State of AI In Finance Report 2026

We are pleased to present the 2026 State of AI in Finance Report.

We collected over 150 survey submissions from finance respondents across investment banking, private equity, private credit, asset management, advisory, wealth, and adjacent roles to determine the state of AI usage in finance as we near the end of 2026.

The most important takeaway is that AI is moving beyond answering questions and doing low-level work that was cited back in our initial survey 6 months ago, and is moving into the actual work product of the industry. Analysts and investors are increasingly using it to build and review models, process diligence files, prepare presentations, and automate repeatable workflows.