Brightwave
Category: AI in Fintech
Agentic AI research platform and compliance-ready agent infrastructure that turns unstructured documents and enterprise systems into professional-grade research and deliverables for investment and decision-making teams. Brightwave was founded in 2023. The company is led by Brandon Kotara. Based in New York, NY and Boulder, CO. Team size: 11-50. Total funding raised: $21 million. Latest round: Series A. Key investors include Decibel Partners, Point72 Ventures, Moonfire Ventures, OMERS Ventures, Angel investors (including executives from OpenAI, Databricks, Uber, LinkedIn).
- Founded
- 2023
- Headquarters
- New York, NY and Boulder, CO
- Team size
- 11-50
- Total funding
- $21 million
Value proposition
Delegates complex research and workflow execution to autonomous multi-agent systems with auditability and control, while safely connecting agents to enterprise tools/data—so teams produce defensible, professional-grade deliverables faster without sacrificing rigor.
Products and solutions
Multi-agent research platform (Research Agents control plane), interactive living research reports with citations, proprietary knowledge graph, deal-room / dataroom deep research, desktop agents (Mac/Windows/Linux), Microsoft Office (Excel/Word/PowerPoint) and Outlook add-ins, Chrome extension, mobile (iOS/Android), OAuth connected apps (Microsoft 365, Salesforce, Dropbox, Box)
Unique value
Combines knowledge-graph-backed financial/document reasoning with multi-agent orchestration and compliance-ready connectors to enterprise systems (Office, CRM, datarooms, desktop), producing analyst-grade deliverables with citations—not chat summarization.
Target customer
Investment professionals (asset managers, hedge funds, RIAs, PE/private credit, family offices), financial institutions, and broader decision-making teams needing agentic research and safe agent access to enterprise systems.
Industries served
Financial Services, Asset Management, Investment Research, Wealth Management
Technology advantage
Leverages advanced knowledge graph technology and rapid data analysis, enabling sophisticated financial research and demonstrating rapid early revenue growth and client adoption.
How they differentiate
Differentiates through deep synthesis and reasoning via its proprietary knowledge graph and interactive reporting, offering more sophisticated insights than standard AI summarization tools.
Main competitors
AlphaSense, Sentieo
Key partnerships
Quartr (Feb 2025) — integration of Quartr's global database of earnings transcripts, investor presentations, and filings into Brightwave for deal coverage and public-company research
Notable customers
Firms managing over $120B in AUM, including a mix of RIAs, hedge funds, and institutional asset managers (names undisclosed)
Major milestones
Founded in early 2024 Raised $6M Seed round (June 2024) Raised $15M Series A round (October 2024) Rapid customer acquisition within months of launch
Growth metrics
Reportedly quadrupled revenue between the Seed and Series A rounds, with rapid client base expansion observed in the first months post-launch.
Market positioning
Positioned as a cutting-edge AI solution for financial research, targeting users who demand reliable and in-depth AI-driven insights.
Geographic focus
Primarily the US initially, with potential for global expansion as the company scales.
Patents and IP
CEO holds patents in knowledge graphs from previous work; Brightwave is pursuing further intellectual property in financial data analysis.
About Brandon Kotara
Brandon Kotara is Co-Founder and CEO of Brightwave. Former CTO of federally regulated derivatives exchange and clearinghouse LedgerX; previously technical lead overseeing AI systems for Workday's HCM products. First deep learning patent filed in 2018. Co-founded Brightwave with Mike Conover.
More AI in Fintech companies
Official website: https://www.brightwave.io/