What it sells
AI research platform for public-company financial data.
Business model breakdown
Buyer: who owns the budget?
Hedge funds, asset managers, sell-side analysts and investor relations teams for Quartr Pro; quant, research and AI-product teams (e.g. Perplexity, Kepler) for the API.
Trigger: what makes them buy now?
UnverifiedAnalysts need to cover earnings calls, slides and filings faster and first; AI builders need structured, traceable first-party IR data (OpenAI named Quartr a founding data partner for ChatGPT for Financial Services).
Workflow: what inputs become what output?
Analyst opens the event calendar, follows live calls with word-by-word transcripts, searches transcripts, slides and filings, compares slide history, sets keyword alerts and watchlists, and uses AI chat/summaries; API users pull the same datasets into their own systems.
Economics: what it saves and how it charges
UnverifiedPer-seat Pro subscriptions and enterprise API/data contracts.
Distribution: how it reaches customers
Book demo / contact sales.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-08-12 | — | $18M | — | news.google.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.