ForeStrat

Trading

ApprovedEditorial, unpaid

ForeStrat is a Greenwich, Connecticut company that builds what it calls AI-native infrastructure for investment operations, sold to portfolio managers, capital allocators and multi-manager platforms, boutique banks and middle-office teams. It has four connected products: FinSight turns filings, broker research, unstructured documents and web content into structured, ontology-mapped datasets with AI extraction and optional human review; DataStrat runs data ingestion, a cross-vendor security master and quality checks inside the client's own environment; TradeStrat covers multi-asset execution, pre-trade risk limits, TCA and a real-time investment book of record; and MatchStrat automates reconciliation of cash, positions, NAV and collateral, which ForeStrat says auto-resolves 80% of recurring breaks. Optional 24x6.5 human support is available. Its founders previously built Foreseer, which the company says was acquired by S&P Global in 2022. In October 2026 it announced an exclusive partnership with consulting firm Evergreen Meridian to modernize RIA operations.

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Key features

FinSight: custom datasets extracted from filings, research and unstructured documents, with optional human review
DataStrat: data ingestion pipelines, pre-built vendor connectors and a unified security master, deployed in the client's environment
TradeStrat: multi-asset execution, pre-trade risk limits, TCA pipelines and real-time IBOR
MatchStrat: streaming reconciliation of cash, positions, NAV and collateral (IBOR vs ABOR)
Optional 24x6.5 human operations support across global markets