Boosted AI – Machine Learning Investment Software Review [2023]


Boosted AI is truly a trailblazer in the world of artificial intelligence, particularly within the intricate realm of finance. They’ve carved out a remarkable niche by providing cutting-edge quant tools designed to empower investment managers. At the heart of their offerings lies Boosted Insights, a platform meticulously crafted to cater to the distinct needs of both fundamental and quantitative institutional investors.

Boosted AI – A Review

With Boosted Insights, these investors gain an incredible edge – the ability to create tailored models, finely tuned to match their unique investment strategies. What makes these models truly remarkable is their knack for learning and spotting patterns within the ever-shifting financial landscape.

This learning process equips investors with the tools not just to discover new opportunities but, equally crucial, to deftly manage risks. In a nutshell, Boosted Insights opens up a world of possibilities, seamlessly blending the power of AI with investors’ expertise to navigate the complexities of financial markets.

On the 12th of January, 2022, made waves with an exciting announcement. They successfully closed a substantial Series B funding round, raising a whopping US$35 million. Leading the charge in this funding round were esteemed investment firms Ten Coves Capital and Spark Capital.

The primary goal of this financial infusion? To further enhance the capabilities of Boosted Insights, a web-based platform thoughtfully designed to provide investment managers with accessible and user-friendly machine learning tools. occupies a unique position in the AI landscape, specializing in software solutions meticulously crafted to optimize portfolio management outcomes within the vast global financial industry. Their core technology harnesses the power of distributed machine learning, offering a novel and invaluable approach that brings transformation to the financial sector.

This significant financial maneuver wasn’t navigated alone. received invaluable guidance and support from the accomplished legal experts at Osler, Hoskin & Harcourt LLP.

The legal team that assisted included prominent professionals such as Chad Bayne, Andrew Irwin, Jennifer Humphrey, Nik Popovski, all specializing in Emerging & High Growth Companies, and Michael Sproule, an eminent expert in Corporate law. Their expertise played a pivotal role in facilitating this groundbreaking funding round.

Now, let’s dive into the latest and greatest from – Boosted Insights 3.0.

Boosted Insights 3.0 has just unveiled Boosted Insights 3.0, and it’s a game-changer. This latest version introduces a generative AI-powered portfolio assistant that promises to revolutionize productivity across the investment management workflow.

Josh Pantony, the CEO and co-founder, couldn’t contain his excitement as he explained, “Boosted Insights 3.0 was designed with a single aim – to supercharge the productivity of investment decision makers. By blending our proprietary generative AI technology with our existing suite of tools, we empower our users to effortlessly stay informed about critical matters.

It condenses vast amounts of real-time information into easy-to-understand summaries, allows for personalized research reports showing direct impacts on your chosen stocks – all at your fingertips, and at speeds up to 50 times faster.”

Here’s a closer look at the key enhancements in Boosted Insights 3.0:

1. Portfolio Workspaces: This feature is a game-changer, allowing users to keep a close eye on their risk exposure, ensuring it aligns perfectly with their investment goals. As Boosted Insights understands your portfolio and objectives, it customizes all recommendations to your unique investment style, streamlining portfolio management and saving precious time.

2. Market Trends: No more drowning in endless streams of news and financial data. Boosted Insights takes the hard work out of the equation by categorizing stocks based on themes, making it effortless for users to stay up-to-date with market developments and how they impact their portfolios.

3. Custom Themes: Users can now delegate the creation of specialized research reports on finance-related topics to Boosted Insights, including stocks affected by these themes. It’s like having a personalized research assistant.

4. Smart Earnings Calendar: Knowing when your stocks report earnings is essential, but understanding how other companies’ earnings can affect your holdings is equally critical. Boosted Insights tracks market interconnections and delivers the most relevant earnings reports, reducing noise during earnings season and facilitating data-driven decisions. offers two tiers of empowerment through Boosted Insights. For financial advisors, it opens doors to a multitude of strategies powered by finance-specific algorithms, enriching their services with data-driven insights.

For institutional investors, the offerings go a step further, providing access to the same array of strategies, along with dedicated support from data science and customer success teams, and the ability to craft custom AI strategies.’s commitment to ease of use, explainability, and time savings remain unwavering, offering a brighter future for AI-driven investment management.

In conclusion, stands tall as a pioneer in artificial intelligence, reshaping the landscape of portfolio management within the global financial industry. Their dedication to making AI accessible and user-friendly underscores their commitment to empowering investment managers. With Boosted Insights 3.0 leading the way, the future of AI-driven investment management looks incredibly promising, with at the helm, pioneering transformative change in the industry.

Why Should You Choose Boosted AI?

In the ever-evolving realm of finance, staying ahead of the curve is a constant pursuit. Whether you’re a seasoned financial advisor or a portfolio manager, the quest for innovative solutions to attract clients, make informed investment decisions, and excel in a competitive landscape never ends. In this article, we’ll explore the compelling reasons why is gaining recognition as a valuable asset in the world of finance, as articulated by a human writer.

  • Attract and Retain Clients/AUM

   The financial industry is characterized by fierce competition, where attracting and retaining clients and assets under management (AUM) are top priorities. Clients today are more discerning than ever, seeking sophisticated solutions and unique insights.

This is where comes into play. By harnessing AI-powered ideas, you can distinguish your services effectively. empowers you to offer clients a level of sophistication and insight that sets you apart in a crowded marketplace. It’s about drawing and retaining clients by delivering excellence and demonstrating a commitment to their financial well-being.

  • Add Conviction to Investment Decisions

   Investment decisions are the cornerstone of any financial practice. They demand not only sound analysis but also unwavering conviction. offers a virtual AI analyst that complements your expertise. This tool cross-references your top-of-house recommendations with AI-generated insights, providing a deeper layer of conviction to your investment choices. It’s akin to having a trusted collaborator in your decision-making process, enhancing both your confidence and the quality of your decisions.

  • Generate New and Unique Investment Ideas

   In the dynamic landscape of finance, discovering fresh and distinctive investment opportunities is a game-changer.’s AI-powered solutions empower you to uncover buy/sell selections that warrant further exploration. By tapping into AI’s data-mining capabilities, you gain access to a wealth of insights that might otherwise go unnoticed. This knack for generating unique investment ideas can offer a significant competitive advantage in a rapidly evolving market.

  • Elevate Investment Narrative to Clients

   Effective communication forms the bedrock of strong client relationships. enables you to convey stock and market information quickly and accurately. Whether you’re elucidating investment strategies, conveying market trends, or addressing client inquiries, AI-powered insights elevate your investment narrative. It’s about fostering trust, transparency, and ensuring clients are well-informed about their investments.

  • Improve Investing Discipline

   Discipline is paramount in investing, ensuring consistent returns while managing risk.’s AI-driven tools provide timely alerts for entering or exiting positions. This guidance reinforces your reputation as a disciplined investment professional. It’s about making data-driven decisions that align seamlessly with your investment strategy and risk management principles.

  • Save Time and Streamline Processes

   Time is a precious commodity in the financial world.’s research tools unlock valuable hours in your day. By streamlining your research and decision-making processes, you can allocate more time to engaging with clients. It’s about optimizing efficiency, strengthening client relationships, and expanding your business.

In summary, offers a comprehensive toolkit that aligns with the evolving needs of investment professionals. It’s about more than just staying competitive; it’s about setting new standards of excellence. By incorporating AI-powered insights into your practice, you can attract and retain clients, enhance investment decisions, uncover unique opportunities, communicate effectively, maintain discipline, and optimize time management.

What distinguishes is its commitment to user-friendliness, accessibility, and tangible results. You don’t need to be a data scientist or AI expert to leverage these tools. is designed to seamlessly integrate into your workflow, ensuring you unlock the full potential of AI without a steep learning curve.

Whether you’re a seasoned investment manager or a financial advisor looking to elevate your services, provides the solutions you need to thrive in the dynamic world of finance. In an industry where innovation is key to success, is choosing to lead, excel, and redefine what’s possible in investment management.

Now, let’s address some frequently asked questions.


What is Boosted AI? is a company that’s all about leveraging artificial intelligence to enhance portfolio management outcomes within the global financial industry.

Who is the CEO of Boosted AI?

Well, that would be Josh Pantony, one of the co-founders who has been steering the ship since the company’s inception in 2017. In that time, they’ve assisted a substantial number of investment managers, collectively overseeing assets totaling over $1 trillion, in implementing machine learning into their portfolios.

Who owns Boosted AI? was launched in 2017 by Joshua Pantony, Jon Dorando, and Nicholas Abe. Their brainchild, Boosted Insights, is a proprietary web-based platform that’s democratizing portfolio management, no coding or data science background required.

Where is Boosted AI located?

Toronto, Ontario, Canada, is where you’ll find headquartered.

How many employees does Boosted AI have? operates with a dedicated team of fewer than 25 passionate individuals.

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