Summary
LinqAlpha operates a multi-agent system with 50+ specialized agents covering the full investment workflow (company screening, primer generation, catalyst mapping, Devil's Advocate). The Devil's Advocate agent uses three specialized sub-agents: Parsing Agent (Claude Sonnet 3.7 + Amazon Textract for document extraction), Retrieval Agent (Claude Sonnet 4.0 for targeted queries against OpenSearch), and Synthesis Agent (generates structured rebuttals with citations). The system runs on Amazon Bedrock with EC2 orchestration. LinqAlpha developed FinDER, the first financial RAG benchmark with 5,703 query-evidence-answer triplets from 10-K filings. Their domain-adapted semantic retriever outperforms E5-Mistral by 10+ percentage points on top-10 retrieval relevance. The system serves 70+ institutions managing $5T+ in assets.
Key Points
- 50+ specialized AI agents across investment workflow
- Devil's Advocate: 3-agent architecture (Parsing, Retrieval, Synthesis)
- FinDER benchmark: 5,703 triplets from 10-K filings, 84.5% qualitative questions
- Domain-adapted retriever beats E5-Mistral by 10+ pp on top-10 retrieval
- Claude Sonnet 3.7 (parsing) + 4.0 (reasoning) on Amazon Bedrock
- 1M-token context window for full document analysis
- 5-10x speed improvement over traditional human review
- 70+ institutional clients managing $5T+ in assets