Wokelo APIs for Investment Research and Due Diligence
Wokelo AI · Intelligence & Research
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 7 captures on record
What the publisher says
As described on Microsoft Marketplace.
Production-ready APIs that power institutional-grade intelligence infrastructure for investment and advisory firms. Deploy proprietary research tools and automated workflows in weeks instead of months.
Programmatic access to 20M+ enriched companies and deep sector intelligence spanning global markets and industry verticals, domain-tuned AI agents, real-time news streams, and automated report generation with enterprise-grade governance.
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What Teams Build:
- Proprietary deal sourcing platforms that surface opportunities before the market
- Automated portfolio monitoring with real-time competitive intelligence
- Standardized diligence workflows that execute firm methodology at scale
- Internal research tools powered by multi-source aggregation
- Risk detection systems tracking sector shifts and market signals
- Custom analytics infrastructure with clean, cited, continuously updated data
Trusted by KPMG, Guggenheim, Bain, Berkshire Partners, SoftBank, B Capital, and Adobe.
The Challenge: Build vs Buy
Investment firms are stuck between two bad options.
Option 1: Buy generic AI. ChatGPT and Copilot won't differentiate—everyone has the same tools. Worse, they're enterprise liabilities: data leaks, training on sensitive deals, zero audit trails, and weak security make them unsuitable for confidential work.
Option 2: Build from scratch. The right move strategically, but brutal operationally. Six months minimum to build ingestion pipelines, entity resolution, LLM infrastructure, multi-model orchestration, and VPC/on-prem security. Engineering teams burn months on undifferentiated infrastructure. Deal teams wait. Competitive advantage erodes.
The real opportunity: Launch the firm's own AI platform without the 6-month build cycle with Wokelo. Layer proprietary frameworks on production-ready infrastructure—LLM backbone, fine-tuned agents, and data pipelines already built. Deploy differentiated intelligence in weeks, not months.
Most firms stall in the build vs buy dilemma. Forward-thinking firms choose the third path with Wokelo.
The Solution: Deploy in 2-4 Weeks, Not Months
Wokelo eliminates months of infrastructure work. Deploy in weeks instead of building for months.
- Unified Intelligence Layer - Single API access to 20M+ de-duplicated company entities, 200+ enriched fields, real-time updates, and 2012+ historical records. No ingestion infrastructure to manage.
- Developer-Friendly - Structured JSON endpoints, REST API, and SDK for rapid deployment. Plug-and-play integration.
- Proprietary Enrichment - Pre-built work products with standardized schemas. Real-time continuous enrichment across all data sources.
- Multi-Format Delivery - Governed report generation with versioning. API outputs in JSON, PDF, Word, and PowerPoint.
- Enterprise-Grade - SOC 2 Type II and ISO 27001 certified. VPC/on-prem deployment options. Complete data isolation with evidence trails and versioning for auditability.
API Products
- Company & Sector Insights API - Enriched company database and sector intelligence through unified endpoints. Clean, connected, continuously updated data across companies, markets, themes, news, and events with stable entity IDs.
- Real-Time News API - Real-time and historical news streams enriched with entity tagging, topic classification, clustering, deduplication, and sentiment analysis. Intelligent story clustering eliminates duplicate event tracking.
- Agent Builder API - Execute templated analyses, automate research workflows, and generate structured outputs at scale. AI agents autonomously execute research with reusable templates. Multi-format generation (PDF, Word, PowerPoint) with embedded citations.
- Custom Work Product API - On-demand generation of tailored analytical outputs. Bespoke reports and analyses at scale with governed generation, prompt versioning, and quality controls. Multi-format outputs (JSON, PDF, Word, PowerPoint).
Preview
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Agent build and provenance
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Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Plans and pricing as listed
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Publisher resources
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