geniosAI, a San Jose-based AI platform for banks, investment teams and the office of the CFO, emerged from stealth on 9 November 2026 with $19.1 million in combined seed and Series A funding from FactSet, Zoom and General Catalyst, with FactSet leading the Series A. The release does not split the $19.1 million between the seed and the Series A, does not give a valuation and does not name a customer, and Fintechbits could not find any of the three elsewhere.

What geniosAI Is Selling to Banks

The geniosAI pitch is traceability. Every figure in an analysis links back to its source, and the assumptions, methods and review decisions stay attached to the work so the next analyst starts from what the team already agreed. Prabhdeep (PD) Singh, co-founder and chief executive, said “A financial answer is only useful if you can show how you got there.” The company says finance and investment teams at Fortune 500 global banks and technology companies use it to prepare for earnings, but it names none of them.

The investor list is the interesting part. FactSet is both lead investor and data partner, which gives geniosAI a data feed and a distribution channel that most AI start-ups in finance have to buy. It also ties the product to one supplier. Zoom’s involvement points at earnings calls and internal finance reviews as the place the tool is meant to sit. For a bank buyer, the test is whether a model’s audit trail satisfies its own model risk team, and the release offers no evidence on that point.

The release is light on the details a buyer would want. It does not say how many people geniosAI employs, which models it runs on, or how it prices the product. FactSet’s own scale explains the attraction for the start-up: the data company says it serves more than 9,200 clients and over 260,000 individual users across the buy side, sell side, wealth management, private equity and corporates. If even a small share of those users see geniosAI inside FactSet workflows, the start-up skips years of enterprise sales. That distribution matters more than the $19.1 million itself, which is why the absence of any named customer is the gap to watch. Banks are buying AI from several directions, from Barclays rolling Claude out to its developers to Focal AI’s agents for Canadian advisors.