ChatGPT for Financial Services Arrives on the Market

OpenAI has targeted the financial services sector with the release of ChatGPT for Financial Services. 

Released on 10 September 2026, OpenAI’s latest product aims to simplify financial analysis. 

It has paired with several firms already, including Crunchbase, Nasdaq, PitchBook, LSEG News and Daloopa to allow users access to earnings transcripts, company fundamentals, financial statements and data about private companies. 

Jager McConnell, CEO of Crunchbase says: “The value of financial research depends on the quality of its inputs, but reliable private market data can be difficult to find and validate from public sources. 

“Now, Crunchbase’s structured private company data, covering companies, funding, investors, and acquisitions and continuously updated and verified, will be at the fingertips of financial teams using ChatGPT. 

“With Crunchbase data, financial teams can move from questions to meaningful insight much faster.” 

Financial analysis by ChatGPT  

Open AI’s models will be trained further as its coverage is expanded, to allow for a deeper understanding of datasets. 

It aims to mimic expert analysis and will continue to find and use data to train its models to the best of its ability. 

Teams will be able to build interactive charts and visualisations based on deep analysis done by ChatGPT for Financial Services. 

The new feature will be able to research across multiple sources, interpret annotation in public data and trace figures across different time periods. 

PitchBook notes that its data will appear along citations, present for human verification as ChatGPT collates data for client materials, pitchbooks and models. 

Tom Van Buskirk, EVP of Technology and Engineering at PitchBook, comments: “The value of any AI-driven insight starts with the quality of the underlying data. 

“It's significant that OpenAI chose PitchBook as a launch partner for this offering. We see it as a reflection of how the industry views PitchBook's data: as the source the market turns to first. 

“Through our collaboration with OpenAI, PitchBook is a grounding source behind the query, giving investors a way to work with trusted private market data inside a platform they already use.” 

OpenAI enables access through partnerships

Instead of positioning ChatGPT for Financial Services as a competitor to some of the best-known names for financial data, OpenAI is also announcing that it will be pairing with subscription providers to provide access. 

Some of the partnerships include S&P Capital IQ, LSEG, Dow Jones Factiva, Moody’s and MSCI. These providers will be able to recognise users through a ChatGPT sign-in for automatic access. 

Administrators can also publish templates on Excel, Word and Powerpoint templates through a dedicated admin page. 

OpenAI are pairing with over 50 connectors for financial analysis including Datasite, Box and Intapp. 

PitchBook partners:

J. Thelander Consulting: Founded in 1997 by CEO Jody K. Thelander, the consulting firm supports clients in life sciences and tech, venture capital, corporate venture and private equity. The firm is based in Florida, US and specialises in comparison data. 

National Venture Capital Association: The National Venture Capital Association (NCVA)  funds and advocates for policies that encourage innovation in addition to rewarding long-term investment. President and CEO Bobby Franklin has served since 2013, and has guided the NCVA to be a prominent voice in supporting American entrepreneurs. 

OpenAI: One of the largest names in the artificial intelligence world, OpenAI is an AI development company, co-founded by CEO Sam Altman in 2015. The company is headquartered in Silicon Valley in the US. 

StepStone: Founded in 2006, StepStone Group provides private market intelligence to its partners and clients. It is under CEO Scott Hart, who has over 20 years of experience in capital markets. StepStone Group is headquartered in New York. 

New York Islanders: A hockey team based in New York, the Islanders play its home games at UBS Arena, also a PitchBook partner. The team competes in the National Hockey League and were founded in 1972. It is currently under the leadership of Governor Scott D. Malkin and Jonathan Ledecky.