AI product
Samaya is an AI financial-research platform for buy-side and sell-side investment teams. It combines a firm's internal knowledge and approved documents with public disclosures, filings, earnings transcripts, web sources, licensed financial data, market data, and news so users can investigate companies, test investment theses, compare company results, and trace findings to source passages.
Its research agents can run one-off, scheduled, or source-triggered assignments and produce sourced reports. The platform supports live earnings research, quarter-over-quarter themes, citation inspection, firm-controlled data access, and workflows including earnings recaps, model builds, fact checking, asset management, equity research, investment banking, and wealth management. Samaya also develops predictive financial-agent capabilities and provides MCP and API access to its financial retrieval and research capabilities for use in tools such as Claude and ChatGPT.
2 uses taken from transcripts — each links to the moment in the video.
A financial AI platform with a production-grade agent harness that gives context-efficient, unified access to financial data sources (company documents, prices, consensus, news), rolled out to about 12,000 users across Morgan Stanley and users at hedge funds and asset management firms. Its earnings-prediction capability is available for alpha testing.
Production financial research harness and data platform (documents, prices, consensus, news) that the point-in-time earnings-prediction environment was built on
1 in the library.