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AI research for deals and strategy
Wokelo is an investment research AI agent offering an AI research agent that produces company, industry and due diligence reports. Founded in 2022 and based in Seattle, Washington, USA, Wokelo helps investment banks, PE and consulting firms automate investment research work and get results faster.
Wokelo takes text and documents as input and produces documents and text. It combines large language models with task-specific AI, with the vendor managing prompts, models and updates. It connects to tools such as Slack, Microsoft 365, Google Drive and Salesforce, so the agent works inside existing workflows.
Wokelo is built for investment banks, PE and consulting firms. It suits teams that want company profiles and industry research without adding headcount, while keeping people in control of review and final decisions.
Wokelo is often compared with AlphaSense. Wokelo stands out for company profiles and due diligence reports. The right choice depends on your workflow, integrations and budget, so compare both on a real task.
Pricing Model
Subscription
Starting Price
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Free Options
Free trial
Wokelo for individuals and growing teams. See wokelo.ai for current pricing.
Wokelo for larger organizations with security and admin needs. Contact sales for a quote.
| Feature | Pro Popular | Enterprise |
|---|---|---|
| Company profiles | , | |
| Industry research | , | |
| Higher usage limits | , | |
| Integrations | , | |
| Email support | , | |
| Everything in Pro | , | |
| Due diligence reports | , | |
| Peer benchmarking | , | |
| SSO and admin controls | , | |
| Dedicated support | , |
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
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