Fundraise

WithAI raises $3.98M seed for AI stock research agents

What's the deal? WithAI, a New York AI platform that helps hedge funds and asset managers use AI agents to research stocks and manage portfolios, has raised $3.98M in a seed round, according to an SEC filing. The filing lists 57 investors. Ian McInnisDealroom has a profile for this one. Try Dealroom → and Ben FinchDealroom has a profile for this one. Try Dealroom → founded the company in 2025.

Why now? The round lands amid a steady stream of NYC startup fundings through late June and early July 2026, with capital flowing across AI, fintech, healthtech, and infrastructure.

What's the endgame? WithAI targets the intersection of AI and finance, building agents that automate research and portfolio work for institutional investors — tasks that traditionally consume analyst time.

By the numbers: At roughly $3.98M, the seed sits in the 63rd percentile for round size, placing it just above the midpoint for comparable deals.

The signal: The raise is another data point in a strong stretch for venture deployment in AI and fintech, confirming that appetite for finance-focused AI startups remains healthy despite market cyclicality.

Read more: AlleyWatch

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