Rogo
AI research and financial workflow software for investment teams.
AI-native m&a & financial advisory companies
Acquisition advisory and financial transaction support. Explore selected firms and platforms, their delivery models and official sources.
OffDeal
Investment banking and business-sale advisory for smaller companies.
Decade
Investment advisory combining human advisers with AI analysis.
Luminary
AI document intelligence and planning workflows for wealth transfer and estate administration.
Mondrio
Pricing-management software paired with experts and ongoing AI research.
Hebbia
Institutional AI for financial research and document-intensive professional work.
Arca
AI-native wealth management pairing financial advisors with agent-run operations.
Savvy Wealth
AI-native wealth advisory supported by an integrated operating platform and specialist teams.
Blueflame AI
Agentic research, diligence and analysis for investment firms and M&A teams.
What does AI-native mean in m&a & financial advisory?
In m&a & financial advisory, an AI-native firm makes AI central to how it delivers the work. A service firm takes on delivery for you; a software company provides tools your team uses. The distinction matters when comparing scope, human involvement, and responsibility.
Y Combinator’s service-company thesis describes the wider shift toward businesses that use AI to perform work for customers. This index brings those firms together with relevant software, with sources and delivery models kept explicit.
Read Y Combinator’s thesisFAQ
What are M&A advisory services?
M&A advisers help with buying or selling a business, including valuation, finding counterparties, preparing deal materials and supporting negotiations. Financial research software can assist parts of that work without itself taking responsibility for an advisory mandate.
How is AI being used in M&A?
AI can support company research, document review, financial analysis and the preparation of deal materials. Rogo describes financial agents working with models, relationship notes and deal information. An AI research output still needs to be distinguished from an adviser's recommendation or transaction execution.