ensuring the utmost protection for our data and servers.

We want to emphasise that we hold user data privacy in the highest regard and will never engage in selling, renting, or sharing users’ data. This unwavering commitment preserves the trust our API Partners have in us.

Finley AI was designed from the ground up with the highest level of enterprise-grade data security and privacy infrastructure.

We understand how important it is for financial organisations to safeguard their users privacy and sensitive data.

Therefore the core of our Agent AI infrastructure is securely hosted within Finley AI’s own private cloud on enterprise-grade AWS servers. Our API management is managed by Microsoft Azure.

The IT infrastructure that AWS provides to Finley AI is designed and managed in alignment with best security practices and a variety of IT security standards. The following is a partial list of assurance programs with which AWS complies:

– SOC 1/ISAE 3402, SOC 2, SOC 3
– FISMA, DIACAP, and FedRAMP
– PCI DSS Level 1
– ISO 9001, ISO 27001, ISO 27017, ISO 27018

We have collaborated extensively with financial regulators to develop our financial guidance models.

This has allowed us to help ensure that our financial guidance aligns with industry standards.

Partner With Us

Forge a powerful alliance with us. Integrate our financial AI agent technology to instantly enhance your financial products, expand your offerings, and stay ahead in the evolving fintech and AI landscape.

AI Agent Studio

Want to enhance your financial services with a custom financial AI agent? Our award-winning innovation studio is here to help you transform your financial services.

AI Agent Studio

Want to enhance your financial services with a custom financial AI agent? Our award-winning team of finance and AI experts is here to help you transform your financial services.

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