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Daloopa

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Overview

Powering the Financial Services Agent Ecosystem Delivering trusted financial data across 5,500+ global tickers that powers AI agents, LLMs, and leading financial institutions worldwide. Request a Demo Create Free Account The trusted standard across financial services The leading global AI companies and analysts at the world’s top investment firms rely on Daloopa’s AI data infrastructure […]

Focus Area

AI Financial Modeling & Automated Fundamental Data Extraction

Core Features & Capabilities

Automated Fundamental Financial Data Extraction: Ingests SEC filings (10-K, 10-Q), earnings reports, and press releases.
Excel Financial Model Integration: Updates financial models automatically with audited data points directly inside Excel.
Complete Source Auditability: Links every extracted financial data point directly back to exact source PDF pages.

Best For

Getting plain-English answers from business data
Automating stakeholder reporting
DesignersHR ProfessionalsResearchers

Integrations

LinkedInAnthropicOpenAI

Architecture & Security

Enterprise FinTech SaaS Platform: Excel add-in paired with cloud document ingestion engine; used by top hedge funds.

Pricing Details

Enterprise Custom: Annual institutional subscription pricing calibrated per analyst seat and equity coverage universe.

Quick Info

PricingFreemium
ComplexityIntermediate
DeploymentDesktop
Time to ValueInstant
API AvailableYes
Free TrialNo
Open SourceNo

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