TresVista and Model ML Partner to Develop AI Agents for Investment Services

July 29, 2025
TresVista and Model ML have announced an exclusive partnership to create AI agents aimed at transforming advisory and investment services, as stated in a press release.

TresVista and Model ML have announced an exclusive partnership to develop AI agents that aim to redefine the future of advisory and investment services. In a press release, the companies revealed their multi-year collaboration, which combines Model ML's AI-native orchestration platform with TresVista's expertise in financial workflows.

The partnership will focus on creating bespoke AI agents designed to enhance investment research workflows with increased precision, speed, and scalability. The first wave of these intelligent agents is set to be deployed in TresVista's flagship Research and Investment Services line within six weeks, with plans to expand firm-wide later this year.

This collaboration also includes a strategic investment by TresVista in Model ML, further aligning their long-term goals. Additionally, Sudeep Mishra, Co-CEO of TresVista, has joined the advisory board of Model ML to provide strategic guidance.

The partnership underscores a significant step towards integrating sophisticated AI tools with human intelligence in the financial services sector, setting a new standard for investment services.

We hope you enjoyed this article.

Consider subscribing to one of our newsletters like Enterprise AI Brief or Daily AI Brief.

Also, consider following us on social media:

Subscribe to Enterprise AI Brief

Weekly report on AI business applications, enterprise software releases, automation tools, and industry implementations.

Market report

2025 Generative AI in Professional Services Report

Thomson Reuters

This report by Thomson Reuters explores the integration and impact of generative AI technologies, such as ChatGPT and Microsoft Copilot, within the professional services sector. It highlights the growing adoption of GenAI tools across industries like legal, tax, accounting, and government, and discusses the challenges and opportunities these technologies present. The report also examines professionals' perceptions of GenAI and the need for strategic integration to maximize its value.

Read more