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Partnerships, case studies, and dispatches from the frontier of AI-powered investment.

Tresvista and Filot Announce Strategic Partnership
Tresvista, one of the world's largest financial services outsourcing firms, enters a long-term strategic partnership with Filot to power its capital markets operations with AI.

Tresvista and Filot Announce Strategic Partnership
Tresvista, one of the world's largest financial services outsourcing firms, enters a long-term strategic partnership with Filot to power its capital markets operations with AI.
How a Tier 1 Hedge Fund Uses Filot to Go Deeper, Faster
A leading global hedge fund deployed Filot to eliminate the mechanical bottleneck between thesis and analysis - enabling deeper research, faster conviction, and more ideas explored per analyst.

Filot Presents at EY Leadership Summit in Palo Alto
Filot delivered live product demonstrations to hundreds of senior EY partners at the EY Leadership Summit in Palo Alto, showcasing how AI can redefine financial services delivery.

Filot presents at Battlefin Miami
Filot delivered two keynote presentations at Battlefin Miami 2026, demonstrating AI-powered equity research to the buy-side's most sophisticated alternative data consumers.
Filot Achieves SOC 2 Type II Certification
Filot has completed its SOC 2 Type II audit, reinforcing its commitment to delivering secure, reliable, and auditable AI services to enterprise clients across capital markets.
Filot and FactSet Announce Strategic Partnership
Filot and FactSet are going to market together - combining FactSet's trusted financial data infrastructure with Filot's AI-powered modeling to deliver a seamless experience for enterprise sell-side investment research teams.

How TresVista Transformed Research Workflows with Filot
TresVista, one of the world's largest financial services outsourcing firms, partnered with Filot to transform its modeling operations - reducing model creation times by 85-95% and update workflows by 50-90% across six analyst teams.
Filot Partners with Anthropic to Power Next-Generation Financial Analysis
Filot integrates Anthropic's Claude Sonnet and Opus 4.6 into its core analysis engine under a zero data retention agreement, bringing frontier reasoning to institutional equity research.

Filot at Unbundled & Uncovered London
Filot demoed at Unbundled & Uncovered London, Substantive Research's flagship conference on the future of investment research, showcasing AI-powered financial modeling to leading buy-side and sell-side firms.

Battlefin and Filot Announce Strategic Partnership
Filot partners with Battlefin to bring alternative data signals, including Exabel's alt data consensus, directly into AI-powered fundamental research workflows.
Earnings Mode Is Now Live on Filot
Filot launches Earnings Mode, a dedicated workflow that takes an earnings release and updates your three-statement model end to end, preserving every formula, format, and sign convention.
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