Quantera.ai
Quantera.ai is an agent-first research platform for finance teams. Its agents read data rooms, SEC filings and macroeconomic series, then return extractions and reports with every figure traced back to its highlighted source.
What is Quantera.ai?
Quantera.ai is an agent-first research platform aimed at the corners of finance where a wrong number is expensive. It is built, in the vendor's own framing, for management consultants, investment banking and private equity, and the site splits its material into five audiences: advisory, private equity, investment banking, asset management and consulting. The engine carries a name of its own, Lattice, and four named agents sit on top of it: Earnings Analyser, Opportunity discovery, Trend Analysis and M&A Deal Investigation.
The working premise is document volume. A user uploads an entire data room in one go and the agents break down every file and every metric, across audio, video, PDF, CSV, Excel and JPEG. Extraction is aimed squarely at financial structure, meaning tables, balance sheets and income statements, with the relationships between data points preserved rather than flattened. On top of uploaded material, two public reference sets were wired into the platform's knowledge graph in February 2026: the SEC's EDGAR database, covering 10-Ks, 10-Qs, 8-Ks and proxies, and the St. Louis Fed's FRED, with more than 800,000 economic time series. Both were announced as live for Enterprise users.
What the vendor pushes hardest is traceability. Every extracted data point can be checked against highlighted source text, the agent cites the filing, the page and the row it came from, and a complete audit trail is kept for compliance and quality assurance. The architectural argument follows from that: Quantera.ai says it deliberately avoids retrieval-augmented generation, which it judges unreliable on its own benchmarks, in favour of a knowledge graph built with compliance by design.
The company behind it is Quantera AI AB, a Swedish private limited company registered under org number 559436-8697, and Swedish law governs its terms. Security is described in two sentences: customer data belongs to the customer and is not used for training, and SOC Type II certification is being sought rather than held. There is no self-service sign-up, the site's single commercial call to action booking a demo slot.
What it does
- Read an entire data room in one pass and break out every document and every metric
- Extract valuations, cash flows and risk figures from financial tables, balance sheets and income statements
- Summarise earnings releases in batches and surface what management did not say
- Query SEC filings: compare risk factor sections across five years of 10-Ks, or export revenue tables to a comparative CSV
- Correlate company performance against FRED macroeconomic series such as the PPI, Treasury rates or labour data
- Watch 8-K filings for triggers such as executive changes or material litigation and return a summary memo
- Generate due diligence reports, sector analyses and client presentations in the firm's own template
When to use Quantera.ai / When not to
A quick filter to help you decide if Quantera.ai is the right fit.
When to use Quantera.ai
- Private equity deal teams that need an entire data room read and quantified before a deadline
- Equity and credit analysts who summarise earnings releases and filings in batches
- Management and strategy consultants building market sizings and competitive scans for client engagements
- Investment banking analysts comparing risk factors and revenue tables across several years of filings
- Portfolio and asset managers tracking positions across asset classes with cited evidence behind each number
When not to use Quantera.ai
- Retail investors after stock picks: the terms state the company is not a broker-dealer, an investment adviser or a FINRA member
- Buyers who want to compare prices before speaking to anyone, since no rate card is published anywhere on the site
- Procurement teams that require a signed processing agreement, a subprocessor list or a stated retention period before onboarding
- Developers hoping to call the engine from their own stack: there is no public API and no developer documentation
- Anyone needing a mobile or offline workflow, as the product ships as a web platform with no app and no extension
How to use Quantera.ai
A typical end-to-end flow, from setup to results.
- Start on the solution page matching your work: private equity, asset management or consulting, each carrying its own use cases
- Read the whitepaper, downloadable as a PDF with no form to fill in, for the reasoning behind the product
- Book a demo through the site's only call to action, which opens a scheduling slot with the founder; there is no self-service sign-up
- Once granted access, upload an entire data room in one go and let the agents break down every document
- Instruct an agent in plain language, for instance asking it to extract revenue tables from the last eight quarters of two companies and format them into a comparative CSV
- Query the integrated sources directly, whether SEC filings through EDGAR or macroeconomic series through FRED, without exporting anything by hand first
- Set an agent to watch for triggers, such as an 8-K reporting an executive change or material litigation, and receive a summary memo
- Check any extracted figure by following it back to the highlighted source text, and review the audit trail
- Collect the deliverables as reports, memos or presentations formatted in your firm's own template
- Connect existing deal systems if needed, a capability the site announces without naming a single tool or documenting a procedure
Pros & Cons
Pros
- Traceability is native rather than bolted on: each extracted figure links back to highlighted source text, with filing, page and row cited
- The audit trail is a genuine argument in a regulated sector, where showing your workings matters as much as the answer
- Two authoritative public sources are integrated and kept current: SEC EDGAR filings and the Fed's FRED series
- A clear commitment that customer data is not used for training, repeated on four separate pages
- Real multimodal coverage claimed, from audio and video through to spreadsheets and scanned images
- Three distinct solution pages, each with its own use cases, rather than one generic pitch stretched across audiences
- The publisher is established in the European Union, in Sweden, with Swedish law governing the terms
Cons
- No public pricing at all: no rate card, no figures, and no documented tiers beyond a passing mention of Enterprise users
- No free plan and no free trial announced, and no way to sign up without going through a sales conversation first
- The contractual layer is thin: a single page, last updated on 19 June 2024, serves as both terms of service and privacy policy
- No GDPR reference, no processing agreement, no subprocessor list and no stated retention period, from a publisher established in the EU
- SOC Type II certification is described as being sought, not held, which is a meaningful difference for an institutional buyer
- Nothing is published about where customer data is hosted, and there is no trust or security page
- Third-party integrations are promised in general terms but not one tool is named and no API or developer documentation exists
Pricing & Plans
No pricing is published. The site carries no pricing page, no rate card and no figure in any currency, and neither a free plan nor a free trial is announced. The only tier ever named is an Enterprise one, mentioned in passing in two February 2026 posts announcing that the EDGAR and FRED integrations had gone live for those users, with no contents or price attached. The terms confirm that payment does take place, since a third-party processor handles collection, but the amount is a matter for the sales conversation that follows a demo booking.
- the only tier named anywhere on the site
- mentioned as the audience for the EDGAR and FRED integrations
- with no contents
- quota or price published
Data, GDPR & hosting
A consolidated view of how Quantera.ai handles your data.
GDPR overview
There is no mention of the GDPR anywhere on the site: a full-text search across every collected page and its raw HTML returns no occurrence of it. There is no standalone privacy policy either, the data section living inside the terms and conditions page last updated on 19 June 2024. No data protection officer is named, no processing agreement is offered, no subprocessor list is published and no retention period is stated. What the page does say is narrower: only a name and an email address are collected, they are not shared with any third party, no payment data is stored, analytics are anonymised, and customer data is not used to train models. The publisher is nonetheless established in the European Union, Quantera AI AB being a Swedish company whose terms are governed by Swedish law, so the regulation applies despite the silence.
Who owns the data?
The terms say Quantera AI AB collects a user's name and email address for identification and does not share that information with any third party. Card and payment details are never used or stored, a third-party processor handling collection instead, and Google Analytics gathers only anonymised usage data. Across four pages the vendor states that customer data belongs to the customer and is not used for training. Ownership of the website itself, meaning its text, graphics, logos, images, software and design, stays with Quantera AI AB or its licensors. The terms are silent, however, on who owns uploaded documents and generated outputs, and they expressly disclaim responsibility for any loss of data stored on the service.
Reuse rights
Nothing in the terms restricts what a customer may do with what the platform returns. The usage restrictions cover the website's own content, not the memos, extractions, reports or comparative CSV files the agents produce, and the workflows described on the solution pages assume those deliverables are circulated internally and to clients, sometimes in the firm's own template. Two reservations apply. Quantera AI AB gives no warranty as to accuracy, reliability or completeness, and states that use is at the customer's own risk. Registering also means agreeing not to hold the company liable for any decision, action or result. The terms, last updated on 19 June 2024, never address ownership of uploaded documents or of generated outputs explicitly, which leaves the reuse question governed by silence rather than by a clause.
Data retention & training
Hosting summary
The jurisdiction in which customer data is hosted is not published. There is no trust or security page, and the site's entire security statement runs to two sentences: SOC Type II certification is being sought, and customer data is not used for training. No hosting country, region or provider is named, no processing agreement or subprocessor list exists, and no international transfer clause appears anywhere. What can be said with certainty concerns the publisher rather than the infrastructure. Quantera AI AB is a Swedish company, established in the European Union, and its terms are governed by Swedish law. One observation should not be mistaken for a disclosure: the marketing site itself resolves to an Amazon Web Services address geolocated in the United States, flagged as anycast by the network lookup. That describes where the public website is served from, and says nothing about where the platform stores the documents customers upload. Anyone with a data residency requirement will have to raise it during the sales conversation, because the site does not answer it.
Things to keep in mind
Risks and trade-offs to weigh before adopting Quantera.ai.
- Delegated judgement: the platform writes due diligence memos and analysis reports, and leaning on them unread means handing an investment decision to an automated summary
- The terms disclaim accuracy and expressly ask you to agree not to hold the company liable for your decisions, actions or results, so the risk stays with you
- Skill erosion: an analyst who never reads a full 10-K does not learn to spot the weak signals buried in one
- Citations breed misplaced confidence: a highlighted source proves where a figure came from, not that the interpretation built on it is sound
- Confidentiality: uploading a complete data room exposes non-public transaction documents to a vendor that publishes nothing about where it hosts them
- No retention period and no deletion procedure are published, and the terms disclaim responsibility for any loss of stored documents and files
- Vendor concentration: a company registered in 2023 with no employees in its last published accounts carries a real risk of service discontinuity
Setup & Integrations
Technical difficulty
Technically, close to nothing. The product is a web platform with no software to install, no extension, no API keys to configure and no developer documentation to work through. Use consists of uploading documents and instructing agents in plain language, and the vendor promises value within the first five minutes with no training required. The real barrier is commercial rather than technical: there is no self-service sign-up, so getting access means booking a demo first. Connecting existing systems is announced but undocumented, so any integration effort is impossible to size in advance.
Deployment
Integrations
Behind Quantera.ai
Social
Resources
All the official URLs gathered for verification and reference.
Frequently asked questions
Who is Quantera.ai built for?
How does Quantera.ai say it differs from other tools on the market?
Which data sources are integrated?
Can I check where a figure came from?
Which file formats can it process?
Is my data used to train models?
What does it cost?
Is Quantera.ai SOC 2 certified?
Is there an API or a mobile app?
Who publishes the tool, and does it give investment advice?
Should you pick Quantera.ai?
Quantera.ai is a genuine product rather than a landing page: four named agents, two dated and documented data integrations, and a technical position it is willing to argue for, preferring a knowledge graph to retrieval-augmented generation on the strength of its own benchmarks. Its real differentiator is traceability. Highlighted source text, a citation down to the filing, page and row, and a complete audit trail are exactly what a regulated sector asks for, and few research tools put that at the centre.
The gap is elsewhere. The commercial and contractual layer lags well behind the product. A single page dated 19 June 2024 serves as both terms of service and privacy policy, the GDPR is never mentioned even though the publisher is established in Sweden, nothing is said about where customer data is hosted, and there is no processing agreement, subprocessor list or retention period to point a procurement team at. SOC Type II is described as being sought, not held, and that distinction will matter to an institutional buyer. There is no pricing and no self-service route in, so evaluating the tool necessarily starts with a sales conversation.
Company size matters too. Quantera AI AB was registered in Sweden in 2023 and the last published accounts show no employees, worth weighing against a promise to handle confidential deal documents. The headline figures on the site, from a 200% gain in decision speed to a first report in five minutes, are vendor claims with no published methodology, and the testimonials are mostly signed with first names or job titles.
For a deal team that reads filings all day and needs every number defensible, it is worth the demo. For anyone who needs signed data terms before uploading a data room, the paperwork is not there yet.
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