Private AI for Finance Professionals

Analyze your documents privately or combine them with trusted market data

Security

Your data stays private, secure, and fully under your control

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Data Sovereignty

Your documents are processed within a controlled environment with no external cloud dependencies, ensuring sensitive information never leaves the secure infrastructure.

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Zero Data Collection

We never see, store, or access your documents. All document processing happens locally on your hardware with no data transmission to external servers or cloud.

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Enterprise Security

End to end encryption, role based access controls, complete audit trails, and compliance support for SOC, ISO, GDPR, and other regulatory frameworks are built in.

How It Works

Go from documents to insights in three simple steps

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Step 1

Upload Files

Upload your documents and the chatbot will process and analyze all your files seamlessly, extracting all of the relevant information.

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Step 2

Ask Anything

Query your documents in natural language and get instant, accurate answers with specific citations and references directly from your internal documents.

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Step 3

Extract Insights

Discover hidden patterns, relationships, and insights across your entire document repository that a manual human review would miss.

Solutions

Select between a private solution or one enhanced with real-time market data

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Without Market Data

Keep everything private with secure file uploads. Analyze documents, filings, and internal reports only to generate insights with full control and privacy for your data.

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With Market Data

Access real-time filings, research, and global market
feeds. Combine external signals with internal documents instantly to surface insights for faster, smarter decisions.

Market Data

Powered by leading financial data providers

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Alti Finance integrates directly with London Stock Exchange Group (LSEG) to deliver institutional grade market intelligence. As one of the world’s most trusted sources of financial data, LSEG provides comprehensive coverage across global asset classes, regulatory grade accuracy relied on by leading institutions, and real-time feeds that accelerate insight generation. Together, Alti Finance and LSEG give finance professionals a secure, powerful way to combine private documents with the same market data that drives decisions at top funds and banks.
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Alti Finance integrates directly with Polygon.io to deliver real-time U.S. market intelligence with speed, accuracy, and efficiency. As one of the most widely used sources of equities, options, forex, and crypto data, Polygon provides comprehensive access to high-quality market feeds relied upon by thousands of traders and analysts worldwide. With ultra-low latency delivery and broad U.S. coverage, Polygon empowers finance professionals to track live markets, run backtests, and generate actionable insights with unmatched responsiveness.

AI Inside Microsoft Office

Private AI for finance professionals who demand speed, accuracy, and compliance

Excel
Bring private AI directly into Excel, where financial models live. Automate forecasting, variance analysis, reconciliations, and complex formulas with a single prompt. Finance teams can ask questions in plain language and instantly receive accurate answers, charts, and insights.
PowerPoint
Transform raw financials into polished presentations in seconds. The PowerPoint add-in builds slides from live Excel data, applies consistent formatting, and generates executive ready decks. Perfect for board meetings, investor updates, or fundraising decks, so AI shapes the narrative.
Word
Draft, review, and finalize documents with confidence. The Word add-in helps finance professionals prepare contracts, audit reports, and regulatory filings faster, while ensuring accuracy and compliance. Summarize long reports, highlight clauses, and generate text.

Industries

Private AI for finance professionals who demand speed, accuracy, and compliance

Pricing

Flexible plans for every finance professional

Without Market Data

Secure private AI for research, contracts, and compliance files.

$750/ month

  • Private AI chatbot

  • End to end encryption

  • Zero data retention

  • Unlimited messages

With Market Data

Private AI that combines your documents with live market data.

$1,250/ month

  • Everything in previous plan

  • Real time market data

  • Advanced analytics

  • Integerated insights

Private Cloud

Dedicated cloud infrastructure with more enhanced security.

$25k/ month

  • Everything in previous plan

  • Dedicated infrastructure

  • Custom backup solutions

  • Dedicated support team

On Premises

Full on site deployment with complete data sovereignty.

$50K/ month

  • Everything in previous plan

  • On site deployment

  • Full data sovereignty

  • Security implementation

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Your data. Your intelligence. Your control.

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Office

230 Park Ave
New York, NY 10169