Kelly was designed by 25-year veterans of Two Sigma, BlackRock, Axioma and Barra, and computes every answer on the analytics engine trusted by managers overseeing more than $7 trillion in assets.
NEW YORK, Sept. 10, 2026 /PRNewswire/ — Omega Point, the portfolio intelligence platform – trusted by investment managers globally for over a decade, today announced the launch of Kelly, its AI agent for investment intelligence. Kelly is designed & built by market veterans, who have spent their careers getting it right. Working with Kelly feels like having a seasoned expert at your side, sharpening your thinking with every question. Ask it to dig in like an analyst, think through construction like a PM, challenge your assumptions like a risk manager, or evaluate a manager the way an allocator would. Conversations with Kelly result in bespoke answers and dashboards that reflect the manager’s approach and strategy.
To be a top-tier firm today, you have to perfect all aspects of the investment process simultaneously: deciding which names deserve the work, sizing positions, understanding the scenarios that aren’t priced in, hedging deliberately, and making all of it repeat across the firm. That’s always been difficult, because it takes deep expertise across every one of those specialties, and market veterans are the scarcest resource in the industry. When an answer costs a day of a veteran’s attention, the question often doesn’t get asked.
“We built Kelly so there is no more waiting for an expert,” said Omer Cedar, CEO of Omega Point. “A firm’s IP is its greatest asset, and Kelly puts a market veteran at every desk to sharpen it. The more your team works with it, the more it reflects how your team actually thinks.”
The launch reflects a strategic choice. Most firms whose clients pay for their expertise guard it closely. Omega Point is doing the opposite: packaging what its market veterans know into an agent every customer can work with, backed by prebuilt workflows that span the investment process. Kelly turns that expertise into an edge every person can sharpen for themselves, one question at a time.
Kelly is an evolution of the platform Omega Point has built over thirteen years, not a separate product. Every number Kelly returns is computed on Omega Point’s Investment Intelligence Engine, the same deterministic calculation engine that has been trusted by the world’s largest investors for over a decade; every figure is traced to source; and governance is by design, with Kelly operating strictly within each user’s existing access privileges. Kelly is available to every firm and is enabled only with the firm’s explicit permission.
“Firms that beta-tested Kelly over the summer were asking questions they never had time to ask before, and building their own analytics around the answers,” Cedar said. “That is the outcome we designed for. Every person in the firm now works with that experience at their side, constantly sharpening their edge.”
Firms interested in Kelly can visit omegapoint.ai. Read the full announcement here.
Omega Point
Omega Point is the investment intelligence platform built by investors, for investors. Founded in 2013, it distills the experience of market veterans into analytics that run inside the front-office workflows of hedge funds, asset managers, pensions and sovereign investors overseeing more than $7 trillion in assets. Kelly, its AI agent, turns questions into bespoke analysis that sharpens each firm’s edge, computed on its platform, traced to source and governed by design. Omega Point is headquartered in New York and San Francisco. Visit omegapoint.ai.
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SOURCE Omega Point
