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AI-native financial intelligence · in pilot with institutional desks

Informationinto
understanding. Understandingintoinsight.

Alfion is an AI-native financial intelligence platform for the institutions that move markets. We continuously process vast streams of unstructured disclosure and convert them into structured, explainable, analyst-grade intelligence — beginning with every SEC filing.

Explore the platform
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Filings ingested
0.0%
Citation accuracy
0.0s
Filing to intelligence
10-K
EDGAR · PARSED$48.2B
8-K
EDGAR · PARSEDItem 2.02
10-Q
EDGAR · PARSEDQ3 FY26
S-1
EDGAR · PARSEDPRELIM.
13F
EDGAR · PARSED1,284 pos.
DEF 14A
EDGAR · PARSEDProxy
/ 02 Platform

An institutional intelligence layer.Not another information platform.

Alfion combines retrieval systems, long-context language models, and financial reasoning architectures into a single, explainable platform. Every module is independently versioned and source-traceable.

EDGAR · LIVE · 0 active

Disclosure ingestion

Authoritative-source ingestion of filings the moment they are released. No scraping, no delay, no ambiguity about provenance.

Financial extraction

Section, table, and footnote-aware parsing of MD&A, risk factors, financial statements, and forward-looking language.

Narrative & risk change

Period-over-period diffing of language, tone, and risk posture. Surfaces what changed and why it matters.

Analyst-grade summaries

Source-cited summaries written for an institutional reader. Every assertion is anchored to a span in the underlying filing.

Continuous reasoning

Long-context language models that maintain persistent context across filings, peers, and time horizons.

Explainable intelligence

Every output is auditable. Every model decision is traceable. Built for compliance, due diligence, and trust.

/ 03 Workflow

From raw disclosure to institutional understanding.

01

Ingest

Continuously ingest filings from authoritative sources the moment they are released — beginning with the full SEC EDGAR corpus.

02

Reason

Long-context language models and retrieval systems structure, summarize, and reason across millions of disclosures.

03

Decide

Source-cited intelligence is delivered to your analysts, your research notes, and your downstream systems.

The Problem

Your analysts spend 80% of their time reading filings, not generating alpha.

Manual review takes days

The average analyst reviews 40 SEC filings per year in depth. With 12,000+ filings published annually, critical signals are missed.

Information overload

140,000+ news articles daily, 6,000 earnings calls, and billions of social signals — no team can process it all.

Inconsistent analysis quality

Single-analyst bias, knowledge lost on turnover, and no institutional memory compound into systematic blind spots.

Daily data volume — modern markets

~12,000
SEC filings annually
~6,000
Earnings calls annually
~140,000
News articles daily

Why Alfion

Replace manual review with machine intelligence.

Traditional Research
Alfion Intelligence
Filing coverage
~40 filings / analyst / year
Entire EDGAR database, continuously
Time per filing
4-8 hours manual review
Seconds with AI analysis
Analysis quality
Single-analyst bias, inconsistent
Multi-agent reasoning, auditable
Institutional memory
Lost when analysts leave
Persistent and compounding
Cost
$150K+ per analyst salary
From $4,800/month
Cross-filing analysis
Manual, fragmented
Automated semantic comparison

Pricing

Institutional pricing for institutional intelligence.

Start with a 14-day free trial. No credit card required.

Research

$4,800/month

For boutique investment firms and family offices.

  • SEC filing intelligence (10-K, 10-Q, 8-K)
  • Earnings call narrative analysis
  • 3 monitored sectors
  • 250 filing analyses per month
  • API access — read only
  • Email signal alerts

Enterprise

Custom

Private deployment for large institutional managers.

  • Private cloud deployment
  • Custom agent development
  • Integration with existing systems
  • Compliance and regulatory support
  • Custom memory architecture
  • 24/7 dedicated support

Frequently Asked Questions

Common questions, clear answers.

Alfion connects directly to SEC EDGAR for all public filings (10-K, 10-Q, 8-K, DEF 14A). We process the raw filing text, extract structured sections, and apply AI analysis. We do not use third-party data aggregators — everything comes directly from official SEC sources.

No. Alfion is a research and intelligence platform only. We provide analytical tools and AI-generated summaries to assist professional analysts in their work. Alfion does not provide investment advice, recommendations, or portfolio management services.

Our pilot programs show 91% analyst satisfaction with summary quality. Every summary includes citations back to the original filing text, allowing analysts to verify any claim. We use guardrails to minimize hallucination and flag low-confidence outputs.

Yes. Alfion provides a REST API with full read/write access on Institutional and Enterprise plans. You can integrate filing intelligence, summaries, and alerts into your existing research workflows, dashboards, or internal tools.

We encrypt data in transit (TLS 1.3) and at rest (AES-256). Infrastructure runs on SOC2-compliant cloud providers. We are pursuing SOC2 Type II certification. Enterprise clients can request private cloud deployment for additional isolation.

Yes. All plans include a 14-day free trial with full access to platform capabilities. No credit card is required to start. At the end of the trial, you can choose a plan or your account will be paused.

Stop reading filings.
Start understanding them.

Join the institutional research teams already using Alfion to transform their filing analysis workflow.

or

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