filotTresvista
Partnership·Apr 5, 2026

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.

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Tier 1 Hedge Fund
Case Study
Case Study·Mar 24, 2026

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.

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Filot Presents at EY Leadership Summit in Palo Alto
Press·Mar 22, 2026

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.

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Filot presents at Battlefin Miami
Press·Mar 15, 2026

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.

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SOC 2 Type II
Company·Feb 16, 2026

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.

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filotFactSet
Partnership·Jan 20, 2026

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.

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filotTresVista
85-95% faster creation50-90% faster updates
Case Study·Dec 10, 2025

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.

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filotAnthropic
Partnership·Nov 15, 2025

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.

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Filot at Unbundled & Uncovered London
Press·Nov 5, 2025

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.

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filotBattlefin
Partnership·Oct 28, 2025

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.

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Earnings Mode
Company·Aug 12, 2025

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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Move at the Speed of Markets

See how Filot can accelerate your team's investment research workflows.