Finster AI, an AI-native intelligence layer for financial professionals, has secured a strategic investment from UBS Investment Bank as part of its Series B financing round, with FactSet also participating.

The funding will support the development of AI-native workflows, secure enterprise systems, and trusted data infrastructure designed for financial institutions in areas including research, analysis, and client service.

Finster AI's platform is built to support research, analysis, and content workflows across investment banking and asset management. The platform leverages AI to integrate structured financial data, unstructured content, and institutional knowledge into unified workflows, enabling users to generate faster, traceable insights and improve client engagement.

The company's proactive AI capabilities include creating client-ready briefing decks, modeling companies and markets ahead of strategic transactions, and continuously monitoring sectors for emerging trends, competitive activity, opportunities, and market-moving events. By streamlining research and analysis, the platform aims to help users increase productivity and identify additional revenue-generating opportunities.

Finster is developing its technology in collaboration with ecosystem partners including FactSet, whose AI for Banking platform provides a secure, unified environment for workflow automation and data-driven insight generation across investment banking and research teams. The platform is designed to integrate with both internal and external data sources that financial institutions rely on. Through FactSet's AI for Banking platform, Finster incorporates financial data and analytics into AI-native workflows and connects with widely used applications such as Microsoft Excel and PowerPoint.

"UBS Investment Bank's investment in Finster AI reflects our interest in technologies that support the continued evolution of investment banking workflows," said Greg Peirce, Co-Head of Global Banking APAC and AI Business Sponsor at UBS. "AI and data infrastructure continue to advance across financial services, with potential applications in enhancing efficiency, transparency, and insight generation across advisory and capital markets activities."

The investment will support Finster's continued development of enterprise-grade AI infrastructure tailored to investment banking use cases, including expanded workflow capabilities, deeper data integrations, and functionality designed for regulated environments.

"This investment from UBS Investment Bank, alongside FactSet, reflects the growing importance of AI-native infrastructure in investment banking," said Sid Jayakumar, CEO of Finster AI. "We believe the next generation of banking workflows will be built on trusted data, secure AI infrastructure, and workflow-aware automation that enables faster, more transparent, and better-informed decision-making. Through FactSet's AI for Banking platform, we are bringing those capabilities directly into the banking workflows where they can create the greatest impact."