Cloud-Based Startup | Intellectia.AI: Exploring Financial Landscapes and Empowering Global Investors

About Intellectia.AI

Intellectia.AI is a pioneering fintech company dedicated to developing financial generative AI large language models, product R&D, and application development. Founded in June 2023 by a team of industry experts who passionately believe in the transformative potential of AI in finance, Intellectia.AI aims to revolutionize financial research and analysis. Intellectia, the company's flagship product, is an all-in-one intelligent investment research platform focused on aggregating, processing, analyzing, and assisting in investment decision-making in the global financial market. Intellectia.AI's vision is to democratize advanced financial analysis services, making them accessible to all and becoming an indispensable assistant for every individual investor.

Empowering Investment Decisions for Millions Worldwide with Large Language Models

Imagine the possibilities when traditional investment research workflows are enhanced with generative AI: novice and retail investors can perform technical analysis of stock charts with a single click; seasoned experts can quickly interpret financial reports and uncover trends; daily selected stock recommendations through one-click analysis help users navigate the overwhelming flood of stock information. These scenarios are now a reality on the Intellectia intelligent investment research platform.

The traditional investment research workflow involves efficiently filtering valuable content and data from a vast amount of information and making accurate analyses and conclusions through manual operations. This has become an increasingly challenging task. Intellectia.AI's founder and CEO, Fei Chen, who has over a decade of experience in the financial investment sector on Wall Street, deeply understands the pain points of investment research. In late November 2022, the emergence and rapid global adoption of generative AI inspired Fei Chen to realize that large language model tools could optimize financial analysis workflows, enhance efficiency, and assist in investment decisions.

Fei Chen's Second Entrepreneurial Journey: Intellectia.AI

Intellectia.AI marks Fei Chen's second entrepreneurial venture. Apart from keenly identifying the opportunities presented by financial generative AI, Fei Chen's previous success in building a Nasdaq-listed unicorn from scratch has provided valuable entrepreneurial experience, enabling her to face the challenges of a second startup with greater confidence. In early 2023, a pivotal moment came when Fei Chen witnessed a demonstration of a generative AI product analyzing a listed company's financial report using large language model technology. This solidified her entrepreneurial vision in the financial generative AI sector. Against this backdrop, Intellectia.AI was born. By fine-tuning large language models for financial scenarios and integrating proprietary search, retrieval-augmented generation (RAG) technology, and a financial information recommendation engine, Intellectia aims to solve the entire investment research process, helping millions of investors worldwide understand stock chart trends, summarize financial reports, and provide more accurate investment recommendations.

Three Essential Elements of Entrepreneurship: People, Capital, and Execution

"Entrepreneurship is a challenging journey, with three core elements to consider: people, capital, and execution," says Fei Chen. First, finding the right people to join the venture is crucial. The barriers to entry for financial generative AI startups are high, requiring a broad and comprehensive technical stack. The founding team must have complementary skills and share a common mission, vision, and values to drive the business forward continuously. Fei Chen recalls her first interaction with her technical co-founder, Tony, which involved a five-hour video call. Over a year of collaboration, their synergy and mutual understanding laid a solid foundation for the company's rapid growth.

Second, securing initial funding is vital. It not only provides basic support for company operations but also validates the entrepreneurial direction. Fortunately, Intellectia.AI has made significant progress in fundraising, demonstrating industry and capital recognition of the financial generative AI sector and the company's research capabilities.

Third, product development and iteration are key. After a year of intensive development, Intellectia has undergone three major version iterations to enhance industry fit (PMF). The product was successfully launched on Product Hunt in early April 2024, and within two months, Intellectia's registered user base reached tens of thousands, with monthly visits exceeding 50,000, far surpassing Fei Chen's initial expectations.

Fei Chen remarks, "The significant challenge of generative AI entrepreneurship lies in its fundamental difference from the mobile internet era. From day one, we must identify a viable business model. Continuous burn rates are unsustainable; we need to find profitable points quickly with minimal capital input. This tests the team's product iteration, industry promotion capabilities, and excellent execution. After over a year of relentless effort, I believe we have found that point."

Leveraging Amazon Web Services for Improved Efficiency and Increased Overall Business Benefits

Intellectia.AI positions itself as a global product from the outset, adopting a cloud-native architecture. Fei Chen believes that Amazon Web Services (AWS) cloud-native services are the best choice for startups.

From its inception, Intellectia.AI participated in the AWS Activate program for startups, gaining access to various resources and support. The AWS startup customer service team assisted in securing GPU training cluster resources for model fine-tuning, significantly reducing initial capital investment. AWS technical experts provided professional technical support, advancing Intellectia.AI's technical exploration, saving valuable trial and error time, and meeting project delivery timelines.

Additionally, AWS's pay-as-you-go model and resource elasticity optimized operational costs and enhanced enterprise flexibility and scalability. Comprehensive technical maintenance services from AWS allowed Intellectia.AI to operate without dedicated IT personnel, saving substantial operational expenses. AWS's high-level security guarantees and compliance certifications ensured data privacy protection, crucial for global business expansion. Multi-region, multi-data center disaster recovery solutions provide quick recovery capabilities, ensuring business continuity. Fei Chen comments, "AWS Activate can help more promising Chinese startups expand their global business quickly, efficiently, and compliantly."

AWS provides comprehensive cloud resource support to Intellectia.AI for model training and deployment through a pay-as-you-go model. Intellectia.AI uses Amazon SageMaker for supervised fine-tuning (SFT) and reinforcement learning from human feedback (RLHF), enhancing the model's Chinese corpus and financial knowledge, significantly improving analytical capabilities. Amazon SageMaker Notebook's integrated development environment efficiently handles data preprocessing, ETL, machine learning script development, and debugging, greatly boosting development efficiency. Using Amazon OpenSearch Service, Intellectia.AI quickly built a retrieval-augmented generation system, connecting external financial knowledge bases to improve the generative AI model's accuracy and timeliness. Finally, Intellectia.AI seamlessly accessed large language models like Claude 3 through Amazon Bedrock, generating high-quality Q&A content based on retrieved relevant information. Fei Chen notes, "Amazon Bedrock integrates multiple model series, offering more inference deployment options. We can quickly switch models on this unified platform, greatly enhancing system robustness."

Today, Intellectia.AI's development, testing, production, and operational processes are all deployed on AWS, with development and testing efficiency improved by 30%-50% and development manpower reduced by 30%. In business expansion, the platform's stability and dynamic scalability capabilities optimized ROI, boosting overall business benefits by over 20%. In the future, Intellectia.AI plans to explore more innovative application scenarios, further expanding service content, quality, and scale, and looks forward to collaborating with AWS's efficient and reliable cloud services to achieve sustained business growth.

Investor Insights

Intellectia.AI, as a comprehensive generative AI-driven investment research platform, excels in simplifying the complex world of finance. Its intuitive design coupled with powerful analytical tools makes it an indispensable asset for anyone looking to enhance their investment skills. Whether a beginner or an experienced investor, Intellectia.AI offers invaluable support. This is not just a platform; it's a revolution in the way we approach investing. We eagerly anticipate continued innovative advancements from their collaboration with Amazon Web Services.

— Li Ya,

Founder & CEO of Renben Zhihui, Former President of Phoenix New Media