AI-Powered Financial Research Platform

Hi everyone, thank you for looking at my post, my name is Ed and I'm looking for a studio/developer that can help us bring our vision in to reality. We are financial professionals that are looking for a tool that can help people like ourselves. We invite you to take look at the details below and please ask any questions and send over your portfolios. We are looking to get a realistic quote as we are in the research  stage. 

Thank you

Seeking Dev Team: AI-Powered Financial Research Platform (Beta Web App)

We’re building a finance-focused research and collaboration platform that uses ChatGPT or Claude via API to analyze company documents, answer financial questions, and support team-based research. The beta version will be a web-based application that works on both desktop and mobile (responsive design), with the potential for native mobile apps in the next phase.

We are looking for a skilled development team with experience building financial applications, integrating LLM APIs, and understanding financial modeling workflows — with a strong focus on clean, intuitive UI design optimized for analysts.

 Project Scope (Beta Version)

Responsive Web App (accessible on desktop and mobile browsers)
Secure login/authentication
AI-powered chat interface (Claude or ChatGPT API)
Upload & parse: PDF, .docx, and .txt documents
AI-generated summaries of earnings calls, filings, and investor documents
Persistent research threads with team tagging and collaboration
Memory to retain research context across sessions
Optional news integration — only from free/public sources when prompted

Who We’re Looking For

A team with proven experience in fintech or institutional research tools
Understanding of financial modeling and analyst workflows
Hands-on experience with LLM integrations (e.g., ChatGPT, Claude)
Strong UI/UX capabilities: ability to deliver clean, analyst-friendly design
Can provide past samples of UI/UX work, preferably in the finance or B2B space
Available for 3–5 months of beta support post-launch

 Deliverables

Fully functional, responsive MVP
LLM-driven document parsing and chat interface
Collaborative research thread system
Contextual memory for better user experience
On-demand news enrichment from public sources
Lightweight admin dashboard for user/session management
Clean UI design tailored to finance workflows (not a generic dashboard)

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