Caddie.AI
Enterprise AI platform for investment management
A buy-side intelligence platform that digests research, supports portfolio management and automates trade processing workflows across the investment lifecycle.
- Automated portfolio management workflows
- Research digestion and summarization
- Trade processing automation
- On-premises or cloud deployment
- End-to-end encryption with zero data retention unless instructed
- Front-to-back office coverage across investment, sales and operations roles
Built for
Institutional capital markets firms — asset managers, hedge funds, RIAs and sell-side trading desks