The Financial Analysis System
for Institutional Finance
Finished, sourced, auditable financial work product in minutes.
AI is the commodity.
The governed layer is not.
Kamba is the governed operating layer for institutional finance.
It connects approved data, frontier AI models, and institutional workflows to produce finished, sourced, auditable work product in minutes.
Institutions cannot use AI they cannot source, audit, reproduce, and defend.
Kamba makes frontier models usable in production.
- NOT THE MODEL
- NOT THE TERMINAL
- NOT THE DATA WAREHOUSE
1.2 million institutional finance seats.
$2.9B market.
Every seat that produces or depends on governed financial work product.
1,227,000 seats globally
562,500 seats — reachable
38,000 seats · 150→38K ramp
Wealth Management · Investment Management · Hedge Funds · Corporations · Banks · Family Offices · Financial Research
$200 / user / month, billed per seat — usage tracked and expanded through a credit-based model.
Kamba turns questions and data into finished institutional work product.
Connects to broker accounts, data lakes, and Bloomberg — validating every source before analysis runs.
Client-ready investment reports
Investment committee memos
Portfolio and market exposure analysis
Data quality reviews and backtests
Every number traceable. Every reasoning traced. Every output reproducible. No hallucinations.
AI can answer financial questions.
Institutions need defensible work product.
That work must survive:
• Investment committees
• Compliance and audit
• Data governance
Financial institutions cannot use answers they cannot source, audit, reproduce, and defend.
The missing layer is not another chatbot. It is governed financial work product.
Kamba built it.
AI is the commodity. The governed layer is not.
Kamba is the governed operating layer between approved data, frontier models, and institutional workflows.
Turning financial questions into sourced, reproducible, auditable work product.
| GENERIC AI | KAMBA |
|---|---|
| Draft answers | Finished financial work product |
| Unclear sources | Traceable numbers |
| Inconsistent outputs | Repeatable workflows |
| Manual data connections | Approved, licensed data access |
| One-model dependency | LLM-agnostic architecture |
| No institutional controls | Validation, lineage, governance |
Not the model. Not the terminal. Not the warehouse.
The execution layer that makes AI usable for institutional finance.
The output is the argument.
The demo shows the difference between an AI answer and institutional work product.
A portfolio optimization question asked through Symphony, Kamba's URL, or via API/MCP — where financial professionals already work.
$116M AUM · 854 positions · 8 custodians · 33 accounts
Every step logged. Reasoning traces, tool calls, and data sources recorded in real time across 24 phases.
Efficient Frontier · Scenario Comparison · Risk Diagnostics · Rebalance Recommendations
Every number traced to source — the portfolio file, the Zephyr analytics, the specific assumptions. Reproducible for audit.
Most enterprise AI startups spend years entering financial institutions.
Kamba starts inside them.
financial professionals on Symphony
Kamba's distribution base from day one.
PENETRATION
7,500 users
PENETRATION
22,500 users
Symphony is one distribution wedge — institutional AI work product is the category.
Already inside named institutions.
Active / Onboarding
Advancing
Qualified contacts
Client-facing reports
Portfolio exposure analysis
Proprietary agent
Credit intelligence
ONE UNIT EXAMPLE Morgan Stanley WM · 600 users · $1.44M ARR
Sold per seat. Usage-based expansion.
$200 / user / month, billed per seat — usage tracked and expanded through a credit-based model.
Built by operators who know institutional finance.
Sebastean Leoni
CEO & Co-founder
Ignacio Berdinas
CTO & Co-founder
Jean-Louis Lelogeais
Nicolas "Gucho" Aguzin
Sebastian Gunningham
+ 10 operators and investors
The product is built. Commercial channels are open. This round converts active institutional engagements into paid enterprise revenue.
Named institutions are already in pilots.
Last round priced ahead of conversion.
Comparable platforms (Rogo) valued at 100x+ SAM.
Operations
Harden enterprise deployment
Commercial
Sales and marketing efforts
Technical
R&D and support
Thank You.
Finished, sourced, auditable financial work product for institutional finance.