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DAIZY logo — Compliant AI-powered investment communications, from fund re...

DAIZY

Compliant AI-powered investment communications, from fund reporting to portfolio storytelling and sales talking points

Founded 2018 United States New York, United States 38 employees Pre-Seed Total: $3.90M AI, Crypto +3

General Information

Company Name DAIZY
Founded Year 2018
Location United States New York, United States
Employees 38
Industries AI, Crypto, Finance +2
Funding Stage Pre-Seed
Business Model B2B, SaaS, API
Revenue Model Subscription, Usage Based, Service Fee
Social

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About DAIZY

DAIZY, founded in 2018, stands at the intersection of AI, Crypto, Finance, Fintech, and Wealth Management industries. Headquartered in the United States, DAIZY offers compliant, AI-powered investment communications that transform fund reporting, portfolio storytelling, and sales strategies.

Emphasizing measurable outcomes, DAIZY promotes its financial AI solutions with a bold claim of delivering tangible ROI. Notably, the startup provides an ROI Calculator featuring data from prominent asset managers, aiming to enhance transparency and establish credibility in financial returns.

DAIZY recently secured a $1.30M Pre Seed Round investment as of 01 July 2022. Although specific investors' identities remain undisclosed, this investment bolsters DAIZY's growth potential in a competitive landscape. Their innovative blend of AI and financial acumen could signal promising returns for early investors.

Business keywords: AI-powered Investment Communications, Fund Reporting, Portfolio Storytelling, Sales Talking Points, Financial AI, Workflow Automation, AI Agents for Asset Managers, Growth in Wealth Management, Analytics and Data Orchestration, Portfolio Analytics, Investment Analysis, Natural Language Processing, Marketing Content, Sales Enablement

Services & Products

AI-generated financial content
Automation of fund commentaries
Regulatory reporting automation
Portfolio storytelling
Client engagement tools
Sales and marketing intelligence packs

Target Customers

Asset managers Financial advisors Portfolio managers Compliance officers Sales managers Marketing professionals

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Pre Seed Round $1.30M -
01 Jul 2022
Pre Seed Round $800.00K -
01 Jun 2021
Pre Seed Round $1.80M -
01 May 2020

DAIZY Alternatives & Competitors

View All Alternatives
DAIZY vs
CogniCor | AI for Financial Advisors
CogniCor | AI for Financial Advisors United States

The AI Intelligence Layer for the Wealth Management Industry

Seed
59 employees
AI, Fintech
Compare DAIZY vs CogniCor | AI for Financial Advisors
DAIZY vs
Kurtosys
Kurtosys United Kingdom

Digital and reporting solutions for investment managers.

Series D
196 employees
Enterprise Software, Finance
Compare DAIZY vs Kurtosys
DAIZY vs
Alkymi
Alkymi United States

The Enterprise AI Platform for Private Markets Data

42 employees
AI, Analytics
View all alternatives

FAQ About DAIZY

Compliant AI-powered investment communications, from fund reporting to portfolio storytelling and sales talking points
DAIZY was founded in 2018.
DAIZY is headquartered in New York, United States.
DAIZY operates in AI, Crypto, Finance, Fintech and Wealth Management. Its work centres on AI-powered Investment Communications, Fund Reporting, Portfolio Storytelling and Sales Talking Points. Its customers include Asset managers, Financial advisors and Portfolio managers.
DAIZY has a B2B, SaaS and API business model. Its revenue comes from Subscription, Usage Based and Service Fee.
DAIZY has approximately 38 employees.
DAIZY has completed 3 funding rounds, raising a total of $3.90M. The latest funding stage is Pre-Seed.
DAIZY offers: AI-generated financial content, Automation of fund commentaries, Regulatory reporting automation, Portfolio storytelling, Client engagement tools, Sales and marketing intelligence packs.
Top alternatives and competitors to DAIZY include CogniCor | AI for Financial Advisors, Kurtosys, Alkymi, Mark Labs, Lifeworks Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
DAIZY and CogniCor | AI for Financial Advisors are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for DAIZY, https://bouncewatch.com/company/daizy, updated 11 March 2026. When citing, please name BounceWatch and link this page.

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