geniosAI raises $19.1m with FactSet as lead for traceable finance AI

geniosAI raises $19.1m with FactSet as lead for traceable finance AI

10 November 2026: geniosAI says it has raised $19.1 million in combined seed and Series A funding from FactSet, Zoom and General Catalyst, with FactSet leading the Series A as both investor and strategic partner. The San Jose company sells finance teams an AI platform that shows the source of every number it produces.

Not yet independently verified. The amount is stated by geniosAI, which gives one figure for seed and Series A together. Its customers are not named. We will update this when it can be confirmed, and remove this note.

An answer that shows its working

The product is built for the office of the chief financial officer and for buy-side and sell-side investment professionals, and it joins what the company calls a financial ontology, agents and traceable orchestration. Each figure can be traced to its source, and a firm's assumptions, methods and review decisions are retained, so that the expertise built up in a task stays with the organisation.

"A financial answer is only useful if you can show how you got there," said Prabhdeep Singh, co-founder and chief executive. In practice that is an audit requirement for anyone preparing numbers for earnings, which is the use case the company cites, and it is the weak point of a general-purpose chat assistant in a finance department.

Why the lead investor is a data vendor

FactSet's involvement goes past the cheque. The platform combines FactSet data with geniosAI's software, so the investor is also a supplier and a route to market. "The value of data is defined by how decisively you can act on it," said Sanoke Viswanathan, FactSet's chief executive.

Zoom's part is similar, with an integration of Zoom conversations into the product. Abhisht Arora, Zoom's chief strategy officer, and Madhu Namburi, a managing director at General Catalyst, are quoted in the release as well.

A strategic lead changes the questions a buyer should ask. A team that licenses data from another provider will want to know whether the platform works with that data on equal terms, or whether its best features assume a FactSet subscription.

What the company has and has not disclosed

geniosAI says the platform is already used by finance and investment teams at Fortune 500 banks and technology companies, to prepare for earnings, but names none of them. The split between seed and Series A is not stated, and neither is the founding year or a valuation. FinTech Global reported the round the same day.

FactSet is listed in our investment management software category.

Company profile on TrustList: geniosAI

Sources

• geniosAI press page, 9 November 2026
• FinTech Global: geniosAI lands $19.1m to make financial analysis traceable, 9 November 2026