envest
Platform

An intelligence layer for your entire institution.

Envest sits on top of your existing infrastructure — unifying data, automating workflows, and delivering insights across every team.

An intelligence layer, not another tool.

Envest sits on top of your existing infrastructure — connecting to your data sources, your team workflows, and your compliance requirements. Rather than replacing your stack, it augments every tool your team already uses with AI-powered intelligence.

50+pre-built connectors to enterprise data sources
Platform architecture

Unified Data Layer

A single searchable index across all your data sources — structured and unstructured, internal and external.

AI Engine

Purpose-built LLMs fine-tuned on financial data. Domain-specific models for research, compliance, and analysis.

Agent Framework

Design, deploy, and monitor custom AI agents. No-code workflow builder for simple automations, API access for complex pipelines.

Integration Hub

Pre-built connectors for Bloomberg, FactSet, S&P Capital IQ, and 50+ enterprise data sources.

Integrations

Bloomberg TerminalFactSetS&P Capital IQMSCIRefinitivMorningstarCRSPCompustatEDGAR filingsInternal APIs

Connect to everything your team uses

Bloomberg Terminal
FactSet
S&P Capital IQ
MSCI
Refinitiv
Morningstar
CRSP
Compustat
EDGAR filings
Internal APIs
Snowflake
Excel
Google Drive
Salesforce
Slack
Power BI
Platform comparison
Feature
Envest
Traditional approach
Data connectivity
50+ pre-built connectors + custom API
Limited integrations, manual data imports
AI capabilities
Domain-specific models fine-tuned for finance
General-purpose LLMs, no financial training
Security model
SOC 2 Type II, ISO 27001, GDPR
Variable compliance coverage
Deployment
Cloud with data residency options
On-premise or limited cloud
SOC 2 Type IIISO 27001GDPR CompliantEnterprise Ready

See the platform in action.