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§ Private Profile · New York City, NY, USA
Reflexivity is a technology company.
Reflexivity offers an investment analysis platform for institutional investors, integrating trusted institutional data with explainable AI. Its core capabilities include Deep Research via AI agents for complex analysis, a dynamic Knowledge Graph for market relationships, and tools for Portfolio Insights and Smart Screening, delivering auditable, zero-hallucination results.
CEO Jan Szilagyi and President Giuseppe Sette co-founded Reflexivity, both former Co-CIOs at Lombard Odier. Szilagyi, also a Portfolio Manager at Fortress, conceived the company from his experience managing a global macro portfolio, recognizing the critical need for a superior, AI-powered analysis platform to meet institutional demands.
Reflexivity targets institutional investment and technology teams, empowering human decision-makers. Its vision is to transform intricate data into actionable intelligence, advancing "wealthcare" through faster, more reliable, and personalized investment analysis, enabling users to navigate markets with heightened confidence.
Reflexivity has raised $30.0M across 1 funding round.
Reflexivity has raised $30.0M in total across 1 funding round.
Reflexivity is an AI-driven investment analysis platform designed for institutional investors, asset managers, and wealth management firms. It combines trusted data sources like S&P Global, LSEG Datastream, Cboe, and Nasdaq with explainable AI to deliver insights such as autonomous financial analysis, knowledge graphs, portfolio insights, scenario analysis, document intelligence, and smart screening.[3][1][2] The platform solves the problem of sifting through complex financial data by enabling users to test market hypotheses, screen securities, and explore asset intelligence via plain language queries, generating comprehensive reports in minutes.[2][3] Formerly Toggle AI, Reflexivity raised $40.5M total, including a $30M Series B in October 2024 led by Greycroft and Interactive Brokers, signaling strong growth momentum despite modest current revenue (under $10M).[1][2][4]
Founded in 2019 in New York as Toggle AI, Reflexivity emerged from the expertise of former portfolio managers and technologists frustrated with inefficient investment analysis tools.[2][3][5] CEO Jan Szilagyi, with a world-record fastest Harvard Economics PhD, previously served as Co-CIO at Lombard Odier and PM at Fortress, managing a $15B global macro book; he started the company to build the platform he wished he had.[3][1] President Giuseppe Sette was Co-CIO Global Macro at Lombard Odier, with prior roles at Brevan Howard and Davidson Kempner; CTO Armenak Mayalian is a 5x fintech founder with 20+ years scaling platforms; and CPO RJ Assaly led products at Kensho (acquired by S&P Global) and AllianceBernstein.[3][5] Pivotal early traction came via rebranding to Reflexivity and the $30M Series B in 2024, backed by General Catalyst, SoftBank LatAm, Stanley Druckenmiller, and Greg Coffey, validating its AI focus for finance.[1][4]
Reflexivity rides the AI-financialization wave, where generative AI meets massive financial datasets amid rising demand for real-time, explainable insights in volatile markets.[3][4] Timing aligns with post-2023 AI hype and regulatory pushes for transparent tools, amplified by hedge fund backing and broker integrations like Interactive Brokers' themes tool.[1][4][5] Market forces favoring it include exploding data volumes from filings/events and institutional shift to AI co-pilots, positioning Reflexivity to disrupt legacy analytics while influencing ecosystems via partnerships and scalable AI for $trillions in AUM.[2][3] It amplifies fintech trends by democratizing advanced analysis, reducing human drudgery, and enabling faster alpha generation.
Reflexivity's next phase involves accelerating its roadmap with Series B funds: expanding AI agents, client base, and integrations for broader adoption by hedge funds and brokers.[4] Trends like multimodal AI, real-time data fusion, and regulatory AI mandates will propel it, potentially capturing share from incumbents as Mosaic Score surges (+207 points recently).[2] Influence may evolve via acquisitions or platform dominance, evolving from niche tool to ecosystem hub—echoing its origin as the "platform investors wished for," now scaling to redefine analysis.[3]
Reflexivity has raised $30.0M across 1 funding round. Most recently, it raised $30.0M Series B in February 2025.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Feb 24, 2025 | $30M Series B | — | AIX Ventures, C2 Investment, DTCP, Flex Capital, Innovation Endeavors, IVP, Maven Ventures, The HIT Forge, Y Combinator, Amjad Masad, Balaji Srinivasan, BOB Muglia, Dylan Field, Jeff Bezos, Mattia Astori, Peter Sonsini, Shane Neman, Tobias Lutke, Yann Lecun | Announced |
Reflexivity has raised $30.0M in total across 1 funding round.
Reflexivity's investors include AIX Ventures, C2 Investment, DTCP, Flex Capital, Innovation Endeavors, IVP, Maven Ventures, The Hit Forge, Y Combinator, Amjad Masad, Balaji Srinivasan, Bob Muglia.