Helene is a transformational investor relations AI that communicates with investors and analysts, providing immediate answers to inquiries via voice, chat, and email.

Powered by precise data from 10Ks, 10Qs, and approved IR communications, Helene maintains strict regulatory compliance while conversing with investors about perception and sentiment to improve retention and generate leads.

This dual-purpose solution scales IR team capabilities for growing retail markets while helping individual investors better understand their portfolios.

After simple account setup capturing investment holdings and interests, Helene autonomously delivers performance reports and conversation summaries—transforming financial communications through personalized, compliant engagement.