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The AI Transformation Platform for Alternative Investment Management

The AI Transformation Platform for Alternative Investment Management

Trusted by

Bootcamp

Become an AI Agent Leader at Third Point

Host the AI Agents 101 Bootcamp at Third Point. We'll come to you!

Bootcamp

Become an AI Agent Leader at Third Point

Host the AI Agents 101 Bootcamp at Third Point. We'll come to you!

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

What You'll Learn

We’ll tailor the session to your organization’s priorities, whether it’s automating workflows, accelerating analysis, or exploring new AI use cases. Each Bootcamp combines:

Foundational Knowledge

Learn the core concepts of AI agents: what they are, how they work, and features like Retrieval-Augmented Generation (RAG), security, and integrations.

Real-World Applications

Explore how AI agents can automate tasks, support decision-making, and create efficiencies in your work or organization through tailored use-cases.

Hands-On Building

Design and deploy your first AI agent, no coding skills needed. Leave with working AI agents tailored to your own needs. Need help? We'll be there to support.

low-angle photography of building

Secure Agentic AI for Investment Research, IC Memos, and Portfolio Monitoring

Stack AI helps hedge funds like Third Point deploy secure AI agents that automate investment committee memo drafting, scan currency arbitrage opportunities, and query internal research across SharePoint and Snowflake—with enterprise-grade security, SOC 2 compliance, and role-based access controls built in.

On-premise deployment
On-premise deployment
Built-in governance and analytics
Built-in governance and analytics
White-glove support from AI experts
White-glove support from AI experts
Templates for investment committee memos, currency arbitrage research, and portfolio due diligence
Templates for investment committee memos, currency arbitrage research, and portfolio due diligence

Case Studies

Trusted by Leading Hedge Funds

Leading hedge funds and asset managers trust StackAI to enhance client relations, streamline research, and sharpen investment decision-making with AI agents.

Case Studies

Trusted by Leading Hedge Funds

Leading hedge funds and asset managers trust StackAI to enhance client relations, streamline research, and sharpen investment decision-making with AI agents.

A multi-billion-dollar hedge fund used StackAI to deploy AI agents that enhance client relations workflows and sharpen investment decision-making, enabling faster research, more responsive client communications, and stronger analytical support across the firm.

Workflows used

AI-powered client relations and investment decision-making.
Investment research and analytics acceleration
Enterprise-grade security for financial AI workflows
cityscape photography of high-rise building

How a Multi-Billion-Dollar Hedge Fund Uses AI Agents to Enhance Client Relations and Sharpen Decision-Making

Use Cases Collection

10+ AI Agents for Wealth Management

Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents for Wealth Management

Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004