San Francisco, CA – July 20, 2022 — Sentieo, an AlphaSense company and maker of a leading AI-powered financial intelligence platform specifically designed for the research needs of investors, today announced a new partnership with Fitch Solutions, a leading provider of credit research, data, and analytics. This new partnership will significantly expand the credit research, data, and analysis available via Sentieo’s platform. To learn more about the value of Fitch credit research and data for investment analysis, join our webinar, “Stagflation Risks and Credit Ratings: A Mid-Year Chat with Fitch Ratings,” on August 2nd at 10 a.m. ET. 

As volatility and uncertainty continue across capital markets, customer demand for credit research has skyrocketed. Recognizing this critical market need, Sentieo will now offer joint customers access to Fitch Ratings research, data, and analytics, including key drivers, sensitivities, and other factors to consider in assessing credit risk. With access to this keen insight, Sentieo customers are now empowered to more effectively integrate credit research into their investment strategies. 

Featuring a robust content database including new credit research from Fitch Ratings via Fitch Solutions, Sentieo has proven to help streamline workflows and maximize analysts’ performance for more than 1,000 clients around the globe. Powered by AI, Sentieo applies machine learning and natural language processing to help analysts surface relevant and actionable information fast, eliminating wasted time in the research process and vastly improving the quality of search results. To support seamless collaboration across teams, Sentieo’s integrated Notebook provides a central, consistent environment for creating and organizing research notes. And with the ability to tag and store data and documents surfaced through the research process, material information and insights are easily shared across teams to optimize organization-wide results. 

“We are thrilled to partner with Fitch Solutions to bolster our database and address the growing need for essential credit research to support modern investment strategies” said Dan Kean, Head of Strategic Partnerships, Sentieo. “Steadfast in our mission to accelerate time to insight and streamline research workflows, we will continue to identify opportunities to broaden our content sources and enhance our platform for the benefit of our customers worldwide.” 

“We are delighted to extend access to Fitch Ratings credit research through the Sentieo platform. Our partnership with Sentieo highlights one of the many easy ways market participants can integrate our high-value content into their workflow to inform investment and risk strategies” said Dan Champeau, Global Head of Ratings Data & Research, Fitch Solutions.

To learn more about the value of Fitch credit research and data for investment analysis, register for our mid-year update webinar HERE. 

About Sentieo
Sentieo, an AlphaSense company, provides the first financial intelligence platform specifically designed for the research needs of investors. Sentieo’s AI-powered financial search engine aggregates internal and external content into a single shared workspace for a more efficient research process. Over 1,000 global customers, including 800 institutional investment firms and Fortune 500 companies, use Sentieo to surface, visualize, and share the insights that give them an edge. For more information, visit sentieo.com.

About Fitch Solutions

Fitch Solutions fuels better informed credit risk and strategy decisions with reliable data, insightful research and powerful analytics. Clients can easily understand and interpret markets, while leveraging workflow efficiencies for enhanced productivity. Fitch Solutions provides accurate, granular and in-depth information, plus differentiated perspectives, especially in markets where information is hard to find and difficult to interpret.

Fitch Solutions, the primary provider of Fitch Ratings credit research, data and analytics, is part of Fitch Group, a global leader in financial information services with operations in more than 30 countries. Fitch Group is owned by Hearst.

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San Francisco, CA – May 19, 2022 — Sentieo, maker of a leading AI-powered financial intelligence platform specifically designed for the research needs of investors, today announced a partnership with GLG to further expand Sentieo’s library of data and content sources. GLG is the World’s Insight Network, connecting decision makers to the right experts so they can act with the confidence that comes from true clarity. Its network of experts represents the world’s largest and most varied source of first-hand expertise, with thousands of new experts recruited every week. This new partnership significantly enhances the breadth and depth of Sentieo’s content library, powering the strategic investment decisions of joint customers worldwide. To learn more about the value of expert network content for investment research, join our webinar on June 1, 2022.  

The addition of GLG’s exclusive content, including teleconference transcripts, webcasts led by global subject matter experts, market-driven conversations, and company analyses, expands Sentieo’s robust library of data sources and gives customers direct access to some of the most sought-after insights. GLG content on Sentieo will be available to GLG clients exclusively. 

“GLG’s clients are increasingly consuming more content through more varied channels to gain the insights they need to get ahead,” said Jenifer Brooks, Chief Marketing Officer, GLG. “We are excited to partner with Sentieo to extend our ability to provide our clients with timely, relevant and valuable insights through a diverse set of offerings that fit seamlessly into their workflows.”

GLG joins thousands of Sentieo content partners and providers around the globe dedicated to arming today’s analysts with relevant documents and data to support more strategic investment decisions. Steadfast in its mission to make financial research an advantage instead of a burden, Sentieo will continue to expand its content partner ecosystem, bolstering its document database to reflect all relevant industry research, company filings, news, presentations, transcripts, and more to power the world’s investment decisions. 

“We are thrilled to partner with GLG and offer customers access to premier expert insights and data to better inform strategic investment decisions,” said Dan Kean, Head of Partnerships, Sentieo. “Our partnership underscores our commitment to empowering fundamental research teams with the data, tools, and resources needed to more efficiently conduct research and more quickly uncover winning insights for the benefit of their clients.” 

Sentieo streamlines workflows by uniquely applying machine learning and natural language processing (NLP) to the search process, empowering investment analysts to quickly and confidently surface alpha-driving insights. Unlike point solutions with rudimentary keyword search capabilities, Sentieo uses AI to surface concepts, themes, and context from documents. Further streamlining analyst research workflow, Sentieo’s NLP Topic and Sector Heatmap provides a deeper, visual understanding of the sentiment and business drivers for an organization or group of companies in a sector. 

Customers can also create dedicated watchlists for specific companies and alerts for automated surveillance of company, market, or industry trends. As customers find relevant content, they can highlight, comment, and tag research to organize and share across teams more easily. An integrated platform powered by AI, Sentieo eliminates the time-consuming, manual work traditionally associated with financial research and frees analysts to focus instead on what they do best – delivering the investment strategies needed to win.

To learn more about the value of expert network content for investment research, register for our webinar on June 1, 2022: BNPL: Will Investors Buy Now and Get Paid Later?

About Sentieo
Sentieo, an AlphaSense company, provides the first financial intelligence platform specifically designed for the research needs of investors. Sentieo’s AI-powered financial search engine aggregates internal and external content into a single shared workspace for a more efficient research process. Over 1,000 global customers, including 800 institutional investment firms and Fortune 500 companies, use Sentieo to surface, visualize, and share the insights that give them an edge. For more information, visit sentieo.com.

About GLG
GLG is the world’s insight network. We connect decision makers to the right experts so they can act with the confidence that comes from true clarity. Our network of experts is the world’s largest and most varied source of first-hand expertise, and we recruit hundreds of new experts every day. Visit GLGinsights.com

Media Contacts:
Sarah Murray for Sentieo
+1 781 378 2674
sarah@attunecommunications.com

For GLG
press@glgroup.com

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San Francisco, CA – February 14, 2022 — Sentieo, maker of the only AI-powered financial intelligence platform specifically designed for the research needs of investors, today announced a partnership with Clarity AI, the leading, global sustainability technology platform. The agreement will address the rapid rise in demand for ESG data and provide investors with much-needed insights into a company’s ESG risks and opportunities. By integrating Clarity AI ESG risk scoring data into the Sentieo platform, customers will be able to quickly surface, visualize, and share ESG insights directly from their existing investment research workflow. To learn more, register for our webinar, “Impact: The Hottest Growth Area in Sustainable & ESG Investing” hosted on March 23, 2022 at 11 a.m. ET/8:00 a.m. PT. 

As regulations evolve and potential ESG disclosures take shape in the US, including the recent Climate Corporate Accountability Act passed just last month in California, investment firms are scrambling to build up their access to ESG research, rankings, and data. According to data from Refinitiv Lipper, investments in ESG strategies have continued to generate record flows; $649 billion flowed into ESG funds globally from January 1, 2021, through November 30, 2021. As the market is poised to reach $1 trillion in Assets Under Management by 2030, investment firms need to move quickly to incorporate ESG information into their investment processes to mitigate risk, comply with emerging requirements, and achieve alpha for clients.

Clarity AI’s sustainability insights and capabilities cover more than 30,000 companies, 198 countries and 187 local governments, and 135,000 investment funds to bolster investment reporting. Coupled with Sentieo’s platform that features AI-powered search and innovative research management tools, the new ESG Risk Score feature embedded into the Sentieo dashboard and powered by Clarity AI adds a critical dimension to an investor’s portfolio.

“We’re excited to partner with Sentieo to reach an even larger client base that can help bring societal impact to markets, which is our mission,” said Clarity AI’s Daniel Gonzalez, Head of Distribution Platforms. “Via our partnership with Sentieo, we’re excited to offer sustainability assessment capabilities around ESG risk, which is a crucial slice of our 360-degree approach and includes our proprietary science-based methodologies on risk informed by international standards, such as the Sustainability Accounting Standards Board.”

The ESG Risk Score acts as an additional parameter for investors when making informed and socially efficient investments and provides insights into the measurement and management of a company’s specific ESG risks and opportunities in real time. It also ensures investors can drill down into the Risk Score specifics, isolating the three individual ESG indicators – Environmental, Social and Governance – for further analysis. Building upon Sentieo’s leading integration capabilities, customers will have seamless access to Risk Score data directly from their existing workflow and be able to incorporate additional ESG data sources from within the Sentieo platform.

“ESG investing is experiencing an unprecedented boom and institutional investors are trying to rapidly assimilate as much data and insights as they can to benefit their portfolios,” commented Sentieo CEO, David Lichtblau. “By partnering with Clarity AI, we can provide customers with access to the ESG data sources they require and leverage the power of the Sentieo platform to draw out the insights needed to better understand ESG risks and opportunities.”

For more information on the evolving nature of ESG investment research, register for our webinar, “Impact: The Hottest Growth Area in Sustainable & ESG Investing” hosted on March 23, 2022 at 11 a.m. ET/8:00 a.m. PT. 

About Clarity AI
Clarity AI is a sustainability technology platform that uses machine learning and big data to deliver environmental and social insights to investors and organizations. As of December 2021, Clarity AI’s platform analyzes more than 30,000 companies, 135,000 funds, 198 countries and 187 local governments, and delivers data and analytics for investing, corporate research and reporting. Clarity AI has offices in the US and Europe. Clarity AI’s client network manages trillions in assets under management. clarity.ai.com 

About Sentieo
Sentieo provides the first financial intelligence platform specifically designed for the research needs of investors. Sentieo’s AI-powered financial search engine aggregates internal and external content into a single shared workspace for a more efficient research process. Over 1,000 global customers, including 800 institutional investment firms and Fortune 500 companies, use Sentieo to surface, visualize, and share the insights that give them an edge. For more information, visit sentieo.com.

Media Contacts:
Edelman | Najja Howard for Clarity AI
+1 312 973 7758

Julie Crotty for Sentieo
+1 978 877 0053
julie@attunecommunications.com

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San Francisco, CA – December 13, 2021 — Sentieo, makers of the award-winning AI-powered research platform, has continued to grow its roster of global hedge fund customers. Large, mid-size, and emerging hedge funds including Ardevora Asset Management and Sylebra Capital, as well as global asset managers including Schroders and Magellan Asset Management, rely on Sentieo to transform the investment research process and gain a competitive edge. The company’s innovative approach has yielded three recent hedge fund industry awards. Sentieo beat out competitors to be named “Best AI Technology Provider” by the 2021 Hedgeweek Americas Awards and the Hedgeweek European Awards 2021, and named “Best Research Management Solution” by the 2021 HFM European Technology Awards. For more on how Sentieo provides hedge fund customers with a clear view of investment opportunities, check out our case study.

The best investment firms stake their reputations on the confidence that they can find what others can’t such as more alpha, stronger picks, better portfolio strategies, more consistent processes, anything that gives clients a reason to trust them with their assets. As the volume of data – both structured and unstructured – proliferates rapidly, research teams are overwhelmed by information. The legacy tools and point solutions many have in place simply don’t work together and aren’t powerful or intelligent enough to move the needle on analyst performance or client outcomes.

“Our team is dedicated to building and protecting our clients’ assets — we don’t have time to waste on anything that detracts from that mission, especially inefficient research processes. Sentieo research workflows just work, streamlining document management and collaboration so our team can concentrate on what’s most important: our clients,” noted Chris Taylor, Head of Equities Management, Schroders

Unlike other solutions, Sentieo’s AI-powered research engine enables analysts to find information quickly across millions of documents and datasets (including unstructured data), share findings, collaborate, and use a unified cloud-based hub to streamline even the most data-intensive work. Featuring natural language processing and innovative machine learning capabilities that are seamlessly integrated into the full research workflow, Sentieo’s award-winning platform offers fund managers multiple ways to bring their own content into the platform and inform investment insights. From collaboration tools like Slack and Microsoft Teams to content hubs like Box and Dropbox, analysts can search thousands of sources in seconds, quickly uncover insights that support their portfolio strategy, and get better results.

“Time and time again we’ve heard from frustrated customers and prospects that the legacy solutions in place to conduct and analyze investment research simply cannot meet the needs of today’s work environment or workflow. Our primary business goal is to alleviate this burden by providing a cloud-based platform – full of AI-driven innovations – to do the job,” noted CEO, David Lichtblau.

To learn more about how Sentieo’s research engine connects internal and external research to give teams a clear view of their investment opportunities, visit www.sentieo.com.

About Sentieo

Sentieo is a financial research platform for executives, investment analysts, and researchers that offers them the insights, speed, and confidence they need to make informed strategic decisions so they can outperform the market and gain a competitive edge. Serving a global customer base of over 1,000, including institutional asset managers, family offices, and Fortune 500 corporations, Sentieo is the first platform to support the complete financial and corporate research workflow. To learn more about Sentieo, visit sentieo.com.

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San Francisco, CA – November 17, 2021 — Sentieo, the leading next-generation financial research platform provider, today announced it ranked 322 on the Deloitte Technology Fast 500, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies in North America, now in its 27^th year. Sentieo grew 381% during this period due in large part to increasing demand for it’s AI-driven financial research platform.

With a historical reliance on disparate tools with limited collaboration capabilities, analyst workflows are often stunted by the traditional financial research process. Coupled with the proliferation of data, this has accelerated the need for an intelligent, centralized platform to improve analyst workflows and fuel better decision making.

Sentieo’s chief executive officer, David Lichtblau, notes, “Sentieo was purpose built to modernize the research process, enable seamless collaboration across teams and empower analysts with easier, faster access to more insights. Relying on AI and machine learning to generate better results every time, Sentieo is quickly becoming the de facto platform for forward-thinking firms around the globe that understand the power of research as a competitive advantage.” With more than 1,000 clients worldwide, Sentieo recently closed its Series B funding round, expanded its presence across EMEA, and welcomed new leadership including Vice President of Product, Swati Tyagi and Chief Operating Officer, Michael Noonan.   

“Each year the Technology Fast 500 shines a light on leading innovators in technology and this year is no exception,” said Paul Silverglate, vice chair, Deloitte LLP and U.S. technology sector leader. “In the face of innumerable challenges resulting from the pandemic, the best and brightest were able to pivot, reinvent and transform and grow. We celebrate the winning organizations and especially the talented employees driving their success.”

“The pandemic has underscored the urgent need for tech solutions in a variety of areas across health care, fintech, energy tech, entertainment, to name a few, so reliance on innovators like the winners of the Technology Fast 500 is more important than ever,” said Christie Simons, partner, Deloitte & Touche LLP and industry leader for technology, media and telecommunications within Deloitte’s audit & assurance practice. “These companies are not only at the cutting edge, transforming the way we do business, but most importantly, recognize the strategic importance of ongoing innovation, especially in the ever-changing world of technology.” 

About the 2021 Deloitte Technology Fast 500

Now in its 27^th year, the Deloitte Technology Fast 500 provides a ranking of the fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies — both public and private — in North America. Technology Fast 500 award winners are selected based on percentage fiscal year revenue growth from 2017 to 2020.

In order to be eligible for Technology Fast 500 recognition, companies must own proprietary intellectual property or technology that is sold to customers in products that contribute to a majority of the company’s operating revenues. Companies must have base-year operating revenues of at least US$50,000, and current-year operating revenues of at least US$5 million. Additionally, companies must be in business for a minimum of four years and be headquartered within North America.

About Sentieo 

Sentieo is a financial research platform for executives, investment analysts, and corporate researchers that offers them the insights, speed, and confidence they need to make informed strategic decisions so they can outperform the market and gain a competitive edge. Serving a global customer base of over 1,000, including institutional asset managers, family offices, and Fortune 500 corporations, Sentieo is the first platform to support the complete financial research workflow. To learn more about Sentieo, visit sentieo.com.

About Deloitte

Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the “Deloitte” name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting. Please see www.deloitte.com/about to learn more about our global network of member firms.

Media Contact
Julie Crotty for Sentieo
julie@attunecommunications.com
+1 978-877-0053

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San Francisco, CA,– November 1, 2021 – Sentieo, the leading next-generation financial research platform provider, announced the appointment of Michael Noonan to Chief Operating Officer. With an extensive background in private equity, banking, and technology, Michael will spearhead the next phase of company growth to meet mounting demand for Sentieo’s collaborative investment research platform. This news comes on the heels of the company’s recent expansion into EMEA as investment firms around the globe seek next generation tools to improve the research process. 

The proliferation of both structured and unstructured data poses a significant challenge for today’s analysts, requiring hours of time to comb through news, filings, social media posts, financial data, email and more. Meanwhile, a distributed workforce requires a better, faster means of collaboration to efficiently deliver insights and achieve alpha. Sentieo was purpose built to rapidly accelerate the research process and analyst workflows and ensure better decision making.  An end-to-end platform, fueled by a powerful AI search engine, Sentieo uniquely empowers analysts throughout the research process to deliver winning strategies. 

As the former Vice President of Operations at Clarifai, an AI platform company, Michael keenly understands the power of AI to deliver unprecedented insights and drive improved outcomes.  As the fintech market continues to experience rapid growth, Sentieo’s unique AI and machine learning capabilities set it apart, helping to deliver more accurate, focused results and better decisions quickly.  By harnessing the power of intuitive technologies through a centralized platform, Sentieo helps analysts work infinitely faster and smarter. 

In his new role, Michael will leverage his years of experience as an investor, familiar with the challenges of a dated research process, and his leadership roles at high growth technology organizations, to help deliver Sentieo’s powerful platform to investment research teams around the globe. As the company continues to expand locally and globally, Michael will also be responsible for building out the team and ensuring seamless collaboration across the organization to effectively deliver on the shared mission of improving the investment research process. Michael’s wealth of experience in bringing together powerful teams to transform organizations will be essential for success in this next phase of company growth.   

As VP, Operations at Clarifai, Michael was not only responsible for finance, legal, people and strategic initiatives, he was instrumental in leading a successful Series C round of funding and helped establish the company’s extensive research and engineering team in Estonia. Previously, Michael was a Principal at Public Pension Capital, a private equity fund and held positions at Eos Partners, J. P. Morgan, and Greenhill & Co. Michael Holds an MBA from the University of Pennsylvania Wharton School, a JD from the University of Pennsylvania Law School, and a BA from Duke University. He was a Fulbright Scholar in Estonia, where he served as a lecturer at the University of Tartu.

“This is an exciting time for Sentieo and I am thrilled to be part of this phenomenal team,” said Noonan. “There is a huge market opportunity for modern solutions designed to address the shortcomings of legacy financial research tools and inefficient processes. Fueled by AI, Sentieo uniquely delivers the comprehensive platform strategic investment firms need to make research a competitive advantage. I look forward to working with the team to help analysts around the globe experience the power of Sentieo.” 

To learn more about how Sentieo is transforming financial research for customers around the world, visit www.sentieo.com.

About Sentieo

Sentieo is a financial research platform for executives, investment analysts, and researchers that offers them the insights, speed, and confidence they need to make informed strategic decisions so they can outperform the market and gain a competitive edge. Serving a global customer base of over 1,000, including institutional asset managers, family offices, and Fortune 500 corporations, Sentieo is the first platform to support the complete financial research workflow. To learn more about Sentieo, visit sentieo.com, follow us on Twitter and LinkedIn.

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San Francisco, CA – November 1, 2021 – Swati Tyagi, Vice President of Product at Sentieo, will serve as a featured speaker at the fourth annual Women|Future Conference 2021. Hosted by The Stevie® Awards, the five-day event will feature more than 140 speakers from organizations including Amazon Web Services, IBM, John Hancock, Pinterest, and SAP.

Tyagi will serve as a featured panelist on Monday, November 1st at 1:45 p.m. ET for a session entitled, “Leading Authentically in Male Dominated Industries.” Moderated by Lisa Murray, Co-Founder and President of Trevi Communications, Tyagi will be joined by fellow panelists Jessica Kline Founder & CEO, Backwoods Promotions Inc., and Sarah Sagredo-Hammond, President, Atlas Services, Inc.  

This panel will aim to empower women working in male-dominated industries to lead authentically. Panelists will provide best practices to eliminate common roadblocks, establish priorities, develop a clear roadmap to achieve goals, and underscore why it’s important to focus less on perceptions and more on doing the work that will achieve high performance. Tyagi will specifically highlight why now is the time to redefine female leadership, how to cultivate confidence in a male dominated industry, and offer practical advice for how women can change their organization’s culture in support of rising female leaders.

“So much of female leadership in technology hinders on looking and sounding like the market thinks we should,” noted Tyagi. “Instead of playing into this narrative and convincing ourselves that we need to imitate others, women in the technology industry need to redefine what female leaders look and sound like. I’m excited to join the panel and share my ideas for how we can make it happen.”

For more information on the event or to register, visit www.womenfutureconference.com.

About Sentieo

Sentieo is a financial and corporate research platform for executives, investment analysts, and researchers that offers them the insights, speed, and confidence they need to make informed strategic decisions so they can outperform the market and gain a competitive edge. Serving a global customer base of over 1,000, including institutional asset managers, family offices, and Fortune 500 corporations, Sentieo is the first platform to support the complete financial and corporate research workflow. To learn more about Sentieo, visit sentieo.com.

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San Francisco, CA – October 27, 2021 — Sentieo, the leading next-generation financial research platform provider, today announced the company has been named a winner in the 2021 Hedgeweek Americas Awards. Beating our competitive solutions, Sentieo’s approach to transforming how investment research is done garnered the company’s designation as “Best AI Technology Provider”. For more information on how to leverage AI in investment research for competitive advantage, check out our recent report with Harvard Business Review.

Compiled in conjunction with Bloomberg, the 2021 Hedgeweek Americas Award winners represent the best in the American hedge fund industry. For the service provider categories that included Sentieo, short-listed firms were based on a widespread survey of more than 400 fund managers and other key industry participants. Winners were then selected based on an extensive poll of Hedgeweek readership.

Unlike other solutions, Sentieo’s AI-driven financial research platform gives investment analysts the power to find the information they need quickly across millions of documents and datasets, share their knowledge, collaborate, and use a unified hub to streamline their most data-intensive work. Featuring natural language processing and document search powered by innovative machine learning capabilities that are seamlessly integrated into the full research workflow, Sentieo provides investment analysts with multiple ways to bring their own data and documents into the platform to inform their investment insights. 

Unlike other solutions, Sentieo’s AI-driven financial research platform gives investment analysts the power to find the information they need quickly across millions of documents and datasets, share their knowledge, collaborate, and use a unified hub to streamline their most data-intensive work. Featuring natural language processing and innovative machine learning capabilities that are seamlessly integrated into the full research workflow, Sentieo provides investment analysts with multiple ways to bring their own content into the platform to inform investment insights.

“Many of our current customers and prospects come to us because they are frustrated by the limitations of their dated tech stacks; these tools are simply not designed to meet the needs of today’s distributed work environment or workflow,” noted David Lichtblau, CEO of Sentieo. “By combining AI-powered search and analytics with a collaborative, cloud-based workflow engine, we are modernizing the investment research process while making it more efficient, more powerful, and more of a competitive differentiator.”

About Sentieo

Sentieo is a financial research platform for executives, investment analysts, and corporate researchers that offers them the insights, speed, and confidence they need to make informed strategic decisions so they can outperform the market and gain a competitive edge. Serving a global customer base of over 1,000, including institutional asset managers, family offices, and Fortune 500 corporations, Sentieo is the first platform to support the complete financial research workflow. To learn more about Sentieo, visit sentieo.com.

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San Francisco, CA, and London, UK – October 7, 2021 – Sentieo, the leading next-generation financial research platform provider, announced it has expanded its presence in the European market and doubled its team in the United Kingdom. The growth is driven by increasing demand for the company’s AI-driven financial research platform and represents a firm commitment to more than 50 active customers in the region, including Schroders, Kames, S.W. Mitchell, Cape Capital, Amiral Gestion and Ownership Capital. The London-based team has been bolstered by the addition of a Director of UX Design, a Director of Product, and three sales and client success executives, with the expectation to double the sales team again over the next 12 months.

The London expansion follows Sentieo’s Series B funding round in May 2021, which was led by Ten Coves Capital with participation from existing investors Centana Growth Partners and Studio Management. The capital supports the company’s mission to invest in the people and the technologies that are helping global customers transform the way they conduct financial and corporate research. 

“We are excited to expand our business and grow our team in Europe, to meet increasing demand for our solutions in the region,” noted David Lichtblau, CEO of Sentieo. “Providing an innovative cloud-based platform that can modernise the research workflow and drive analyst collaboration for more powerful investment analysis has catapulted our momentum around the globe. As the industry evolves, our team will continue to lead our clients through their digital transformation process and help deliver the competitive insights they need to succeed.”  

Following record revenues in 2020, demand for Sentieo’s AI-driven platform continued throughout the pandemic as investment firms sought cloud-based solutions that could enable their teams to work remotely and collaborate seamlessly. Featuring innovative AI search and sentiment analysis, market and alternative data, modeling and analytics – all supported by an integrated research management system – Sentieo is empowering customers around the world to reinvent how the investment research process is done.

With Sentieo, research analysts no longer need to rely on disparate tools and legacy applications like terminals, emails, and Excel documents to conduct financial research. By providing a centralized hub for analysts to do their work – in or out of the office – investment firms can modernize their research workflows, share ideas, and strengthen the investment analysis process to achieve Alpha for their clients.

To learn more about how Sentieo is transforming financial research for customers around the world, visit www.sentieo.com.

About Sentieo

Sentieo is a financial research platform for executives, investment analysts, and researchers that offers them the insights, speed, and confidence they need to make informed strategic decisions so they can outperform the market and gain a competitive edge. Serving a global customer base of over 1,000, including institutional asset managers, family offices, and Fortune 500 corporations, Sentieo is the first platform to support the complete financial research workflow. To learn more about Sentieo, visit sentieo.com, follow us on Twitter and LinkedIn.

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San Francisco, CA – August 10, 2021 — Sentieo, the leading next-generation financial research platform provider, today announced the successful first annual Customer Advisory Board meeting for investment managers. More than a dozen customers came together to learn more about the innovative product enhancements planned for the coming year and key areas of investment across Sentieo’s cloud-based platform to support the needs of today’s investment analysts. Customers including Ardevora, Berenberg, Hodges Capital, Magellan, and others, heard firsthand how Sentieo is transforming the way investment research is done. To learn more about how leading institutional and individual investors rely on Sentieo, please visit HERE.

Led by CEO, David Lichtblau, Co-Founder and President, Naman Shah and CRO, Mark Coriaty, the two-day event showcased the breadth and depth of the platform with particular emphasis on how Sentieo uniquely mirrors the typical workflow of investment analysts. Developed by analysts themselves, Sentieo was designed to serve as the central hub where analysts work. Featuring deep integrations with broader workflow and systems, Sentieo seamlessly brings together the disparate research tools analysts rely on in one platform. As a result, Sentieo saves customers hundreds of hours of time, empowers investors to discover new insights, facilitates increased collaboration, and modernizes the research workflow to drive smarter investment decisions. Armed with the insight gained over the course of the event, Sentieo customers are in a better position to confidently harness the full potential of the platform and gain a competitive advantage.

“Sentieo has been a great tool for our investment team so we were pleased to join the Customer Advisory Board and learn more about planned product enhancements, discuss best practices, and advise on further development to extend our use of the platform,” said Vihari Ross, Head of Research, MFG Asset Management. “Clearly designed by people who deeply understand the fundamental research workflow, Sentieo solves the key issue of research aggregation, plus delivers significant productivity benefits, affording our analysts more time to uncover insights and do the analysis that is core to delivering quality results for our clients.”

“We greatly value Sentieo’s comprehensive, intuitive platform and appreciate the company’s continued commitment to product innovation,” said Matthias Born, Co-Head Wealth and Asset Management and Head of Investments, Berenberg. “As part of the Customer Advisory Board, we look forward to the ongoing opportunity to offer our insight on how Sentieo can evolve to uniquely meet the needs of our portfolio managers and support our team in delivering winning strategies for our clients.”

“We are grateful to work with some of the brightest minds in the investment industry and were thrilled to provide a forum for productive discussion around the future of financial and corporate research,” said Lichtblau. “We will continue to strive for excellence in product development to become the place where analysts work and underscore our commitment to delivering the insights, speed, and confidence our customers need to make strategic investment decisions.”

About Sentieo

Sentieo is a financial and corporate research platform for executives, investment analysts, and researchers that offers them the insights, speed, and confidence they need to make informed strategic decisions so they can outperform the market and gain a competitive edge. Serving a global customer base of over 1,000, including institutional asset managers, family offices, and Fortune 500 corporations, Sentieo is the first platform to support the complete financial and corporate research workflow. To learn more about Sentieo, visit sentieo.com.

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SAN FRANCISCO, June 29, 2021 – Following the company’s recent Series B round, Sentieo, the leading next-generation financial and corporate research platform provider, announced it has named Swati Tyagi as Vice President of Product. An innovative product management leader, she will guide the next iteration of Sentieo’s flagship platform and extend the capabilities of the company’s world-class development team. To learn more about the Sentieo platform and why more than 1,000 clients around the globe rely on it to inform their investment strategies, visit sentieo.com/why-sentieo/.

COVID-related pressures have forced investment firms to reexamine how technology plays a role in their business models, operations, and research methods. Cloud-based solutions and tools that inspire analyst collaboration showcased their ability to deliver far more value than the legacy point solutions and tedious analytical processes of pre-pandemic work. Sentieo’s innovative AI-supported platform underscored that transformation by ensuring investment analysts and corporate research professionals could not only source and analyze data from one central hub — no matter in or out of the office — but collaborate for richer insights. 

“I am thrilled to join the team at Sentieo as I was immediately drawn to the group’s enthusiasm for the product and their deep appreciation for innovation,” noted Tyagi. “Unlike other offerings, Sentieo is fundamentally changing how analysts work and research workflows are conducted. I’m excited to help scale our capabilities as we enable even more analyst collaboration and support the company’s global growth.”  

Prior to joining Sentieo, Tyagi led the product management team for the flagship product at Diligent Corporation, the world’s largest governance, risk and compliance (GRC) SaaS vendor. While at Diligent, she helped transform the company’s offering from a point solution to an industry-leading product serving more than one million users from 25,000 organizations around the globe. Before that, Tyagi and the team at NPower established a product, “FoundationConnect,” from concept to production, leading to an acquisition by Salesforce in 2019.

“Investment analysts and corporate research professionals are now looking to collaborate and share data insights to unearth the most relevant information,” said David Lichtblau, CEO of Sentieo. “With her expertise in product management and passion for incorporating the voice of the customer in every element, Swati will amplify our platform capabilities at scale and continue our mission to transform how investment research is done.”

About Sentieo
Sentieo is a financial and corporate research platform for executives, investment analysts, and researchers that offers them the insights, speed, and confidence they need to make informed strategic decisions so they can outperform the market and gain a competitive edge. Serving a global customer base of over 1,000, including 800 institutional investment firms and Fortune 500 corporations, Sentieo is the first platform to support the complete financial and corporate research workflow. To learn more about Sentieo, visit sentieo.com.

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San Francisco, May 25, 2021 — On the heels of record revenue in 2020, Sentieo, the leading next-generation financial and corporate research platform provider, today announced it has raised $20 million in a Series B round of funding. The round was led by Ten Coves Capital with participation from existing investors Centana Growth Partners and Studio Management. Ned May, a founder and Managing Partner at Ten Coves Capital, will join Sentieo’s board of directors. With this latest funding Sentieo has now secured $62 million in total capital.

More than 1,000 clients around the globe, including Schroders, Magellan Asset Management, and Roivant Sciences, rely on Sentieo to deliver the insights, speed, and confidence they need to make informed strategic decisions. With the new round of funding, Sentieo is well positioned to expand its market leadership and transform how financial and corporate research is done.  For more information, visit www.sentieo.com.

Demand for Modernized Research Workflow Drives Record Growth
The funding comes at a time of rapid growth and momentum for Sentieo. Investors and corporations were already looking for opportunities to gain a competitive edge, but the pandemic only deepened demand. As remote work became the norm, standalone point solutions hindered analysts’ ability to work quickly and collaborate. Sentieo’s unique ability to bring together disparate financial research tools into one innovative AI-supported platform underscored the power of a modernized research workflow. As a result, Sentieo achieved record revenue in 2020.

“Sentieo’s mission is to deliver the best platform for analysts to conduct research and execute better corporate and investment strategies,” said Ned May, a Managing Partner at Ten Coves Capital. “By combining all the elements of fundamental research into one seamless, AI-supported workflow, analysts can save time and discover new insights that will catapult their organization ahead of the competition. Sentieo has a huge opportunity ahead of it and we are excited to be part of that.”

Platform Delivers Digital Transformation for Investors and Corporations

As a financial and corporate research platform, Sentieo does what no other solution can do — provide a single, cloud-based workflow for financial document search, market and alternative data, modeling and analytics — all supported by an integrated research management system. This enables organizations to transform how they deliver investment and strategy research, save hundreds of hours of time for analysts, and ensure confidence in investment decisions.

Building on the innovation delivered in 2020, Sentieo has continued to release new capabilities including enterprise integration APIs and support for Box and Dropbox document management stores. Most recently, the company announced the integration of Sustainalytics research and ratings reports for ESG, an increasingly important area of focus for institutional investors. With the closing of its Series B round, Sentieo will further expand its platform capabilities and continue its mission to transform how investment research is done.

“With the incredible adoption of the Sentieo platform it is clear we are experiencing a massive shift in how financial and corporate research is executed,” said David Lichtblau, CEO of Sentieo. “We see a huge opportunity to replace hard-to-use and expensive point solutions that slow down the journey to uncover competitive insights. We are excited to be working with Ned and Ten Coves to accelerate the transformation of the investment research process.”

About Sentieo

Sentieo is a financial and corporate research platform for executives, investment analysts, and researchers that offers them the insights, speed, and confidence they need to make informed strategic decisions so they can outperform the market and gain a competitive edge. Serving a global customer base of over 1,000, including 800 institutional investment firms and Fortune 500 corporations, Sentieo is the first platform to support the complete financial and corporate research workflow. To learn more about Sentieo, visit sentieo.com.

About Ten Coves Capital

Ten Coves Capital invests in innovative, high growth FinTech companies where its capital, network and decades of experience can help accelerate growth and value creation. Investing across payments, banking & lending, asset management, capital markets, and insurance & benefits, among other segments, the Ten Coves team has helped scale nearly 40 companies that are solving industry pain points, enabling workflows, and providing critical infrastructure to the largest financial institutions down to SMBs. For more information, visit tencoves.com.

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