Wokelo is an agentic AI platform for dealmaking and consulting, designed by domain experts to power sourcing, diligence, and strategy.
We've been in your shoes. Our team of ex-investment professionals, bankers, consultants, and AI researchers built the tool we wish we'd had.
Traditional research workflows are broken: fragmented across dozens of tools, buried in manual work, bottlenecked by human capacity. We saw the future before others did: AI agents that don't just generate text, but actually do the work. While the industry chased chatbots, we built agentic systems that conduct deep research, synthesize insights, and autonomously execute complex workflows.
Wokelo doesn't replace human judgment, it amplifies it. Unlike generic AI, our agents autonomously process data, synthesize insights, and deliver investment-grade analysis — so you focus on strategy, not searches. Today, leading investment funds, banks, advisories, and corporate teams rely on Wokelo's AI agents to transform how they research, analyze, and execute across the deal lifecycle.
Sid Masson
Saswat Nanda
Seattle, Washington
United States of America
Where Wall Street experience meets Silicon Valley innovation.
Supported by top-tier investors shaping the future of enterprise AI.
Wokelo supports organizations worldwide with comprehensive global data coverage and precision intelligence tailored to local market contexts.
We're building a category-defining company at the intersection of Agentic AI and financial services.
