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Exchange Robotics
Techstars '24New York City, US · 2 known investors
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ExchangeRobotics develops generative AI applications and infrastructure for financial innovation, focusing on workflow automation, unstructured data processing, and decision-making tools for organizations. The platform uses large language models and retrieval-augmented generation to enable enterprises to extract insights and automate tasks while maintaining data privacy and ownership.
Also known as Exchange Robotics Inc. · ExchangeRobotics · ExR
Investors · 2
How we know: imec.istart's portfolio page · Not right? Tell us
How we know: the Techstars portfolio · open dataset · Top 3000 Accelerator Startups (no YC) 2026-08 · Not right? Tell us
Company profile
researched Sep 2026Exchange Robotics (ExR) is a New York-based company that describes itself as a research lab advancing generative AI, delivering applications and infrastructure aimed at reliability in financial innovation. Its stated focus is on AI strategies, agent-based workflow automation, and processing unstructured data into structured, usable information to support decision-making inside organizations. The company has developed a cloud-based SaaS platform providing machine learning and AI services to financial services customers working in private debt and alternatives markets, digesting unstructured and unformatted data and transforming it into content delivered through customized user interfaces, a proprietary large language model chatbot, cognitive models, and voice-driven structured finance workflows.
The company's principal product is Scalata AI (Scalata.ai), described as a generative AI framework for credit and financial markets in which AI agents are assembled from widgets to replace manual workflows. Published product material covers the use of generative AI for credit lifecycle automation — including credit agreement management, loan underwriting, and dynamic credit memo generation — through what the company calls proprietary AI architecture, dynamic APIs, and modular data pipelines. A "Deep Research" feature, in beta, is positioned for step-by-step financial and market analysis aimed at credit professionals.
ExR positions its technology around a universal data ingestion and normalization engine that interprets unstructured sources such as technical manuals and performance logs and normalizes them without human intervention, using an orchestration layer over external large language models plus internally trained data. Company materials emphasize customer ownership of data, workflows, and fine-tuned models, framing this as a proprietary intelligence asset retained within the client organization.
Founding story
The company was founded in January 2022 by CEO Bruno Lorenzelli, who has over 25 years of market experience and 20 years in financial services, with prior roles at JP Morgan, Barclays, Deutsche Bank, Standard Chartered Bank (2009, as a Manager) and Newedge (2010, as a Director), and who has founded multiple fintech companies.
Business model
Cloud-based SaaS platform sold to financial services organizations, combined with customized AI strategy and integration services in which the company configures data-provider and LLM APIs, servers, cloud infrastructure and its own AI orchestration framework for the client.
Traction
Gust lists the company at prototype-ready stage with 2 employees. Company newsletters report Databricks partner status through the Built on Program and Data Provider Marketplace (Q3 2025), and in Q4 2025 report commercial traction, banking partnerships, the release of Agentic AI v.3, and receipt of The Digital Banker's Global Banktech Awards 2025 for "Best Gen-AI Financial Markets Solution by a Vendor."
Latest developments
In Q3 2025 the company reported becoming a Databricks partner via the Built on Program and Data Provider Marketplace and said it was finalizing a strategic arrangement. In Q4 2025 it announced Agentic AI v.3 of Scalata.ai, banking partnerships, and The Digital Banker's Global Banktech Awards 2025 for "Best Gen-AI Financial Markets Solution by a Vendor." A Deep Research feature for financial and market analysis is in beta.
▸Full profile — market position, technology, go-to-market, geography, history
Market position
A small, early-stage vendor of generative AI tooling for credit and capital markets workflows; listed under the Capital Markets & Institutional Trading sector by Fintech Sandbox and at prototype-ready stage on Gust.
The company emphasizes model-agnostic orchestration that can connect to any current or future LLM, automated normalization of unstructured data without human intervention, RAG-based custom dataset construction without complex implementations, and customer retention of data, workflows and fine-tuned models as privacy and knowledge-retention safeguards.
Technology
An agent-based large language model framework with a universal data ingestion and normalization engine that extracts key information from unformatted and unstructured sources. The stack orchestrates external LLMs (referenced as GPT-4, Gemini, or other models of the customer's choice) together with internally trained data, and uses retrieval-augmented generation (RAG) to build custom-trained datasets. Outputs include personalized data feeds, copilot UI widgets, dynamic reports and workflow automation via software robots; earlier descriptions also cite a proprietary LLM chatbot, cognitive models and voice-driven interaction. Customers retain ownership of their data, workflows and fine-tuned models.
Go-to-market
Direct engagement via demo requests on the company website, supported by product blogs and quarterly newsletters; distribution and channel work includes Databricks partner programs (Built on Program and Data Provider Marketplace) and banking partnerships, plus participation in the Fintech Sandbox startup program.
Financial services institutions operating in private debt, illiquid assets and alternative credit markets, including credit risk and underwriting teams; the company states it serves both small, underserved institutions and large ones.
Geography
Headquartered in New York, New York, United States, with an address listed at 600 3rd Avenue; Fintech Sandbox lists the company's HQ as the USA.
History
Exchange Robotics was founded in January 2022 and incorporated as a C-corp based in New York. Its founder has described spending three years building compliant generative AI. The company's Scalata.ai platform progressed through 2025, with the Q3 2025 newsletter citing recognition as a Databricks partner through the Built on Program and Data Provider Marketplace, and the Q4 2025 newsletter describing the release of Agentic AI v.3 of Scalata.ai, new banking partnerships, and an industry award.
Compiled by commissioned research from 6 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Timeline · 5
launches, deals, and filingsScalata.ai received The Digital Banker's Global Banktech Awards 2025 in the category "Best Gen-AI Financial Markets Solution by a Vendor," as reported in the company's Q4 2025 newsletter.
The company announced a Deep Research feature in beta, designed to provide step-by-step financial and market research for credit professionals.
The Q3 2025 newsletter states Scalata.ai is recognized as a top Databricks Partner through both the Built on Program and the Data Provider Marketplace.
The Q4 2025 newsletter reports securing major banking partnerships alongside commercial traction.
The company's Q4 2025 newsletter announced the release of Agentic AI v.3 of Scalata.ai along with platform enhancements.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
▸Research sources · 6
primary sources listed
- Exchange Roboticsexchangerobotics.com · web
6 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Exchange Robotics do?
- Exchange Robotics is a New York generative AI research lab building agent-based workflow and data tools for credit and financial markets.
- Who are Exchange Robotics's investors?
- Exchange Robotics's investors include imec.istart, Techstars.
- Where is Exchange Robotics headquartered?
- Exchange Robotics is headquartered in New York City, US.