Envest sits on top of your existing infrastructure — unifying data, automating workflows, and delivering insights across every team.
Envest connects your filings, market data, documents, and portfolio state into one searchable layer — augmenting how your team already works instead of replacing it.
A single searchable index across filings, transcripts, market data, and your own documents — structured and unstructured.
LLM-powered retrieval grounded in your actual data, with every answer traceable back to its exact source.
Client and portfolio state — holdings, exposure, risk tolerance — connected directly to research, so answers reflect what's actually invested.
Price and filing alerts on your watchlist and portfolio, with a proposed action attached to every notification.
New filings are detected, analyzed, and compared against the prior period automatically, with a notification when something material changes.
Surface real, verifiable sector and company rankings, comps, and trends — grounded in actual price and filing data, not a guess.
One platform, from a client's first question to a delivered memo — no staged screenshots, this is the real product.
Everything an analyst needs, one screen.
Workspace activity, watchlist movers, and recent research — the starting point for the day, not another tab to check separately.
Eight tabs of grounded coverage for every company you follow.
Overview, News, Financials, Earnings, Historical Data, Filings, Management, and Comps — sourced from real filings and market data, not summarized once and left to go stale.
Add a company, and Envest starts tracking it immediately.
One click adds a ticker to your coverage — filings, price history, and news start flowing in from there. Set a threshold on any position and Envest watches it continuously, notifying you the moment it is crossed.
Organize research the way your team actually works.
Create a dedicated space for a thesis, a sector, or a client review — every conversation and document inside it stays organized and shareable.
Ask in plain language. Get an answer with a paper trail.
“What did NVIDIA say about data center demand on their last call?” returns a real answer with a citation you can click straight through to the exact transcript excerpt. Ask a follow-up about a specific client's portfolio, and Envest analyzes their actual holdings — not a generic answer.
Research becomes a memo in seconds, not hours.
Turn a conversation into a formatted Word, Excel, or PowerPoint document — with the same real citations carried through, ready to share.
Ask in natural language, get answers grounded in filings, transcripts, and market data
AI extracts signals and generates summaries with traceable citations
Produce tables, memos, and reports in Word, Excel, or PowerPoint
Every citation links back to its exact source and page