Toggle AI

What is Toggle AI?

Toggle AI is an investment platform powered by artificial intelligence, built to deliver insights for making decisions in financial markets. Its core product, Toggle Terminal, lets you ask questions in everyday language and get back analytics. The platform uses Generative AI for analytics, a Knowledge Graph to map data, and an LLM-powered interface for interaction. It covers a wide range of assets and cryptocurrencies, monitoring market and fundamental data in real time to support investment research and hypothesis testing. Both industry professionals and individual investors use it for its analytics and interface.

Who created Toggle AI?

Toggle AI was founded by a team led by Giuseppe Sette, Jan Szilagyi, Armenak Mayalian, and RJ Assaly:

• Giuseppe Sette, President, has a background in equity and global macro investments, previously working at Lombard Odier and other financial institutions.
• Jan Szilagyi, CEO, comes from asset management and algorithmic trading, with experience at Duquesne Capital and Lombard Odier.
• Armenak Mayalian, Chief Technology Officer, has a track record of scaling fintech products.
• RJ Assaly, Chief Product Officer, holds a patent for a natural language search interface and has portfolio management experience.

The company is backed by prominent industry figures including Stanley Druckenmiller and Thomas Peterffy.

What is Toggle AI used for?

• Gives advisors and their clients access to AI-derived insights covering thousands of assets and portfolios.
• Offers proprietary multi-modal search, letting you instantly find answers from research reports and fact sheets.
• Provides a suite of award-winning analytic tools through a natural language interface.
• Lets you test market hypotheses, screen securities, and uncover connections between organizations — no coding or spreadsheets needed.
• Helps connect data points to build investment narratives through Toggle Terminal.
• Provides custom AI solutions and integrations for select institutional investors.
• Offers API access, bulk licensing agreements, and custom integrations for the asset management sector.
• Enables wealth management firms and brokerages to access AI-driven insights for their assets and portfolios.

Who is Toggle AI for?

• Wealth management professionals
• Brokerages
• Asset management firms
• Capital markets participants

How to use Toggle AI?

1. Access Toggle Terminal: Log in to Toggle AI and open the Toggle Terminal section.
2. Ask questions: Use natural language to ask questions or test hypotheses about assets or groups of assets.
3. Analyze data: Toggle Terminal provides immediate access to institutional-grade analytic tools to support strategic decisions.
4. Use the analytical engines: Test market hypotheses, screen securities, and explore relationships between organizations directly from the terminal.