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Wisdom AI

Also known as: WisdomAI

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Data analyst agentindependentVerified 2026-07-06

AI data analyst that answers business questions across structured and unstructured enterprise data.

WisdomAI builds an AI Data Analyst for the enterprise: conversational and proactive agents that answer business questions in natural language by reasoning across structured, semi structured, and unstructured data, even when that data is messy or incomplete. Founded in 2023 by Rubrik co founder Soham Mazumdar and a team of former Rubrik colleagues, the San Francisco company has raised about 73 million dollars, including a 50 million dollar Series A led by Kleiner Perkins in November 2025 with participation from NVIDIA's venture arm, following a 23 million dollar seed led by Coatue. It counts Cisco, ConocoPhillips, Descope, and Patreon among roughly forty enterprise customers, one of which expanded from ten seats to four hundred and fifty.

The defining design choice is how WisdomAI avoids hallucination. Rather than using a language model to write answers, it uses generative AI only to write the queries that fetch data, so a model slip produces an ineffective query instead of a fabricated fact. Those queries and answers are grounded in an Enterprise Context Layer, a persistent semantic fabric that captures metrics, definitions, business logic, permissions, and institutional knowledge, and keeps learning as the business changes. The result is an assistant a chief revenue officer can ask how the quarter will close, and get back the specific deals to focus on and what is blocking each one, rather than a generic best guess.

The platform ships as conversational BI, AI generated dashboards, and analytics agents, and can be embedded into a company's own product through a React SDK, iFrame, or GraphQL API, with full white labeling and row and column level security enforced at query time in the data layer. Its governed context is also MCP compatible, so it works with Claude and other agents. Proactive agents watch metrics and tickets and alert users when something notable shifts, delivered into Slack, Salesforce, and email. For an enterprise that wants trustworthy self service analytics over messy data without the dashboard backlog, WisdomAI is a leading option; teams needing an open model choice or a general purpose agent will find it purpose built for analytics.

Vendor details

Canonical URL

https://www.wisdom.ai

Category

Data analyst agent

Funding status

Independent, founded in 2023 by Rubrik co founder Soham Mazumdar with former Rubrik colleagues. Raised a 50 million dollar Series A led by Kleiner Perkins in November 2025, with NVIDIA's NVentures, Coatue, Madrona, and Menlo Ventures participating, following a 23 million dollar seed led by Coatue in 2025, bringing total funding to about 73 million dollars.

Company status

independent

Use cases & customers

Primary use cases

natural language business intelligenceinsights over structured and unstructured dataproactive anomaly alertingembedded and white labeled analytics

Target customers

enterprisemid-market

Deployment options

SaaS

Integrations

Connects to enterprise warehouses, applications, and both structured and unstructured data sources, enforcing row and column level security at query time in the data layer. Delivers insights inside Slack, Salesforce, and email, and can be embedded into a customer's own product via a React SDK, iFrame, or GraphQL API, with MCP compatibility for Claude and other agents.

In practice

Executives wait weeks for the data team to turn around a report. WisdomAI lets a business leader ask in plain language and drill into the answer in real time, grounded in the company's own definitions and metrics.

You cannot trust an AI that might fabricate a number. WisdomAI uses generative AI only to write the query, not the answer, so a model slip returns an empty query rather than a false insight.

Nobody notices a metric moving until it is a crisis. WisdomAI's proactive agents watch usage and tickets and alert the right person in Slack or email the moment something notable changes.

Sources & related URLs

Related / legacy domains

Research notes

Added via Crunchbase discovery batch July6Agentic1to50. Core fields only; enrichment (longDescription, useCaseScenarios, 14-axis VendorFeature, pricing) pending.

Capability coverage

10.5 / 14 capabilities · 75%

Integrations & Tool CallingConnects to warehouses, applications, and both structured and unstructured data sources, and delivers insights inside Slack, Salesforce, and email, WisdomAI docs 2026-07-06 Full
Workflow OrchestrationCoordinates conversational and proactive analytics agents plus a knowledge fabric curation agent that reason across data silos; task orchestration beyond analytics is not the framing, WisdomAI docs 2026-07-06 Full
Knowledge Grounding & RAGGrounds every answer in a persistent Enterprise Context Layer, a semantic knowledge graph of metrics, definitions, business logic, and permissions, reasoning across structured and unstructured data, WisdomAI docs 2026-07-06 Full
Human Oversight & GuardrailsData teams curate the context layer, set permissions, and define what good looks like, governing agent output; per answer human approval is not the model, WisdomAI docs 2026-07-06 Partial
Security, Identity & GovernanceEnforces row and column level security at query time in the data layer, with strict data governance, permissions in the context layer, and auditability, WisdomAI docs 2026-07-06 Full
Observability & AuditabilityAnswers are explainable and traceable to the query and context used, with governance and auditability designed in and surfacing the why behind metric movements, WisdomAI docs 2026-07-06 Full
Memory & State PersistenceA persistent context layer retains corporate, team, and user context and remembers user preferences and team goals, continuously learning as the business changes, WisdomAI docs 2026-07-06 Full
Deployment & Data ResidencyCloud based platform that connects to existing warehouses and enforces security in the data layer; self host or specific residency options are not documented, WisdomAI docs 2026-07-06 Partial
Prebuilt Agents, Templates & PacksShips prebuilt analytics experiences, Conversational BI, AI powered dashboards, and analytics agents, plus a knowledge fabric curation agent, out of the box, WisdomAI docs 2026-07-06 Full
Triggers & Channel CoverageProactive agents continuously monitor metrics and tickets and alert users in real time when something notable changes, delivered into Slack, email, and Salesforce, WisdomAI docs 2026-07-06 Full
Model Flexibility & RoutingUses its own reasoning architecture with generative AI limited to query generation; customer facing model choice or routing is not documented, WisdomAI docs 2026-07-06 Unable to verify
APIs, SDKs & MCP ExtensibilityOffers an embeddable engine with a React SDK, iFrame, and GraphQL API, plus MCP compatibility so its governed context works with Claude and any MCP compatible agent, WisdomAI docs 2026-07-06 Full
Testing, Debugging & OptimizationThe query only generation design and context layer target accuracy and reduce hallucination; a customer facing testing or evaluation toolset is not documented, WisdomAI docs 2026-07-06 Partial
Browser & Computer UseNo browser or computer use capability; it operates through data connections and embedded surfaces, WisdomAI docs 2026-07-06 Unable to verify

Recent platform changes

No recent material changes tracked yet.

Pricing

Not public; enterprise sales, free trial available, terms scale with seats and data scope

seats and data scope

Contact onlyMedium variable costTrial available

What is public

No public rate. WisdomAI offers a free trial but publishes no list pricing; paid terms are set through sales.

Billing mechanics

Enterprise subscriptions scoped to seats and the breadth of connected data and surfaces. A free trial is available to evaluate before purchase, and adoption often expands from a small pilot to company wide.

Cost watchouts

Because adoption expands fast and pricing scales with seats and data connected, budget for growth beyond the initial pilot. Confirm whether embedded and white labeled analytics carry separate pricing.

Variable cost rationale

Enterprise pricing that scales with seats and the volume and variety of data connected; usage tends to expand quickly once adopted, as seen with customers growing from a handful of seats to hundreds.

Additional watchouts

Seat and data scoped pricing can climb quickly given how fast usage spreads; confirm how embedded analytics, additional data sources, and proactive agents affect the rate.

Sales call required

Yes — required for paid access

Free / trial

Free trial available; no public self serve paid tier

Key ambiguities

A free trial is public, but no entry rate, per seat figure, or tiering is published; paid terms are quoted under sales.

Verified 2026-07-06

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