Investment teams drown in data but starve for insight, spending hours reconciling filings, earnings transcripts and regulatory disclosures across disconnected systems. Af Malhotra, founder and chief executive of ReN, said his firm's AI platform attacks that problem by scanning portfolio company documents for risk signals that traditional, backward-looking analysis misses.

Malhotra discussed the approach on The WealthStack Podcast with host Shannon Rosic. He said ReN analyzes filings, disclosures and earnings calls to uncover inconsistencies, anomalies and changing risk patterns. The goal is to shift investment research from historical performance data toward forward-looking risk intelligence, he said.

Market volatility, geopolitical uncertainty and rapid shifts in investor expectations make it harder to rely on backward-looking portfolio analysis alone, Malhotra said. Analysts still spend enormous time gathering filings, reading disclosures, comparing earnings calls and reconciling information, he said.

Domain-specialized language models may be better suited for high-stakes financial decisions than general-purpose AI, Malhotra said. ReN's platform is built for financial services rather than adapted from consumer tools, he said.

Automation and agentic AI could reshape investment research and advisor workflows, Malhotra said. The technology could eventually become embedded in portfolio management systems, moving from standalone analysis tools to autonomous decision support, he said.

Malhotra is a technology entrepreneur who has held leadership roles at Amstrad, Fujitsu and Gartner. He has been featured on BBC News, CNBC Live, HuffPost, The Times and Bloomberg. He holds degrees from Goldsmiths College at the University of London, Kingston Business School and Harvard Business School, and is a guest lecturer at London Business School and Queen Mary's, University of London.