Why Top Financial Institutions Are Turning to Auquan’s AI Agents

Wall Street’s financial giants, including banks, hedge funds and private equity firms, are embracing generative AI to eliminate tedious tasks and boost efficiency. Sparked by OpenAI’s ChatGPT, the industry has shifted from cautious trials to widespread adoption, though some remain wary of the technology’s ambitious claims. One such innovator, Auquan, brings a creative approach and powerful automation, deploying AI agents to transform operations for clients like UBS and Blue Owl Capital.

Founded in 2018 by Chandini Jain, Auquan builds AI agents that automate highly structured and time-intensive work in financial services. Its mission is to remove the manual effort behind data collection, analysis, and reporting—tasks typically handled by junior analysts or associates.

Since launching its platform in late 2023, Auquan’s product has enabled investment, risk, compliance, and sustainability teams to automate the creation of documents such as investment committee memos, due diligence reports, and internal pitch presentations. Instead of writing prompts or manually configuring workflows, users simply state what they want to generate and show an example of the final format. The system then breaks down the process, pulls relevant data, and produces a ready-to-review report.

As Auquan noted in a recent post on X, “Auquan’s AI agents know exactly what to ask and where to look—completing the entire process autonomously.”

Behind the scenes, Auquan’s platform uses a system the company calls an “agent super orchestrator.” This technology coordinates smaller task-specific AI agents to complete each step of a workflow, from identifying key fields and extracting vendor data to writing and formatting content to match client-specific templates. Reports are delivered in the desired interface, like a Google Doc or PowerPoint deck, complete with corporate branding and formatting.

As Auquan described in a recent LinkedIn post,

“Most AI tools make you write dozens of prompts, tweak parameters endlessly, and manually piece together outputs… We did something different.”

Their agents handle the entire process autonomously, structuring steps, asking the right questions, and pulling the right data.

In 2025, the company released two major additions to its platform: the Sustainability Agent, which automates ESG research and reporting from over two million global sources, and the Risk Agent, which monitors portfolios and flags operational, regulatory, and reputational risks in real time.

Trusted by 40% of the top 50 global financial institutions, Auquan’s clients include UBS, T Rowe Price, and Blue Owl Capital. The platform is also now available through Microsoft Azure.

Recognised by Global Finance Magazine as one of the Most Innovative Financial Technology Companies of 2025, the company stated on LinkedIn, 

With its total funding now at $8 million dollars, Auquan is scaling both its engineering and sales operations. The company is focused on expanding its AI agent architecture to support more knowledge-intensive workflows and improve performance across the finance sector.

As Auquan continues to remove the burden of repetitive reporting, Founder/CEO Chandini Jain summed up the mindset driving the platform’s design: “Half your job is just reformatting the same insight in 10 different ways. AI doesn’t see the point—and neither should you.”