geniosAI raises $19.1M in seed and Series A funding led by FactSet
geniosAI, a financial intelligence platform based in San Jose, California, has come out of stealth with $19.1 million across seed and Series A funding, according to FinTech Global. FactSet led the Series A and also works with the company as a strategic partner. Zoom and General Catalyst also back the company. According to FinSMEs, the money will help the company scale operations and develop its agent-based platform. The announcement was made on Monday, November 9, 2026.
Under the partnership, FactSet's financial data will be combined with geniosAI's proprietary platform so that finance and investment teams receive analysis they can trace, check and build on. The product is aimed at the office of the CFO and at investment professionals on both the buy side and the sell side. The core idea is that each figure links back to its source, so a team can review, challenge and reuse earlier work instead of starting over. FinSMEs adds that the platform records institutional assumptions, methods and review decisions so a firm's expertise accumulates. Zoom's role centers on the meetings where finance decisions get made, from internal reviews to earnings calls.
Pulse 2.0 reports that FactSet serves more than 9,200 clients and over 260,000 individual users, which gives the platform a large distribution base to draw on. Prabhdeep (PD) Singh is co-founder and CEO. The coverage I reviewed did not disclose a valuation or how the $19.1 million splits between the seed and Series A rounds.
Why it matters
For founders selling into regulated sectors, the round shows a data provider taking two roles at once: lead investor and distribution partner. That can open access to proprietary data and a large customer base, but it also ties a startup's prospects to one incumbent that may later compete or change terms. Founders weighing a similar arrangement should spell out data rights, exclusivity and how the partner's own tools will sit alongside theirs.
For operators and investors, the bigger signal is the product bet. Traceability, recorded assumptions and reusable review history are treated as the core product rather than a compliance layer added later. Teams selling AI into finance should expect buyers to ask how each number was reached, and investors should test whether an audit trail saves more time than it adds.
Key points
- 1The $19.1 million combines seed and Series A money from the round that took the company out of stealth.
- 2FactSet led the Series A and will feed its financial data into the geniosAI platform.
- 3FactSet serves more than 9,200 global clients and over 260,000 individual users, according to Pulse 2.0.
- 4The product targets the office of the CFO and investment professionals on both the buy side and sell side.
- 5Every figure links to its source, and teams can review, challenge and reuse prior findings instead of starting over.
