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Answers to the questions we hear most — about AdvEngine, the agents, security, plans, and more
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What is AdvEngine?
AdvEngine is an intelligent workspace for investment professionals. AI agents are at the heart of it — building financial models and running multi-source research today, with more in development — supported by a curated layer of company data and intelligence and a browser-based portal where you direct the work, review and refine outputs, and export results. The aim is to take the routine 80% off your day so you can spend the rest on higher-value work — iterating faster, surfacing more relevant topics, and finding and developing high-conviction investment theses far more efficiently
Who is behind AdvEngine?
AdvEngine is built by former investment professionals who used early versions of these agents while running a hedge fund portfolio before founding the company. The full story is on our About page
Which agents are available today?
Two are live: Financial Modeling Agent (three-statement models with DCF, LBO, IRR and other valuation layers) and Information & Research Agent (multi-source research with citations). Six more are in development: Reports, Memos and Presentations; Portfolio Management; News Monitoring; Trading & Transaction Comps; Due Diligence; and Workflow Tools
How is this different from general AI tools like ChatGPT, Claude or Gemini?
General-purpose chatbots try to do everything for everyone — versatile, but inevitably subpar on specialized work like investment analysis. AdvEngine is built specifically around the workflows investors actually use, with structured connections to the financial data providers investors rely on (rather than surface-level web search), access to the leading foundation models with the best one picked for each task, and a full workspace around the AI — not just a chat box
How is this different from existing tools like Bloomberg, FactSet or AlphaSense?

Bloomberg, FactSet, and AlphaSense are powerful platforms, and many of them now include AI features. The difference is less about whether a tool "has AI" and more about what the product is primarily designed to do

AdvEngine is AI-first and workflow-first. It is built around helping investment professionals complete high-quality analytical tasks from start to finish — such as building models, synthesizing research, preparing investment materials, or turning scattered information into structured outputs

Many existing platforms started as data, analytics, terminal, or search products, with AI added to make those experiences more efficient. AdvEngine starts from the opposite direction: the core product is an AI workspace designed to execute investment workflows, while using data, documents, and market information as inputs

In practice, AdvEngine is not necessarily a replacement for Bloomberg, FactSet, or AlphaSense. It can sit alongside them. Those platforms are valuable sources of data and intelligence; AdvEngine's focus is on converting information into accurate, transparent, investment-ready work products
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